NFLX is down over 10%, back to two-year lows, as not even Whitney Tilson can save the 'game-changer' from the reality of unsurprisingly low barriers-to-entry. Sure, it will be spun; sure, analysts will maintain 'value' buys (7 buys and 20 holds); but Amazon's deal with Epix this morning adds a greater-than-800lb gorilla to the room in which Netflix plays...
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