“飞轮”失速，奈飞的护城河正成为其天花板？
当新用户增速因为基数巨大而不得不放缓时，奈飞就必须做出二选一的抉择：1.产生大量的自由现金流，证明规模经济；2.可以亏钱，但必须在高基数上持续高速成长。目前看，奈飞两个都做不到。 据外媒报道，由于收入增长放缓，流媒体巨头奈飞（NetFlix）宣布将解雇约150名员工以及部分...
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News & Media
We believe a good way of communicating our investment philosophy to our limited partners is through writing. The portfolio manager of Atlas Capital writes frequently for certain journals, imparting his investment ideas and thought processes along the way.
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