I agree earlylight.
DIS is taking their entire offering away from NFLX to stream themselves. NFLX has been spending like crazy- all on the come for outside the US, and plans to double its spending in the upcoming year. Problem is, "everyone" is getting into streaming- Amazon, YouTube, Google, facebook, etc.
Thanks for the thought.
I have 2 shorts on and they are performing today: BBOX - 4.69% & IMAX - 1.13.%
MG