Research Notes: Newspapers And Netflix

Netflix might well replace cable TV. But is that enough to hold the stock?

(Author’s note: Here in the New Year (and based on your feedback) we are making some changes to the way we publish our midweek Research Notes. Instead of the usual broad-based coverage we will be covering more thematic and single ticker analysis. Think deep dives but not necessarily buy/sell recommendations. We hope you enjoy the new and slightly altere…