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In episode 43, JJ discusses the further 35% one-day drop in the Netflix share price, and Bill Ackman’s sale of the stock vs Ross Gerber’s purchase of more. JJ also mentions the New Zealand inflation numbers out today, which the finance world will be taking notice of.
Stocks mentioned: NFLX, SPOT
Pershing Square Holdings, Ltd. Releases Letter to Shareholders:
https://pershingsquareholdings.com/pershing-square-holdings-ltd-releases-letter-to-shareholders/
Videos referenced:
Its Wall To Wall Inflation In New Zealand!
Netflix Craters After Shock Subscriber Drop
The Art of Value:
https://anchor.fm/theartofvalue
YouTube: https://www.youtube.com/channel/UCmlgXjiwAUNHyIS30dnIHBg
Spotify: https://open.spotify.com/show/6I878RawBT9rwHnVUPPHSh?si=5c768532dda841a2
Twitter: https://twitter.com/theartofvalue
Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial help before making any investment decision.