What are your thoughts? P.S. Just realized your photo's Aristotle not Aurelius.. A proper flogging is what I deserve..
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Certainly the dynamic's changed. My primary problem uncertainty for
$NFLX, investor expectation, future of content, sustainability of biz model, and competitive landscape. The more competitors, the more tepid the pricing power thesis is. What do you suppose a realistic EPS is?Thanks. Twitter will use this to make your timeline better. UndoUndo
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First off, huge fan of Aurelius. As for
$NFLX, the original content thesis is a case of "aggressive growth that promises tomorrow". Impossible to say what that looks like, and implies exceptional continued performance which is unlikely.Thanks. Twitter will use this to make your timeline better. UndoUndo
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Yeah, I think there's signs we're in the late part for sure, but trying to assess the outcome, the manner, and the turn is something I simply won't touch. All I know is that it will likely end badly.. Woe to the know-little and know-nothing retail investors :(.
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Most importantly.. When is anything cheap that everyone wants? Only on rare occasion.
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I think their real EPS may actually be negative, cash flow certainly is. They might be under depreciating the value of their content. I haven't wanted to watch any of their created content a second time.
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