Netflix Is Contagious, And The Cure Is Coming

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About: Netflix, Inc. (NFLX), Includes: AMZN, DIS, GOOG, GOOGL, T, WMT
by: Mauro Solis
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Mauro Solis
Long only, value, Growth, natural resources
Summary

Netflix growth is still impressive.

Valuation is too optimistic.

AT&T and Disney will only make matters worse for Netflix.

In a previous article, I modeled the way Netflix (NFLX) adds subscribers with an adapted model of how diseases spread. Two quarters have passed, and the model seems to be highly accurate. Domestic