On today’s episode, Clay is joined by Arif Karim to discuss Netflix and Ferrari. Arif has studied both businesses for many years as a co-Portfolio Manager at Ensemble Capital and knows these companies as well as about anybody.Arif has been in the investment industry for over 25 years, and is currently working on transitioning to his new venture in the industry.IN THIS EPISODE YOU’LL LEARN:00:00 - Intro01:31 - What is Netflix’s moat, and what makes it a great business?10:45 - How Arif managed the share price volatility of Netflix in recent years.21:34 - The growth initiatives Netflix pursued in light of the slowdown in subscriber growth.42:02 - Why Ferrari is a business with win-win relationships similar to Costco.01:09:04 - How Arif thinks about Ferrari’s and Netflix’s valuation.And so much more!Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCES<ul>
<li>Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more <a href="https://www.theinvestorspodcast.com/summit/">here</a>.
</li>
<li>Join the exclusive <a href="https://www.theinvestorspodcast.com/mastermind-2/">TIP Mastermind Community</a> to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.</li>
<li>Connect with Arif on <a href="https://www.linkedin.com/in/arifkarim/">LinkedIn</a>.</li>
<li>Follow Clay on <a href="https://www.linkedin.com/in/clay-finck-8073a8a7/">LinkedIn</a> & <a href="https://twitter.com/Clay_Finck">X</a>.</li>
<li>Check out all the books mentioned and discussed in our podcast episodes <a href="https://prodcast.io/wsb">here</a>.</li>
<li>Enjoy ad-free episodes when you subscribe to our <a href="https://premium.theinvestorspodcast.com/">Premium Feed</a>.</li>
</ul><h3></h3>NEW TO THE SHOW?<ul>
<li>Get smarter about valuing businesses in just a few minutes each week through our newsletter, <a href="https://www.theinvestorspodcast.com/newsletters/">The Intrinsic Value Newsletter</a>.</li>
<li>Check out our <a href="https://www.theinvestorspodcast.com/we-study-billionaires-starter-packs/">We Study Billionaires Starter Packs</a>.</li>
<li>Follow our official social media accounts: <a href="https://twitter.com/TIP_Network">X (Twitter)</a> | <a href="https://www.linkedin.com/company/the-investor's-podcast/">LinkedIn</a> | <a href="https://www.instagram.com/theinvestorspodcastnetwork/">Instagram</a> | <a href="https://www.facebook.com/TheInvestorsPodcast">Facebook</a> | <a href="https://www.tiktok.com/@theinvestorspodcast">TikTok</a>.</li>
<li>Browse through all our episodes (complete with transcripts) <a href="https://www.theinvestorspodcast.com/we-study-billionaires/">here</a>.</li>
<li>Try our tool for picking stock winners and managing our portfolios: <a href="https://www.theinvestorspodcast.com/tip-finance/">TIP Finance Tool</a>.</li>
<li>Enjoy exclusive perks from our <a href="https://www.theinvestorspodcast.com/affiliates/">favorite Apps and Services</a>.</li>
<li>Learn how to better start, manage, and grow your business with the <a href="https://www.theinvestorspodcast.com/podcasts/20-best-business-podcasts/">best business podcasts</a>.</li>
</ul>SPONSORSSupport our free podcast by supporting our <a href="https://theinvestorspodcast.com/sponsors">sponsors</a>:<ul>
<li><a href="https://netsuite.com/study">Hardblock</a></li>
<li><a href="https://www.found.com/wsb">Found</a></li>
<li><a href="https://joindeleteme.com/">DeleteMe</a></li>
<li><a href="https://fundrise.com/WSB">Fundrise</a></li>
<li><a href="https://corporatefinanceinstitute.com/">CFI Education</a></li>
<li><a href="https://www.vanta.com/billionaires">Vanta</a></li>
<li><a href="https://shopify.com/wsb">Shopify</a></li>
<li><a href="https://onrampbitcoin.com/">Onramp</a></li>
<li><a href="https://turbotax.com/">TurboTax</a></li>
</ul>HELP US OUT!Help us reach new listeners by leaving us a <a href="https://docs.google.com/presentation/d/1Rnl5KGxmrYISQ7UfbEREMN-AD6b40i6CwWUbXaTabmI/edit">rating and review</a> on <a href="https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP?si=e77332a33ef04a7c">Spotify</a>! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!Support our show by becoming a premium member! <a href="https://theinvestorspodcastnetwork.supportingcast.fm/">https://theinvestorspodcastnetwork.supportingcast.fm</a> Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices">megaphone.fm/adchoices</a>Support our show by becoming a premium member! <a href="https://theinvestorspodcastnetwork.supportingcast.fm">https://theinvestorspodcastnetwork.supportingcast.fm</a>

Podurama

Home

Trending

Personal

Your Podcasts

New Episodes

My Files

Favourite Episodes

Tags (Folders)

Recently Played

Bookmarks

Followed Playlists

TIP711: Netflix, Ferrari, & Managing Market Volatility w/ Arif Karim

We Study Billionaires - The Investor’s Podcast Network

AI Chapters

AI Insights

Reviews