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Is this a Netflix problem or a streaming problem?
Channels with Peter Kafka
Those Aren't Go Go Growth Companies.
I would imagine there's going to be more consolidation. As a public company, they're not going to be go go growth companies. An investor who wants that profile won't want to touch buzfeed or any other company. They can be ok businesses, but they're not throwing off a ton of cash. So i just see how they work in a public market, unless something radically changes.
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