
THB in Review: Netflix Columns

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THB in Review: Netflix Columns
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.
Anyway, I have gone from finding myself on the outs in my take on the company to being a bit of a defender. So many who were on the bandwagon have become dismissive of a very strong business. This is not a business world of angels and devils. Gray. Always gray. (But never The Gray Man if you have any taste in action movies.)
As I close in on 200 newsletters, I am trying to get perspective on the work I’ve done here so far. I was wrong about Amazon keeping DeLuca and Abdy. Otherwise, I am pretty comfortable with most of these pieces… though many could use a good edit for ease of engagement.
If you haven’t subscribed for the newsletter while it’s been free, now is the time. There will be benefits of being a First 200 Newsletter Sub.