Is Netflix Priced to Perfection?

The transcript discusses the challenges and strategies of international expansion, focusing on Netflix's market reactions and growth momentum. It also analyzes the interest in acquiring Yahoo, highlighting potential buyers like Google and Verizon, and the strategic value of Yahoo's assets. The discussion extends to Verizon's content strategy for user retention and the perception of Yahoo's brand value in different markets.

What role does local content play in the company's international strategy?

How does the competitive landscape affect the valuation of Yahoo's assets?

What are the implications of the AOL acquisition for Verizon's content strategy?