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Something Has to Break (EP.310)

Animal Spirits Podcast

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Netflix's Transition to Disallowing Sharing and Ads

Netflix revealed 5 million ad theory subscribers last week, per orders at $7 a month. The stock had a hell of a week based on that. I'm just saying technically the stock looks like a mess and if it breaks, this is whatever could go a lot lower. Although, although... I do stand by my comment the other day. So Warner Brothers looks disgusting, Paramount looks disgusting, and Disney... I mean, maybe it is a value trap?

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