The Razor’s Edge is an investing podcast that combines a prop trader’s viewpoint and deep-dive fundamental research to provide a unique take on the markets. The show is co-hosted by Akram’s Razor, a trader, tech enthusiast, meat lover, Marvel fanboy, battle tested activist short-seller and humble market servant, and by Daniel Shvartsman, VP of Content at Investing.com and someone who has seen thousands of investing pitches and ideas and how they play out over the past decade. The duo start with a theme or idea from Akram’s investing, then break it down to understand what goes into the idea, what could go wrong, and what else investors and traders need to know. They also interview industry leaders, executives, and other investors to get a wider perspective. The show has thousands of listeners around the world.
Episodes
Tuesday Jul 21, 2020
Tuesday Jul 21, 2020
We're joined by friend of The Razor's Edge and professional investor Captain Twilio, as he's known. As someone who has only owned two stocks in his portfolio since 2012 - Netflix from 2012-2017 and Twilio in the three years since - he has a laser focused approach to growth investing, and it's worked.
In the wake of Netflix's most recent, pandemic-fueled earnings report, we brought him on to see where he thinks the company sits, and what we all make of the report and Netflix's positioning. We also cover Captain's Twilio position at length, though that will be part two of this episode, coming out around Twilio's earnings.
Topics Covered
- 3:30 - Background on the Captain's positioning
- 7:30 - Understanding the old Netflix long case and the growth investor mindset
- 12:30 - Why swap out?
- 14:30 - Attention span issue and the new threat of Tiktok
- 21:00 - The competitive landscape
- 27:00 - The old distribution vs. content question
- 30:00 - The streaming wars and what attrition looks like
- 34:30 - The most recent earnings call, and what lands are left for Netflix to conquer?
- 43:00 - Peak Hollywood and our changing viewing habits
Relevant Links:
Akram's Razor - Netflix: This Stock's Story Is Over
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