Did you get your event bonus yet? It's the early '90s. Friday nights are reserved for a mass pilgrimage, a ritual of hunting for the perfect movie. You'd dodge through crowded aisles, elbowing past others to grab the last new release, or hover by the return slot, hoping for a miracle. You'd catch snippets of heated debates over horror versus romcom or butterfingers versus sugar daddies. And on those rare nights when you left with the exact movie you wanted, it felt like a small, hard-won victory. The idea of having movies delivered straight to your door was novel at best. As for sitting on your couch, scrolling through a massive catalog of films, and hitting play on just about anything you wanted, whenever you wanted it? That wasn't on anyone's radar. Except for a little-known company called Netflix. When Netflix started mailing out DVDs, it was convenient, sure. But Blockbuster was an institution. Most people didn't have the patience to wait for the mail. Netflix was hardly a threat. After all, for the past decade, Blockbuster had become part of the fabric of society. That's when Netflix turned the entire video rental business upside down. Editorial Mention: Get Jeff's
Bulletproof AI Pick FREE In 1999, the company shifted from pay-per-rental to a subscription service with unlimited rentals... and zero late fees. For years it was a slow burn. While Blockbuster stayed focused on in-store rentals, Netflix laid the groundwork for something entirely new. It didn't just bring movies to people's homes... it rewired the way they thought about watching them. Netflix created a completely new business model — streaming. With the proliferation of broadband internet, people no longer needed a physical DVD. They could stream videos directly to their TVs or devices. Entertainment on demand without the hassle of waiting and sourcing a physical copy. This was a concept so ahead of its time, it was nearly invisible. When Netflix's video streaming platform launched in 2007, it was the beginning of the end for Blockbuster. And less than two years later, it had rendered video rental obsolete. Unlike the rise and fall of Zoom — which I detailed here — it was no surprise to anyone when Blockbuster filed for bankruptcy in 2010. But if you'd said in 2001 that Netflix would topple Blockbuster within a decade, people would have thought you were delusional. But I saw it coming. Because I know the pattern. Blockbuster, Blackberry, Nokia, Zoom, Peloton... seemingly untouchable industry titans and overvalued hype stocks blindsided by the same exact thing. Disruption. I've studied this pattern for years, mapping it out and finding ways to spot the warning signs to accurately predict these massive crashes years in advance. Still, it frustrated me. Because I knew beyond a shadow of a doubt that there was a way to profit from that level of precision, but the technology just wasn't there yet. Until now. And this Wednesday, November 20, at 8 p.m. ET, I'll show you a strategy my team and I have developed to help you leverage this knowledge to profit. So you can be ready before the next giant falls. Jeff Brown
Founder & CEO, Brownstone Research | 