Netflix fell over 20% after our Sell call, yet the valuation still assumes double-digit growth for a maturing business we believe Netflix has become. The Stranger Things finale exposed weaker creative ...
For 2025, I forecast that overvaluation and uncertainty are a path to correction in 2025. By April we had a sharp and deep correction. Animal spirits and the last QE liquidity left in the system then ...
Some results have been hidden because they may be inaccessible to you
Show inaccessible results