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A Business with a future, page-17

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    FYI



    Slides 3,6,9,12: 4 stages of digital disruption

    Arguably FLN is still in the early stages of disruption.

    Slide 11: Netflix transformed its business model twice

    2012 "Valley of death" SP falls > 80% and analysts write off Netflix as a 'broken' business model

    Interesting parallel with FLN: 52w high $1; 52w low 31c.

    Future is yet to be written.

    DYOR
 
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