• Andrew Shapiro
    http://bit.ly/AAr9oc NATPE 2012: #Netflix Jumping Into Original Business With Both Feet $NFLX $TWX
    1/25/12
    Reply (2)
    • realornot: Cost of original content will burn down its balance sheet fast so far I am not hearing anything spectacular with their programs.
      1/25/12
    • Andrew Shapiro: Whether #netflix original programs work/don't - its risky VC; ought to lower $NFLX valuation multiple to match higher required return
      1/25/12
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