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2:12LONG
“huge focus on SaaS, huge focus on all things AI, and huge de-emphasis of consumer-based internet businesses. And so I think that's actually a pretty…”
@Invest Like the Best
Consumer internet is abandoned for AI and SaaS, leaving mispriced private opportunities for contrarians
SPOTLONG@ $707.93
$503.04-28.94%
since call Jun 17
“if you look at churn rates for some of these subscription services during recessions, you can't, you can't, you can't see any, any difference. So I think, so…”
@Invest Like the Best
Netflix is the model consumer compounder that grows through any recession on near-zero subscriber churn
NFLXLONG@ $124.73
$70.26-43.68%
since call Jun 17
TIMESTAMPS
2:12
35:33