Two of the most contrarian points of view on Netflix came together today to debate their theses, just one week after the shares reversed almost 10 percent following a disappointing earnings report. Greenfield’s view is honed in on the company’s global opportunity, where “it’s still early days,” noting that India alone could end up being a bigger market than the U.S. He also cites the potential for margin expansion from the globalization of content e.g. Greenfield boosted his price target to $420 after Netflix reported earnings last week.
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