

Netflix, Tesla, and the State of the Movie Business
Oct 23, 2020
In this discussion, Nell Minow, a corporate governance expert and film critic known for her sharp insights on cinema, dives into the current state of the movie industry. She reveals the challenges theaters face from streaming services and discusses adaptations filmmakers are making to stay relevant. The conversation includes analysis of the financial successes within the horror genre, emphasizing its low production costs, and tips for movie lovers with Halloween recommendations. Minow's unique perspective sheds light on the shifting landscape of film.
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Intel's Transition
- Intel is transitioning from a PC-based company to a data-centric company, facing challenges.
- Despite pessimism, there's a potential value play for investors.
Netflix Subscriber Growth
- Netflix reported its weakest subscriber growth in four years, impacting its stock price.
- Despite this, the company maintains pricing power due to compelling content.
Southwest Airlines' Outlook
- Optimism surrounds Southwest Airlines despite its biggest loss ever, due to hopes for government stimulus.
- They are cutting costs, entering new markets, and improving leisure passenger traffic.