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sophos2

sophos2
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  • Positive read on Thanksgiving sales for Amazon and eBay [View news story]
    who care about profit when we talk about Amazon?
    Nov 30 12:04 PM | Likes Like |Link to Comment
  • Netflix: Reloaded [View article]
    yes something wrong with all this missing cash.

    Otherwise we need to talk about big dividends
    Nov 26 08:33 PM | Likes Like |Link to Comment
  • Why Netflix Is A Solid Buy [View article]
    Yes there is no competition where there is no profit, your right. We will need to wait to see profit from Netflix before we see real competition.
    Oct 30 11:14 PM | Likes Like |Link to Comment
  • Carl Icahn Or Netflix: What Are You Really Selling? [View article]
    "Net income was also stellar" should be "Net income growth was also stellar" because $31.8M net income is very small for a 20B market cap. And we need to note that it grew from close to zero last year.
    Oct 29 07:59 AM | 4 Likes Like |Link to Comment
  • Netflix beats by $0.03. [View news story]
    wow 15% in one day on no beat

    what would it be with a beat?
    Oct 21 04:14 PM | Likes Like |Link to Comment
  • Netflix strikes U.K. deal with Nokia; JPMorgan lifts PT [View news story]
    would be as good as buying skype or the yahoo offer back then
    Oct 14 05:16 PM | Likes Like |Link to Comment
  • Netflix in negotiations to provide service to cable operators [View news story]
    if a deal is struck it means more revenue and this compagny is valued uniquely on revenues so its a big deal for them in the short run. When profits will become important, I am with you that it wont help them much since they will have to slice the pie with cable...
    Oct 14 11:25 AM | Likes Like |Link to Comment
  • Salesforce.com Might Be Riskier Than It Seems [View article]
    It would be pretty hard for CRM to fail because they could stop booking new clients and live well on its base of clients on a cash flow basis. That is the world of RMR business models.

    But well the stock is massivly overvalued for sure...
    Oct 10 10:50 PM | Likes Like |Link to Comment
  • Is High Flying Netflix Finally Losing Its Mojo And Ready For A Hard Landing? [View article]
    in the last 5 trading days in fact
    Oct 9 11:22 PM | 1 Like Like |Link to Comment
  • The Debt Ceiling Debate And How It Relates To The Tech Bubble [View article]
    the main thing is to short something that has a low probability of beeing acquired and the higher the market cap, the lower the odds.
    Oct 9 07:55 AM | 1 Like Like |Link to Comment
  • Amazon Looks To Disrupt Streaming Video... Again [View article]
    I think this device could be slightly harmful to Netflix but I do not see it having much impact for Amazon because this is not their main business and they wont make much profit on it if any.

    I would love Netflix to make their own device since I am short on Netflix.
    Oct 6 07:42 PM | 1 Like Like |Link to Comment
  • The Bubble Bernanke Doesn't See Is Going To Have Consequences Again [View article]
    They issued 7B in stocks and 1B in debt in 2012, so most of their cash is not coming from operations... 333M in net income = 1.3B per year on a 120B market cap... Almost a PE of 100 using last quarter annualized.

    Apple would be a 2500B compagnie with such a ratio with its 6.9B earning on last quarter alone...

    Sam, Before investing in this kind of compagnies, learn the basics of financial statements. It could save you a lot of money.
    Oct 2 09:24 PM | 3 Likes Like |Link to Comment
  • Netflix: The One Metric Nobody Is Watching [View article]
    There was a study that said that american spend on average 8 hours on tv per day and there was place for both Netflix and cable because of this. Great fro Netflix.

    But how Binge viewing can be marginal if americans spend 8 hours a day on average on the tv?

    The two don't add up.
    Sep 25 09:07 AM | Likes Like |Link to Comment
  • Netflix: The One Metric Nobody Is Watching [View article]
    facebook has a networking effect, not netflix...
    Sep 24 07:53 AM | Likes Like |Link to Comment
  • Target Joins Netflix's List Of Competitors With Video Streaming Plans [View article]
    target have 15K so netflix have way more than that
    Sep 5 06:09 PM | Likes Like |Link to Comment
COMMENTS STATS
137 Comments
96 Likes