Netflix ($NFLX) podcast mentions
After years of resisting paying for YouTube because I had just gotten accustomed to it always being available for free, Daniel actually finally convinced me to see paying for premium as not being so different from maybe paying for any other streaming service like Netflix. So I'm now a proud YouTube Premium user and actually opted for the slightly cheaper plan that doesn't include YouTube Music. I don't know if most people know whether that's available, but we talked about that in our Spotify episode from a few months ago, but I use Spotify instead, so I don't need to pay for music streaming twice. And YouTube is now effectively the largest streaming service on the planet where they also pay much less for the most popular content on their platform. Than say maybe Netflix, where they either have to make the hit shows themselves, produce it themselves, or pay a premium to license them.
Preston Pysh · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP847: Alphabet (GOOGL): The Megacap That Still Might Be Underrated w/ Kyle Grieve & Shawn O’Malley · 2026-09-17Now, believe me, we aren't being paid by Alphabet to push any of their products here, but I've even noticed their ability in making things like PowerPoints faster and cleaner, and that's really, really helped with just giving better presentations and preparing them in a quicker manner. So, you know, the fact that I could just create a template and edit it easily and just get some images up sounds simple, but it really saves me a lot of time and helps me just to optimize my work processes. And then kind of touching to your point on YouTube there, the thing I love about YouTube is just how the business model works. You know, it's not like Netflix or Disney Plus, which, you know, they're spending billions of dollars to create that content. YouTube has basically empowered its own content creators to handle almost all of that on their own. And then yes, okay, they do pay them about a 55% spread on that advertising revenue, But I think it's just a really, really good lean business model. And as you said, YouTube doesn't need things like movie studios. They don't need to find capital to finance. They don't need to produce. They don't need to license movies or series. It's, it's pretty cool.
Kyle Grieve · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP847: Alphabet (GOOGL): The Megacap That Still Might Be Underrated w/ Kyle Grieve & Shawn O’Malley · 2026-09-17And if you look at YouTube versus public market comps like Netflix, which trades at somewhere around 7 times sales, that makes YouTube worth something like $300 billion. And honestly, probably a lot more, maybe as much as $500 billion. So when you put that all into context, that's not too bad for an initial $1.7 billion investment.
Kyle Grieve · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP847: Alphabet (GOOGL): The Megacap That Still Might Be Underrated w/ Kyle Grieve & Shawn O’Malley · 2026-09-17Aggregators kind of won the demand platforms— Amazon, Netflix, Uber— in the 2000s and the 2010s. But Lou, do moats exist in the world of artificial intelligence? Because it seems like one exists for 5 minutes and then another model's released and everybody moves over to ChatGPT, and then, oh, Muse is released, so now we— everybody's trying out Muse. It seems like these are incredibly fragile moats, or Or do you see it differently?
Travis Hoym · Motley Fool Hidden Gems Investing · Do AI Moats Exist? · 2026-09-16Now let's see how it does in actually achieving its quality focus. So we have price to book, it's a bit more value-oriented. Dividend yield has a bit, uh, oh, I'm sorry, it's actually a bit more growth-oriented. Our price to book, price to cash flow, price to sales tilts a bit smaller than the segment benchmark. So the weighted average market cap is $504 billion versus $2 trillion. Uh, it is, as promised, 100% large caps here. In effect, it looks like the sector cap is a not tight sector capping because their tech sector is about 41%. The top names here are all very familiar: MasterCard, Visa, Apple. No name actually right now has a weight over 6% here. You got Netflix, Costco. You know, this is an interesting one for me. I think that when you are trying to invest in an ETF, the S&P 500 is a bit too tight of an asset class to attack, right?
Luke Guerrero · InvestTalk · Gold's Big Comeback: Why the World's Largest Money Managers Are Loading Up Again · 2026-09-15Yeah, there's a major chimpanzee war going on right now that they're documenting. Have you ever seen that? There's a Netflix series, Chimp Nation. No. It's really great. It's fascinating. So the way Chimp Nation came about, and I had the documentary crew on on the guys who created it. It was really interesting. They had these scientists that were embedded in this troop of chimpanzees for a long time, for more than 20 years. They lived with them? Yes, they lived with them.
Joe Rogan · The Joe Rogan Experience · #2554 - Carlo Rovelli · 2026-09-15Democrats plan to focus on sweeping firings within the FBI and a travel schedule that has often mixed business with pleasure for Patel. The FBI director has made multiple appearances on Capitol Hill, but this is his first since September before the FBI's main oversight panel. President Trump has traded more stocks than every member of Congress combined since he returned to office. That's according to a Bloomberg News review of the president's disclosures. It shows he or his money managers made nearly 28,700 trades from the second inauguration to the end of June. Lawmakers over that time reported about 22,200 transactions. House Republicans passed a ban on congressional stock trading in July, but that legislation leaves out the president. It was a big night for Widow's Bay at the Emmys. Apple's comedy horror series led the way with 14 trophies, including best comedy. Matthew Rhys made history as the first actor to win in all 3 major categories, 2 of them last night for Widow's Bay and Netflix's The Beast in Me. So the great and good people of Wales who were as much a nurturer as anyone else, we are a small but mighty nation. The other big Emmy winner of the night was HBO Max's The Pit. The hospital series won best drama. And Best Dramatic Actor for Noah Wiley. And that's news when you want it with Bloomberg News Now. I'm Nathan Hager. This is Bloomberg.
Nathan Hager · Bloomberg News Now · Stocks Fall, 10 Year Near 5%, Trump Slams Mail Vote Ruling, More · 2026-09-15The windows in your world, if you pull a window out to the side, the audio comes directionally from wherever the floating window in your room actually is. So if I'm watching, you know, Peaky Blinders from Netflix on the screen in front of me and I turn to the left, well, I still hear the audio coming from that screen over there onto my right, no longer from directly ahead of me all the time. So it gives you that extra sense that the windows are where you place them in the world. They just don't necessarily stay where I placed them for me. I don't know. I don't know if this, this happened to you a lot, but I would be manipulating some windows or be already switching back to my, my, my, my Chrome so I can control where all these floating windows are in my house. And suddenly one of them would be down in my lap. Or pop up to the right of where I thought it was going to be, things like that.
Sean Hollister · The Vergecast · Who is the $1,059 Steam VR headset for? · 2026-09-14Welcome to Seeking Alpha's Wall Street Lunch, our afternoon update on today's market action, news, and analysis. Good afternoon. Today is Monday, September 14th, and I'm your host, Kim Kahn. Our top story so far: at least we may get flying cars before AI kills us all. Tesla has an October 1st event scheduled that is expected to be a public unveiling or major update for the long-delayed second-generation Roadster. The event is expected to take place at SpaceX's test facility in McGregor, Texas. The EV maker has not released the final price, production timetable, or customer delivery dates for the long-awaited Roadster. According to reports, the event's most anticipated feature is a possible demonstration of a Roadster using SpaceX-derived cold gas thrusters. Tesla's "Go for launch" teaser and years of statements from Elon Musk have fueled expectations that the car could briefly lift or hover. Cold gas thrusters would use pressurized gas to create short bursts of force rather than conventional combustion rockets. Among active stocks, Netflix is higher after Evercore ISI raised its price target on the streaming platform to $110 from $100 while reiterating its outperform rating. Evercore cited improving trends in the U.S. and Japan surveys along with opportunities from live events and short-form content. Corning is tumbling after announcing it entered into an equity distribution agreement with Goldman to sell up to $2 billion in shares in an at-the-market equity offering. And Hedgeye recommends going long Sea Limited and short MercadoLibre in a pair trade. "We believe TikTok Shop is increasingly shifting investment toward Brazil, where Meli investors may be underestimating the competitive threat," analyst Felix Wang said. "For SE, a more selective TikTok strategy in Southeast Asia could actively relieve pressure and support Shopee margin upside." If you're looking for more insight on individual issues, join our Head of Quant, Steve Kress, as he dissects the news from a stock-specific quant perspective every morning around market open with Rena Sherbill on TikTok, X, and YouTube. Look for it at @CressTopStocks, one word, C-R-E-S-S. In other news of note, Anthropic is still likely to go public this year despite CEO Dario Amodei's recent warning that the broader artificial intelligence sector needs to slow down, Axios reported. Recent media reports suggest the AI frontier lab has picked the Nasdaq as its exchange to list shares, with an IPO coming as soon as next month.
Kim Kahn · Wall Street Breakfast · Tesla Roadster could finally take flight · 2026-09-14Tristan Harris is co-founder of the Center for Humane Technology, which is part of the new Netflix documentary, The AI Doc, or How I Became an Apocaloptimist. We spoke with Harris before the Anthropic CEO posted an essay over the weekend acknowledging the serious risks of the accelerating rate of AI advancement and calling for a collective effort to slow the pace so risk prevention can keep up.
Lisa Brady · The Fox News Rundown · Going Rogue: Is It Already Too Late to Stop AI Risk? · 2026-09-14It is the world's largest specialty retailer. The only retailers larger are general, not in a specific vertical like home improvement. So think Walmart or Amazon or Costco. Those are bigger. but the other vertical ones are not. In fact, Home Depot is the 45th most valuable publicly traded company in the world, period, with a $350 billion market cap. So that's more valuable than Netflix or Alibaba or Goldman Sachs or LVMH.
Ben Gilbert · Acquired · Home Depot · 2026-09-14I know, watching movies and TV shows. This is not my normal outside of Acquired behavior. The first one is the TV show Quarterback on Netflix. It's August here as we're recording this, and I am so starved for football. Man, Netflix does such a good job. With Quarterback. It drops right at the right time, right at the start of training camp when you're desperately in need of some football content. This season, uh, Cam Ward of the Tennessee Titans. I didn't watch a lot of Titans games last season, and so I didn't know much about Cam Ward, former number 1 pick last year in the draft. I'm excited about him. I think he can be a star in the league going forward.
David Rosenthal · Acquired · Home Depot · 2026-09-14Sweet. All right, Quarterback on Netflix.
Ben Gilbert · Acquired · Home Depot · 2026-09-14It's gotta be. And on Netflix now.
David Rosenthal · Acquired · Home Depot · 2026-09-14Oh, that's going to be a documentary on Netflix called Rescuing Roman. Yeah.
Christian Hubicki · The Skeptics' Guide to the Universe · The Skeptics Guide #1105 - Sep 12 2026 · 2026-09-12