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RE: Is Netflix On Your Conviction List???
Like the company not the stock as competition is coming soon with Disney’s streaming service which is a highlight of some of their content currently. Given the established franchises, it will be tough for them to compete for subscriber wallets.
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Yes, many companies that leased their content to Netflix is not starting to take it back to launch their own streaming service. I will be watching the price action after earnings in a couple of weeks.