Join The Motley Fool for a conversation with author, investor and philanthropist, Whitney Tilson. In addition to managing Kase Capital, Whitney has coauthored More Mortgage Meltdown: 6 Ways to Profit in These Bad Times, Poor Charlie's Almanack, and most recently The Art of Value Investing, a collection of interviews with over 200 successful value investors.

In this video segment Whitney discusses the bear case for Netflix (NASDAQ:NFLX), and two reasons he thinks the streaming media company can weather the potential threat from deep-pocketed competitors such as Apple (NASDAQ:AAPL) or Amazon (NASDAQ:AMZN). The full version of the interview can be found here.

Brendan Byrnes owns shares of Apple. The Motley Fool recommends Amazon.com, Apple, and Netflix. The Motley Fool owns shares of Amazon.com, Apple, and Netflix. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.