So Netflix are in a ton of debt and seem reasonably fine with that? How badly does this end? https://www.bloomberg.com/gadfly/articles/2017-07-17/netflix-earnings-investors-watch-happily-as-money-pit-blazes …
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Outside the US Netflix is trash. No content except their originals. Not worth it. A lot of their forecasts rely on subs increase outside US.
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It really isn't going to break the world on the back of Adam Sandler and Stranger Things. Some good stuff, but not worth it to most people.
End of conversation
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Yeah, I think they're playing a long game here. They've already wildly changed how people watch TV so this could work well.
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long term they need to find addtl rev streams for the content they own, beyond exhibition. Hey, Jon Peters tried Sonyland, so who knows
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