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Improving Inflation, Earnings Kickoff, and "Walmart Envy"
Motley Fool Money
Netflix's Bundle Advantage
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Those that don't have an inherent bundle advantage need to be a little bit worried. Disney Plus gets cover, in my opinion, from ESPN Plus. Netflix is protected by franchises and by its ability to keep being a tastemaker. But anything that is independent, so say like a Paramount Plus, what are they going to do around CBS?
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