AceInMySleeve’s Activity

Mon Apr 14

NL

Boards Post

AceInMySleeve replied to the Netflix board. 11:01 PM

Re: ISP Rating Index

So they put out the data today, and Comcast did indeed surge. All the others appear to have drifted up slightly but no major improvements. It's Verizon Fios, like you have, and AT&T UVerse that are the most disappointing since they tuck in [more]

Fri Apr 11

NL

Boards Post

AceInMySleeve replied to the Netflix board. 5:36 PM

Re: How much does a second season matter?

what's the Y axis?

The Y axis is the fraction of 100, which is whatever the highest value in the period was. There is no absolute metric here, although you can compare to other interesting items, Alpha House, Mad Men, Game of Thrones, [more]

Tue Apr 8

NL

Boards Post

AceInMySleeve posted to the Netflix board. 1:20 AM

How much does a second season matter?

Netflix told us that House of Cards would grow in value with multiple seasons. Once again they appear to know their stuff:

[more]

Thu Apr 3

NL

Boards Post

AceInMySleeve posted to the Netflix board. 8:04 PM

ISP Rating Index

Not sure when Netflix updates this, it's still February, but:

http://ispspeedindex.netflix.com/usa

Through all the damage done lately in the stock and some nervous news I think the [more]

Wed Apr 2

NL

Boards Post

AceInMySleeve replied to the Netflix board. 5:17 PM

Re: Hey Netflix: Take my money

The only issues are that people may be annoyed that the movies are available, but not part of the Netflix service.

Yeah I think this is the main thing. The only reason a fairly large number of people will be able to give for why a [more]

Thu Mar 27

Mon Mar 24

Article Comment

AceInMySleeve commented on an article. 7:05 PM

Netflix Is No Match for Vaporware

i think for some of us Netflix bulls there is a belief that Netflix will eventually evolve it's service to be more than an 8$ plate of reruns and so this factors partially into valuation, and a competitor doing an end-run to this

[more]

Sat Mar 22

NL

Boards Post

AceInMySleeve replied to the Netflix board. 2:03 AM

Re: Good or bad news?

You'll never know unless you have an opinion about the long term possibilities for the company, that aren't based on short term stock moves.

Thu Mar 20

NL

Boards Post

AceInMySleeve replied to the Tesla Motors board. 2:57 PM

Re: SPEAK UP FOR TSLA

I believe in the concept of rulebreakers. Certain people, like Bob Dylan not needing a good voice, write their own rules. The vast majority of us try to follow rules written by others.

Mon Mar 10

NL

Boards Post

AceInMySleeve posted to the Tesla Motors board. 4:08 PM

Speculations on GigaFactory

http://tech.fortune.cnn.com/2014/03/10/clues-emerge-for-tesl...

It was my understanding that the battery creation was extremely [more]

Sun Mar 9

NL

Boards Post

AceInMySleeve replied to the Tesla Motors board. 11:11 PM

Re: Google Should Buy Tesla

Speaking of Kindle, let's not forget about Amazon. In the Bezos regime, matching their company to a speculative new automobile platform is perfectly logical. In fact, they could give away the car at cost, and make it back by selling the air [more]

Fri Mar 7

Article Comment

AceInMySleeve commented on an article. 7:52 PM

This Netflix Original Series Won't Stream on Netflix in America

Methinks Anders doth protest too much.

Not many people are gonna know that something is playing in Mexico and not in the US.

NL

Boards Post

AceInMySleeve replied to the Tesla Motors board. 12:30 PM

Re: Google Should Buy Tesla

I think Apple/Tesla tie-up is a good idea. The car is a great platform for the kinds of things that Apple should be good at: branding, integration of a variety of techs, innovation, scale. I don't think they should count on being able to keep Musk, [more]

Article Comment

AceInMySleeve commented on an article. 12:26 PM

Can Chelsea Handler Change Late-Night TV by Jumping to Netflix?

I am looking for examples like this of how Netflix can expand beyond their current perceived niche because I do think it's gonna happen. When analysts plot out numbers they fail to include that 'magic' potential for Netflix to

[more]

Article Comment

AceInMySleeve commented on an article. 12:25 PM

Can Chelsea Handler Change Late-Night TV by Jumping to Netflix?

That's thinking out of the box.. although you say you read all her books so for you it's thinking inside the box perhaps.

Netflix doesn't want to live TV, but Conan isn't live. Most TV isn't live. Nevertheless,

[more]

Wed Mar 5

NL

Boards Post

AceInMySleeve replied to the Netflix board. 1:03 AM

Re: Netflix/Comcast Agreement

I should have mentioned that today was the agreement; it will probably take a week or two to get equipment deployed

It's all good here now, and I suffered for months. Suffered I tell you!

Mon Mar 3

Article Comment

AceInMySleeve commented on an article. 6:30 PM

Why Netflix Is About to Raise Prices

Streaming margins have and will continue to increase for Netflix. The cost of peering with Comcast directly is likely on par or lower than going through Cogent. There's no story here.

Netflix can easily raise

[more]

Wed Feb 26

NL

Boards Post

AceInMySleeve replied to the Tesla Motors board. 1:44 AM

Re: GMO's Grantham on TSLA (the car)

I Missed the big return here but Tesla cannot make a 40k car that stands out like the s. At scale batteries will cost more per unit not less because the s benefits from using the laptop battery which had a capacity glut post tablet world. At the [more]

Tue Feb 18

Article Comment

AceInMySleeve commented on an article. 2:52 AM

Netflix, Inc. Investors Should Hope They Don't Own the Next HBO

Adam I don't think you are looking hard enough at explaining the profit diff. HBO has no fundamental advantage. They spend in anticipation of years of growth and protecting their share until the market matures.

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Big red star, 1000 posts Old School Fool
Board Posts 1837
Recs Received 3179
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Threads Started 579
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