
Ep 366. Microsoft + Netflix, Advice for New Investors, Buffett/Munger, and Testing Bargaining Power
Focused Compounding
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Is Netflix's Subscriber Growth Slowing?
Netflix's subscriber growth is slowing, which has killed their stock. It wouldn't just be that their stock prices are down and walstreet's reacting badly to a subscriber declines. It has to be something more that they're seeing about customer behavior that's making them think a little differently customer avor. I mean, what would you hypothesise on that? Netflix has really am good predictive analytics,. om, tons of high frequency data on how customers behave in terms of what they're watching... But it may also reveal to them certain am declines.
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