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Dave McClure's avatar

YF: do you also own $NFLX? How do you see their business going forward, relative to $DIS?

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Yun-Fang Juan's avatar

NFLX is only streaming and they have to spend a lot of $$$ to develop their content to catch up. It's also hard for them to cross over to theme parks and merchandising and they have a cashflow problem.

https://depression2022.substack.com/p/7202022-netflixs-q2-earnings-is-better

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