China Untapped, Netflix Offers Risk Capital Upside While Maintaining A High Floor

Group 1 - The article discusses the surprising performance of Netflix (NFLX) over the years, suggesting that its value should align more with movie studios like Disney rather than traditional high-profile companies [1] - The author emphasizes the importance of observing megatrends and technological advancements to identify investment opportunities, while also highlighting the necessity of focusing on fundamentals, leadership quality, and product pipelines [1] - Recent focus has been on marketing and business strategy for medium-sized companies and startups, with experience in evaluating startups and emerging industries/technologies [1] Group 2 - The article does not provide any specific financial data or performance metrics related to NFLX or the industry [2][3]