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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: MI153: Valuing Netflix Stock w/ Tony Coniaris
Description: IN THIS EPISODE, YOU’LL LEARN: Â
01:50 - Oakmark’s criteria for a quality value investment.
07:44 - What it means to have a bottoms up investment approach rather than a top down approach.
15:39 - Why Netflix qualifies as a value investment for Oakmark.
19:30 - Tony’s thoughts on the volatility of the stock’s price action.
32:49 - How Tony thinks about valuing Netflix.
38:20 - Tony’s thoughts on a recent addition to Oakmark’s holdings - Willis Towers Watson.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences....