EPISODE · Jan 28, 2025 · 40 MIN
Netflix’s next act + mailbag!
from Long Term Investing - With Baskin Wealth Management · host Barry Schwartz
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 – Introduction2:10 – Reviewing buy & hold strategy6:35 – Netflix’s record-breaking quarter16:43 – Is there still value for Netflix shareholdersgoing forward?17:39 – Mailbag!17:51 – Key lessons from the last 5-10 years22:23 – 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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Netflix’s next act + mailbag!
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