We believe that passive investing has become a sufficiently crowded trade that indexers will see lower returns than fundamentally rigorous active investors over the next few years.
We joined Yahoo Finance’s On the Move on Tuesday, January 21 to provide insights into Netflix’s competitive position, valuation, and the state of the streaming wars.
Disney’s unparalleled collection of IP, unique brand, and superior content monetization capabilities give it a significant competitive advantage over Netflix (NFLX) and every other content company.