Hey everybody this is Phil Town and this is Danielle Town. Welcome to the

invested podcast you guys know what we do here. We are deep into Netflix at this

point. Oh yeah. Fun. As are all of the listeners. And just forcing you deeply

into Netflix. Netflix is not a six inch bar and I sometimes we I wonder if we're

really hurting you guys by going deep into something that is really more

difficult than really most of us should be messing with. But it has fallen

about a bazillion dollars down. Basilians a lot. It draws. Can we just make that

point really quick? What about maybe how it's in the too hard pile? Because I

actually think it's really interesting. We often when we talk about real companies we often

talk about companies that either you or I are very comfortable with and are not too hard. And I

think it's actually really interesting to look at one that might be too hard and have everybody

see what that looks like or or what it might look like. I don't know if it's too hard for us

necessarily. But I think grappling with it is is interesting and not something I maybe we've done

on the show before. Yeah and the thing with something that's too hard before you realize it's

too hard is that I'm talking about me specifically here. I enter into a kind of state of hubris.

Oh yes. Where I kind of I think I've got this. Oh that was the city and they're listening to

Prattle not Prattle that's me like talk at length about your love of Netflix and what a great

company it was and I was like man there's a lot of problems here. It's a lot of confirmation bias

is really what what you hear when when you start to really chatter about what a great thing this is

um just can just make sure you understand that confirmation bias is a disease that strikes

investors everywhere and you must find some way to immunize yourself against it. I don't know if

it's even possible. It might be more like COVID where we just sort of never get over it. It's just

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