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Nflx is probably going to double in 2018

Cleared 200 (it’s prior ATH) in extremely bullish fashion
hot rusted church building background story
  01/04/18
On the one hand, Disney is releasing a rival streaming servi...
yellow round eye indian lodge
  01/04/18
Lmao at any Disney rival service. Jesus Christ shorts make t...
hot rusted church building background story
  01/04/18
Moar like I listened to Disney's latest earnings call, frien...
yellow round eye indian lodge
  01/04/18
"greater fool" just got pwned
supple immigrant
  01/04/18
Wow congrats on listening to an earnings call. You’re an abs...
hot rusted church building background story
  01/04/18
You think it will take Disney, with access to one of the lar...
yellow round eye indian lodge
  01/04/18
Dude Disney has a lock on the headspace of every mom in Amer...
thriller kitty cat
  01/22/18
every household in America with children and a sizable porti...
aqua partner
  03/09/18
HEADWINDS
Azure Insanely Creepy School Main People
  01/04/18
lol at buying "stocks" instead of fake internet mo...
vermilion hall azn
  01/04/18
They are going to eventually need to rely almost solely on t...
supple immigrant
  01/04/18
I’m bummed I didn’t buy Netflix too bro Don’t take it ou...
hot rusted church building background story
  01/04/18
im gonna bump this everyday for a year as i sit here and wat...
hot rusted church building background story
  01/22/18
fomoed 200 shares at 271 last week. up 10% or something.
hot rusted church building background story
  01/29/18
ive been modestly short nflx a long painful time, but i thin...
razzle-dazzle corner
  01/29/18
Why the fuck are you short nflx. How much have you lost
hot rusted church building background story
  03/05/18
is it too late to buy?
sinister multi-colored principal's office
  01/29/18
fuck yes (guy who shorted at 100)
razzle-dazzle corner
  01/29/18
...
hot rusted church building background story
  03/05/18
Still too late?
sinister multi-colored principal's office
  03/05/18
Idk man I’m depressed tho
hot rusted church building background story
  03/05/18
JFC should have sodl all my crypto
Deranged casino
  03/05/18
...
hot rusted church building background story
  03/07/18
I'm going to sound dumb, but I just don't understand investi...
histrionic dun milk dopamine
  03/07/18
Protip: talking about valuation in the context of hyper grow...
hot rusted church building background story
  03/07/18
...
Shaky digit ratio trailer park
  03/07/18
It doesn't as long as the market believes they are in "...
histrionic dun milk dopamine
  03/07/18
wrong again
hot rusted church building background story
  03/07/18
holy shit stfu
Shaky digit ratio trailer park
  03/07/18
he's right. Netflix is a legacy biz at this point
Electric garrison incel
  03/09/18
...
hot rusted church building background story
  03/09/18
Watch out Netflix! Disney’s gonna getcha!
hot rusted church building background story
  04/17/18
...
hot rusted church building background story
  06/13/18
...
hot rusted church building background story
  06/01/18
...
hot rusted church building background story
  06/13/18
Nflx about to hit 375. The double is in the bag. And in just...
hot rusted church building background story
  06/13/18
...
hot rusted church building background story
  06/13/18
Double achieved
hot rusted church building background story
  06/20/18
...
hot rusted church building background story
  06/20/18
...
Fighting parlor
  07/13/18


Poast new message in this thread



Reply Favorite

Date: January 4th, 2018 8:09 AM
Author: hot rusted church building background story

Cleared 200 (it’s prior ATH) in extremely bullish fashion

(http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35078045)



Reply Favorite

Date: January 4th, 2018 8:11 AM
Author: yellow round eye indian lodge

On the one hand, Disney is releasing a rival streaming service that may fuck their shit up; on the other, Apple may acquire. Really makes a simple country boy standing here poasting beneath Owl Creek Bridge pause and go "hmmmmm"

(http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35078054)



Reply Favorite

Date: January 4th, 2018 8:15 AM
Author: hot rusted church building background story

Lmao at any Disney rival service. Jesus Christ shorts make the most fucktarded arguments sometimes

Not saying you made this argument but that you probably read it on CNBC or something

(http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35078066)



Reply Favorite

Date: January 4th, 2018 8:20 AM
Author: yellow round eye indian lodge

Moar like I listened to Disney's latest earnings call, friend. I wouldn't laugh at the idea of a $DIS service presenting a major competitive headwind to Netflix, particularly given the Fox acquisition and Disney's stated goal of coming in under Netflix's monthly cost. People like simplicity. There is a material risk of a net negative effect on Netflix's subscriber base / subscriber growth, particularly vis-a-vis households with children.

(http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35078095)



Reply Favorite

Date: January 4th, 2018 8:22 AM
Author: supple immigrant

"greater fool" just got pwned

(http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35078109)



Reply Favorite

Date: January 4th, 2018 8:24 AM
Author: hot rusted church building background story

Wow congrats on listening to an earnings call. You’re an absolute fucktard if you think Disney can materially fuck with netflix’s growth within the next three years. It will take ages for them to get that shit even in the public consciousness.

(http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35078118)



Reply Favorite

Date: January 4th, 2018 8:38 AM
Author: yellow round eye indian lodge

You think it will take Disney, with access to one of the largest media and distribution networks on the planet, a high mass public mindshare (salience), one of the biggest brand values on the globe, and historical experience with propagating extremely high-value physical and intellectual properties out into mass public awareness, "ages" to make people aware of their launch of a streaming service?

When you're analyzing the downside risks of an equity position, you need to do so with some equanimity and thoughtfulness--even if you end up still being long on it.

(http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35078172)



Reply Favorite

Date: January 22nd, 2018 10:10 PM
Author: thriller kitty cat

Dude Disney has a lock on the headspace of every mom in America. Just $8 a month for an ocean of content to keep her kids from mewling? Yeah that’s a tough sell.

(http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35214300)



Reply Favorite

Date: March 9th, 2018 11:23 AM
Author: aqua partner

every household in America with children and a sizable portion of the others will subscribe to a service that allows unlimited viewing of Marvel and Star Wars content plus all the Disney movies and shows

(http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35569037)



Reply Favorite

Date: January 4th, 2018 8:14 AM
Author: Azure Insanely Creepy School Main People

HEADWINDS

(http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35078064)



Reply Favorite

Date: January 4th, 2018 8:24 AM
Author: vermilion hall azn

lol at buying "stocks" instead of fake internet money

(http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35078114)



Reply Favorite

Date: January 4th, 2018 8:24 AM
Author: supple immigrant

They are going to eventually need to rely almost solely on their own content. Do you trust they'll continue to grow profits under this scenario?

(http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35078117)



Reply Favorite

Date: January 4th, 2018 8:25 AM
Author: hot rusted church building background story

I’m bummed I didn’t buy Netflix too bro

Don’t take it out on me

(http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35078120)



Reply Favorite

Date: January 22nd, 2018 10:08 PM
Author: hot rusted church building background story

im gonna bump this everyday for a year as i sit here and watch my SHITWATT languish

(http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35214283)



Reply Favorite

Date: January 29th, 2018 4:43 PM
Author: hot rusted church building background story

fomoed 200 shares at 271 last week. up 10% or something.

(http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35270248)



Reply Favorite

Date: January 29th, 2018 5:50 PM
Author: razzle-dazzle corner

ive been modestly short nflx a long painful time, but i think im going to have to buy some puts here. $120B market cap and bulls still think apple is a potential buyer? that would be a life-or-death move for tim cook with terrible payoffs. either it "works" and becomes just an okay acquisition in IRR terms, or it fails and tim cook becomes the worst CEO in F500 history (excepting frauds)

(http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35270947)



Reply Favorite

Date: March 5th, 2018 11:00 AM
Author: hot rusted church building background story

Why the fuck are you short nflx. How much have you lost

(http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35538244)



Reply Favorite

Date: January 29th, 2018 5:53 PM
Author: sinister multi-colored principal's office

is it too late to buy?

(http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35270975)



Reply Favorite

Date: January 29th, 2018 5:54 PM
Author: razzle-dazzle corner

fuck yes (guy who shorted at 100)

(http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35270990)



Reply Favorite

Date: March 5th, 2018 10:59 AM
Author: hot rusted church building background story



(http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35538240)



Reply Favorite

Date: March 5th, 2018 11:00 AM
Author: sinister multi-colored principal's office

Still too late?

(http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35538247)



Reply Favorite

Date: March 5th, 2018 11:01 AM
Author: hot rusted church building background story

Idk man I’m depressed tho

(http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35538252)



Reply Favorite

Date: March 5th, 2018 11:01 AM
Author: Deranged casino

JFC should have sodl all my crypto

(http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35538259)



Reply Favorite

Date: March 7th, 2018 8:49 AM
Author: hot rusted church building background story



(http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35552295)



Reply Favorite

Date: March 7th, 2018 8:52 AM
Author: histrionic dun milk dopamine

I'm going to sound dumb, but I just don't understand investing in Netflix at this valuation. They're basically a movie/TV studio at this point, so you're dependent on them continuing to come up with good content.

I don't have Netflix. If I stream anything on-demand, I use Amazon.



(http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35552309)



Reply Favorite

Date: March 7th, 2018 8:54 AM
Author: hot rusted church building background story

Protip: talking about valuation in the context of hyper growth stocks like Netflix is pointless. It’s just a matter of getting in at the right level and when the market as a whole is ready to move forward

(http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35552321)



Reply Favorite

Date: March 7th, 2018 8:57 AM
Author: Shaky digit ratio trailer park



(http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35552341)



Reply Favorite

Date: March 7th, 2018 9:01 AM
Author: histrionic dun milk dopamine

It doesn't as long as the market believes they are in "hyper" growth. One miss on new subscribers, and the decline can be severe when the valuation is extended.

(http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35552362)



Reply Favorite

Date: March 7th, 2018 7:38 PM
Author: hot rusted church building background story

wrong again

(http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35556693)



Reply Favorite

Date: March 7th, 2018 7:38 PM
Author: Shaky digit ratio trailer park

holy shit stfu

(http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35556697)



Reply Favorite

Date: March 9th, 2018 11:15 AM
Author: Electric garrison incel

he's right. Netflix is a legacy biz at this point

(http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35568950)



Reply Favorite

Date: March 9th, 2018 11:13 AM
Author: hot rusted church building background story



(http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35568929)



Reply Favorite

Date: April 17th, 2018 10:42 PM
Author: hot rusted church building background story

Watch out Netflix! Disney’s gonna getcha!

(http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#35864432)



Reply Favorite

Date: June 13th, 2018 10:26 AM
Author: hot rusted church building background story



(http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#36237025)



Reply Favorite

Date: June 1st, 2018 11:59 PM
Author: hot rusted church building background story



(http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#36169424)



Reply Favorite

Date: June 13th, 2018 10:25 AM
Author: hot rusted church building background story



(http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#36237018)



Reply Favorite

Date: June 13th, 2018 10:28 AM
Author: hot rusted church building background story

Nflx about to hit 375. The double is in the bag. And in just six months.

Tbf now would be a good time to sell ur holdings and wait for dat retrace down to 325ish.

(http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#36237049)



Reply Favorite

Date: June 13th, 2018 5:21 PM
Author: hot rusted church building background story



(http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#36239980)



Reply Favorite

Date: June 20th, 2018 12:22 PM
Author: hot rusted church building background story

Double achieved

(http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#36278144)



Reply Favorite

Date: June 20th, 2018 5:57 PM
Author: hot rusted church building background story



(http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#36280518)



Reply Favorite

Date: July 13th, 2018 2:50 PM
Author: Fighting parlor



(http://www.autoadmit.com/thread.php?thread_id=3849076&forum_id=2#36419954)