With so many competitors vying for the same content, there may be some bidding on getting exclusive deals. But I don't expect the non-exclusive licenses will increase in price. Also you are completely discounting Netflix's original content. They've had major hits with House of Cards, Orange is the New Black, etc. They've clearly showed a knack for developing high quality programming.

Great read, highly recommended.

I'd have to agree with you. I think it's pretty clear cut.

Doesn't phase me at all. Only risking a few thousand dollars... about 1% of portfolio. more than willing to gamble

I agree completely. I see this being the future of public transportation in just the way you outlined.

Indeed!

I too, was very surprised by Netanyahu's announcement regarding the two state solution. He has always supported it in the past. Either he has come to realize that Israel currently has no peace partner or, as you said, he's become a bit desperate and is grasping at straws to appeal to the right.

Excellent post and comment thread.

I may not be the real Frank Underwood, but we have a lot in common and I believe he was 100% right when he gave the entitlement speech. Charles Sizemore did a great job of taking a fictional speech and explaining why its important to real people. Nicely done.

Short but concise. I have to agree with your brief analysis.

Nicely done, I agree completely.