In today’s episode, Trey Lockerbie sits down with Arif Karim to talk about Netflix. Arif holds a degree in economics from MIT and is a&nbsp;Sr. Investment Analyst at Ensemble Capital. Netflix is another amazing example of a company with an incredible flywheel effect. A lot of people stated that Netflix would never be profitable, and yet, they became cashflow positive in 2020 and claim to be self-funding production from here.&nbsp; IN THIS EPISODE, YOU'LL LEARN:<ul><li>(07:24) The moat around Netflix compared to HBO, Disney, Amazon, and others</li><li>(09:57) The amazing strategy for customer acquisition behind the growth</li><li>(53:00) Arif’s intrinsic value of Netflix and a whole lot more</li></ul> *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES:<ul><li>Trey Lockerbie <a href="https://twitter.com/treylockerbie" rel="noopener noreferrer" target="_blank">Twitter</a></li><li>Preston, Trey &amp; Stig’s tool for picking stock winners and managing our portfolios: <a href="https://www.theinvestorspodcast.com/tip-finance/" rel="noopener noreferrer" target="_blank">TIP Finance Tool&nbsp;</a></li><li>Join&nbsp;<a href="https://ourcrowd.com/study" rel="noopener noreferrer" target="_blank">OurCrowd</a>&nbsp;and get to invest in medical technology, breakthroughs in ag-tech and food production, solutions in the multi-billion dollar robotic industry, and so much more</li><li>Communicate your ideas in the best way possible with&nbsp;<a href="https://www.canva.com/" rel="noopener noreferrer" target="_blank">Canva</a></li><li>Make it simple to hire and manage remote employees across all 50 states with&nbsp;<a href="https://www.justworks.com/" rel="noopener noreferrer" target="_blank">Justworks</a></li><li>Invest in the $1.7 trillion art market with&nbsp;<a href="https://www.masterworks.io/" rel="noopener noreferrer" target="_blank">Masterworks.io</a>.&nbsp;Use promo code WSB to skip the waitlist. See important disclosures&nbsp;<a href="https://masterworks.io/disclaimer" rel="noopener noreferrer" target="_blank">here</a></li><li>Never miss out on a great home because you haven't sold your current one. Experience stress-free home-buying with&nbsp;<a href="https://orchard.com/" rel="noopener noreferrer" target="_blank">Orchard</a></li><li>Unleash your investing potential with&nbsp;<a href="https://www.investorunleashed.com/billionaires" rel="noopener noreferrer" target="_blank">Equity Trust</a></li><li>Get three months free when you protect yourself with&nbsp;<a href="https://www.expressvpn.com/tip" rel="noopener noreferrer" target="_blank">ExpressVPN</a>,&nbsp;the VPN we trust to keep us private online</li><li>Teach kids good money habits the fun and easy way with&nbsp;<a href="https://www.gohenry.com/" rel="noopener noreferrer" target="_blank">GoHenry</a>’s debit card for kids and app for parents. Get one free month with promo code WSB</li><li>Bring your WiFi up to speed with Orbi WiFi 6 from&nbsp;<a href="https://www.netgear.com/bestwifi" rel="noopener noreferrer" target="_blank">NETGEAR</a>.&nbsp;Save 10% with promo code BILLION10</li><li>Connect with other users - friends, other members, and notable investors with&nbsp;<a href="https://public.com/" rel="noopener noreferrer" target="_blank">Public.com</a>. Use code BILLIONAIRES and get up to $50 in free stock to get started in growing your portfolio. Valid for U.S. residents 18+. Subject to account approval. See&nbsp;<a href="https://public.com/disclosures" rel="noopener noreferrer" target="_blank">Public.com/disclosures</a>.&nbsp;Not investment advice</li><li>Updating your wardrobe with&nbsp;<a href="https://mizzenandmain.com/" rel="noopener noreferrer" target="_blank">Mizzen+Main</a>.&nbsp;Use promo code WSB to receive $35 off an order of $125 or more</li><li>Read the&nbsp;<a href="https://www.theinvestorspodcast.com/business/personal-finance-101/" rel="noopener noreferrer" target="_blank">9 Key Steps to Effective Personal Financial Management</a></li><li>Browse through all our episodes (complete with transcripts)&nbsp;<a href="https://www.theinvestorspodcast.com/we-study-billionaires/" rel="noopener noreferrer" target="_blank">here</a></li><li>Support our free podcast by supporting our&nbsp;<a href="https://www.theinvestorspodcast.com/sponsors/" rel="noopener noreferrer" target="_blank">sponsors</a></li></ul> See Privacy Policy at <a href="https://art19.com/privacy" rel="noopener noreferrer" target="_blank">https://art19.com/privacy</a> and California Privacy Notice at <a href="https://art19.com/privacy#do-not-sell-my-info" rel="noopener noreferrer" target="_blank">https://art19.com/privacy#do-not-sell-my-info</a>.

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TIP376: The Value of Netflix w/ Arif Karim

We Study Billionaires - The Investor’s Podcast Network