SDBryan

Netflix Could Be Hit By Postal Cost Hike

I don't see how you can say NFLX is a sell and BBI is a buy when the concern is that the postal service is targeting rental by mail providers. That would mean BBI would be negatively affected along with NFLX.

And if NFLX can just change their mailer and avoid the fee, then they change the mailer and still whoop on BBI in terms of subscribers.