Whitney Tilson went on CNBC to sing Netflix's (NFLX +2.9%) praises again, and that helped its...


Whitney Tilson went on CNBC to sing Netflix's (NFLX +2.9%) praises again, and that helped its beaten-down shares outperform. Tilson suggested Netflix resembles Amazon 10 years ago, when Amazon's shares were hammered by the Dot.com bubble fallout and its survival questioned. He also addressed fears of rising content costs by arguing Netflix only has to outbid rivals with less video revenue. But what if studios refuse to license below a certain price due to the impact Netflix has on other revenue streams? (previous)
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Comments (3)
  • chopchop0
    , contributor
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    lol..... talk about a stretch...
    1 Oct 2012, 09:18 PM Reply Like
  • JeffreyLangBoyd
    , contributor
    Comments (663) | Send Message
     
    He did say it was unlikely but possible so yes he did in essence say it was a stretch. Indicated maybe a 10% chance of it happening and that positions should be very limited. I think he said 3-4% of a portfolio.
    2 Oct 2012, 10:33 AM Reply Like
  • chopchop0
    , contributor
    Comments (5157) | Send Message
     
    If we are going to talk about speculating on has-been momo stocks, I'd rather take a stab at GMCR before I touch NFLX.
    2 Oct 2012, 10:53 AM Reply Like
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