Likefolio’s Andy Swan thinks the “worst is behind” Netflix (NFLX), digging into consumer sentiment data. While their change in visits is still down 15% year-over-year, he points out that it is better than before. “The bar is really low going into Q4,” he notes, but Netflix has seen surges in the last few years after those results. He calls its management team “extraordinarily competent” as well.

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