Javier from Blind Squirrel discusses Netflix $NFLX

Javier Lovato from the Blind Squirrel comes on the podcast to discuss his post on Netflix, including why Netflix's scale is a massive moat, why the "Netflix doesn't do have quality" debate is wrong, and why Netflix is years ahead of their competition.Blind Squirrel's Netflix Write Up: https://blindsquirrel.substack.com/p/netflix-focus-and-executionChapters0:00 Intro1:25 Why is Netflix a good investment?7:25 Netflix's relationship with creators14:05 Where is Netflix's Game of Thrones21:50 Does Netflix's weak Q1 indicate competition is gaining on them?39:30 Why'd Netflix stop disclosing churn?41:35 Netflix cost of capital and share repurchases48:15 Opportunity cost of Netflix versus Disney, Spotify, or legacy media51:30 Does Netflix need to get into video games?