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“Netflix has been a great company. They've really done well…” — Bloomberg Surveillance at 20:39

“Netflix has been a great company. They've really done well in terms of subscriber growth and in terms of revenue growth. And in light of the problems that they're having, the stock is now down to about 16 and a half to 17 times next year's earnings. So it's on our radar. We think it's still a little bit early.”

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