Yep, what a great CEO. Loses $3B annually at 180 million subs. Sells $millions of stock every single month, has made close to $1B on Netflix sales. Was not aware content cost inflation was 30% until told of it on a public earnings interview. Almost never admits a mistake.https://twitter.com/TSOH_Investing/status/1266137440206626817 …
-
-
Yeah Malone FWIW still is bullish Netflix generally - but just made the point that with Disney now entering, they will grab profits, meaning less for others. And he rightly criticized HBO for being subscale in 2016-17, good thing is now it has the “Max”
-
Netflix would be doing worse we’re it not for corona. That gives them a nice 1-2 year tailwind.
End of conversation
New conversation -
Loading seems to be taking a while.
Twitter may be over capacity or experiencing a momentary hiccup. Try again or visit Twitter Status for more information.