Hollywood movies have become more boring, at least when it comes to the theatrical box office. Nifli's single biggest mistake may be not spending their equity like a drunken sailor over the past year. Given the whack to the share price of net flicks recently, should we still think they can succeed at gaming? I'm not as concerned about the temporary or even enduring share price compression as the primary problem,. It's that they'are late entrant, and theyre used to being an early entrance.

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