Seeking Alpha
  • Ashraf Eassa
    $NFLX is NOT an appealing short here.
    1/25/13
    Reply (16)
    • Maria Auziliadora: very appealing Short now NFLX service is terrible
      1/25/13
    • Maria Auziliadora: Too risky now
      1/25/13
    • Contrariety: How can $NFLX trade at $168? You can divide that by 3 easily...
      1/25/13
    • Ashraf Eassa: Look at $CRM or $AMZN. Even more overvalued, and yet they keep running. Stock market is about supply/demand not valuation.
      1/25/13
    • Contrariety: Crazy thing is, you're right. But I still don't understand. Who's gonna buy $NFLX for 14+ Bn? That will end some execs career.
      1/25/13
    • Contrariety: And as a going concern, I think $NFLX will have cash burn issues in 2013. FCF to deteriorate further in 1Q12. How will the fund the biz?
      1/25/13
    • Ashraf Eassa: Issue debt, soar to new 52-week highs, $AMZN style.
      1/25/13
    • Contrariety: Haha, more likely a convert given biz. If they could get one done at these levels (200mm+), that would be really bullish. Crazy market.
      1/25/13
    • Maria Auziliadora: crazy market I hated NFLX I took my service off I don't trust the company AMZN is better but they are bought overvalued big time
      1/25/13
    • Boatyzaffa: Maria- I believe many people were thinking "Too risky" on $NFLX yesterday with the gap up, but now they wish they would have bought
      1/25/13
    • Maria Auziliadora: very true
      1/25/13
    • wheelz23: here's my take on nflx- this stock has never made any sense, will never make any sense, so i just don't trade it...there are many other
      1/25/13
    • wheelz23: stocks that will act in a more predictable pattern
      1/25/13
    • DeepValueLover: You'd have to be insane to short a hard squeezing stock mid-short squeeze.
      1/25/13
    • DeepValueLover: $MBI and $SHLD will have a $NFLX style short squeeze in 2013.
      1/25/13
    • nclsamy: Bret's article seems to make sense know. seekingalpha.com/article/1136161 What do you think, Ashraf? Have a great day!
      1/28/13