This Week in Startups Jay Trading: $NFLX Q2 earnings, The Blueprint E2: when to quit your job, + more | E1513
Jul 21, 2022
Netflix's Q2 earnings reveal mixed results, sparking a discussion on its competitive landscape and challenges from rivals like Disney+. A deep dive into 'Jay Trading' offers insights on strategic long-term investing versus day trading. The conversation also emphasizes the pivotal moment of deciding when to quit your job, with practical advice for career transitions. Finally, the rise of the photo-sharing app BeReal is explored, highlighting its unique features and recent popularity that have captured investor interest.
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Netflix's Pricing Problem
Netflix's pricing strategy seems driven by bean counters, not visionaries.
- This over-financialization and price manipulation alienates customers.
Disney's Path to 1 Billion Subscribers
Jason Calacanis predicts Disney+ will reach 1 billion subscribers, becoming the global leader.
- Disney's diverse content, ad-friendliness, and potential for acquisitions support this prediction.
J Trade: Disney
Jason Calacanis bought 250 Disney shares at $103, expressing long-term confidence.
- He sees Disney as a better investment than Netflix.