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Investing Power Hour #68: Did Carvana Save Itself? AI ReBubble Continues; 2023 Predictions Update

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Netflix's Subscriber Guidance

We've only ever lost money on it. Our cost basis in the end was probably around 80. A little higher. Are you talking about combining everything? Or after we added before any of the acquisition stuff? I don't know, I don't want to own it as a standalone company here. The upside certainly seems limited on merger RAP here.

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