Today's Above Avalon email includes the following stories:

Netflix 3Q17 Earnings
Netflix as an Acquirer
Apple Considered Buying Medical Clinics

We kick off today's email with my thoughts and observations on Netflix's 3Q17 earnings. We go over the key points from management's conference call. The discussion then turns to Netflix M&A entering a new chapter where Netflix has become the acquirer and not target. We go over my thoughts on the possibility of a Netflix and Disney merger. The email concludes with my thoughts on CNBC's scoop that Apple considered acquiring Crossover Health, a start-up with a chain of medical clinics.

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