Clay is joined by Arif Karim to discuss Netflix and Ferrari. As a co-Portfolio Manager at Ensemble Capital, Arif has extensive knowledge of both companies.
Arif has been in the investment industry for over 25 years, and is currently working on transitioning to his new venture in the industry.
What you’ll learn here:
00:00:00 – Intro
00:00:38 – Why is Netflix a great business
00:04:29 – What is Netflix’s moat?
00:11:07 – Share price volatility
00:24:37 – Restricting password sharing and the ad-supported tier
00:00:00 – Becoming the #1 global entertainment solution
00:41:22 – Netflix & Sports
00:45:10 – Why Arif is bullish on Ferrari
00:57:46 – Ferrari events
01:09:39 – Electric vehicles
01:14:21 – Ferrari’s valuation
01:19:27 – Valuation adjustments
01:29:19 – Outro
Transcript & Guest Info:
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▶️ Related Episodes:
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⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.
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