AceInMySleeve’s Activity

Thu Jan 21

NL

Boards Post

AceInMySleeve replied to the Netflix board. 7:56 PM

Re: Game theory of global licensing?

Well sure.. but did you get the reason why in my post? In the next 5 years, Netflix will live up to it's valuation (and more) or it won't. I'm trying to provide the insights BEFORE that happens. So do you get my post or not?

Tue Jan 19

NL

Boards Post

AceInMySleeve posted to the Netflix board. 9:15 PM

Game theory of global licensing?

Many years ago I may have tried to ponder this out more thoroughly, but it strikes me as interesting that Netflix is now basically bidding for global rights against ad hoc competitors that would mutually have to match that price over the [more]

Thu Jan 7

NL

Boards Post

AceInMySleeve replied to the Netflix board. 11:20 PM

Re: Global launch

Unfortunately I'm no expert on doing business in China, but what I glean is that they'll have to cooperate with a locally licensed partner and of course cooperate with censors and so on. They sound reticent to put a date on their launch there, even [more]

Wed Jan 6

NL

Boards Post

AceInMySleeve posted to the Netflix board. 1:13 PM

Global launch

Was a bit surprised by this, but Netflix just opened up to all countries except China and a smattering of child dictator nations. I was curious what the price on the India service was, it's 650 Rupees which is ~10$ so a lot of the speculation they [more]

Fri Dec 18

NL

Boards Post

AceInMySleeve replied to the Netflix board. 1:01 PM

Re: Valuation

Netflix's valuation is based upon a belief in very long term performance. I've been saying 150M subs and 12$ and 15% margins were a certainty for 3 years now (for the 2017-2018 timeframe), but even that barely covers the valuation and I'd say really [more]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 1928
Recs Received 3305
People who have rec'd these posts 428
Recs to Posts Ratio (last 30 days) N/A
Threads Started 615
Threads Started Percentage 31.90 %
Most Frequent Board Netflix
Very First Post Inaccurate Churn Formula (7/8/2004)
Percentage of Posts Rec'd 56.22 %
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