Klendathu & Philo on Netflix, streamers, distribution etc.
From September 14th, 2023. NFLX, PARA, DIS, WBD, CHTR, CMCSA etc.
Klendathu & Philo on Netflix, streamers, distribution etc.
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This is a Spaces from September 14th, 2023 co-hosted by Philo and Klendathu Capitalist to talk about the broader media landscape.
For anyone with any interest in media — whether legacy media, streaming, Big Tech etc, this is a must listen.
This 2-hour discussion is jam-packed with lessons, predictions, investing wisdom and even prophecies (as many of those predictions have turned out to be true).
In fact, even if you are not interested in investing in media companies — this is a masterclass in investing, in general.
At the time I was writing the 3-part series on Netflix and Legacy Media, you can find it here.
This is a Netflix World etc.
Last year’s piece on Netflix and the way forward:
Philoinvestor
My piece on Netflix from May 2022 is up 4X. Read it below.
NETFLIX: Content is King but distribution is God.
Netflix was founded by Reed Hastings (“Reed”) and Marc Randolph in 1998. They started as a DVD-by-Mail service, later pivoting to a subscription model.
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