Netflix’s next act + mailbag!
Jan 28, 2025•40 min•Season 1Ep. 76
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Episode description
This week, Barry and Ernest break down Netflix’s huge quarter and its initiatives in sports before doing another mailbag, answering questions about key learnings, US tariffs, and, believe it or not, something called Fartcoin.
0:00 – Introduction
2:10 – Reviewing buy & hold strategy
6:35 – Netflix’s record-breaking quarter
16:43 – Is there still value for Netflix shareholdersgoing forward?
17:39 – Mailbag!
17:51 – Key lessons from the last 5-10 years
22:23 – Should CEOs announce buyback plans?
25:48 – Should unoptimized companies trade at highermultiples?
29:34 – How do US tariffs impact the energy sector?
33:58 – Are young investors developing investing skillsby owning Fartcoins?
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