Question is if those billions of dollars in new content will bring New subscriber growth. Without new people subbing theyre gonna have to raise prices, cancel family sharing, or implement ads, which I doubt will go over well. Curious to see what new business models they come up with as more competition comes to market.
Thanks for making this discussion. I just started my portfolio last year: AAPL, AET, BABA, DIS, DPS, LB. I'm currently looking for something in Foods and Energy sectors if anyone has some good sheit.