Netflix Is Eating Their Lunch

Josh Brown: At these levels, and let's be clear, the stocks at a COVID low level here. So with a business that's significantly healthier than where it was at that point,. I realized that markets react to sentiment and certainly to COVID low might not even have priced in some of the negative cash flow of dynamics yet. It doesn't mean they're wrong, though, necessarily. And you know what Tom said for a while, this is just a floundering business. Netflix specifically is eating their lunch. That feels like it's got a bullseye on its back.