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Nflx is probably going to double in 2018

Cleared 200 (it’s prior ATH) in extremely bullish fashion
chestnut irradiated set police squad
  01/04/18
On the one hand, Disney is releasing a rival streaming servi...
ruddy telephone
  01/04/18
Lmao at any Disney rival service. Jesus Christ shorts make t...
chestnut irradiated set police squad
  01/04/18
Moar like I listened to Disney's latest earnings call, frien...
ruddy telephone
  01/04/18
"greater fool" just got pwned
Razzle Frum Address Digit Ratio
  01/04/18
Wow congrats on listening to an earnings call. You’re an abs...
chestnut irradiated set police squad
  01/04/18
You think it will take Disney, with access to one of the lar...
ruddy telephone
  01/04/18
Dude Disney has a lock on the headspace of every mom in Amer...
Razzle-dazzle Fishy Masturbator Menage
  01/22/18
every household in America with children and a sizable porti...
Swollen cuckoldry dilemma
  03/09/18
HEADWINDS
Cobalt Indecent Main People
  01/04/18
lol at buying "stocks" instead of fake internet mo...
Orchid theater
  01/04/18
They are going to eventually need to rely almost solely on t...
Razzle Frum Address Digit Ratio
  01/04/18
I’m bummed I didn’t buy Netflix too bro Don’t take it ou...
chestnut irradiated set police squad
  01/04/18
im gonna bump this everyday for a year as i sit here and wat...
chestnut irradiated set police squad
  01/22/18
fomoed 200 shares at 271 last week. up 10% or something.
chestnut irradiated set police squad
  01/29/18
ive been modestly short nflx a long painful time, but i thin...
glassy institution boiling water
  01/29/18
Why the fuck are you short nflx. How much have you lost
chestnut irradiated set police squad
  03/05/18
is it too late to buy?
Spruce racy lettuce
  01/29/18
fuck yes (guy who shorted at 100)
glassy institution boiling water
  01/29/18
...
chestnut irradiated set police squad
  03/05/18
Still too late?
Spruce racy lettuce
  03/05/18
Idk man I’m depressed tho
chestnut irradiated set police squad
  03/05/18
JFC should have sodl all my crypto
Shimmering tantric idea he suggested den
  03/05/18
...
chestnut irradiated set police squad
  03/07/18
I'm going to sound dumb, but I just don't understand investi...
fiercely-loyal pit yarmulke
  03/07/18
Protip: talking about valuation in the context of hyper grow...
chestnut irradiated set police squad
  03/07/18
...
massive razzmatazz hunting ground
  03/07/18
It doesn't as long as the market believes they are in "...
fiercely-loyal pit yarmulke
  03/07/18
wrong again
chestnut irradiated set police squad
  03/07/18
holy shit stfu
massive razzmatazz hunting ground
  03/07/18
he's right. Netflix is a legacy biz at this point
Hairless Background Story Selfie
  03/09/18
...
chestnut irradiated set police squad
  03/09/18
Watch out Netflix! Disney’s gonna getcha!
chestnut irradiated set police squad
  04/17/18
...
chestnut irradiated set police squad
  06/13/18
...
chestnut irradiated set police squad
  06/01/18
...
chestnut irradiated set police squad
  06/13/18
Nflx about to hit 375. The double is in the bag. And in just...
chestnut irradiated set police squad
  06/13/18
...
chestnut irradiated set police squad
  06/13/18
Double achieved
chestnut irradiated set police squad
  06/20/18
...
chestnut irradiated set police squad
  06/20/18
...
bistre provocative nursing home electric furnace
  07/13/18


Poast new message in this thread



Reply Favorite

Date: January 4th, 2018 8:09 AM
Author: chestnut irradiated set police squad

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: ruddy telephone

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: chestnut irradiated set police squad

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: ruddy telephone

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: Razzle Frum Address Digit Ratio

"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: chestnut irradiated set police squad

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: ruddy telephone

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: Razzle-dazzle Fishy Masturbator Menage

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: Swollen cuckoldry dilemma

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: Cobalt Indecent 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: Orchid theater

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: Razzle Frum Address Digit Ratio

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: chestnut irradiated set police squad

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: chestnut irradiated set police squad

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: chestnut irradiated set police squad

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: glassy institution boiling water

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: chestnut irradiated set police squad

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: Spruce racy lettuce

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: glassy institution boiling water

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: chestnut irradiated set police squad



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



Reply Favorite

Date: March 5th, 2018 11:00 AM
Author: Spruce racy lettuce

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: chestnut irradiated set police squad

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: Shimmering tantric idea he suggested den

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: chestnut irradiated set police squad



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



Reply Favorite

Date: March 7th, 2018 8:52 AM
Author: fiercely-loyal pit yarmulke

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: chestnut irradiated set police squad

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: massive razzmatazz hunting ground



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



Reply Favorite

Date: March 7th, 2018 9:01 AM
Author: fiercely-loyal pit yarmulke

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: chestnut irradiated set police squad

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: massive razzmatazz hunting ground

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: Hairless Background Story Selfie

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: chestnut irradiated set police squad



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



Reply Favorite

Date: April 17th, 2018 10:42 PM
Author: chestnut irradiated set police squad

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: chestnut irradiated set police squad



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



Reply Favorite

Date: June 1st, 2018 11:59 PM
Author: chestnut irradiated set police squad



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



Reply Favorite

Date: June 13th, 2018 10:25 AM
Author: chestnut irradiated set police squad



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



Reply Favorite

Date: June 13th, 2018 10:28 AM
Author: chestnut irradiated set police squad

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: chestnut irradiated set police squad



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



Reply Favorite

Date: June 20th, 2018 12:22 PM
Author: chestnut irradiated set police squad

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: chestnut irradiated set police squad



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



Reply Favorite

Date: July 13th, 2018 2:50 PM
Author: bistre provocative nursing home electric furnace



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