AceInMySleeve’s Activity

Fri Jul 20

NL

Boards Post

AceInMySleeve replied to the Tesla Motors board. 10:58 PM

Re: This Is Not A Growth Stock

Why are Tesla shorts so often crazy and obsessive?

Tue Jul 17

NL

Boards Post

AceInMySleeve replied to the Tesla Motors board. 12:03 PM

Re: A lot of crow being eaten

I don't take much notice of Sandy's breakdown, there are too many variables not mentioned. Also, for Tesla to get to 20+% overall margin on the 3, it probably needs 30+% on the LR PUP model anyway.

I suspect Tesla is gonna have to [more]

Mon Jul 16

NL

Boards Post

AceInMySleeve replied to the Netflix board. 12:31 PM

Re: NFLX - too much of a good thing?

You can't make decisions without at least some estimate of the eventual size and financial numbers... so make your estimate.

Fri May 25

NL

Boards Post

AceInMySleeve replied to the Netflix board. 6:22 PM

Re: Netflix snags the Obamas

The stock isn't moving [much] about Obamas. It's moving because Comcast is pushing to buy Fox with a much better offer than Disney. You basically have to put an olympic dream team together to affect Netflix at this point, so having all the [more]

NL

Boards Post

AceInMySleeve replied to the Netflix board. 6:21 PM

Re: Netflix just passed Disney

Yeah, I figure they've about 200 Million subscribers already assumed by this valuation, so plenty of work ahead of them. This is what happens when you perform basically flawlessly since the Qwikster thing (And even that I'd say was masterful [more]

Thu May 24

NL

Boards Post

AceInMySleeve posted to the Netflix board. 12:22 PM

Netflix just passed Disney

#1 most valuable entertainment company on the planet. They've come along way. Golly.

Thu May 17

NL

Boards Post

AceInMySleeve replied to the Tesla Motors board. 2:58 AM

Re: LA Times: What Good Would $3 Billion do TSLA

If the company pulls out of this (and I hope they do)

Tesla could have been permanently profitable on just S/X, so to be permanently unprofitable after the 3 would require the gross profit to be insufficient to cover the incremental [more]

Thu Apr 26

NL

Boards Post

AceInMySleeve replied to the Tesla Motors board. 3:24 AM

Re: Ford

Now how does that work alongside CAFE standards and increasing need for higher mpg?

Also, are they just walking straight into another gas over 4$\gallon catastrophe or what?

Sat Apr 21

NL

Boards Post

AceInMySleeve replied to the Netflix board. 6:21 PM

Re: Netflix or Blockbuster?

You are making all the same tired arguments that shorts were making 1-5 years ago as if you haven't learned anything from having missed the 3000% gain in the meantime. I think you should notice that your position about being anti-FANG has been [more]

Fri Apr 20

NL

Boards Post

AceInMySleeve replied to the Netflix board. 5:36 PM

Re: Netflix or Blockbuster?

http://aswathdamodaran.blogspot.com/2018/04/netflix-future-o......


I didn't read the whole thing but this part is indefensibly pessimistic. the US is [more]

NL

Boards Post

AceInMySleeve replied to the Netflix board. 3:18 PM

Re: Netflix or Blockbuster?

Which makes them just one more content provider...

That word 'just'. It's always funny to watch how people use it.

Haven't you spent years on the bearish side of this one?

Wed Apr 18

NL

Boards Post

AceInMySleeve replied to the Netflix board. 12:02 AM

Re: Netflix or Blockbuster?

I held NFLX then as well but I spent thousands of hours researching and wringing my hands about it and here we are in the same place. I can never figure out just how much credit to take for the money it made me and random happenstance individuals [more]

Sat Apr 14

NL

Boards Post

AceInMySleeve replied to the Netflix board. 8:20 PM

Re: What to expect when NFLX reports Monday

It's important to note that the first quarter is a seasonally slow one for Netflix

This has changed quite a bit. Used to be 1st quarter was the biggest by far.

Google Trends shows good search interest compared to prior [more]

Mon Apr 2

NL

Boards Post

AceInMySleeve replied to the Tesla Motors board. 2:34 PM

Re: 2000 A Week

They don't believe it's sustainable, and they are probably right. This week and the next one are likely to be lower than the result of a week of heroism and overtime.

Sat Mar 31

NL

Boards Post

AceInMySleeve replied to the Netflix board. 10:43 PM

Re: Recent Volatility?

Nah -- I've seen the anti- Susan Rice people. This isn't something that would ever be material. You need a particular mental disorder to be that sensitive.

Wed Mar 28

NL

Boards Post

AceInMySleeve replied to the Netflix board. 11:38 PM

Re: Recent Volatility?

Does anyone have an explanation for the recent high volatility?

I don't have an explanation. I don't remember the market ever behaving quite like it did the last couple of days with such specific targets. There certainly was [more]

Fri Mar 9

NL

Boards Post

AceInMySleeve replied to the Tesla Motors board. 1:21 PM

Re: How is this stock flat?

That argument works if on the balance long-term issues have *improved* while short-term ones have declined. That's definitely a possibility, something like the semi might be a part of that. It's an interesting situation. There's [more]

NL

Boards Post

AceInMySleeve posted to the Tesla Motors board. 11:33 AM

How is this stock flat?

I find it interesting this stock is treading water given yet another apparent poor performance on model 3 ramp (as well as continued slow EAP/FSD progress and executive departures, continued silence on energy).

The question is why the market [more]

NL

Boards Post

AceInMySleeve replied to the Netflix board. 12:54 AM

Re: Extreme Universe deal

They are also rumored to be grabbing a tv talk series run by the Obamas.

Sun Mar 4

NL

Boards Post

AceInMySleeve replied to the Netflix board. 4:45 PM

Re: Next 100M Subs Will Come Fom India....

And a question: has anyone estimated the subscriber count/average price per subscriber/churn rate at which the company becomes cash-flow positive?

That's actually a bit tricky I suspect. I haven't done it.

The main [more]

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CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 69795
Score 0.00
Score Change Today 0
Accuracy 0.00%
Active Picks 2
Total Picks 2
Best Pick NFLX (+9719.82)
Worst Pick BLOAQ (-200.51)
Average Score per Pick 0.00
Charms Earned 5
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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2017
Recs Received 3409
People who have rec'd these posts 450
Recs to Posts Ratio (last 30 days) N/A
Threads Started 628
Threads Started Percentage 31.14 %
Most Frequent Board Netflix
Very First Post Inaccurate Churn Formula (7/8/2004)
Percentage of Posts Rec'd 56.32 %
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