Would you purchase a private company for $1m that earned $6,600 in the past twelve months? Well that's what you're getting right now if you buy $NFLX - a big fat earnings yield of 0.66%. Don't worry though, this is the "new" economy.
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Replying to @Tinyvalue
Depends on how much the co will make in the future. Companies are valued on future FCF not past.
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Replying to @alphagen68
If you can conservatively forecast Netflix's earnings in a way that might justify its current price, I'll take a photo of me wearing underwear as a hat and will keep it as my Twitter photo for a month.
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Replying to @Tinyvalue
Wasn’t commenting about NFLX. Was pointing out you were asking the wrong question.
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Replying to @alphagen68
A needle in a hay stack. Without an obvious margin of safety; I say speculation.
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Replying to @Tinyvalue
Are you seriously saying even with the benefit of hindsight, you think Amazon was overvalued 3 years ago?
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Replying to @alphagen68
An early-stage Amazon would've been a needle. As for three years ago, if you're asking me whether or not I think it was cheap, the answer is no. As a GARP, perhaps semi-reasonable. Ultimately its SBC program would've differed me.https://khursheedholdings.wordpress.com/category/amzn/
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Replying to @Tinyvalue
I see. I think I understand. So you would never have owned the likes of CHTR either - correct?
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I don't know anything about CHTR, so I couldn't say. If it's a GARP, I'm not opposed to owning one if I think the opportunity's obvious.
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