Shawn and Daniel break down Netflix (ticker: NFLX) and discuss whether the company has finally won the streaming wars. What you’ll learn here: 00:00:00 - Intro 00:13:36 - How Netflix pivoted from mailing DVDs to streaming 00:14:48 - How Netflix killed Blockbuster 00:24:20 - Why the business works so well with two co-CEOs 00:46:25 - How being a first-mover got Netflix through the cash burn phase before any competition arose 00:48:29 - What Netflix is doing to sustain growth into the future 00:54:00 - What makes the company’s culture so legendary 01:04:18 - Why Netflix’s app just “works” better than the competition 01:17:21 - Valuation discussion of Netflix 01:18:03 - How to think about modeling NFLX’s intrinsic value 01:20:43 - Whether Shawn and Daniel add NFLX to their Intrinsic Value Portfolio Transcript & Host Info: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ 🤝 Connect with dedicated, savvy investors who are committed to building wealth alongside you. https://www.theinvestorspodcast.com/intrinsic-value-community/ 📈 Learn how to invest like the legends at https://theinvestorspodcast.com/getstartedwithstocks. Use the discount code “STOCKS15” at checkout. ▶️ Related Episodes: - Valuing Meta (META): Undervalued AI Bet?: https://youtu.be/9ZeC-5la6oU - Can The LinkedIn For Doctors Be a 10-Bagger?: https://youtu.be/9LuR15ezUaQ - Hermes ($RMS): Outperforming the Market paying a Luxury Premium: https://youtu.be/Hout_0Jr9rs Listen to our episodes here: https://open.spotify.com/show/7dnn22EWyo6MLsPaR492BM Visit our website: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ 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. #NetflixStock #NFLX #StockAnalysis #ValueInvesting #StreamingWars