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February 2011

Recs

7

Why NFLX is the new AOL

February 11, 2011 – Comments (9) | RELATED TICKERS: NFLX

Whitney Tilson might have thrown in the towel but MKArch isn't ready to. At least in CAPS anyway. Personally I don't understand how nobody noticed the *ONLY* reason Q4 didn't miss expectations and earnings decline sequentially for the second straight quarter was due to slashing their marketing expense and a mysterious plunge in their tax rate q/q. Keep marketing and the tax rate the same q/q and they earn ~$0.66 a nickel miss and down sequentially.  [more]

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