DiscoverWe Study Billionaires - The Investor’s Podcast NetworkTIP445: The Fall of Netflix and Overlooked Assets w/ David Stein
TIP445: The Fall of Netflix and Overlooked Assets w/ David Stein

TIP445: The Fall of Netflix and Overlooked Assets w/ David Stein

Update: 2022-05-062
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IN THIS EPISODE, YOU'LL LEARN:

  • 01:41 - Current risks posed by supply chain disruption and food shortages.
  • 05:27 - Updates on Evergrande, China, and Munger’s recent bipolar trade on Alibaba.
  • 14:39 - Why the most contrarian bet today is too short commodities.
  • 13:17 - The recent fall of Netflix and how other tech stocks might follow suit.
  • 27:12 - How David thinks through valuation and where the US stands today, compared to the global market.
  • 32:39 - Why Closed-End Funds are likely an overlooked and underappreciated asset trading on the NYSE.
  • 53:18 - What they are and why we should consider them, in addition to another asset called Business Development Companies.
  • And a whole lot more!


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


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  • Preston, Trey & Stig’s tool for picking stock winners and managing our portfolios: TIP Finance Tool .
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TIP445: The Fall of Netflix and Overlooked Assets w/ David Stein

TIP445: The Fall of Netflix and Overlooked Assets w/ David Stein