“The Greatest Opportunity in Entertainment”

“Netflix: Opportunity on the Horizon?”, one of the first reports published as part of the TSOH Investment Research service, opened with the following:

“I think the long-term bull case for Netflix boils down to a few key assumptions (rough numbers): (1) add tens of millions of net new subscribers a year, to a base of 400 - 500 million global paid subs ove…