DHUnplugged #175: Themes and Memes, Plus the Netflix (NFLX) Challenge




DH Unplugged show

Summary: China's economics and the freefall of the Yen are topics we hit on as well as the latest themes and memes that we seem to focus on regularly. A few stocks and a Netflix Challenge - one of us is short and the other long.... Hear all about our thoughts on the markets Follow @andrewhorowitz (https://twitter.com/andrewhorowitz)  Follow @therealdvorak (https://twitter.com/therealdvorak)  (http://www.dhunplugged.com/wp-content/uploads/2013/03/nflx-300x177.jpg) NEW! We are now tracking the idea stocks that Andrew (http://www.horowitzandcompany.com) and John (http://dvorak.org/blog) highlight in each episode. Here is the link... ______ Live and Alerting! (http://www.thedisciplinedinvestor.com/blog/wp-content/uploads/2012/02/tpr.jpg) (Click the above for more information) ___ Disclosure: Horowitz & Company (http://www.horowitzandcompany.com) clients may hold positions of securities mentioned as of the date published. ___ Weekly Stock Picks Tracking Spreadsheet (http://spreadsheets.google.com/pub?key=t4zKldW9slS9x_czK_uT6Bw&single=true&gid=0&output=html) __________