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Boris Marjanovic

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  • The Madness Of Netflix Investors [View article]
    I agree, it is all about growth. However, that doesn't mean you should listen to analysts. I've worked on these models countless times (the ones analysts use to make estimates) I know their inherent flaws. Dozens of assumptions, most of them just educated guesses (which they don't tell you), is one reason these estimates are always wrong.
    Nov 12 01:16 PM | Likes Like |Link to Comment
  • The Madness Of Netflix Investors [View article]
    Have you ever actually seen how analysts make estimates? Have you seen the models they use? Have you seen the number of assumptions in the models? I have!!!! No wonder they're almost always wrong. It's all just guesswork, and it should't be taken seriously.
    Nov 12 10:53 AM | Likes Like |Link to Comment
  • The Madness Of Netflix Investors [View article]
    Earnings are depressed, and will continue to be depressed, due to the enormous content costs. Content is getting more expensive, and NFLX will need more and more of it every year. This company will never be very profitable. The content owners will be the only ones making money.
    Nov 11 02:37 PM | 1 Like Like |Link to Comment
  • The Madness Of Netflix Investors [View article]
    Buying "in the money" puts is not very smart, in my opinion. I would only buy deep "out of the money" puts since those contracts are usually mispriced. When NFLX does crash it will be a large crash, and those cheap contracts will increase in value dramatically. People must understand that there is a flaw in how options are priced, which the intelligent investor can take advantage of.
    Nov 11 11:10 AM | Likes Like |Link to Comment
  • The Madness Of Netflix Investors [View article]
    If NFLX was trading at $1000, these same people would still say its cheap. The truth is they have no idea what this company is worth, and are hoping the stock keeps going up. Simple as that!
    Nov 10 09:29 PM | 2 Likes Like |Link to Comment
  • The Madness Of Netflix Investors [View article]
    All of that could be true, does not mean the company has pricing power.
    Nov 10 01:37 PM | 1 Like Like |Link to Comment
  • The Madness Of Netflix Investors [View article]
    Gary, I'm guessing you are still long NFLX.
    Nov 10 11:08 AM | Likes Like |Link to Comment
  • The Madness Of Netflix Investors [View article]
    What "pricing power" are you talking about? Like I already mentioned, NFLX has zero pricing power. Last time the company raised subscription prices it lost nearly 1 million subscribers. What kind of pricing power is that? You are talking nonsense, and I am giving you real evidence of things that actually took place. I can guarantee when NFLX tries to raise prices again (which it will have to eventually) it will suffer again. The company has absolutely no pricing power!!!!!!!
    Nov 10 11:01 AM | 1 Like Like |Link to Comment
  • The Madness Of Netflix Investors [View article]
    The only reason, and I mean only reason, Netflix would get bought out is for its subscribers. The content Netflix owns is meaningless, and it would be cheaper for a competitor to just buy the content from the original content owners. With that said, even acquiring Netflix for its subscribers is irrational. There is no customer loyalty and stickiness. Think about it, back in 2011 Netflix raised subscription prices slightly and lost nearly a million subscribers. Now that is what I call customer loyalty! If you own the content, and charge a reasonable subscription fee, the subscribers will come. No need to acquire a grossly overvalued company like Netflix.
    Nov 10 10:36 AM | 2 Likes Like |Link to Comment
  • Why U-Swirl's Share Price Could Double By Year's End [View article]
    RMCF owns 57% of this company the last time I checked. They are sticking with it!
    Nov 7 02:00 AM | 1 Like Like |Link to Comment
  • Netflix: The Yin And Yang [View article]
    High risk does not always mean high reward.
    Nov 6 08:49 PM | 1 Like Like |Link to Comment
  • Netflix's Profitability Is An Illusion [View article]
    Forwards earnings are estimates made by analysts......the same people who are almost always wrong about everything.
    Nov 4 10:47 AM | 1 Like Like |Link to Comment
  • Netflix's Profitability Is An Illusion [View article]
    What about his investment in Blockbuster? Seems like people have forgotten about that.

    Also, using his name alone moves stock prices. What he did was no impressive accomplishment.
    Nov 4 10:44 AM | Likes Like |Link to Comment
  • Netflix's Profitability Is An Illusion [View article]
    I don't see why anybody would acquire NFLX. Think about it, if NFLX didn't get acquired at $50 back in 2011, it certainly will not get acquired at $350 now.
    Nov 4 10:40 AM | 3 Likes Like |Link to Comment
  • Netflix's Profitability Is An Illusion [View article]
    No barrier to entry in this industry. NFLX has very little exclusive content... and the content it does own can be easily acquired by a cash-rich company such as GOOG or AAPL.
    Nov 4 10:34 AM | 2 Likes Like |Link to Comment
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