AceInMySleeve’s Activity

Sat May 2

NL

Boards Post

AceInMySleeve replied to the Netflix board. 7:27 PM

Re: Expand into music

Agreed, Netflix is probably more than capable of providing this service given current infrastructure

Nicholas Carr wrote an article a decade ago titled 'IT is dead' that basically argued that technology skill was no longer a point of [more]

Tue Apr 28

NL

Boards Post

AceInMySleeve replied to the Netflix board. 9:11 PM

Re: Expand into music

Yeah Tim,

I think they'd have a good shot at music, but I'd be surprised if this showed up in less than 10 years from now. Netflix has proven, in dramatic opposition to Amazon, that they like to focus on core competency and TV/Movie globally [more]

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Boards Post

AceInMySleeve posted to the Netflix board. 9:09 PM

3rd party ratings data for Netflix

Some company used some techno-wizard tricks to get data on Netflix originals and how popular they were:

[more]

Tue Apr 21

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Boards Post

AceInMySleeve posted to the Netflix board. 3:17 PM

Expand into music

I'm a little surprised I haven't pondered this before (or maybe I've forgotten), but music is a pretty logical expansion. Netflix avoids complexity so I don't expect it but think:

1) High overlap device-wise, you listen to music pretty much [more]

Wed Apr 15

NL

Boards Post

AceInMySleeve replied to the Netflix board. 10:57 PM

Re: Q1 2015 results in shareholder letter

Good job Netflix!! Love you guys.

Notably, there is a re-acceleration in domestic growth. My model works backwards from a guessed at churn rate (I've done it this way for 10 years) to get to gross adds. In the last 3 years, the # of gross [more]

Tue Apr 14

NL

Boards Post

AceInMySleeve replied to the Netflix board. 8:33 AM

Re: my Daredevil review

I gave it 5 stars. I don't think the criminal, detective machinations are particularly sophisticated or original, but it's a comic book. Some of the comedy is a little bit flat ("The last part is my Catholicism" being a memorable chuckle). [more]

Fri Mar 20

NL

Boards Post

AceInMySleeve replied to the Netflix board. 6:32 PM

Re: Daredevil news

I would note that Daredevil's entire season is dropping 2 days before Game of Thrones' first episode. Talk about hutzpah.

Fri Mar 13

NL

Boards Post

AceInMySleeve replied to the Netflix board. 4:27 PM

Re: Netflix Originals

And enjoyed the exploits of The Khan.

I think Ted Sarandos said something to the effect of 'There are no bad shows. Just shows with small audiences.'

That show is still sporting a 4.3 avg. rating. I'm just perplexed by that, [more]

Wed Mar 4

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Boards Post

AceInMySleeve replied to the Netflix board. 9:08 PM

Re: Netflix Originals

3) Substantial Proof that Netflix can haul in the biggest and best projects (short of 100M$ tentpole action films).

I actually wrote this gimp one in because I forgot the true 3rd element I meant to mention which was that Netflix was [more]

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AceInMySleeve posted to the Netflix board. 8:59 PM

Netflix Originals

Are people aware of the tsunami that is Netflix Originals? Given they took out another 1 Billion in debt, and seem to be packing the first half of this year with releases, I'm not even sure we've seen the whole scope of it.

HoC season 3 [more]

Mon Jan 26

NL

Boards Post

AceInMySleeve posted to the Tesla Motors board. 1:46 PM

Tesla Cofounder doesn't see future

I almost bought this stock at 25, but when I did the research on batteries I didn't think it was likely they'd get to the price points of mass market. Then it almost immediately started running up. It appears the cofounder of Tesla (no longer with [more]

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 75225
Score 0.00
Score Change Today 0
Accuracy 0.00%
Active Picks 2
Total Picks 2
Best Pick NFLX (+2623.82)
Worst Pick BLOAQ (-149.51)
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Charms Earned 5
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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 1911
Recs Received 3276
People who have rec'd these posts 427
Recs to Posts Ratio (last 30 days) N/A
Threads Started 611
Threads Started Percentage 31.97 %
Most Frequent Board Netflix
Very First Post Inaccurate Churn Formula (7/8/2004)
Percentage of Posts Rec'd 56.10 %
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