@HedgeyeComm Goldman has a 114-page report out today titled "A Whole New Streaming World - Initiate on $DIS &amp; $VIAC at Buy for DTC Upside" yet the authors do not include the 4 analysts who cover $NFLX at GS.

Instead their $NFLX lead analyst covers tech, such as $UBER, $EBAY and $EXPE.