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Michael Burry Says Netflix Makes Milk, Disney Makes Wine — Here's What He Means
Times of India·Monday, 27 July 2026
Investor Michael Burry argued that Disney's intellectual property ages like wine — gaining value over generations — while Netflix's popular shows are like milk, consumed quickly and forgotten. Burry noted Netflix's stock has declined amid intense competition. He also separately discussed how software companies are holding up in the AI era.
Why It Matters
Burry's views move markets and shape how investors think about tech and media stocks, sectors that affect mutual funds and portfolios held by millions of Indians.
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