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Posts in the Category: Equities

Mike: Content providers adapt too – $NFLX

By - - Equities on June 10, 2015 8:04 PM 1 Follow-Ups
MikeInitial

Let’s break this down into two parts shall we? Content and distribution. On the distribution side their offering was essentially unique, but that is no longer true. Content is now on demand pure and simple, they have subs, they have growth, they have scale. Everyone i know subscribes, but subscription services are, ultimately, utilities. They […]

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Dan: $NFLX – It’s Different this Time :)

By - - Equities on June 10, 2015 1:51 PM 2 Follow-Ups
DanInitial

Last night on CNBC’s Fast Money we discussed the merits of Netflix’s bounce in anticipation of a stock split. I think regular viewers of the show know where I stand on this sort of stuff, it’s almost entirely nonsense but often becomes a self fulfilling prophecy. The assumption is when a cult stock is split, […]

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