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Aug 16, 2026 17 min

The Disruptive Duo: Amazon and Netflix!

from Aswath Damodaran Hosted by Aswath Damodaran

The word disruption is vastly overused in today's discourse, but if there are two companies that epitomize disruption, it is Amazon and Netflix. In this session, I look at the most recent earnings reports of the two companies, contrasting investing and trading reactions to them. I close by arguing that if you want to get a measure of your faith in value and investing, no two stocks would have tested that faith more in the last few years than these two.Slides: http://www.stern.nyu.edu/~adamodar/pdfiles/blog/Amazon&Netflix.pdfBlog Post: http://bit.ly/1QlCHaBAmazon: http://www.stern.nyu.edu/~adamodar/pc/blog/AmazonFeb2016.xlsNetflix: http://www.stern.nyu.edu/~adamodar/pc/blog/NetflixFeb2016.xls

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