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slaughterer

slaughterer
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  • Why Are So Many Going Nuts About Netflix? [View article]
    Any NFLX price hike will be spun positively as a contributor to revenue and cash flow.
    Jul 12, 2011. 12:30 PM | 1 Like Like |Link to Comment
  • Netflix: Adjusted Free Cash Flow Almost Non-Existent [View article]
    Pay attention to the bank syndicate news at 4.01pm every day this week. I would not be surprised to see a NFLX secondary announcement one of these days soon.
    Jul 6, 2011. 02:08 PM | Likes Like |Link to Comment
  • Netflix: Adjusted Free Cash Flow Almost Non-Existent [View article]
    All great shorts are too early.
    Jul 6, 2011. 01:20 PM | 2 Likes Like |Link to Comment
  • Netflix: Adjusted Free Cash Flow Almost Non-Existent [View article]
    Positive Equity, your intentions are clear. Mine are too: Bulls need to re-analyze their earnings growth projections on NFLX.
    Jul 6, 2011. 12:48 PM | 1 Like Like |Link to Comment
  • Netflix: Adjusted Free Cash Flow Almost Non-Existent [View article]
    Good article. You are clearly correct. Netflix did not earn any money last quarter, and Netflix will be making losses for the next two years. Clearly some type of financing will be implemented soon. As far as the price action of the common stock, it is completely detached from fundamentals.
    Jul 6, 2011. 12:34 PM | 3 Likes Like |Link to Comment
  • Netflix: Blind Faith in the Story Can Get You Killed [View article]
    Thanks Rocco. NFLX's planned expansion into Mexico and Latin America has been known for some time--it has been hinted to start at the beginning of 2012. Today's announcement just move the date up a few months. If anyone knows how NFLX will finance this ambitious expansion move based on their decreasing margins without debt or equity financing, please chime in.
    Jul 5, 2011. 02:48 PM | Likes Like |Link to Comment
  • Netflix: Blind Faith in the Story Can Get You Killed [View article]
    Rocco, from your analysis, how will NFLX finance the move into Latin America?
    Jul 5, 2011. 02:28 PM | Likes Like |Link to Comment
  • How China Borun Has Exaggerated Its Financial Performance [View article]
    Mr. Little , thank you for your persistent efforts to unmask BORN as a fraudulent Chinese small-cap. However, as with your previous analysis, I have serious doubts about its legitimacy and intent.
    1. If you have the SAT docs --- Scan them to a PDF and post them! Or at least give us the registration number for them. Otherwise, many will doubt you have the SAT docs.
    2. "Management themselves have admitted this to my expert who toured their plants. ... If you don’t believe me just call them and ask (good luck getting an answer)." This makes no sense: if management will not respond to my enquiry concerning its wet milling (as you imply parenthetically) , why should it admit to your expert.
    3. When you ask the questions 3 and 4:
    "3. Why is BORN’s 2009 gross profit margin in its SAT record less than ¼ of the level reported in its F-1 filing?
    4. Why do BORN’s tax records show substantial losses?"
    you make the mistake of confusing Shandong Borun with BORN. Re. Question 3 the gross profit margin is less than 1/4 only for Shandong Borun (not BORN) in 2009, and Re. Question 4 only Shandong Borun shows losses in 2008 and 2009, not BORN. The two are different entities. Your critique falsely conflates the two.
    Oct 26, 2010. 05:48 PM | 9 Likes Like |Link to Comment
  • Zhone's Shares Look Set to Triple [View article]
    Yes, well-timed analysis: all of the parts of ZHNE's turnaround are finally coming together. I would see a few other potential bidders besides Calix.
    Oct 25, 2010. 11:52 AM | Likes Like |Link to Comment
  • China New Borun: Born to Run or Destined to Fall? [View article]
    BEA, you do not offer much evidence or reasoning while at the same time repeatedly mandating others to show this evidence or reasoning. You are playing the role of a Kantian moderator without being Kantian yourself. Please offer some rational substance, otherwise I see your role as empty, in a formal way--i.e. nothing.
    Oct 23, 2010. 05:39 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
40 Comments
51 Likes