Seeking Alpha

Liqddynamite

View Liqddynamite's StockTalks BY TICKER:
  • Liqddynamite
    Market is mis-interpreting the Micorsoft xbox info, MSFT is setting up their own cable network on xbox live, v. bad for nflx
    12/5/11
    Reply (2)
    • bigazul: not really, they are allowing other providers' content to work through the x-box.
      12/5/11
    • Liqddynamite: Right, which is very bad for netflix since there will be WAY more options other than Netflix on xbox live.
      12/5/11
      • Liqddynamite
        Gotta love the NFLX intraday chart diving off a cliff after Michael Pachter explained his downgrade on CNBC.
        11/30/11
        Reply (4)
      • View all 4 replies
        • Liqddynamite: For sure. My porfolio is net levered short, and I'm in the green this week thanks to LNKD and GRPN on Monday, and NFLX today.
          11/30/11
        • Rocco Pendola: New 52-week low. Yet again.
          11/30/11
          • Liqddynamite
            Netflix raising capital, death spiral is in full effect: http://seekingalpha.com/a/6gul Also, bankruptcy def. possible: http://seekingalpha.com/a/6el9
            11/21/11
            Reply (2)
            • 1980XLS: had they shorted shares instead of buybacks, they would not need capital.
              11/21/11
            • mP1: Strange how Reed didnt reinvest his own money again...
              11/21/11
              • Liqddynamite
                As much as I want it to, I'm not sure CRM cracks the key 109 level tomorrow, will see where it opens but probably covering and evaluating.
                11/17/11
                Reply (3)
              • View all 3 replies
                • AlphaVolume: thats where im at. i think we could all use some short exposure in this market. crm is my first pick
                  11/17/11
                • Liqddynamite: because I'm holding puts, its better to sell on the high vol and re-eval. next week, but there's def a good argument for holding shorts
                  11/17/11
                  • Liqddynamite
                    Drinking game time: every time marc benioff says "amazing" on mad miney
                    11/17/11
                    Reply (8)
                  • View all 8 replies
                    • Wyatt Junker: His face is usually very moist like bundt cake, and combined with the freakish clown hair, he comes across like a well oiled televangelist.
                      11/17/11
                    • 1980XLS: And, just what is wrong with "Clown Hair" especially green?
                      11/17/11
                      • Liqddynamite
                        From NYT: Mr. Hastings said he was not sure whether the plan to split the company had been presented to focus groups before it was made pub.
                        10/25/11
                        Reply (1)
                        • Andrew Shapiro: Well we know for sure that no one at #netflix checked out the name Qwikster $NFLX
                          10/25/11
                          • Liqddynamite
                            Also love that the int'l market spending are being put on hold, too bad NFLX will be gone before they ever get back to those.
                            10/24/11
                            Reply
                              • Liqddynamite
                                Hysterical that a streaming content company can't stream a simple audio feed for a conference call. House of Cards or Walking Dead anyone?
                                10/24/11
                                Reply (1)
                                • ChartProphet: Obviously they couldn't answer the questions that were going to be asked without revealing that the company is going to collapse even more.
                                  10/24/11
                                  • Liqddynamite
                                    Why Netflix is going bankrupt:http://seekingalpha.com/a/6el9 Why they will not be acquired: http://seekingalpha.com/a/6fus
                                    10/24/11
                                    Reply (1)
                                    • Andrew Shapiro: these are both great articles
                                      10/24/11
                                      • Liqddynamite
                                        Add another BILLION to the Netflix off-balance sheet content obligations for their TV reruns from the CW network (I had to look it up too)
                                        10/13/11
                                        Reply (1)
                                        • mmartin0101: Where did you see that number?
                                          10/19/11