The story around the recent fall in Netflix has been well covered in the media. A first-mover disruptor, delivering high growth that joined a cohort of technology stocks that became the darlings of the COVID era. Only to be tumbled by the reality that growth may have a ceiling.
Whilst many market commentators have been warning about a repeat of the 2000 dot com era for some time now, they miss the real question on professional investors minds.
Have yesterday's Growth Stocks become tomorrow's Value Stocks?
