Sebastian Caceres (@sebcrx) 's Twitter Profile
Sebastian Caceres

@sebcrx

ID: 1039258353304850433

calendar_today10-09-2018 21:04:34

52 Tweet

239 Followers

597 Following

Sebastian Caceres (@sebcrx) 's Twitter Profile Photo

Nick Sleep with a great frame. Try to see a business not as a static balance sheet, but as an evolving, compounding machine. The key question may not be how efficient the engine looks today, but where it can take you over time.

Nick Sleep with a great frame.

Try to see a business not as a static balance sheet, but as an evolving, compounding machine.

The key question may not be how efficient the engine looks today, but where it can take you over time.
Sebastian Caceres (@sebcrx) 's Twitter Profile Photo

Paramount+ subscribers pay double in subscription fees for each hour of viewing compared to the Netflix subscriber. All while accessing less and lower quality content. This is $NFLX’s scale advantage.

Paramount+ subscribers pay double in subscription fees for each hour of viewing compared to the Netflix subscriber.

All while accessing less and lower quality content.

This is $NFLX’s scale advantage.