Tag Archives: AMZN

Netflix and their House of Cards

Posted on April 29, 2013 by

(The title isn’t original… I know. Sue me.) I wrote two prior posts on Netflix ($NFLX) both in August of last year. First about their Off Balance Sheet Liabilities “Enron, Lehman Brothers, and… Netflix?“, followed by their competitive challenges “Netflix, meet Porter“. … Continue reading →

Posted in Uncategorized | Tagged , , | 9 Comments

The Amazon Dilemma

Posted on January 31, 2013 by

Let me get this out of the way… I am an Amazon customer, they offer great prices, Prime, 2 day shipping etc. What’s not to like? Let me also say that (since the late 90′s,) I have never invested or … Continue reading →

Posted in Uncategorized | Tagged , , , , , , | 12 Comments

Pandora: Damned if they do, damned if they don’t.

Posted on October 26, 2012 by

I don’t think $P’s business model works. Their costs continue to grow at a faster pace than their revenues. This is especially true in regards to their content acquisition costs, as you can clearly see in this spreadsheet. It’s going to be … Continue reading →

Posted in Uncategorized | Tagged , , , , , | 2 Comments

Netflix, meet Porter

Posted on August 24, 2012 by

I can’t think of another multi-billion dollar company that has as many basic fundamental problems as much as NFLX. (I’m not referring to last week’s article on NLFX’s Off Balance Sheet concerns. We’re talking about real basics here.) Netflix, meet … Continue reading →

Posted in Uncategorized | Tagged , , , , , , , , | 9 Comments