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Netflix - $NFLX

Silvia CEO: the S&P rose about 70% in 5 years while Bitcoin, gold and land rose 170%
12 arguments: why he says the Fed and the BLS cannot count inflation, why more Americans pay for sports betting than for AI, and why AI agents will need…
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Tubi has made a profit 4 straight quarters on 110M monthly users, says its content chief
9 insights: why he thinks free streaming wins, how 450 originals and "rabbit holes" chase fandoms instead of hits, and why Tubi gave its Pride merch…
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"They're not willing to pay for the big fights": MVP's founder on taking on the UFC
8 moments: How the top Vine stars walked off the app, why he says he pitched OpenAI on a Sora social app, and why he wants his fund judged on DPI and…
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Ex-PlayStation studios head: Sony and Nintendo should stretch this console generation
12 predictions: why an indie founder may buy AI tokens instead of hiring, why Sony pulled back from PC ports, and why he never found an answer to who…
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Canada should give weight-loss drugs away for free, says Harris Douglas portfolio manager
18 calls: why price-sensitive buyers now set the 10-year Treasury, the one stock he says he totally missed, and new picks in Meta, Microsoft and…
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Meta's $27B data center is financed off its books, Enron-style, says ‘Big Short’ investor
11 insights: Why a 10-year yield above 5% probably means a correction, what Oracle's force majeure notice signals, and how SoftBank is using junk bonds…
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"You could make 10,000 versions of our film": Fountain 0's chairman on AI moviemaking
5 takeaways: How one person made an AI Odyssey for under $25,000, why cheap production strips studios of their financing edge, and why famous faces will…
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The US economy can probably sustain a 6% 10-year yield — Goodreid CIO
18 calls: Why he trimmed Goldman by 33% and bought Verizon, the GM software business he says could double its profits by 2030, and why he calls Netflix…
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70% of merged Paramount-WBD EBITDA will still be TV, says Bloomberg's analyst
4 calls: The concessions Paramount agreed to instead of divesting cable, the leverage it closes at, and why the studios' box-office share fell from 30…
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"They bought AOL for roughly 4 times EBITDA": Core Advisors' founder on media deals
10 lessons: Why subscriptions get the highest multiple and events the lowest, what an $80M podcast deal actually buys, and why media companies raise…
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TKO's executives on the sponsorship slowdown: "we will finish over 20% year-over-year"
8 numbers: Why the White House fight cost $30M of margin on purpose, what 70 West End and Broadway theaters are for, and the team price that set the…
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Bloomberg reporter: Paramount settled and nothing is being sold
7 arguments: what David Ellison actually conceded to California, why YouTube started punishing creators who post to Netflix, and the box-office year…
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