This week’s episode discusses Netflix’s initial success in cracking down on password sharing, followed by a rare macro forecast from Ernest, and then finally our feature company: a “boring” property management/renovations company that has delivered anything but boring returns.
Long Term Investing Podcast can also be found on Spotify & Apple.
Below are some interesting articles related to the podcast discussion.
A first look at the impact of Netflix’s password sharing crackdown – Antenna
