we're joined by our show watcher, shawn mcnulty, creator of the wake-up newsletter and our stock watcher is michael morriseim securities. shawn, let's start with netflix, which you say has the best cache of content. what makes it the standout here? >> i mean, certainly the volume, through the first week of october, netflix dropped 120 series, movies and new documentaries and specials this year just in the first nine months. so a volume point of view, no one is clearly near that. they top every chart, the netflix chart -- the nielsen chart this comes out every week, always at the top whether it's night agent to second quarter like "virgin river" back in q3. the movies this summer was good, so they consistently deliver the biggest numbers in streaming. >> the biggest numbers in streaming. so, michael, does this translate to the biggest numbers for investors? >> it does over the long term, absolutely. we continue to be bullish on the long-term prospects for netflix and really at the core, as you describe, it's best in class content this is a company that sources the most content for streaming. it's a company