NETFLIX

Netflix is down 20% on the aftermarket on missing subscriber growth.
That puzzles ppl, saying: “last time NFLX was down 20+% was a decade ago…”
Well, that is exactly the point, we are experiencing a regime transition: from the go-go momentum of 2010-2021 towards the value cycle of 2001-2009 when most Technology stocks were brought down to earth.

NETFLIX

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