For those who have 55mins to spare...a pretty good summary on Netflix and its future.
With capital markets starting to discipline companies who are used to losses (eg. Disney and Amazon in the streaming space), the future FCF generation capability of streaming might be interesting.
Ben Weiss - Netflix: The Original
Ben Weiss is the Chief Investment Officer of 8th & Jackson. We cover Netflix's tech advantages, the state of the streaming market, and where future cash flows are likely to come from.
https://www.joincolossus.com/episodes/99...e-original
With capital markets starting to discipline companies who are used to losses (eg. Disney and Amazon in the streaming space), the future FCF generation capability of streaming might be interesting.
Ben Weiss - Netflix: The Original
Ben Weiss is the Chief Investment Officer of 8th & Jackson. We cover Netflix's tech advantages, the state of the streaming market, and where future cash flows are likely to come from.
https://www.joincolossus.com/episodes/99...e-original