TSOH Investment Research (Alex Morris)

TSOH Investment Research (Alex Morris)

“The Greatest Opportunity in Entertainment”

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TSOH Investment Research
Jan 24, 2022
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“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…

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