

Netflix Earnings and Oscars Preview
Apr 23, 2021
Nell Minow, a film critic and corporate governance expert, digs into the intersection of finance and cinema. She discusses the impact of financial scandals on the movie industry and previews this year’s Oscars, highlighting anticipated surprises and shifts in audience preferences. Alongside discussions on corporate governance amid political activism, the episode also offers insights into successful investment strategies and notable stock picks like Roblox and PJT Partners.
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Capital Gains Tax Impact
- Biden's capital gains tax increase targets earners over $1 million, impacting wealthy investors.
- The market's reaction and long-term effects remain uncertain, with varying expert opinions.
Netflix Growth Slows
- Netflix's subscriber growth slowed, likely due to a COVID bounce subsiding and production delays.
- Despite this, revenue increased, churn remained manageable, and content investment continues.
Intuitive Surgical's Growth
- Intuitive Surgical is bouncing back from COVID, with increased procedures and system placements.
- Their razor-and-blade model, extended-use instruments, and new Ion system show promise.