2 ms·
Similar to my comment below, but Netflix has an EV of 155b relative to ~175b for Disney. So Netflix is smaller but the gap has narrowed considerably. I'd recom
by arbitragy 8y ago
Similar to my comment below, but Netflix has an EV of 155b relative to ~175b for Disney. So Netflix is smaller but the gap has narrowed considerably.
I'd recommend shorting Netflix if you believe it is significantly overvalued.