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  • Icahn says he sold half of his Netflix position (he thinks) [View news story]
    Not counting what he has "sold" via various types of derivative plays.
    Mar 24 04:50 PM | 1 Like Like |Link to Comment
  • Netflix Has At Least 25% More Upside In 2014, What's Next For The Market [View article]
    "Moral consciousness" from the modern generation of legislators?

    Jan 24 04:48 PM | Likes Like |Link to Comment
  • Netflix tumbles as Street mulls net neutrality ruling [View news story]
    What does the physical size of the TV sets (40"-50") have to do with data consumption?! 1080p in HD is the same bandwidth if you have a 4" or 100" screen! Doh!
    Jan 15 01:12 PM | Likes Like |Link to Comment
  • Icahn hasn't sold any Netflix shares, talks up Nuance's prospects [View news story]
    I certainly don't blame him for pulling back on his position (or even going short) -- he would be stupid not to take some money off the table: Paper gains are worth nothing should something unexpected occur.

    I blame him for not REVEALING this and misleading interviewers with his "hasn't sold any shares" quote. It's BS.
    Sep 11 03:18 PM | Likes Like |Link to Comment
  • Icahn hasn't sold any Netflix shares, talks up Nuance's prospects [View news story]
    Hasn't sold SHARES, but I bet he's bought plenty of puts and/or sold calls.

    Plenty of ways to synthetically sell or short without actually "lying".

    Why don't the journalists probe deeper?
    Sep 9 04:50 PM | Likes Like |Link to Comment
  • Why I'm Long Netflix [View article]
    DVDs (any physical media, actually) will soon no longer printed, so that content producers can completely say "good-riddance" to the "first sale doctrine".

    All content will only be available by non-transferable license, even if it is a license for the lifetime of the purchaser.
    Jul 26 03:22 PM | Likes Like |Link to Comment
  • Why I'm Long Netflix [View article]
    Good observation.

    Netflix owns a portion of the infrastructure; without going into technical details (I'm sure somebody can...), they actually cache content at various physical locations of the ISP connection points (offices of Comcast, Verizon, ATT, and I would suppose there are 3rd party owners of these bits of the internet who lease out the space and bandwidth).

    The fact is that NFLX does not own the "last mile" of internet connectivity; that is subject to the cost and speed limitations set by the ISP's ... most of whom just also happen to be competing video content "channels" (Comcast, ATT, Verizon, and Google WiFi...).

    The "channel" is king. If you own all the roads and bridges, then trucking companies (particularly, competitors) could be quickly put out of business if you so choose -- and if anti-trust laws are not enforced... in this case, "net neutrality".

    ISP's may decide that they can make more money on slowing increasing bandwidth pricing (i.e., implementing speed and usage caps) and that encouraging Netflix usage is GOOD because it drives up demand for speed and usage...

    Or, they could offer their own video "free" of bandwidth usage costs.
    Jul 25 05:06 PM | 1 Like Like |Link to Comment
  • Netflix Earnings: Good Not Enough For Premium Stock [View article]
    Ditto... thank-you, thank-you for expressing what is constantly on my mind.

    DRM protected content (music, books, and streaming movies) have allowed the publishing industry to "finally" escape the "first sale rule" and that is a very sad thing for consumers.

    I buy nearly 100% of my books used, and then sell them again, often for nearly the same price. Kindle books do not have that option.

    I've even bought Blu-Ray box sets of favorite TV series and then resold once I have caught up.

    All this will soon no longer be possible.

    But piracy will remain rampant, as there will always be wizards who can capture and distribute streaming video.

    What will happen to all those Blu-Ray extras? Who will pay for all the bandwidth required for 3D, 7.1 HD surround, and, soon, 4K video?
    Jul 23 11:52 AM | 1 Like Like |Link to Comment
  • Carl Icahn says he still hasn't "sold one share" of Netflix (NFLX), and that he has his son to thank for it. Talking at the Delivering Alpha conference, Icahn says he wanted to take profits $100/share ago, but backed off after his son (originally responsible for the investment) threatened to quit. Icahn, whose paper profits in Netflix top $1B, stated in May he came to support the streaming giant's management after meeting with Reed Hastings and catching an early viewing of House of Cards. (previous[View news story]
    How many puts has he bought? How many calls has he sold? There are plenty of ways for him to profit from a pullback in NFLX share price without "selling one share".

    So easy to be honest these days, ain't it?
    Jul 17 07:02 PM | 4 Likes Like |Link to Comment
  • Netflix: Deal With DreamWorks Animation Not A Game Changer [View article]
    YouTube is starting to offer premium subscription channels for a price.

    They seem to be à la carte, so not sure this is competitive, though it will affect some households' available budgets.
    Jun 21 05:38 PM | Likes Like |Link to Comment
  • Market Wrestles With Fed's Thinking And Gets Pinned [View article]
    Since Bernanke threatens to tighten and eventually shut-off the free money tap when unemployment slips below 7%, businesses have a simple solution to avoid that calamity: Stop hiring.

    Indeed, the current QE program is designed specifically to ensure that unemployment does NOT fall, and provides a major incentive for businesses to avoid domestic hiring.
    Jun 20 01:01 PM | Likes Like |Link to Comment
  • Unemployment Rate: When Will QE End? [View article]
    Bernanke isn't a fool -- he is a corrupt shill.

    Interest rates will be kept low until the Wall Street Bankers who pay his real salary instruct him otherwise.
    Jun 9 02:32 PM | 1 Like Like |Link to Comment
  • Unemployment Rate: When Will QE End? [View article]
    I don't claim to know which solution elements are workable.

    I agree the bailouts were wrong.

    But I also believe that deficit spending (i.e., loose fiscal policy through strategic tax cutting and INCREASED government spending) is a proven path through short term economic slumps. The US government is attempting loose policy via QE, which puts the money into the wrong hands...

    I don't have to rehash the obvious, but in case I'm not clear:

    1. Tax cuts need to be targeted to demographics most likely to spend the incremental available money (i.e., poor and middle classes). This is real domestic economic stimulus.

    2. Government spending on infrastructure is a long term investment that easily justifies the debt incurred; assuming that waste and corruption is minimized.
    Jun 8 05:41 PM | 1 Like Like |Link to Comment
  • Unemployment Rate: When Will QE End? [View article]
    So won't anyone ever decide that QE does not work to create jobs and demand a different strategy? Is there a job creation (labor demand creation) strategy that doesn't kill GDP growth in the short term?
    Jun 7 07:18 PM | Likes Like |Link to Comment
  • Modeling The VIX Futures Curve [View article]
    A savvy provider could sell a service that allows individual investors to subscribe to various HFT algorithm streams (i.e., directly participate in the transactions)... for a fee.

    If this is permitted by SEC/FINRA, that is.

    Alternatively, purchase HFT based hedge funds?
    Jun 7 04:36 PM | Likes Like |Link to Comment