AceInMySleeve’s Activity

Tue Jun 21

NL

Boards Post

AceInMySleeve replied to the Tesla Motors board. 7:45 PM

Re: bidding for Solar City

Man this is a real test for the markets. Tesla has dropped more in market cap after this news than even the value of SCTY itself. Possibly that's because SCTY as a separate entity is limited to 0 e.g. bankruptcy in worse case scenarios, whereas [more]

Sun Jun 19

NL

Boards Post

AceInMySleeve replied to the Netflix board. 10:07 PM

Re: Modelling international

Netflix is gonna pass futbol in Argentina.. that's something.

https://www.google.com/trends/explore#geo=AR&cmpt=q&...

NL

Boards Post

AceInMySleeve replied to the Netflix board. 9:44 PM

Re: Modelling international

If you look at Google Trends, you see a smooth hyperbolic acceleration in almost all S.America. Also, if you look at website traffic counters like Alexa and Compete and SimilarWeb they all show that Brazil has quite a bit of traction. I don't [more]

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Boards Post

AceInMySleeve replied to the Netflix board. 9:41 PM

Re: Modelling international

Thanks for the post Tim. My numbers are also a tad bit higher than yours but I don't much hold value in my estimates. 2018 is closer to 137M in my figuring for example. But I put less stock in that number than just about any in the [more]

Mon May 9

NL

Boards Post

AceInMySleeve posted to the Netflix board. 10:43 PM

Modelling international

Has anyone attempted a more detailed international growth forecast? The number of variables and limited information from Netflix makes it quite difficult. The market took down NFLX pretty hard when int'l forecasts for Q2 came out at a surprisingly [more]

Fri Apr 1

NL

Boards Post

AceInMySleeve replied to the Tesla Motors board. 3:14 PM

Re: Model 3 reveal

It's got a nice upper lip for putting a Lyft 'stache.

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 1937
Recs Received 3306
People who have rec'd these posts 428
Recs to Posts Ratio (last 30 days) N/A
Threads Started 616
Threads Started Percentage 31.80 %
Most Frequent Board Netflix
Very First Post Inaccurate Churn Formula (7/8/2004)
Percentage of Posts Rec'd 56.01 %
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