Clay is joined by Arif Karim to discuss Netflix and Ferrari. As a co-Portfolio Manager at Ensemble Capital, Arif has extensive knowledge of both companies. Arif has been in the investment industry for over 25 years, and is currently working on transitioning to his new venture in the industry. What you’ll learn here: 00:00:00 - Intro 00:00:38 - Why is Netflix a great business 00:04:29 - What is Netflix’s moat? 00:11:07 - Share price volatility 00:24:37 - Restricting password sharing and the ad-supported tier 00:00:00 - Becoming the #1 global entertainment solution 00:41:22 - Netflix & Sports 00:45:10 - Why Arif is bullish on Ferrari 00:57:46 - Ferrari events 01:09:39 - Electric vehicles 01:14:21 - Ferrari’s valuation 01:19:27 - Valuation adjustments 01:29:19 - Outro Transcript & Guest Info: https://www.theinvestorspodcast.com/episodes/netflix-ferrari-managing-market-volatility-w-arif-karim/ 🤝 Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here: https://www.theinvestorspodcast.com/summit Join our highly vetted community of value investors: https://www.theinvestorspodcast.com/mastermind/ ▶️ Related Episodes: - Netflix w/ Arif Karim: https://youtu.be/kbgtwUIbjY8 - Pricing Power & Ferrari Stock (RACE) w/ Arif Karim: https://youtu.be/v6_1aFvdaKQ - TIP319: Intrinsic Value Assessment Of Charles Schwab With Arif Karim: https://youtu.be/oac09WPTrEA Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Visit our website: https://www.theinvestorspodcast.com/we-study-billionaires/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #Netflix #Ferrari #MarketVolatility #ArifKarim #Netflix&Sports