Odd Lots · Sep 12, 08:00 AM UTC
Robert Friedland on the World's Monumental Shortage of Copper
Historical operation · Retained
“like the internet and broadband and Netflix and wireless. And”
Quoted source · Speaker 4 · 26:24–01:00:28 · 2 source segments
- [1] 26:24–26:28
- [2] 01:00:25–01:00:28
Model assessment
The transcript segments mention Netflix only as an example of 'sexy technology' that attracted capital in the past, with no discussion of Netflix's current fundamentals, catalysts, or valuation. There is no actionable directional evidence for Netflix.
2 exact transcript citations