Has the Fed Engineered a “Soft Landing”? And Carvana’s Movin’ on Up to the Tune of 750% This Year 7/12/23
CNBC's "Fast Money"
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Netflix's DTC Stock Is at a Five Year Low
Timothy Stanley: I feel like we have priced a lot of that in. We know what's going on at linear networks. We know that the profitability on DTC is seemingly not even close, but the rest of it more than pays for itself and I stay here. He says looking back at those pandemic lows does give me some comfort because that gives you an idea of what it looked like when people had money to spend. The turnstiles weren't being run similarly to how they're not being run now.
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Transcript
