$Netflix(NFLX)$
Data is not about today, it's about the future. What red flags in the data is NFLX trying to hide? They have more data that they ever release to us. This abrupt decision to hide data is not innocuous.
Most likely, NFLX is going to evolve (devolve?) into more of an ad-supported business. The ad business is more volatile than subscription. How much more of an ad-supported business will they be? 20% ads? 50%? 90%?
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