Viewing profile — sethisa

I'm a big believer in hiring exceptional talent over those with seemingly relevant experience. Highly motivated and talented people find new and better ways of doing things, that s…

Netflix's biggest issue in my mind is it's content licensing costs. They have gone from under $200M to nearly $2B in just a year. These costs will become a greater proportion of th…

Markets are acting in exuberance over this deal, but hard to see how this satisfies the underlying issue.