MI Capital

@MIcapital2

Tech Investor. Former sell sider. Now on the buy side. retweet = this is great. like = bookmark. Anonymous account. MI Capital doesn't exist.

Vrijeme pridruživanja: veljača 2019.

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  1. Prikvačeni tweet
    19. sij

    1/ Thoughts on 's domestic strategy (not the stock). They need to mix it up. The last ~10 years represented open-ended growth where 1 plan/1 price made sense. Now they should investigate 1) price discrimination 2) varied show release cadence 3) more platform plays.

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  2. 23. sij

    Great daily article by today on and releasing content all at once vs. a weekly cadence (among other hot topics like losing Friends, cash burn, etc). If you don't subscribe to Stratechery, I highly recommend it. Consistently the best thing I read every week.

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  3. proslijedio/la je Tweet

    The biggest challenge isn't building good models, its using them and sticking with them.

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  4. 19. sij

    14/ Other things I’ve seen kicked around are 1) offer a free plan with advertising and 2) live sports. I don’t think either make sense.

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  5. 19. sij

    13/ but the revenue equation for Netflix domestic is not exciting today if the growth in Q is small, and needs to be pulled along just by Price increases.

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  6. 19. sij

    12/ I know there is a lot of password sharing, so maybe switch it up to a basic rate for the first individual in a group, say $10, then $3-4 for each additional person. I’m sure there is something more creative one could do here,

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  7. 19. sij

    11/ 3) Innovate on Pricing plans. Maybe think about switching up price. Right now Netflix does have a few price tiers but I would argue it’s not enough (Basic – one device SD; Standard Plan 2 devices HD; Premium Plan 4 devices UHD).

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  8. 19. sij

    10/ a) It’s free money and Netflix has the biggest sub base. b) Netflix gets more data on what people watch. c) It keeps users on the App. I can keep ALL my content on there and not have to hop over to iTunes or Google Play or Amazon Prime Video.

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  9. 19. sij

    9/ 2) Offer 3rd party content. Netflix has some great insight into shows/movies that people search for that aren’t on Netflix. Copy Amazon Prime Video And offer these shows to buy or subscribe to other services (like Prime).

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  10. 19. sij

    8/ and in an odd way, you can actually argue that Netflix would be increasing subscriber utility by giving them LESS choice. For example, when GoT was aired, I used to listen to BaldMove podcast which gave me 5 hrs of addtl content /week. For The Witcher, they did a 1 hr podcast

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  11. 19. sij

    7/ This allows for free media buzz, water cooler talk, etc. A cynic would say it elongates subscriber duration. I get Netflix’s strategy here. In a purely rational world where humans are robots, releasing content all at once is 100% the right thing to do, but humans aren’t robots

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  12. 19. sij

    6/ 1) Start airing tent pole shows on a weekly basis. This is the most important suggestion, though maybe not as relevant to my iPhone analogy. For tent pole content like Stranger Things, or maybe The Witcher, go back to TV’s weekly airing of new episodes.

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  13. 19. sij

    5/ I would argue at this stage of their life, at least in the US, Netflix has to change things up. A few suggestions (maybe you have some better ones).

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  14. 19. sij

    4/ I think Netflix should do something similar. In the US, sub count has clearly slowed. NFLX had ~61mn paid subs in 2019 and added ~2.8mn subs vs. 5.8mn in 2018. With ~125mn US households, I think slowing sub growth is a given (even w/o competition).

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  15. 19. sij

    3/ Eventually Apple started offering more SKUs with different price points and this made sense given that the market was more saturated. Now they are trying to sell more into the existing customer base (wearables, Services).

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  16. 19. sij

    2/ In 's prior articles/podcast (), described early iPhone growth as very singularly focused. One new iPhone every year at the same price. Smartphone unit growth was just there for the taking so there was nothing else to do.

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  17. 15. sij

    I'm not saying Uber is the best stock in the world but selling all your shares at $27-29/share looks pretty silly now. up 18% YTD and 35% off the lock-up lows.

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  18. proslijedio/la je Tweet

    “No amount of evidence will ever persuade an idiot.” ~Attributed to Mark Twain

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  19. 10. sij

    People like SBC more than I thought... Software universe maybe a quarter stale. This is from MS, I'm not making this myself! Also per MS, Hedge Funds call to find out when 1) generalists want in software (time to get out), 2) investors ask about SBC (time to get back in).

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  20. 10. sij

    Chase Sapphire Reserve Card added Lyft and DoorDash perks. An article early last year in BBG said JPM wanted to be lead left in more tech IPOs. So far they have , , , and likely DoorDash. These were/will all be terrible IPOs.

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