Netflix: Not A Streaming Company - by Antonio Linares
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Deep Dive
NFLX 0.00%↑ deep dive here. Enjoy. 1.0 Lessons from a 300 Bagger 2.0 Beyond the Rat Race 3.0 Key Competitive Dynamics 4.0 Financials 5.0 Conclusion Edited by Brian Birnbaum. Netflix may turn out to be like Disney 70 years ago. A historic analysis of the entertainment industry reveals that companies in the sector can be reduced to two core fundamental drivers: intellectual property and distribution. In turn, the evolution of the two over time is determined by talent and culture. Seen through this mental model, which I will elaborate on in this section, streaming is simply Netflix´s…
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