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title
Greenbackd
description
Deep value, contrarian, and Grahamite investment
site name
Greenbackd
author
updated
2026-01-21 03:43:19
raw text
Greenbackd | Deep value, contrarian, and Grahamite investment About Contact Value: AH Podcast Books Concentrated Investing Deep Value Quantitative Value Research Greenbackd Deep value, contrarian, and Grahamite investment Feeds: Posts Comments Bill Nygren’s $1,000 Comp Number For Netflix Subscribers – Legitimate Number Or Funny Math? January 3, 2020 by Johnny H During this week’s episode of VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discuss Bill Nygren’s $1,000 Comp Number For Netflix Subscribers: Tobias Carlisle: Let’s start with what’s Bill Nygren’s take on Netflix? Bill Brewster: He’s using HBO as the comp for the Netflix valuation where AT&T purchased, what is it a Warner, for approximately $1,000 a sub, right? No, our guy fell. That’s terrible. Oh well, so those on YouTube, at least Jake and I are in the Christmas spirits still. Bill Brewster: Anyway, his whole thesis is the takeout value based on the AT&T transaction for Netf...
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11 - blog.validea.com, blog.thinknewfound.com, blogs.cfainstitute.org, blog.yardeni.com, blog.brinkercapital.com, investorhour.libsyn.com, valueinvestor.libsyn.com, cowenconvos.libsyn.com, shows.pippa.io, traffic.libsyn.com
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45 - s0.wp.com, wp.me, secure.gravatar.com, s1.wp.com, youtube.com, anchor.fm, klementoninvesting.substack.com, traderfeed.blogspot.com, jlfmi.tumblr.com, twitter.com, wordpress.com
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