Netflix (NFLX) and the Streaming Wars Message Board

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Technology Stocks : Netflix (NFLX) and the Streaming Wars

NFLX 1,103

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10:15 AM EDT

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To: Glenn Petersen who wrote (2182)	12/13/2022 3:06:12 PM
From: Zen Dollar Round	1 Recommendation Recommended By Glenn Petersen of 2280

That is again why Netflix (NFLX) is getting their house in order finally around advertising and will be a big winner in the coming years, as the streaming market continues to consolidate. The companies with the most subscribers and most content will win, and with the deepest pockets to pay for that content. Licorice Pizza was a great movie, one of my favorites from last year. Very well-made with realistic looking actors for that time period, given the story and time it took place. Netflix's advertising revenue stream is still in its infancy, but they're learning fast. The test markets in South America are a nice start, but how many more have they started up and gotten underway since then? India seems like a great one next to me. But my thesis still applies here, so be careful about jumping in to fast or too soon on it now. We won't know until NFLX earnings are released next year to see how they did in Q4. Average down if you already have a lot, then strike while the iron is hot after earnings if NFLX takes a hit after the announcement. That's the best way to play it, straight down the middle... :-)

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