I hate to say I told you so, Whitney Tilson: <a href="http://blogs.forbes.com/steveschaefer/2011/02/03/netflix-teaches-short-seller-a-keynesian-lesson/">Netflix teaches short seller a Keynesian lesson</a>.
NFLX up 4% today. See <a href="http://news.cnet.com/8301-31001_3-20030627-261.html">Netflix rises as studios' DVD money plunges</a>