Seeking Alpha
  • bilton
    Whitney Tilson says on CNBC he holds 5% position in $NFLX. Trimmed position a little before earnings release.
    1/25/12
    Reply (11)
    • talbano: he trimmed after it ran 40% not because of earnings I thought
      1/25/12
    • bilton: Said will not allow this to become a 10% position. Entered 2012 with 5% position, added up to 7%, and trimmed to 6% before earnings.
      1/25/12
    • talbano: suppose it doesn't matter - I thought he sold it becasue a 40% gain on a 5% position makes him right size it
      1/25/12
    • bilton: He said it is a long term position and that it could double in value this year.
      1/25/12
    • talbano: i didn't hear that but that is how he plays
      1/25/12
    • Josh Krause: He has gotten it right the second time. That much is sure.
      1/25/12
    • talbano: KK- So far
      1/25/12
    • Josh Krause: The ball is in the competition's court now. NFLX has Lilyhammer coming out which will likely result in a pop up.
      1/25/12
    • Josh Krause: AMZN, OUTR, VZ, DISH, GOOG, AAPL need to start getting in the domestic streaming market now or else buyout NFLX, which I don't see at $110+
      1/25/12
    • Josh Krause: Positive surprises for NFLX are just about used up. Free subs are going to drop off and if the competition steps it up, death spiral back on
      1/25/12
    • Josh Krause: But if the competition continues to remain on the sidelines, NFLX will be in the game for quite some time.
      1/25/12