In this Dialogue episode of The Synopsis, we discuss Netflix stepping away from Warner Bros., Duolingo and underlying growth issues, plus Paypal and what makes a great manager.

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YouTube Video Links: Paypal, Netflix, Duolingo

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Show Notes

(0:00) — Intro, Netflix/Paramount Warner Bros. Deal
(17:17) — Duolingo Selloff
(30:08) — Duolingo Valuation
(36:20) — PayPal Overview
(42:48) — What Makes a Good Manager?
(52:41) — PayPal Valuation

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/

Dialogue. Netflix Walks, Underlying Duolingo Growth Issues, and Bad Decisions at Paypal

The Synopsis

Dialogue. Netflix Walks, Underlying Duolingo Growth Issues, and Bad Decisions at Paypal