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Tag Archives: NFLX
Netflix and their House of Cards
(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
Follow Up On 2012′s Posts
As we turn to 2013, I wanted to thank all my Blog readers & visitors. Below is a brief follow up on my first 39 posts. It’s not Facebook! It’s the IPO Market! - Looking forward to 2013, I hope Twitter learned from … Continue reading
10b5-1 plans and Insider “not” Trading
After $NLFX & CEO Reed Hastings received a Wells notice from the SEC regarding his Facebook post, I’m sure most people today are focusing on the SEC’s “Reg FD”. (For a good summary and read see @kiddynamiteblog‘s post here – ”Netflix, Social Media, and Regulation Fair Disclosure“.) … Continue reading
Pandora: Damned if they do, damned if they don’t.
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
Netflix, meet Porter
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 AAPL, AMZN, BBY, CSTR, GOOG, NFLX, Porters Five Forces, VZ, WMT
9 Comments
Enron, Lehman Brothers, and… Netflix?
When looking at a company’s Balance Sheet, other than looking at trends – which are crucial - it’s also useful to look at it as a snapshot of how the company’s finances are doing at any given day. Theoretically, the … Continue reading
