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Jan 18, 2019
8:02:29am
hansel All-American
I’m ambivalent about Netflix as a stock simply because the barriers to canceling
your subscription are so low. Takes 2 mins to cancel, no penalty, you can simply start up again in six months if you want it back. So it’s not “sticky” to the consumer like Amazon Prime or, for that matter, cable.

Netflix has taken on enormous leverage in order to produce/buy content in order to drive subscriptions. But I don’t know how it can ever stop now. I feel like they’re on a treadmill and have keep it up indefinitely. People who lose interest for what’s there or spend their time with other content (Fortnite, social media, Prime, Hulu, whatever) can just quit.
hansel
Previous username
LouisvilleCoug
New username
RevolutionDeathsquad
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hansel
Joined
Oct 25, 2004
Last login
Jun 7, 2022
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