TMFSigma’s Activity

Today

Article Comment

TMFSigma commented on an article. 7:37 AM

Netflix's $2.8 Billion Moat

@seesaw21, I'd be more worried about content losses if the company wasn't replacing the shows with new stuff. But as it is NFLX can afford to spend more on shows, not less. And the company's streaming margins are actually increasing

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Sat May 18

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Article

TMFSigma published an article 11:30 AM

Netflix's $2.8 Billion Moat

How much does it cost to build a streaming video empire?

Article Comment

TMFSigma commented on an article. 8:33 AM

3 Reasons for Activision Investors to Worry

@tbarbar - I agree with you there. I think WoW surprised most people by holding such a big user base while free-to-play games took over. And I think EA actually made it to "the Worst" company in America. SimCity angered a

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Fri May 17

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Article

TMFSigma published an article 7:47 AM

GameStop Needs a Hit

Another year of slumping sales won't cut it.

Thu May 16

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Article

TMFSigma published an article 6:49 AM

Activision's World of Hurt

Big declines in subscription gamers spells trouble for Activision Blizzard.

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Article

TMFSigma published an article 6:38 AM

3 Reasons for Activision Investors to Worry

The huge challenges ahead for this game maker in 2013.

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Article

TMFSigma published an article 12:00 AM

Netflix's Creeping Debt Problem

Producing original shows is expensive business.

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Article

TMFSigma published an article 12:00 AM

1 Game Maker's Huge Quarter

This gaming company had a killer end to its fiscal year.

Wed May 15

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Article

TMFSigma published an article 8:19 PM

Netflix and Amazon Aim to Cancel Traditional TV

Stay tuned to see if they can do it.

Tue May 14

Article Comment

TMFSigma commented on an article. 6:53 AM

Netflix vs. Amazon.com: Who Is Right About the Future of TV?

@renoon you're right that the data won't cover everything. But with 30 million members watching, and with the app tracking all sorts of viewing details, its a lot more info than just what Nielsen ratings will tell you.

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Mon May 13

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Article

TMFSigma published an article 8:24 PM

2 Reasons to Sell Amazon and 1 to Buy

Why this fast-growing retailer might be dangerous to your portfolio.

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Article

TMFSigma published an article 12:00 AM

Netflix vs. Amazon.com: Who Is Right About the Future of TV?

Who will pick the hit shows of 2017, the people or the machines?

Sun May 12

Article Comment

TMFSigma commented on an article. 8:37 PM

2 Reasons to Buy Amazon.com and 1 to Sell

@banmate - thanks for the comment. I doubt many value investors would be tempted by even a big dip in Amazon's shares.

But I wouldn't be so sure about that dip coming. The company has a lot of growth

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Sat May 11

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Article

TMFSigma published an article 7:00 PM

Buffalo Wild Wings' Bird Problem

Larger chickens are causing a headache at B-Dubs, but management has a plan to stop the pain.

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Article

TMFSigma published an article 11:45 AM

Activision Blizzard Is Under Siege

Attacks on this game maker are coming from all directions.

Fri May 10

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Article

TMFSigma published an article 7:39 AM

40 Million Reasons Netflix Was Wrong?

Coinstar reminds Netflix what it left behind in its rush to streaming.

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Article

TMFSigma published an article 7:22 AM

Why Coinstar Is Dominating the DVD Rental Market

When your two biggest competitors close up shop, that tends to be very good for business.

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Article

TMFSigma published an article 7:07 AM

Amazon's Vanishingly Small Profits

Now you see them, now you don't.

Thu May 9

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Article

TMFSigma published an article 7:44 AM

Is Amazon Making Netflix’s Mistake?

Don't get distracted by chasing the shiny object.

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Article

TMFSigma published an article 7:15 AM

The Next Dividend to Die?

Dividend royalty isn't what it used to be.

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