Seeking Alpha

Thomas Kennedy

 
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  • 5 Reasons To Short Netflix Right Now [View article]
    Good article. Personally I would be worried to do a short without an out of the money call due to the extraordinary volatility. I was considering buying a put but the cost seemed high yesterday; the continued run-up has me looking closer but I'll be waiting til the stock settles and implied volatility decreases to open a position (if I do).
    Jan 25 05:14 PM | Likes Like |Link to Comment
  • Why Netflix Is Outperforming [View article]
    Netflix's cash flows are extraordinarily volatile because of the timing of content payments. Because of this I'd say earnings are a better determinant of value for this firm.
    Jan 24 11:20 AM | 1 Like Like |Link to Comment
  • Why Netflix Is Outperforming [View article]
    I have to agree. It is impossible to say it'd hit $100 or $200 next.
    Jan 24 11:16 AM | 1 Like Like |Link to Comment
  • Why Netflix Is Outperforming [View article]
    It will be interesting to see how subscribers respond to original content, but my (and Reed Hastings') view is relatively muted in the short term at least. It's unlikely that Netflix will get a hit show out of the small number they will be releasing (2 this next quarter, I believe) although it is possible that they will get 1.
    Jan 24 11:14 AM | 1 Like Like |Link to Comment
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