PODCAST EPISODES
MI153: Valuing Netflix Stock w/ Tony Coniaris
Clay Finck chats with Tony Coniaris about Oakmark’s criteria for a quality value investment, what it means to have a bottoms up investment approach, why Netflix qualifies as a value investment, Tony’s thoughts on the recent volatility of Netflix’s stock, how Tony thinks about the value of Netflix, a recent addition to Oakmark’s holdings - Willis Towers Watson, and much more!
MI152: Bitcoin First and Fidelity Digital Assets w/ Chris Kuiper & Jack Neureuter
Clay Finck chats with Chris Kuiper and Jack Neureuter about why Fidelity chose to offer services for Bitcoin only and none of the other digital assets, why Bitcoin should be considered seperately from all other digital assets from an investment standpoint, why decentralization and network effects are critical aspects of Bitcoin’s value proposition, things happening in the Bitcoin space that make Chris and Jack most excited about its future, and much more!
MI151: Small Business Goes On A Bitcoin Standard w/ Kevin McGarvey
Clay Finck chats with Kevin McGarvey about what led Kevin and his partner to putting their small business on a Bitcoin Standard, why Kevin believes that this move is a necessity for small businesses to thrive, Kevin’s thoughts on the regulatory landscape for Bitcoin, how Kevin stores the Bitcoin on his company’s balance sheet, the unique way Kevin decided to reward his employees and attract new talent, and much more!