In this Dialogue episode of The Synopsis we talk Netflix and the financial case for renting vs buying a home.

YouTube Video Links: Netflix Update (June 23rd), Buying vs Renting a Home (July 5th)

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Show Notes

(0:00) —Netflix Narrative
(6:31) — Why is Engagement Falling?
(9:38) — Netflix Ad Tech
(17:44) — Netflix Content Cost Per Sub Advantage
(21:37) — Netflix Valuation
(27:35) — Should You Buy or Rent a Home?
(34:28) — Home Buying Rules

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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 Speedwell's and Drew Cohen Money's full disclaimers here: https://speedwellresearch.com/disclaimer/ https://www.drewcohenmoney.com/disclaimers

Dialogue. Netflix Investment Update and Why Renting Isn't Throwing Money Away

The Synopsis

Dialogue. Netflix Investment Update and Why Renting Isn't Throwing Money Away