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Danny Vena
dannyvena
1/ OK Twitterverse. Here's my most costly investing mistake and what I learned from it. Back in Aug. 2007, I bought my very first shares in $NFLX for a split
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In Practise
_inpractise
This quote from Nick Sleep is powerful Through conversations with executives, we often come across comments that make us 'recognise the deep reality' of quality companies Here are a few:CEO,
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Eric Jackson
ericjackson
Listened to the first episode of @pkafka Land of the Giants about $NFLX.... big whoas...$NFLX tried to sell itself to Blockbuster for $50M in 2000 so they could run the
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Q
q_liketheletter
$DIS may have spiked up on earnings, but I don't think it is done quite yet. $DIS reported a net loss of $4.72B while EPS came in at 0.08, their
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Caffeinated Investor
CaffeinatedInv1
Just finished No Rules Rules by Reid Hastings & Erin Meyer. Didn't have the highest expectations, but enjoyed it The main idea is a pretty simple one, if you give
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6xCovLite
6xCovLite
1/ Read below for my thesis behind Thunderbird ($TBRD). Company description: $TBRD is a provider of kids (animated) and factual + scripted content that sells to streaming platforms (i.e. $NFLX)
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Shubham Agrawal
SAgrawal101
1/n Back of the napkin comparison between a few streaming/entertainment players. ( $ROKU is undervalued) New to the investing community/twitter and just another Robinhood investor, so please take numbers lightly
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Straw Hat Stocks
StrawHatStocks
Here is my outlook on my personal favorite picks from Eric's/@StockDweebs watchlist this week 2/16-2-19:$NFLX $NGA$NIO$NNDM$APPNLet's go! https://twitter.com/StockDweebs/status/1360951934698606593 $NFLX (D) - $NFLX seems to be in th
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GoldenGreek
goldengreek8
1/10 The investment case for #MVR #NAPS is one of the most compelling opportunities on the #AIM market and for those who are prepared to hold for the journey i
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Andreas Hansen
GrowthStockInv1
1) $SPOT Why Spotify's aquisition of Megaphone is a big deal:Until now, Spotify has been building its library of podcasts even going as far as signing up Joe Rogan, Gimlet
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compound
compound100x
1. $NFLX 4Q12 quarterly letter: "Imagine if books were always released one chapter per week, and were only briefly available to read at 8pm on Thursday. And then someone flipped
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Liviam Capital
LiviamCapital
1/ If I'm able to reduce a thesis to one short sentence, I find I have more conviction in the stock:$GOOG $FB - Shift to digital ads$V $MA - War
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MI Capital
MIcapital2
1/ Thoughts on $NFLX's domestic strategy (not the stock). They need to mix it up. The last ~10 years represented open-ended growth where 1 plan/1 price made sense. Now they
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Mukund Mohan
mukund
A thread on $GDRX from an ex $AMZN employee. There have been 5 instances when I was at $AMZN and it announced it was entering a new market and competitors
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SouthernValue
SouthernValue95
$FB will generate ~$158 this year per US sub, nearly identical to $NFLX, but with over twice the gross margin, and 4x the users. FB has grown US ARPU ~30%
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ChartingOptions
ChartingOptions
12/07-12/11 Watchlist:Focus list: $BLNK $CHWY $FROG $NFLX $NVDA $MSFT $PDD $SNAPCharts and supplementary info below.Also watching: $AAPL $AMD $AMZN $BABA $BIGC $CRM $CRSR $DKNG $FUBO $PYPL $SE $TSM“Determination becomes obsession,
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