AceInMySleeve’s Activity

Fri Jun 26

NL

Boards Post

AceInMySleeve replied to the Netflix board. 10:57 PM

Re: India calling

The key is patience. A country like India has a lot of room to grow, and should do so over 20+ years. I think a lot of investors think incorrectly that the market only cares about earnings over the last year or the next couple years. If there can be [more]

Wed Jun 24

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Boards Post

AceInMySleeve replied to the Netflix board. 11:39 AM

Re: Icahn out -- good riddance

Investing is huge dollops of luck.

Whitney Tilson was a vocal Netflix short prior to the first pre-Qwiskter top out, then covered and pulled a major reversal in attitude right around the same moment that Icahn got in. He made a great [more]

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AceInMySleeve posted to the Netflix board. 11:36 AM

Icahn out -- good riddance

Investing is huge dollops of luck. Look at Icahn who had an entry point around 60.

"The billionaire investor first took a 10% stake in the company in 2012 at $58 a share, believing that it was about to be acquired."

Well [more]

Tue Jun 23

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Boards Post

AceInMySleeve replied to the Netflix board. 7:22 PM

Re: stock split

I recall intimately the last time Netflix split. It was Q1 of 2004 after a very strong run in 2003. It almost immediately began to slump. The stock would go on to be the worst year in Netflix history on par with the Qwikster collapse.

Sat May 2

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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

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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

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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

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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]

Wed Mar 4

NL

Boards Post

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 75204
Score 0.00
Score Change Today 0
Accuracy 0.00%
Active Picks 2
Total Picks 2
Best Pick NFLX (+2792.16)
Worst Pick BLOAQ (-145.49)
Average Score per Pick 0.00
Charms Earned 5
Highest Rated Favorite No Favorites Selected
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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 1915
Recs Received 3282
People who have rec'd these posts 428
Recs to Posts Ratio (last 30 days) N/A
Threads Started 612
Threads Started Percentage 31.96 %
Most Frequent Board Netflix
Very First Post Inaccurate Churn Formula (7/8/2004)
Percentage of Posts Rec'd 56.14 %
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