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

 

 nflx

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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2 Responses to “DHUnplugged #175: Themes and Memes, Plus the Netflix (NFLX) Challenge”

  1. the other places

    Hello there! This is kind of off topic but I need some advice from an established blog.

    Is it very difficult to set up your own blog?
    I’m not very techincal but I can figure things out pretty fast. I’m thinking about creating my own
    but I’m not sure where to start. Do you have any ideas or suggestions? Thank you

    Reply
  2. 401k to gold

    I was wondering if you ever considered changing the structure
    of your blog? Its very well written; I love what youve got to say.
    But maybe you could a little more in the way of content so people could
    connect with it better. Youve got an awful lot of text for only having one or two pictures.
    Maybe you could space it out better?

    Reply

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