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Ross Gerber
This is going to be netflix's toughest qtr in its history, and the competition keeps coming. The real question is how many US subscribers did they lose in Q4? At it's current valuation, it seems that people are not accurately assessing the competition.
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dj Thistle / Coin Street News 15. sij
Odgovor korisniku/ci @GerberKawasaki
I finally signed up for Disney. There's a bunch of stuff I want to watch but I don't know if I would keep it for more than a year. Netflix lost some great content, but their original series have me coming back for more. Stranger Things, Umbrella Academy, etc. Great concepts.
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Ross Gerber 15. sij
Odgovor korisniku/ci @DJThistle01
wait till you see the content coming on over the next year!
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Ian Michael Nagle 15. sij
Odgovor korisniku/ci @GerberKawasaki
It blows my mind, there is a disconnect between Netflix and other streaming stocks now. Either Netflix’s P/E should be coming down or others, mainly Disney, should be rising. Probably a bit both!
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Ross Gerber 15. sij
Odgovor korisniku/ci @NagleIan
hence the opportunity... In Disney
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Damien Bombelli 15. sij
Odgovor korisniku/ci @GerberKawasaki
dogshit stocks love central bank liquidity
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scott pennington 15. sij
Odgovor korisniku/ci @strandfund @GerberKawasaki
Definitely a bot
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Doug 15. sij
Odgovor korisniku/ci @GerberKawasaki
Disney+ is only $6 a month. Apple TV has no content. Hardly reasons to cancel Netflix. Netflix will be fine.
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Erik Butler 15. sij
Odgovor korisniku/ci @GerberKawasaki
I don’t think there is real competition. Netflix, Disney, and that’s it. If they lost any it’s temporary. Dis is just the shiney new object. Personally between the two i’d pick Netflix every time. Dis feels like that old dvd collection you never watch because you’ve seen it all.
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TS 15. sij
Odgovor korisniku/ci @GerberKawasaki
how much of US sub base comes from carrier-subsidized/sponsored plans and what r the economics to the company vs regular sub?
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Nishant 15. sij
Odgovor korisniku/ci @GerberKawasaki
When does announce?
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