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 (NFLX 0.33%), and two reasons he thinks the streaming media company can weather the potential threat from deep-pocketed competitors such as Apple (AAPL -2.17%) or Amazon (AMZN -1.21%). The full version of the interview can be found here.