Netflix’s Competitive Moat and AI in CROs with Luis Sanchez
The Special Situations Report Podcast Episode 24
Episode 24 of our weekly Special Situations Report Podcast is out and can be found on Spotify, YouTube and Apple Podcasts.
This week we are absolutely thrilled to have Luis Sanchez, the Founder and Managing Partner of LVS Advisory, as our third guest on this podcast. His professional experience spans investment banking, consulting, and investment management. His investment insights have been featured in media outlets including CNBC, Yahoo Finance, Fox Business, The Motley Fool, The Manuel of Ideas, and more.
Our conversation with Luis covered multiple fascinating topics – ranging from his investment background, portfolio optimization, risk management, idea generation, and so much more. We also dived deep into how Luis’s strategy has evolved over time and his unique approach to utilizing both an event-driven and a growth strategy.
During the course of our interview, we discussed Luis’s investment thesis for Netflix (NFLX), his thoughts on the biotech space, contract research organizations (CROs) like Medpace (MEDP) and Icon (ICLR), and the impact of artificial intelligence on drug discovery as well as CROs. We learned so much from this discussion and we hope our listeners will too.
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