As to the market, my sense is that the strength of the past few weeks means the market has already discounted the successful resolution of the debt ceiling crisis. So I don’t expect any particular strength when the crisis passes. But I do see lots of good-looking stocks, and one that’s developing into a great long-term success story is Netflix (NFLX). The company is well known, but what many observers fail to fully appreciate is the forward-looking strategizing of founder Reed Hastings. First he crippled Blockbuster and other video stores by introducing the DVD-by-mail business model. Then he improved...
