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#	AUTHOR DATE SUBJECT
38	member 4/20/16 5:45PM Re: Re: Re: Re: Re: Re: Re: comments on cc 37
MoJoris-That was pretty polite. 1) The domestic business is very profitable on a contribution margin basis. They are reinvesting those profits in the business to grow internationally. The investment goes to international content spending and opex... login to read the rest 1 view available tags
36	member 4/20/16 2:13PM Re: Re: Re: Re: Re: comments on cc 34
I agree with most of what you said. But I think Netflix has two advantages over Amazon that you did not mention: 1) recommendation technology for video; 2) scale in content budget. I would take... login to read the rest -4 view available tags
33	member 4/20/16 9:24AM Re: Re: Re: comments on cc 32
I like them both. I believe the competitive threat narrative that media and analysts perpetuate around streaming (i.e. Amazon versus Netflix) is wrong. Multiple video providers can be successful because people like to have choices... login to read the rest 1 view available tags
31	member 4/20/16 8:40AM Re: comments on cc 30
Netflix is making the content investments to attract and retain subscribers. To have achieved nearly 50mm subscribers in the US in roughly five years is incredible-that is a measure of the return. This was done... login to read the rest 5 view available tags
23	member 1/07/14 8:35PM RE: Starz? 20
I am a STARZ bull. The move to original programming dramatically improves the economics of the business. STARZ is effectively using its stable, predictable cash flows from subscribers to either license; co-produce; or wholly-produce and... login to read the rest view available tags
19	member 1/07/14 1:15PM RE: 3 questions and my replies 17
So if i understand what you are saying, by a light business model you mean a fixed cost business model...and you are arguing that netflix, which has shown nothing but negative operating leverage since entering... login to read the rest view available tags
18	member 1/06/14 11:33AM NFLX in Scandinavia
A comment from a friend: Another particular example on the “light” aspects of the business model. We have heard from good sources that NFLX literally has ZERO staff in all of Scandinavia. They launched it in October... login to read the rest view available tags
17	member 1/06/14 10:44AM 3 questions and my replies
Below are three questions I was asked on the DDD thread about NFLX and my responses. I’d welcome any thoughts. Thx! -------------------- Question 1: On your point 3, could you please elaborate on your definition of a... login to read the rest view available tags
16	member 1/02/14 9:37AM I'm still long NFLX
I'm in the same boat as other short sellers, having taken hideous pain on the usual suspects: TSLA, HLF, DDD, GMCR, etc. But I got one thing right: I flipped around and went long NFLX at... login to read the rest view available tags
15	member 12/31/13 3:34PM RE: Proud to own it 13
Buggs, You were short a mere 2-3 bagger . . . not even close to the top spot. I was short AAMC at $100 (with Heffer) . . . and still short . . . I expect... login to read the rest view available tags
3	member 1/28/13 5:29PM RE: RE: Scale Argument 2
mjw, This is the argument I was looking for. Lots to think about. Thanks. view available tags
1	member 1/28/13 3:55PM Scale Argument
I am sympathetic to the short argument here, but my fear is that Finn is correct in his "Scale Matters" argument. If he is correct, then the competition does not matter because NFLX has a... login to read the rest view available tags

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			2013	2014
Price:	164.00	EPS	$0.29	$1.45
Shares Out. (in M):	59	P/E	565x	113x
Market Cap (in $M):	9,692	P/FCF	n/a	likely n/a
Net Debt (in $M):	-348	EBIT	50	160
TEV (in $M):	9,344	TEV/EBIT	186x	58x
Borrow Cost:	NA

Description

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