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Nflx is probably going to double in 2018
Poast new message in this thread
Date: January 4th, 2018 8:09 AM Author: Spruce round eye Cleared 200 (it’s prior ATH) in extremely bullish fashion (http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35078045) |
Date: January 4th, 2018 8:11 AM Author: Passionate canary piazza trust fund On the one hand, Disney is releasing a rival streaming service that may fuck their shit up; on the other, Apple may acquire. Really makes a simple country boy standing here poasting beneath Owl Creek Bridge pause and go "hmmmmm" (http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35078054) |
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Date: January 4th, 2018 8:15 AM Author: Spruce round eye Lmao at any Disney rival service. Jesus Christ shorts make the most fucktarded arguments sometimes
Not saying you made this argument but that you probably read it on CNBC or something |
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Date: January 4th, 2018 8:20 AM Author: Passionate canary piazza trust fund Moar like I listened to Disney's latest earnings call, friend. I wouldn't laugh at the idea of a $DIS service presenting a major competitive headwind to Netflix, particularly given the Fox acquisition and Disney's stated goal of coming in under Netflix's monthly cost. People like simplicity. There is a material risk of a net negative effect on Netflix's subscriber base / subscriber growth, particularly vis-a-vis households with children. (http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35078095) |
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Date: January 4th, 2018 8:22 AM Author: Iridescent curious regret box office "greater fool" just got pwned (http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35078109) |
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Date: January 4th, 2018 8:24 AM Author: Spruce round eye Wow congrats on listening to an earnings call. You’re an absolute fucktard if you think Disney can materially fuck with netflix’s growth within the next three years. It will take ages for them to get that shit even in the public consciousness. (http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35078118) |
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Date: January 4th, 2018 8:38 AM Author: Passionate canary piazza trust fund You think it will take Disney, with access to one of the largest media and distribution networks on the planet, a high mass public mindshare (salience), one of the biggest brand values on the globe, and historical experience with propagating extremely high-value physical and intellectual properties out into mass public awareness, "ages" to make people aware of their launch of a streaming service?
When you're analyzing the downside risks of an equity position, you need to do so with some equanimity and thoughtfulness--even if you end up still being long on it. |
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Date: January 22nd, 2018 10:10 PM Author: house-broken mind-boggling weed whacker Dude Disney has a lock on the headspace of every mom in America. Just $8 a month for an ocean of content to keep her kids from mewling? Yeah that’s a tough sell. (http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35214300) |
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Date: March 9th, 2018 11:23 AM Author: razzmatazz mildly autistic state doctorate every household in America with children and a sizable portion of the others will subscribe to a service that allows unlimited viewing of Marvel and Star Wars content plus all the Disney movies and shows (http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35569037) |
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Date: January 4th, 2018 8:14 AM Author: silver vengeful mother HEADWINDS (http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35078064) |
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Date: January 4th, 2018 8:24 AM Author: Appetizing Beta National lol at buying "stocks" instead of fake internet money (http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35078114) |
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Date: January 4th, 2018 8:24 AM Author: Iridescent curious regret box office They are going to eventually need to rely almost solely on their own content. Do you trust they'll continue to grow profits under this scenario? (http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35078117) |
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Date: January 4th, 2018 8:25 AM Author: Spruce round eye I’m bummed I didn’t buy Netflix too bro
Don’t take it out on me |
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Date: January 22nd, 2018 10:08 PM Author: Spruce round eye im gonna bump this everyday for a year as i sit here and watch my SHITWATT languish (http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35214283) |
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Date: January 29th, 2018 4:43 PM Author: Spruce round eye fomoed 200 shares at 271 last week. up 10% or something. (http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35270248) |
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Date: January 29th, 2018 5:50 PM Author: pale pit ive been modestly short nflx a long painful time, but i think im going to have to buy some puts here. $120B market cap and bulls still think apple is a potential buyer? that would be a life-or-death move for tim cook with terrible payoffs. either it "works" and becomes just an okay acquisition in IRR terms, or it fails and tim cook becomes the worst CEO in F500 history (excepting frauds) (http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35270947) |
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Date: March 5th, 2018 11:00 AM Author: Spruce round eye Why the fuck are you short nflx. How much have you lost (http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35538244) |
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Date: January 29th, 2018 5:53 PM Author: Duck-like nighttime bawdyhouse milk is it too late to buy? (http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35270975) |
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Date: January 29th, 2018 5:54 PM Author: pale pit fuck yes (guy who shorted at 100) (http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35270990) |
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Date: March 5th, 2018 10:59 AM Author: Spruce round eye (http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35538240) |
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Date: March 5th, 2018 11:00 AM Author: Duck-like nighttime bawdyhouse milk Still too late? (http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35538247) |
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Date: March 5th, 2018 11:01 AM Author: Spruce round eye Idk man I’m depressed tho (http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35538252) |
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Date: March 5th, 2018 11:01 AM Author: big translucent goyim JFC should have sodl all my crypto (http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35538259) |
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Date: March 7th, 2018 8:49 AM Author: Spruce round eye (http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35552295) |
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Date: March 7th, 2018 8:52 AM Author: Ultramarine costumed temple I'm going to sound dumb, but I just don't understand investing in Netflix at this valuation. They're basically a movie/TV studio at this point, so you're dependent on them continuing to come up with good content.
I don't have Netflix. If I stream anything on-demand, I use Amazon.
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Date: March 7th, 2018 8:54 AM Author: Spruce round eye Protip: talking about valuation in the context of hyper growth stocks like Netflix is pointless. It’s just a matter of getting in at the right level and when the market as a whole is ready to move forward (http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35552321) |
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Date: March 7th, 2018 8:57 AM Author: Motley Stubborn House (http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35552341) |
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Date: March 7th, 2018 9:01 AM Author: Ultramarine costumed temple It doesn't as long as the market believes they are in "hyper" growth. One miss on new subscribers, and the decline can be severe when the valuation is extended. (http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35552362) |
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Date: March 7th, 2018 7:38 PM Author: Spruce round eye wrong again (http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35556693) |
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Date: March 7th, 2018 7:38 PM Author: Motley Stubborn House holy shit stfu (http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35556697) |
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Date: March 9th, 2018 11:15 AM Author: deep useless brakes he's right. Netflix is a legacy biz at this point (http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35568950) |
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Date: March 9th, 2018 11:13 AM Author: Spruce round eye (http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35568929) |
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Date: April 17th, 2018 10:42 PM Author: Spruce round eye Watch out Netflix! Disney’s gonna getcha! (http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35864432) |
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Date: June 13th, 2018 10:26 AM Author: Spruce round eye (http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#36237025) |
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Date: June 1st, 2018 11:59 PM Author: Spruce round eye (http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#36169424) |
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Date: June 13th, 2018 10:25 AM Author: Spruce round eye (http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#36237018) |
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Date: June 13th, 2018 10:28 AM Author: Spruce round eye Nflx about to hit 375. The double is in the bag. And in just six months.
Tbf now would be a good time to sell ur holdings and wait for dat retrace down to 325ish. |
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Date: June 13th, 2018 5:21 PM Author: Spruce round eye (http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#36239980) |
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Date: June 20th, 2018 12:22 PM Author: Spruce round eye Double achieved (http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#36278144) |
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Date: June 20th, 2018 5:57 PM Author: Spruce round eye (http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#36280518) |
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Date: July 13th, 2018 2:50 PM Author: orchid lettuce gay wizard (http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#36419954) |