Seeking Alpha
  • bilton
    Time to short $NFLX? $DIS deal is first run pay TV window for $8/month. Will lose money as other pay TV make up shortfall w/ ads/premium sub
    12/4/12
    Reply (10)
    • realornot: short NFLX may work if you are quick to do it!
      12/4/12
    • realornot: but it is being squeezed! Shorts are getting shorter.
      12/4/12
    • bilton: Short interest is over 27% though it is down from over 30%. Still over 80% owned by institutions. Look at vol after announce. Just hopers
      12/4/12
    • Josh Krause: Wait for the initial pop. The agreement doesn't come into effect 'til 2016. It's just a headline, the fundamentals are no better now.
      12/4/12
    • Josh Krause: Once the details for the Redbox streaming plan are officially announced, the is will be completely forgotten. Shorts away soon enough
      12/4/12
    • FortSumter: Why announce a deal that doesn't go into effect for 3-4 years? Doesn't make sense.
      12/4/12
    • Josh Krause: Because the headline alone is enough to spook the shorts. NFLX teaming up with DIS? And DIS just bought Lucasarts. Covercovercover
      12/4/12
    • realornot: it works for me... They can keep announing things for the next 100 years!
      12/4/12
    • Josh Krause: You can read even more and think it will lead to a buyout. The deal isn't even exclusive so AMZN/CSTR could have the same deal in time
      12/4/12
    • Josh Krause: It will be hilarious when NFLX announces rentals and digital sales once they lose market share to CSTR/VZ. Fire Hastings.
      12/4/12