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The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · 2025-04-04 · 83 min · 16,516 words

TIP711: Netflix, Ferrari, & Managing Market Volatility w/ Arif Karim

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You're listening to TIP. On today's episode, we welcome back RF Kareem. ARF has been featured on the show several times and has over 25 years of experience in the investment industry. On today's show, we discussed two companies that he knows as well as anybody. Netflix and Ferrari.

Both stocks are incredibly interesting businesses as well as strong outperformers in the stock market. In this episode, we cover Netflix's mo and why RF believes it's a great business. How RF managed the share price volatility of Netflix in recent years. The growth initiatives that Netflix pursued in light of the slowdown in subscriber growth in 2022 Why Ferrari is a great business with win-win relationships similar to Costco.

How Ferrari will fare as they transition to selling more electric vehicles How RF thinks about Ferraris and Netflix's valuation and much more. With that, I hope you enjoyed today's discussion with RF Kareem. Since 2014 and through more than 180 million downloads, We've studied the financial markets and read the books that influence self-made billionaires the most.

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