Dialogue. Netflix Walks, Underlying Duolingo Growth Issues, and Bad Decisions at Paypal

Dialogue. Netflix Walks, Underlying Duolingo Growth Issues, and Bad Decisions at Paypal

From The Synopsis by Drew Cohen

March 5, 2026 · 57 min · Episode 142

About this episode

This episode discusses Netflix's departure from Warner Bros., growth issues at Duolingo, and management insights related to Paypal.

In this Dialogue episode of The Synopsis, we discuss Netflix stepping away from Warner Bros., Duolingo and underlying growth issues, plus Paypal and what makes a great manager. Five Minute Money Newsletter Free Sign Up YouTube Video Links: Paypal , Netflix , Duolingo ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access to all of our updates and in-depth research reports become a Speedwell Member here . Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. -*-*-*-*-*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) — Intro, Netflix/Paramount Warner Bros. Deal (17:17) — Duolingo Selloff (30:08) — Duolingo Valuation (36:20) — PayPal Overview (42:48) — What Makes a Good Manager? (52:41) — PayPal Valuation -*-*-*-*-*-*-*-*-*-*-*-*-*-*- For full access to all of our updates and in-depth research reports, become a Speedwell Member here . Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it. *-*-*- Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at…

People in this episode

Host: Drew Cohen

Topics covered

  • Netflix
  • Duolingo
  • Paypal
  • management
  • business decisions

Keywords

  • Netflix
  • Duolingo
  • Paypal
  • management
  • business
  • investing
  • growth issues

Mentioned in this episode

Organizations: Netflix, Warner Bros., Duolingo, Paypal, AlphaSense

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