Opinion: Investors have misdiagnosed Amazon’s push into the pharmacy business

Companies everywhere, in every business, are paranoid about Amazon.com. This sort of paranoia is healthy for the long-term well-being of our investment portfolio, as it is creating interesting buying opportunities. A case in point: My firm spent a lot of time thinking about pharmacies when we were analyzing investments in McKesson and other drug distributors. […]

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Netflix is testing ads for its original content that will play while you binge watch, and users are not pleased

Netflix isn’t calling the new ads for its original content “commercial breaks”, but that hasn’t stopped subscribers from voicing their displeasure. The company confirmed to tech-website ARS Technica on Friday that it is testing promos for its original shows and movies in between TV episodes while users are binging. “We are testing whether surfacing recommendations […]

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Bitter enemies MoviePass and AMC once worked together — here’s a look inside the relationship’s epic collapse

In June 2011, MoviePass had one of the briefest startup launches in history. 
 At a time when Netflix was beginning to show glimpses of the Goliath it would become, entrepreneurs Stacy Spikes and Hamet Watt decided to take that all-you-can-eat subscription formula and create a similar service for the movie-theater experience. The initial plan […]

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