DHUnplugged #175: Themes and Memes, Plus the Netflix (NFLX) Challenge

China’s economics and the freefall of the Yen are topics we hit on as well as the latest themes and memes that we seem to focus on regularly. A few stocks and a Netflix Challenge – one of us is short and the other long…. Hear all about our thoughts on the markets

 

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NEW! We are now tracking the idea stocks that Andrew and John highlight in each episode. Here is the link

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Disclosure: Horowitz & Company clients may hold positions of securities mentioned as of the date published.

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Weekly Stock Picks Tracking Spreadsheet

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