September Mailbag: A Career in Finance
Rule Breaker Investing
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Is Netflix in the Penalty Box?
Timothy Stanley: Netflix is the kind of stock that could have gone into the penalty box because there are questions, but this is a good example getting to Brett's point about, do we think that things have changed so materially at Netflix that we would sell it? Answer? No. Are there questions? But are they serious enough to keep us from actively recommending it? No. And as an investor, it's a good thing to always be asking questions. As Tim said, at that point, just sell.
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