NFLX - Netflix

[cherzeca]

@dwy

I was thinking about SBGI in connection with this coming year's election advertising...could be a significant delta in revs and while the market discounts ahead, there is alway market movement based upon reported earnings when they are good (or bad).  I was thinking there will be not much  advertising bump for outlets like fox/cnn/msnbc because their programming is essentially political advertising.  do you see anybody other than SBGI getting a boost from election year advertising?

[Liberty]

Down below 80 pre mt, which will be around 19x LTM EPS. Dare I think a  buy at these levels? 19x earning??? Tech would pay 19x sales for this thing.

I won't invest based on it, but I'd say big tech is taking a close look at 19x.

Was just curious what the return would've been if someone had bought when this first post was posted.

About 1,615% in about 8 years, or 41.59% CAGR.

[Jurgis]

Down below 80 pre mt, which will be around 19x LTM EPS. Dare I think a  buy at these levels? 19x earning??? Tech would pay 19x sales for this thing.

I won't invest based on it, but I'd say big tech is taking a close look at 19x.

Was just curious what the return would've been if someone had bought when this first post was posted.

About 1,615% in about 8 years, or 41.59% CAGR.

Bought 10/11/2012, cost basis per share $9.44, +2,938.40% return.

On a beer size position. 

[Liberty]

Bought 10/11/2012, cost basis per share $9.44, +2,938.40% return.

On a beer size position. 

Well, you went from a beer to a good single malt. Not bad.

[Liberty]

Reed Hastings interview (30-mins)  at New York Times DealBook Conference – 11/6/2019:

https://www.youtube.com/watch?v=8oVl3gyIaeI

[chrispy]

Has the video been taken down?