AceInMySleeve’s Activity

Wed Mar 4

NL

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]

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 Feb 9

NL

Boards Post

AceInMySleeve replied to the Netflix board. 7:28 PM

Re: Starz and Spartacus

Thanks for the pleasant compliment Byron. I believe the next 10 years will continue to be as interesting as the last 10 for this company, and certainly expect to continue holding!

Wed Feb 4

NL

Boards Post

AceInMySleeve replied to the Netflix board. 2:08 PM

Re: Marvel & Netflix

They only hint at Kingpin but he's played by Vincent D'Onofrio and I suspect it's gonna be a notable performance. This looks a lot better than the Marco Polo trailer. I'm pretty optimistic on this one (both for my personal interest and guessing at [more]

Tue Feb 3

NL

Boards Post

AceInMySleeve replied to the Netflix board. 3:03 PM

Re: Starz and Spartacus

And then it occurred to me. Stephen DeKnight is producer on Daredevil and also was the producer on Spartacus.

Likely some synergies there though I'm not entirely sure what they are.

NL

Boards Post

AceInMySleeve posted to the Netflix board. 4:32 AM

Starz and Spartacus


"They may take away our licenses, but they will never take away... our STREAMING!"
- Ted Sarandos (maybe)


Starz was Netflix's first big source of premium content after launching 'Watch Now' (streaming). Starz [more]

Mon Feb 2

NL

Boards Post

AceInMySleeve posted to the Netflix board. 8:15 PM

Big Plans

Netflix just priced 1.5 Billion in debt. Combine this with their surprising announcement to complete global expansion in 2 years.

We're about to see a discontinuity.

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]

Wed Jan 21

NL

Boards Post

AceInMySleeve replied to the Netflix board. 1:40 PM

Re: Fully global in 2 years

The business now has close to 58M subscribers. That's a big number.

It is big. The best comparison I have is that they passed HBO in revenue 2 quarters ago, yet they are growing streaming at 40% a year while HBO is flat. HBO is the [more]

Tue Jan 20

NL

Boards Post

AceInMySleeve posted to the Netflix board. 8:21 PM

Fully global in 2 years

.. that was the biggest shocker in the earnings today IMO. I pushed a vision of 150M subs by end of 2017 back in Dec 2012 but I had more or less given up on it. I would have put a low probability on a 2 year completion target. It's remotely plausible [more]

Wed Dec 31

NL

Boards Post

AceInMySleeve replied to the Netflix board. 3:31 PM

Re: Have you seen?

I saw it and largely agreed with the critics who panned it. It's important not to frame it against Game of Thrones as the critics mostly did or you are set up for disappointment. I think most customers have framed it against the shlock that is the [more]

Mon Dec 22

NL

Boards Post

AceInMySleeve replied to the Apple board. 7:09 PM

Re: GoPro

The problem wit GoPro is that the moat is non-existent.

I think there is a bit of a common no-moat fallacy. Approximately equal products but one with a much stronger brand typically wins. This is because people are mentally lazy and [more]

Sun Dec 21

NL

Boards Post

AceInMySleeve replied to the Netflix board. 10:35 AM

Re: The interview

There's an organization planning to air-drop DVDs from some kind of remote control blimp onto the North Korean populace. This makes Seth Rogan an ambassador for US culture, which engenders a dyskinesiac ambivalence. I'd recommend a roadshow looking [more]

Sat Dec 20

NL

Boards Post

AceInMySleeve posted to the Netflix board. 5:32 PM

The interview

It appears that Sony most likely has reached out to Netflix to exhibit this movie now that theatres have backed down, and it appears most secondary distribution platforms have refused to pick it up, including Netflix.

On one hand, it's [more]

Mon Dec 15

NL

Boards Post

AceInMySleeve replied to the Netflix board. 5:47 PM

Re: Marco Polo -- uncertain

So Marco Polo has launched..

Thoughts:
1) Critics absolutely skewered it, largely because of framing it against Game of Thrones which is a tough compare. Metacritic of 48 compares to 45 for first season of Hemlock Grove. The reviews [more]

Thu Dec 11

NL

Boards Post

AceInMySleeve posted to the Netflix board. 12:08 AM

HBO Go Launch April 2015

http://fortune.com/2014/12/09/hbo-streaming/

Looks to be aiming for a Game of Thrones launch.

This article details also how they've outsourced the technology, having had [more]

Wed Dec 10

NL

Boards Post

AceInMySleeve posted to the Netflix board. 10:08 PM

Unbundled. Rebundled, Befuddled

Ted Sarandos at a UBS presentation this week underlined again that they have no plans to tier the service by content variety. His justification for this is that everyone's tastes are different. An idempotent statement would be that there are no clear [more]

NL

Boards Post

AceInMySleeve replied to the Apple board. 9:28 PM

Re: GoPro

Agreed about ecosystem, although it transcends computing IMO. It's really about creating a large net of people that say 'Despite possible alternatives that might look good on a checklist comparison, I am gonna buy a product from this particular [more]

NL

Boards Post

AceInMySleeve replied to the Apple board. 8:03 PM

Re: GoPro

Agreed it's not cheap. Not by a long shot. It's a stretch even if they keep their margins, and it's a stretch to think they can keep their margins.

Here's my attempt at an optimistic thought pattern. Again, being on an Apple board I was [more]

NL

Boards Post

AceInMySleeve posted to the Apple board. 5:46 PM

GoPro

Anyone around here with recollections of the history of the iPod want to draw some parallels to GoPro?

The iPod seems to have peaked 4th gen or so. Both devices seem to me to have lower turnover rates than the iPhone. GoPro's ultimate market [more]

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Big red star, 1000 posts Old School Fool
Board Posts 1903
Recs Received 3259
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