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JB
John Blackledge
TD Cowen (internet & media analyst)
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Netflix fell 7.25% after mixed Q2 results with slow-growth guidance; Blackledge, answering the anchor's 'overreaction?' framing, notes the stock was already down 40% over 12 months into the print.
“I do. I mean, it was definitely mixed, but down over 11 percent pre-market, when sentiment was weak going in, stock down 40 percent over the past 12 months pre-open, it feels a little overdone.”
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