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After a terrible year on the market so far, Netflix surprised everyone this week — including itself — when it added more than double the number of new subscribers in the last quarter than it had expected.

Now, with more big changes coming in the form of a new advertising tier and a crackdown on password sharing, is Netflix entering its second act?

In this episode, we also discuss:

MyWallSt operates a full disclosure policy. MyWallSt staff may hold long positions in some of the companies mentioned in this podcast.



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