Trey Lockerbie sits down with Arif Karim to talk about Netflix. Arif holds a degree in economics from MIT and is a 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.

IN THIS EPISODE, YOU’LL LEARN:
0:00:00 – Intro
0:01:05 – Netflix’s Network Effect
0:08:40 – The Amazing Strategy For Customer Acquisition Behind The Growth
0:20:34 – The Moat Around Netflix Compared To HBO, Disney, Amazon, And Others
0:25:00 -Netflix’s Distinction Vs Other Platforms
0:32:35 – What is the Best Financials Metric
0:39:25 – Cash Flow Positivity
0:44:34 – Will Customers Start Cutting Due To The In Aggregate
0:52:41 – How Should We Think About The Amount Of Netflix’s Debt
01:00:13 – Intrinsic Value of Netflix

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