Tom Essaye Talks About Netflix with Yahoo Finance Executive Editor
I think that this is a very smart move by Meta, Says Tom Essaye
Why Netflix is a lot less ‘compelling’ than these 2 media stocks
Sevens Report Research founder Tom Essaye chat with Yahoo Finance Executive Editor Brian Sozzi about why Netflix isn’t a compelling buy in the media/entertainment space.
You know, over the past couple of years, Netflix has pulled levers to increase profitability by cracking down on sharing, by introducing, you know, more aggressive advertising, that sort of thing. But in the end, they’re now kind of being driven by their show slate and as you said, they have not had a hit in a while and that’s a problem.
Now, certainly the decline makes it, you know, somewhat attractive maybe on a value basis, but I agree with Thomas, it’s a show me stock. You have to see that there’s some sort of a of a turnaround or something coming down the pike that you can get excited about.
I actually agree with you, Brian. I think if I’m going to allocate some dollars to entertainment and sort of content, I would prefer Disney.
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