A non-charlatan self-help article.
📺Netflix and the Current OTT Landscape Important: Good, even great companies can make bad investments if the price paid is too high. Last week, Netflix ($NFLX) missed their subscriber target by 2.3 million. In addition, they lost 100k subscribers in the U.S.
Zillow is attempting to go from a capital-light, high-margin business, that makes money through advertising and marketing. To a capital-heavy, low-margin business, that makes money by buying and reselling homes. Can they pull it off?
Facebook is trying to create a cryptocurrency. Will it be their third apex mountain? Plus, a short history of Netflix.
👋 Hello from the home office. Today’s Agenda Netflix might lose its best shows in the next few years. Will people still subscribe? Lululemon has defied the retail carnage. How? Disney breaks out of a four-year base. What are your favorite shows on
In this article, we do a deep dive on Zoom ($ZM). We try to determine whether or not they can be an economic franchise or just a regular business.
In this article, we try to estimate iRobot's ($IRBT) ceiling and whether or not they can reach their goal of 26 million households.