Author Topic: NFLX - Netflix  (Read 74925 times)

cherzeca

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Re: NFLX - Netflix
« Reply #240 on: November 02, 2019, 09:22:01 AM »
@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

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Re: NFLX - Netflix
« Reply #241 on: November 02, 2019, 10:34:33 AM »
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.
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Jurgis

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Re: NFLX - Netflix
« Reply #242 on: November 02, 2019, 10:51:09 AM »
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.  :'(
« Last Edit: November 02, 2019, 10:54:04 AM by Jurgis »
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Liberty

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Re: NFLX - Netflix
« Reply #243 on: November 02, 2019, 12:03:44 PM »
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.
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Liberty

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Re: NFLX - Netflix
« Reply #244 on: November 06, 2019, 04:10:43 PM »
Reed Hastings interview (30-mins)  at New York Times DealBook Conference – 11/6/2019:

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

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Re: NFLX - Netflix
« Reply #245 on: November 08, 2019, 04:35:21 AM »
Has the video been taken down?