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What's the Durability of the Content?
The stocks that had just been priced maybe beyond perfection, an mass of growth expectations, and just a slight lowering of that causes this remarkable crater. In contrast to somebody like disney, who hits it out of the park with inconto ti, massive, massive hit that went way beyond people's expectations. That was the story that really captured my attention. The neat thing about it is people starting now to talk about content durability.