I have written a lot about Netflix in this last/my first 189 newletters. 20 times, in which they were central to the piece. Amazingly, it actually tracks closely (a bit higher) with the company’s % of screen viewership. I have mostly been bullish on the business from early on and bearish on the stock price for at least 7 years. I have never bought into the Netflix as all TV take. Madness.