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Bill Ackman Loses $430 Million on Netflix | On The Margin

Inflection Point

00:00

Are You Bringing a Snake Into Your House?

Dagan: Valuations have obviously gotten completely out of ack. But the other thing i would say too is they start to make more sense if every investor is pricing and just aggressive growth. Dagan: One of the big changes that folks are going to have to digest is that we're not headed into a growthy environment.

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