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Nflx is probably going to double in 2018

Cleared 200 (it’s prior ATH) in extremely bullish fashion
erotic scourge upon the earth
  01/04/18
On the one hand, Disney is releasing a rival streaming servi...
crystalline telephone office
  01/04/18
Lmao at any Disney rival service. Jesus Christ shorts make t...
erotic scourge upon the earth
  01/04/18
Moar like I listened to Disney's latest earnings call, frien...
crystalline telephone office
  01/04/18
"greater fool" just got pwned
passionate milky menage people who are hurt
  01/04/18
Wow congrats on listening to an earnings call. You’re an abs...
erotic scourge upon the earth
  01/04/18
You think it will take Disney, with access to one of the lar...
crystalline telephone office
  01/04/18
Dude Disney has a lock on the headspace of every mom in Amer...
self-absorbed toilet seat
  01/22/18
every household in America with children and a sizable porti...
Irate mad cow disease
  03/09/18
HEADWINDS
concupiscible azn
  01/04/18
lol at buying "stocks" instead of fake internet mo...
Thriller white hissy fit
  01/04/18
They are going to eventually need to rely almost solely on t...
passionate milky menage people who are hurt
  01/04/18
I’m bummed I didn’t buy Netflix too bro Don’t take it ou...
erotic scourge upon the earth
  01/04/18
im gonna bump this everyday for a year as i sit here and wat...
erotic scourge upon the earth
  01/22/18
fomoed 200 shares at 271 last week. up 10% or something.
erotic scourge upon the earth
  01/29/18
ive been modestly short nflx a long painful time, but i thin...
cerebral crotch
  01/29/18
Why the fuck are you short nflx. How much have you lost
erotic scourge upon the earth
  03/05/18
is it too late to buy?
Red trump supporter
  01/29/18
fuck yes (guy who shorted at 100)
cerebral crotch
  01/29/18
...
erotic scourge upon the earth
  03/05/18
Still too late?
Red trump supporter
  03/05/18
Idk man I’m depressed tho
erotic scourge upon the earth
  03/05/18
JFC should have sodl all my crypto
dead cruise ship love of her life
  03/05/18
...
erotic scourge upon the earth
  03/07/18
I'm going to sound dumb, but I just don't understand investi...
Sepia Double Fault
  03/07/18
Protip: talking about valuation in the context of hyper grow...
erotic scourge upon the earth
  03/07/18
...
Crusty adventurous base kitty cat
  03/07/18
It doesn't as long as the market believes they are in "...
Sepia Double Fault
  03/07/18
wrong again
erotic scourge upon the earth
  03/07/18
holy shit stfu
Crusty adventurous base kitty cat
  03/07/18
he's right. Netflix is a legacy biz at this point
cyan partner
  03/09/18
...
erotic scourge upon the earth
  03/09/18
Watch out Netflix! Disney’s gonna getcha!
erotic scourge upon the earth
  04/17/18
...
erotic scourge upon the earth
  06/13/18
...
erotic scourge upon the earth
  06/01/18
...
erotic scourge upon the earth
  06/13/18
Nflx about to hit 375. The double is in the bag. And in just...
erotic scourge upon the earth
  06/13/18
...
erotic scourge upon the earth
  06/13/18
Double achieved
erotic scourge upon the earth
  06/20/18
...
erotic scourge upon the earth
  06/20/18
...
Sooty lay
  07/13/18


Poast new message in this thread



Reply Favorite

Date: January 4th, 2018 8:09 AM
Author: erotic scourge upon the earth

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: crystalline telephone office

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: erotic scourge upon the earth

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: crystalline telephone office

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: passionate milky menage people who are hurt

"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: erotic scourge upon the earth

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: crystalline telephone office

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: self-absorbed toilet seat

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: Irate mad cow disease

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: concupiscible azn

HEADWINDS

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



Reply Favorite

Date: January 4th, 2018 8:24 AM
Author: Thriller white hissy fit

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: passionate milky menage people who are hurt

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: erotic scourge upon the earth

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: erotic scourge upon the earth

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: erotic scourge upon the earth

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: cerebral crotch

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: erotic scourge upon the earth

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: Red trump supporter

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: cerebral crotch

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: erotic scourge upon the earth



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



Reply Favorite

Date: March 5th, 2018 11:00 AM
Author: Red trump supporter

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: erotic scourge upon the earth

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: dead cruise ship love of her life

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: erotic scourge upon the earth



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



Reply Favorite

Date: March 7th, 2018 8:52 AM
Author: Sepia Double Fault

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: erotic scourge upon the earth

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: Crusty adventurous base kitty cat



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



Reply Favorite

Date: March 7th, 2018 9:01 AM
Author: Sepia Double Fault

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: erotic scourge upon the earth

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: Crusty adventurous base kitty cat

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: cyan partner

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: erotic scourge upon the earth



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



Reply Favorite

Date: April 17th, 2018 10:42 PM
Author: erotic scourge upon the earth

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: erotic scourge upon the earth



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



Reply Favorite

Date: June 1st, 2018 11:59 PM
Author: erotic scourge upon the earth



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



Reply Favorite

Date: June 13th, 2018 10:25 AM
Author: erotic scourge upon the earth



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



Reply Favorite

Date: June 13th, 2018 10:28 AM
Author: erotic scourge upon the earth

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: erotic scourge upon the earth



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



Reply Favorite

Date: June 20th, 2018 12:22 PM
Author: erotic scourge upon the earth

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: erotic scourge upon the earth



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



Reply Favorite

Date: July 13th, 2018 2:50 PM
Author: Sooty lay



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