However, I really believe
that this business is a quality business. Have you seen how great
are the series on Netflix? Many great series are there, but many great
series are exclusive on Netflix!
Stranger Things, Black
Mirror, Dark, Atypical, Mindhunter, Narcos, House of cards and many many
more. In fact, many people would read what I'm writing here and say
that I've missed a lot of great series. The point is that it's very hard
to produce a very good serie or a very good movie and Netflix has
achieved to do it a lot of times.
Just go checking on www.imdb.com to
see the best TV series of all-time. You'll see that many of them are on
Netflix and some of them are exclusively on Netflix.
I'm not that much a TV guy.
If I'm seduced like that by such quality, I believe that Neflix is
going to do very well in the future.
Disney may arrive in the
business (and I'm a shareholder of Disney), but with such a great
quality, I don't think it's gonna be easy to compete. Well, Disney has a shitload of great franchises. But Netflix has built something great before the others, so they're way ahead for now.
I still don't plan to
invest in Netflix. But if I'd do, it would be the first time of my life
I'd invest in a stock because of the quality of it's products (and a lot of people agreeing with me on that subject) instead of
after taking a look at some numbers.
I had Disney all along in my mind till your last paragraph. I believe Disney will jump on the streaming content business as well. Netflix is not going to disappear at any time soon, but I can smell competition being ready to pounce.
RépondreSupprimerOf course, competition is coming. However, to me, most of the time, the first one usually stays the leader for a while.
Supprimer