Episode 525

MI Rewind: Valuing Netflix Stock w/ Tony Coniaris

Clay chats with Tony Coniaris about Oakmark’s criteria for a quality value investment, what it means to have a bottoms up investment approach, why Netflix qualifies as a value investment, Tony’s thoughts on the recent volatility of Netflix’s stock, how Tony thinks about the value of Netflix, a recent addition to Oakmark’s holdings - Willis Towers Watson, and much more!

The Intrinsic Value Podcast - The Investor’s Podcast Network

July 21, 202341m 25s

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Show Notes

Clay Finck chats with Tony Coniaris about the investment process and philosophies at Oakmark, Netflix as a value investment, Netflix stock valuation, and much more!

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

01:50 - Oakmark’s criteria for a quality value investment.

07:44 - What it means to have a bottoms up investment approach rather than a top down approach.

11:39 - Why Netflix qualifies as a value investment for Oakmark.

15:30 - Tony’s thoughts on the volatility of the stock’s price action.

18:13 - How Tony thinks about valuing Netflix.

30:20 - Tony’s thoughts on a recent addition to Oakmark’s holdings - Willis Towers Watson.

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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