Discover and read the best of Twitter Threads about #globalscalemedia
Most recents (1)
This morning, we published an in-depth report by Arif Karim on $NFLX and how it built an emerging moat. 1/10
intrinsicinvesting.com/2018/07/12/net…
intrinsicinvesting.com/2018/07/12/net…
Netflix used Internet distribution to build a moat, becoming the first #GlobalScaleMedia media company in the world, disrupting the business models of traditional media incumbents. NFLX 3700% return v 200% for top media co's result of this. 2/10
It’s done this by restructuring media value chain (H/T @benthompson bit.ly/1OMVVax ), creating direct relationship w consumers using classic @claychristensen disruption strategy in overserved Pay-TV mkt but w "delightful" user experience, convenience, & low friction 3/10
