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Which podcasts are discussing NFLX?
75 ATTRIBUTED IDEAS · 49 EPISODES · 17 SHOWS
The shows
Animal Spirits
CNBC Fast Money
Yet Another Value Podcast
The Compound and Friends
Prof G Markets
Masters in Business
Fintech Insider Podcast by 11:FS
Planet MicroCap Podcast
We Study Billionaires - The Investors Podcast Network
WSJ What's News
Bloomberg Surveillance
Excess Returns
Motley Fool Money
a16z Podcast
Barron's Streetwise
The Business Brew
The Options Insider Radio Network
Where the discussion went deepest
29 JUL2W AGOA16Z PODCAST · 01:20
Generative AI lowers media production costs dramatically
“Generative media and AI models have reached a quality threshold that enables cost-effective, high-volume production for studios and creators.”
AI Micro Dramas, Generative Media, and the Future of Creativity
Core thesis · 5/5Verify in source →
17 JUL4W AGOMOTLEY FOOL MONEY · 06:17
16 JUL4W AGOCNBC FAST MONEY · 03:15
Netflix selloff presents peak-bearishness buying opportunity
“The bull case argued for Netflix: the market selloff on slowing engagement growth creates an attractive entry point for a market leader with double-digit revenue growth and an underappreciated ad tier.”
Netflix Earnings Results… And What’s Next for the Energy Trade 7/16/26 · with United Health
Core thesis · 5/5Verify in source →
3 JUL3 JULTHE COMPOUND AND FRIENDS · 1:00:42
Netflix shifting from growth to value compounder
“The case was presented that Netflix is transitioning from a hyper-growth subscriber story into a value-oriented cash flow winner set to dominate media consolidation, despite growing competitive pressure from YouTube.”
Brian Belski Returns!
Core thesis · 5/5Verify in source →
24 JUN24 JUNANIMAL SPIRITS · 02:30
Mega-cap tech hyperscalers trade off asset-heavy AI risk
“Big tech hyperscalers are disrupting their own margins and balance sheets by transitioning from asset-light models to capital-heavy AI infrastructure spending.”
Everything is Outperforming the S&P 500 This Year (EP. 470)
Core thesis · 5/5Verify in source →
24 APR24 APRMASTERS IN BUSINESS · 5:00
Hold rule breakers through volatility
“The guest's core thesis is to identify and hold 'rule breaker' companies through major drawdowns, as the outsized gains from the winners more than compensate for the losers.”
The Stock Picking Philosophy to Find the Next Amazon with Motley Fool's David Gardner · with Motley Fool's David Gardner
Core thesis · 5/5Verify in source →
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