MI153: Valuing Netflix Stock w/ Tony Coniaris

<p><strong>IN THIS EPISODE, YOU’LL LEARN: </strong>&nbsp;</p><ul><li>01:50 - Oakmark’s criteria for a quality value investment.</li><li>07:44 - What it means to have a bottoms up investment approach rather than a top down approach.</li><li>15:39 - Why Netflix qualifies as a value investment for Oakmark.</li><li>19:30 - Tony’s thoughts on the volatility of the stock’s price action.</li><li>32:49 - How Tony thinks about valuing Netflix.</li><li>38:20 - Tony’s thoughts on a recent addition to Oakmark’s holdings - Willis Towers Watson.</li><li>And much, much more!</li></ul><p><br></p><p><em>*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.</em></p><p><br></p><p><strong>EPISODE RESOURCES</strong></p><ul><li>Robert and Clay’s tool for picking stock winners and managing our portfolios: <a href="https://www.theinvestorspodcast.com/tip-finance/" rel="noopener noreferrer" target="_blank"><strong>TIP Finance</strong></a>.</li><li>Check out the <a href="https://oakmark.com/" rel="noopener noreferrer" target="_blank"><strong>Oakmark Funds</strong></a>.</li><li>See Oakmark’s <a href="https://oakmark.com/news-insights/commentary/" rel="noopener noreferrer" target="_blank"><strong>Commentary</strong></a>.</li><li>Related episode: <a href="https://www.theinvestorspodcast.com/millennial-investing/fiserv-deep-dive/" rel="noopener noreferrer" target="_blank"><strong>MI138: Fiserv Deep Dive w/ Bill Nygren &amp; Mike Nicolas</strong></a>.</li><li>Related episode: <a href="https://www.theinvestorspodcast.com/episodes/from-facebook-to-meta-and-beyond-w-bill-nygren/" rel="noopener noreferrer" target="_blank"><strong>TIP430: From Facebook to Meta and Beyond w/ Bill Nygren</strong></a>.</li><li>Get a <a href="https://www.amazon.com/Audible-Free-Trial-Digital-Membership/dp/B00NB86OYE/?&amp;_encoding=UTF8&amp;tag=millenniali0e-20&amp;linkCode=ur2&amp;linkId=1c34937c3747cd4044bdc87a7823c82f&amp;camp=1789&amp;creative=9325" rel="noopener noreferrer" target="_blank"><strong>FREE audiobook from A