Episode Details
Back to Episodes
FirstService - A Canadian Compounder with a long runway of growth.
Season 1
Episode 16
Published 2 years, 7 months ago
Description
This week’s episode discusses Netflix’s initial success in cracking down on password sharing, followed by a rare macro forecast from Ernest, and then finally our feature company: a “boring” property management/renovations company that has delivered anything but boring returns.
https://www.antenna.live/post/a-first-look-at-the-impact-of-netflixs-password-sharing-crackdown