Magnolia Growth Capital

We talk about how Netflix turned a massive challenge into a 4X return for our clients. After the pandemic, Netflix stock fell 70%, but they executed a masterstroke by cracking down on password sharing and launching an ad-supported tier. This led to double-digit growth, more hit shows, better retention, and soaring profit margins, while competitors struggled. Netflix emerged as a pure play powerhouse, and is now up 6X from its lows. This is why we focus on long-term conviction even when it’s uncomfortable.

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