A summary of this week’s best articles. Follow us on Twitter (@INTRINSICINV) for similar ongoing posts and shares.

Is Netflix Disney’s next big buy and is Reed Hastings its next CEO? (Peter Csathy, @pcsathy, TechCrunch)

Netflix’s rise has caused a shakeup in the media industry. Distributors, such as AT&T, are now trying to compete on equal ground with OTT‘s, by acquiring content creators. AT&T recently acquired Time Warner for $85 billion. This now gives AT&T control over such content assets as HBO and Truner. Consolidation among content creators may also be appealing, if one has a better direct distribution infrastructure or management. In the case of Disney, Netflix may be their solution.

Trouble Brewing in Commercial Real Estate (Peter Grant, @PeterGrantwsj, WSJ)

The real estate market is still working through the loose lending that occurred before the financial crisis. “Ten-year loans issued in 2006 and 2007 are now coming due, and many borrowers aren’t able to pay them off despite rising property values.” Mortgages that are more than 60 days late on their payment saw a 1% increase in September to 5.6%, “from a 4.6% delinquency rate earlier this year.” Rising interest rates and defaults in commercial real estate could lead to a slowdown in the sector.

AFRAID OF WHAT COMES NEXT FOR THE MARKETS AND ECONOMY? READ THIS (Jason Zweig, @jasonzweigwsj, JasonZweig.com)

The results of the election shocked many, but even if the result was what you expected, the resulting week after the election may have been a surprise. Asian stocks and US futures dropped more than 5% during the night of the election. The US market rebounded and ended positive at the close of open market hours on that Wednesday. Hindsight is always 20/20 and it’s not always clear how the market will react to certain events.

TRADE THE “MAYBES” AT YOUR PERIL (Claus Vistesen, @ClausVistesen, Alpha Sources.CV)

This is a quick summary of some of the potential impacts and unknowns from the result of the election.

Ensemble Capital’s clients own shares of Netflix (NFLX).

For more information about positions owned by Ensemble Capital on behalf of clients as well as additional disclosure information related to this post, please CLICK HERE.

While we do not accept public comments on this blog for compliance reasons, we encourage readers to contact us with their thoughts.

Past performance is no guarantee of future results. All investments in securities carry risks, including the risk of losing one’s entire investment. The opinions expressed within this blog post are as of the date of publication and are provided for informational purposes only. Content will not be updated after publication and should not be considered current after the publication date. All opinions are subject to change without notice and due to changes in the market or economic conditions may not necessarily come to pass. Nothing contained herein should be construed as a comprehensive statement of the matters discussed, considered investment, financial, legal, or tax advice, or a recommendation to buy or sell any securities, and no investment decision should be made based solely on any information provided herein. Links to third party content are included for convenience only, we do not endorse, sponsor, or recommend any of the third parties or their websites and do not guarantee the adequacy of information contained within their websites. Please follow the link above for additional disclosure information.