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Javier from Blind Squirrel discusses Netflix $NFLX
Manage episode 291488600 series 2789730
Javier Lovato from the Blind Squirrel comes on the podcast to discuss his post on Netflix, including why Netflix's scale is a massive moat, why the "Netflix doesn't do have quality" debate is wrong, and why Netflix is years ahead of their competition.
Blind Squirrel's Netflix Write Up: https://blindsquirrel.substack.com/p/netflix-focus-and-execution
Chapters
0:00 Intro
1:25 Why is Netflix a good investment?
7:25 Netflix's relationship with creators
14:05 Where is Netflix's Game of Thrones
21:50 Does Netflix's weak Q1 indicate competition is gaining on them?
39:30 Why'd Netflix stop disclosing churn?
41:35 Netflix cost of capital and share repurchases
48:15 Opportunity cost of Netflix versus Disney, Spotify, or legacy media
51:30 Does Netflix need to get into video games?
244 episodes
Manage episode 291488600 series 2789730
Javier Lovato from the Blind Squirrel comes on the podcast to discuss his post on Netflix, including why Netflix's scale is a massive moat, why the "Netflix doesn't do have quality" debate is wrong, and why Netflix is years ahead of their competition.
Blind Squirrel's Netflix Write Up: https://blindsquirrel.substack.com/p/netflix-focus-and-execution
Chapters
0:00 Intro
1:25 Why is Netflix a good investment?
7:25 Netflix's relationship with creators
14:05 Where is Netflix's Game of Thrones
21:50 Does Netflix's weak Q1 indicate competition is gaining on them?
39:30 Why'd Netflix stop disclosing churn?
41:35 Netflix cost of capital and share repurchases
48:15 Opportunity cost of Netflix versus Disney, Spotify, or legacy media
51:30 Does Netflix need to get into video games?
244 episodes
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