@Backonyourheads It can definitely move before earnings, especially if money starts positioning early. Do you think it’s missing a catalyst or the flows?
@TakinTrades I agree, five years of execution says a lot. Without the acquisition angle, would you still consider it a company worth watching long term?
@TakinTrades I can see the Blockbuster comparison. Do you think the bigger risk is rising competition, or that the business model itself is becoming outdated?