Investors watched shares of Netflix (Nasdaq: NFLX) close the day up 14% on news the company has reached an exclusive agreement with Walt Disney (NYSE: DIS) to stream its content. This could serve as troubling news for fellow competitors, especially Liberty Media (Nasdaq: LMCA), which previously owned those rights. Watch the following video as Fool analysts Blake Bos and Isaac Pino discuss the news and what it means to investors.