@morris

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A conversation about $NFLX
I saw a conversation take place on twitter discussing $NFLX moat from @daniel_tokoto
Short summary:
“Would you miss $NFLX if it disappeared tomorrow?”
“Plenty of alternatives. It would be a minor inconvenience to my family but not a big deal if it's gone”
Don’t think I could say the same about the iphone…
You should turn this into a poll here on Commonstock Morris, I did a similar thing with Spotify once.

Netflix would genuinely be a tough one, but i'd live. iPhone, NO WAYYYYYYYYY.
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