hapabapa Investment Thesis I am writing this article to reinstate Netflix (NASDAQ:NFLX) as a buy and overweight. Netflix is a clear market leader, being the only pure play streamer with a first-mover advantage in paid sharing monetization. Netflix is at the forefront and the primary beneficiary of the disruption in linear TV. With over 260 million paid members, Netflix has the most expansive reach of views. Its pricing power and content offerings continue to drive margins higher and create a moat for the fi ...