The Investment Thread

Netflix is super intriguing. I’m not smart enough to figure out how they can boost sales or sentiment right now. But they already have a great built in opportunity.

They are “in” so many homes right now. I’m fully aware of password sharing issue. But without it I don’t think they would be in as many homes right now.

Sentiment right now is the lowest for Netflix since I can remember. But it wasn’t that long ago that they were among the hottest topics in entertainment. House of Cards, Tiger King. Chappell stand up.

A sports move would be great. If they could buy the Redzone channel. That would be something.