Jan. 12 at 12:34 AM
$NFLX READ THE ECONOMY is a weekly article built to answer one question:
what is actually being decided right now, before it shows up in prices or headlines?
To do that, I only use two sources:
• ownership paperwork (13D, 13G, rights plans)
• earnings calls (what operators say when they’re pressed)
No forecasts. No macro stories. Just behavior that’s forced.
HERE:https://cundilldeepvalue.substack.com/p/read-the-economy-paperwork-calls
