IN THIS EPISODE, YOU’LL LEARN:
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
01:18:03 - How to think about modeling NFLX’s intrinsic value
01:22:28 - Whether Shawn and Daniel add NFLX to their Intrinsic Value Portfolio
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!)
Sign up for The Intrinsic Value Newsletter.
Learn how to join us in Omaha for the 2026 Berkshire Hathaway shareholder meeting.
Track The Intrinsic Value Portfolio.
Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount!
Value Investors Club pitch on NFLX.
The Acquired podcast’s episode on Netflix.
Business Breakdowns’ podcast on Netflix.
Check out No Rules Rules by Reed Hastings & Erin Meyer.
Netflix CEO Ted Sarandos on the future of entertainment.
Check out our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet.
Related books mentioned in the podcast.
Ad-free episodes on our Premium Feed.
NEW TO THE SHOW?
Follow our official social media accounts: X (Twitter) | LinkedIn | Facebook.
Browse through all our episodes (complete with transcripts) here.
Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Learn how to better start, manage, and grow your business with the best business podcasts.
References to any third-party products, services, or advertisers do not constitute endorsements, and The Investors Podcast Network is not responsible for any claims made by them.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
