With Carl Icahn taking a substantial stake in Netflix (NASDAQ:NFLX) Chris Bledsoe and Austin Smith break down whether this should change your investment thesis about it today. 

Austin Smith has no positions in the stocks mentioned above. Chris Bledsoe has no positions in the stocks mentioned above. The Motley Fool owns shares of Netflix. Motley Fool newsletter services recommend Netflix. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.