Netflix ($NTFLX): Did Netflix Finally Win The Streaming Wars?

Описание: Shawn and Daniel break down Netflix (ticker: NFLX) and discuss whether the company has finally won the streaming wars.

What you’ll learn here:
00:00:00 - Intro
00:13:36 - How Netflix pivoted from mailing DVDs to streaming
00:14:48 - How Netflix killed Blockbuster
00:24:20 - Why the business works so well with two co-CEOs
00:46:25 - How being a first-mover got Netflix through the cash burn phase before any competition arose
00:48:29 - What Netflix is doing to sustain growth into the future
00:54:00 - What makes the company’s culture so legendary
01:04:18 - Why Netflix’s app just “works” better than the competition
01:18:03 - How to think about modeling NFLX’s intrinsic value
01:22:28 - Whether Shawn and Daniel add NFLX to their Intrinsic Value Portfolio

Transcript & Host Info: https://www.theinvestorspodcast.com/i...

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#NetflixStock #NFLX #StockAnalysis #ValueInvesting #StreamingWars