Netflix’s next act + mailbag!

This week, Barry and Ernest break down Netflix’s huge quarter and its initiatives in sports before doing another mailbag, answering questions about key learnings, US tariffs, and, believe it or not, something called Fartcoin.0:00 – Introduction2:10 – Reviewing buy & hold strategy6:35 – Netflix’s record-breaking quarter16:43 – Is there still value for Netflix shareholdersgoing forward?17:39 – Mailbag!17:51 – Key lessons from the last 5-10 years22:23 – Should CEOs announce buyback plans?25:48 – Should unoptimized companies trade at highermultiples?29:34 – How do US tariffs impact the energy sector?33:58 – Are young investors developing investing skillsby owning Fartcoins?

Om Podcasten

Welcome to the refreshing podcast that focuses exclusively on Long-Term Investing and how to grow your wealth. This podcast features in-depth discussions on quality businesses, great capital allocators and compounders. Show hosts, Barry Schwartz and Ernest Wong, are industry professionals with years of experience and each week they will bring you an exciting conversation that filters out the noise and gets to the heart of what really matters for Long-Term Investors.