Stephen Kent looks at entertainment, comparing legacy players and modern streamers like Netflix (NFLX). He says threatened tariffs on foreign films must have these media makers “shaking in their boots,” as the demand for new content is a constant. He also notes that Netflix has seen success worldwide with shows from South Korea and other areas, which now could be under threat. He says it is also unclear how these tariffs would be implemented or enforced.
Next Gen Investing
09 May 2025
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