lsn, Excellent post......btw, in the past I have stated that I post only about 2% of my DD....part of the reason for that is I am entrusted with information from various sources that request that they and the information remain off the board. For example, I receive emails from BB employees in lofty positions with that company that are invested in GZ. They provide genuine examples of how the BB/NFLX agreement was the catalyst that launched NFLX and helped it to start its serious gains in sub count....
To underestimate the power of a relationship with a retailer like CC and others, to me is a major investing mistake...
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