\
  The most prestigious law school admissions discussion board in the world.
BackRefresh Options Favorite

Nflx is probably going to double in 2018

Cleared 200 (itís prior ATH) in extremely bullish fashion
.,.,.,,,.,,.,.,.,,.,.,.,.,.,,.,.,.,.
  01/04/18
On the one hand, Disney is releasing a rival streaming servi...
HojRakso
  01/04/18
Lmao at any Disney rival service. Jesus Christ shorts make t...
.,.,.,,,.,,.,.,.,,.,.,.,.,.,,.,.,.,.
  01/04/18
Moar like I listened to Disney's latest earnings call, frien...
HojRakso
  01/04/18
"greater fool" just got pwned
Mark Wohlers
  01/04/18
Wow congrats on listening to an earnings call. Youíre an abs...
.,.,.,,,.,,.,.,.,,.,.,.,.,.,,.,.,.,.
  01/04/18
You think it will take Disney, with access to one of the lar...
HojRakso
  01/04/18
Dude Disney has a lock on the headspace of every mom in Amer...
back to my yogurt
  01/22/18
every household in America with children and a sizable porti...
ma anand sheela
  03/09/18
HEADWINDS
Deranged Penguin
  01/04/18
lol at buying "stocks" instead of fake internet mo...
binance
  01/04/18
They are going to eventually need to rely almost solely on t...
Mark Wohlers
  01/04/18
Iím bummed I didnít buy Netflix too bro Donít take it ou...
.,.,.,,,.,,.,.,.,,.,.,.,.,.,,.,.,.,.
  01/04/18
im gonna bump this everyday for a year as i sit here and wat...
.,.,.,,,.,,.,.,.,,.,.,.,.,.,,.,.,.,.
  01/22/18
fomoed 200 shares at 271 last week. up 10% or something.
.,.,.,,,.,,.,.,.,,.,.,.,.,.,,.,.,.,.
  01/29/18
ive been modestly short nflx a long painful time, but i thin...
MFFE
  01/29/18
Why the fuck are you short nflx. How much have you lost
.,.,.,,,.,,.,.,.,,.,.,.,.,.,,.,.,.,.
  03/05/18
is it too late to buy?
.;:..;:;.:.;.,,,.,.:,.;;,;;;..;,
  01/29/18
fuck yes (guy who shorted at 100)
MFFE
  01/29/18
...
.,.,.,,,.,,.,.,.,,.,.,.,.,.,,.,.,.,.
  03/05/18
Still too late?
.;:..;:;.:.;.,,,.,.:,.;;,;;;..;,
  03/05/18
Idk man Iím depressed tho
.,.,.,,,.,,.,.,.,,.,.,.,.,.,,.,.,.,.
  03/05/18
JFC should have sodl all my crypto
@realmanowar
  03/05/18
...
.,.,.,,,.,,.,.,.,,.,.,.,.,.,,.,.,.,.
  03/07/18
I'm going to sound dumb, but I just don't understand investi...
H.R. Puffendorf
  03/07/18
Protip: talking about valuation in the context of hyper grow...
.,.,.,,,.,,.,.,.,,.,.,.,.,.,,.,.,.,.
  03/07/18
...
libcrusher180
  03/07/18
It doesn't as long as the market believes they are in "...
H.R. Puffendorf
  03/07/18
wrong again
.,.,.,,,.,,.,.,.,,.,.,.,.,.,,.,.,.,.
  03/07/18
holy shit stfu
libcrusher180
  03/07/18
he's right. Netflix is a legacy biz at this point
Wilbur Mercer-Bey
  03/09/18
...
.,.,.,,,.,,.,.,.,,.,.,.,.,.,,.,.,.,.
  03/09/18
Watch out Netflix! Disneyís gonna getcha!
.,.,.,,,.,,.,.,.,,.,.,.,.,.,,.,.,.,.
  04/17/18
...
.,.,.,,,.,,.,.,.,,.,.,.,.,.,,.,.,.,.
  06/13/18
...
.,.,.,,,.,,.,.,.,,.,.,.,.,.,,.,.,.,.
  06/01/18
...
.,.,.,,,.,,.,.,.,,.,.,.,.,.,,.,.,.,.
  06/13/18
Nflx about to hit 375. The double is in the bag. And in just...
.,.,.,,,.,,.,.,.,,.,.,.,.,.,,.,.,.,.
  06/13/18
...
.,.,.,,,.,,.,.,.,,.,.,.,.,.,,.,.,.,.
  06/13/18
Double achieved
.,.,.,,,.,,.,.,.,,.,.,.,.,.,,.,.,.,.
  06/20/18
...
.,.,.,,,.,,.,.,.,,.,.,.,.,.,,.,.,.,.
  06/20/18
...
'""""'"
  07/13/18


Poast new message in this thread



Reply Favorite

Date: January 4th, 2018 8:09 AM
Author: .,.,.,,,.,,.,.,.,,.,.,.,.,.,,.,.,.,.


Cleared 200 (itís 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: HojRakso

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: .,.,.,,,.,,.,.,.,,.,.,.,.,.,,.,.,.,.


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: HojRakso

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: Mark Wohlers

"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: .,.,.,,,.,,.,.,.,,.,.,.,.,.,,.,.,.,.


Wow congrats on listening to an earnings call. Youíre an absolute fucktard if you think Disney can materially fuck with netflixís 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: HojRakso

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: back to my yogurt

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 thatís 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: ma anand sheela

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: Deranged Penguin

HEADWINDS

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



Reply Favorite

Date: January 4th, 2018 8:24 AM
Author: binance

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: Mark Wohlers

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: .,.,.,,,.,,.,.,.,,.,.,.,.,.,,.,.,.,.


Iím bummed I didnít buy Netflix too bro

Donít 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: .,.,.,,,.,,.,.,.,,.,.,.,.,.,,.,.,.,.


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: .,.,.,,,.,,.,.,.,,.,.,.,.,.,,.,.,.,.


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: MFFE

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: .,.,.,,,.,,.,.,.,,.,.,.,.,.,,.,.,.,.


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: .;:..;:;.:.;.,,,.,.:,.;;,;;;..;,


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: MFFE

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: .,.,.,,,.,,.,.,.,,.,.,.,.,.,,.,.,.,.




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



Reply Favorite

Date: March 5th, 2018 11:00 AM
Author: .;:..;:;.:.;.,,,.,.:,.;;,;;;..;,


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: .,.,.,,,.,,.,.,.,,.,.,.,.,.,,.,.,.,.


Idk man Iím 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: @realmanowar (man o' war)

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: .,.,.,,,.,,.,.,.,,.,.,.,.,.,,.,.,.,.




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



Reply Favorite

Date: March 7th, 2018 8:52 AM
Author: H.R. Puffendorf

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: .,.,.,,,.,,.,.,.,,.,.,.,.,.,,.,.,.,.


Protip: talking about valuation in the context of hyper growth stocks like Netflix is pointless. Itís 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: libcrusher180



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



Reply Favorite

Date: March 7th, 2018 9:01 AM
Author: H.R. Puffendorf

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: .,.,.,,,.,,.,.,.,,.,.,.,.,.,,.,.,.,.


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: libcrusher180

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: Wilbur Mercer-Bey (Short Pride World Wide)

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: .,.,.,,,.,,.,.,.,,.,.,.,.,.,,.,.,.,.




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



Reply Favorite

Date: April 17th, 2018 10:42 PM
Author: .,.,.,,,.,,.,.,.,,.,.,.,.,.,,.,.,.,.


Watch out Netflix! Disneyís 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: .,.,.,,,.,,.,.,.,,.,.,.,.,.,,.,.,.,.




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



Reply Favorite

Date: June 1st, 2018 11:59 PM
Author: .,.,.,,,.,,.,.,.,,.,.,.,.,.,,.,.,.,.




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



Reply Favorite

Date: June 13th, 2018 10:25 AM
Author: .,.,.,,,.,,.,.,.,,.,.,.,.,.,,.,.,.,.




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



Reply Favorite

Date: June 13th, 2018 10:28 AM
Author: .,.,.,,,.,,.,.,.,,.,.,.,.,.,,.,.,.,.


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: .,.,.,,,.,,.,.,.,,.,.,.,.,.,,.,.,.,.




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



Reply Favorite

Date: June 20th, 2018 12:22 PM
Author: .,.,.,,,.,,.,.,.,,.,.,.,.,.,,.,.,.,.


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: .,.,.,,,.,,.,.,.,,.,.,.,.,.,,.,.,.,.




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



Reply Favorite

Date: July 13th, 2018 2:50 PM
Author: '""""'"




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