Sean Stannard-Stockton on CNBC Talks Netflix vs Disney Plus

8 January 2020 | by Ensemble Capital

On Monday, Ensemble Capital’s CIO Sean Stannard-Stockton appeared on CNBC to discuss Netflix and the threat of Disney Plus. In this clip, Sean explains why we see Disney Plus as more of a complement than a substitute for a Netflix subscription, and offer an explanation for why Netflix has rallied 17% since Disney Plus launched.

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