Disney announced it will pull its content on the streaming service. But top netflix watchers says the market is giving you a gift. He will be here to lay out the full case for netflix and thats where we want to start with the mayhem caused yesterday to ditch netflix. The move causing shock waves, both necessary felix and disney falling along with viacom and discovery with all these stocks falling, are we witnessing a war with no winners . Yes, youre withnessing a wa, but i think theyll be winners rich is going to talk about it, so i wont try to steal its thunder. I think netflix wins they didnt trade poorly today the growth index international. The disney relationship, they werent with disney international. It was just u. S. They spent about 200 million give or take for disney content out of 7 billion theyre going to spend overall so although disney is a huge headline, i think the effect is demin mus. They said the issue if disney is going to make a strong play and keep their content o