JPF

@jpfhead

Investor focused on the science of business. Thinking out loud about stocks, business events, and whatever else interests me. Appreciate thoughtful feedback.

Vrijeme pridruživanja: lipanj 2017.

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  1. Prikvačeni tweet
    17. sij

    "Pace of innovation is the fundamental determinant of competitiveness."

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  2. prije 2 sata

    When viewed through this lense, makes perfect sense why Prime Video's KPI is impact and not usage.

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  3. prije 2 sata

    Without this brand love, the only hope a commodity producer has of staying ahead is low-cost. Which, for Amazon, may be enough (especially with poor competition). But it definitely increases risk (not saying won't keep growing very fast)

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  4. prije 2 sata

    Also, makes sense why Amazon cares so much about Prime Video and Prime. They want to un-commodify retail. Very smart. What I worry about w Amazon is the brand love aspect, which for me personally has disappeared as UX has worsened (opposite of Netflix where UX improving)

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  5. prije 2 sata

    Of course what this misses is that Netflix and are the low-cost producers, innovate faster than anyone else, and on average have more brand love than their competitors...

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  6. prije 2 sata

    In all seriousness, there is some truth to the idea that Netflix and are commodity products. You just want your shows and your stuff and you want it at the lowest cost, right? And lots of companies want to give it to you! Fair enough.

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  7. prije 2 sata
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  8. prije 2 sata

    SHORT NETFLIX AND AMAZON! THEY'RE COMMODITIES DAMMIT!

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  9. prije 3 sata

    "Yardsticks seldom are discarded while yielding favorable readings. But when results deteriorate, most managers favor disposition of the yardstick rather than disposition of the manager."

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  10. prije 4 sata

    cc I wonder how much Netflix has been taking advantage of this - know they did it with Arrested Development per but dunno about what else they've done.

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  11. prije 4 sata
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  12. prije 4 sata
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  13. prije 4 sata

    Also, this part made me lol

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  14. prije 4 sata
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  15. prije 5 sati
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  16. prije 6 sati

    I somehow missed this when listening to the earnings call (they're so dry): Pichai: "So looking across, I think there is more room -- significantly more room over the mid- to long-term on monetization levels" for YouTube

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  17. prije 7 sati

    Some other highlights from Dis call for my own reference

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  18. proslijedio/la je Tweet
    prije 7 sati

    Entertainment media creates/perpetuates nonsense narrative that Disney+ will “kill” Netflix. Entertainment media now scoffs at nonsense narrative they created.

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  19. prije 7 sati

    I am probably exaggerating with 1/20th, but even it's 1/10th or 1/5th.. you get the idea.

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  20. prije 7 sati

    Q asked by a sell-side analyst. Bro, did you not just hear Iger say Dis+ watching is like 1/20th of Netflix watching? And Dis is 1/2 the cost. So Dis is actually 10x more expensive!

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  21. prije 7 sati

    And that 6-7 hours was during Christmas and when their biggest show was out! So on a $/hour watched basis Netflix is *much* cheaper than Disney+.

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