Seeking Alpha
  • Bill Maurer
    $NFLX investor letter - ZERO mentions of Redbox Instant, one small sentence on Prime. TOTALLY ignoring competition.
    4/22/13
    Reply (5)
    • Ashraf Eassa: When you're kicking ass and taking names, you don't need to mention competition.
      4/22/13
    • Bill Maurer: Yeah, but something in their numbers doesn't make sense.
      4/22/13
    • Bill Maurer: How does Prime go from like 25k titles in December to like 36-38k in March, and Prime only goes from 73 to 74 of NFLX Top 200?
      4/22/13
    • activistinvestor: let it go dude. $NFLX is going higher.
      4/22/13
    • Bill Maurer: Just saying, a new "major" competitor enters the space, and you don't even mention them?
      4/22/13