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Molson_Hart's profile
Molson Hart
Molson Hart
Molson Hart
@Molson_Hart

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Molson Hart

@Molson_Hart

CEO at http://amazon.com/viahart . CEO at http://edisonlf.com . I tweet about business, e-commerce, supply chain, health, law, & infrastructure

Austin, TX
Joined July 2015

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    1. Masa Capital‏ @MasaSonCap May 28
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      Masa Capital Retweeted Science of Hitting

      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 …

      Masa Capital added,

      Science of Hitting @TSOH_Investing
      Why anybody would want to bet against someone like Reed Hastings baffles me. If the best short you can find is a co run by a great leader / CEO, especially in a changing industry, you're going to have a hard time convincing me that's a fruitful game to play long-term. Hard pass.
      13 replies 2 retweets 29 likes
      Show this thread
    2. Molson Hart‏ @Molson_Hart May 28
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      Replying to @MasaSonCap

      I agree with you Masa. Reed and Netflix are both greatly overrated. There's too much content concentration. A winner-take-all marketplace is not the steady-state for video.

      1 reply 0 retweets 1 like
    3. Masa Capital‏ @MasaSonCap May 28
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      Replying to @Molson_Hart

      Right? And what’s funny is in 2017 the bull case was “winner takes all,” but then media did start to fight back, and there’s this avalanche of competition coming. Not arguing Netflix is bankrupt in 6 months, arguing its overvalued. Even Malone said profits will be less now.

      1 reply 0 retweets 1 like
    4. Molson Hart‏ @Molson_Hart May 28
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      Replying to @MasaSonCap

      I'm wise enough not to argue with John Malone. Not just an avalanche of competition, but fierce, branded competition with a huge 100 year catalog of the world's most loved content. Prima facie, Youtube and Disney are in the best position (notwithstanding their parks woes).

      1 reply 0 retweets 1 like
    5. Masa Capital‏ @MasaSonCap May 28
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      Replying to @Molson_Hart

      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”

      2 replies 0 retweets 1 like
      Molson Hart‏ @Molson_Hart May 28
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      Replying to @MasaSonCap

      Netflix would be doing worse we’re it not for corona. That gives them a nice 1-2 year tailwind.

      4:24 PM - 28 May 2020
      0 replies 0 retweets 0 likes

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