In this episode, you'll learn:
- If now is a good time to short Netflix
- How to value Netflix
- Why value investing has been underperforming for a long period of time
- Why the price to book is not a good indicator for outperformance
Resources Mentioned:
- Tobias Carlisle’s, Acquirers Fund
- Tobias Carlisle's new podcast, The Acquirers Podcast
- Tobias Carlisle's book, The Acquirer's Multiple - read review of this book
- Tweet directly to Tobias Carlisle
- Visit the home page of our new podcast, Millennial Investing
- Download your free audio book at Audible.
- Find the best job candidate at Ziprecruiter.
- Discover CMC Markets, the ultimate platform for online trading on mobile and desktop.
- Subscribe to IPO Education Foundation's Season 2 of Stroke of Genius and discover how some of the world's greatest innovators were inspired to turn their ideas into reality.
- Move your business to the cloud with Netsuite.
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