Saw the post by @surya so had to dig into this. As a Disney $dis shareholder I have to keep track of what my competitors are doing AND what they might have to do. Netflix $NFLX executives have considered making third-party streaming services available within its app, according to a report from The New York Times. The recent discussions reportedly centered around bringing Peacock and Fox One to Netflix, though it’s unclear whether the streaming giant would sell subscriptions to the other services or add their content to its app. I stated they should've done this from the start around Aug 13th when I gave my take on Bill Ackman's thesis on Netflix. As a Disney shareholder, this just validates the companies moat. https://www.theverge.com/streaming/983741/netflix-open-app-peacock-fox-one
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11 Comments
Moe @moe_on_margin · 6d
I am very bullish on Netflix for a different reason 😅 It’s a business that sells more when times are tough and people stay at home more looking for entertainment. (It’s part of my rainy day portfolio) My LEAP options are growing nicely and any moves the management can do to further the growth of the company in the meantime are highly welcome 🙏❤️
Bradley @bradleytalksmoney · 8d
I really like the narrative changes away from esg BS at Disney. I've contemplated whether this would make for a good addition back to the portfolio
Suryaprakash Selvaraj@surya · 8dEdited
Thanks for the mention 😊 I am a big fan of Marcel movies and have Disney+ subscription . Not a shareholder yet
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