#Neversell

Thoughts on Netflix -- what you're underwriting with an investment in $NFLX at today's price ($507): Let's first stipulate that NFLX offers a wonderful product at a very good price.
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THREAD: $EXO.MIWhat if I told you that you could invest in a rare combination of a family-controlled compounder and special-situation machine, with stellar management, at a ~35% discount to NAV
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