Netflix Inc (NASDAQ:NFLX)

CAPS Rating: 2 out of 5

Netflix delivers its comprehensive library of movies and TV shows online and through the mail in their ubiquitous red envelopes.


Player Avatar DJoshuaRubin (97.50) Submitted: 4/23/2013 3:14:44 PM : Underperform Start Price: $217.01 NFLX Score: -52.48

Negative free cashflow and a model that depends on big media giving them content. Secretive about some debt. Might be a home run long haul, but there are big reasons to be nervous. Hard to imagine how this is the best place to put money with such gigantic question marks. Bizarre stock. Both bulls and bears seem nuts to me. Bottom line is - no one has a clue how this will shake out. We only know that who ever guesses right - GUESSES - will crow about their predictive genius later.

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Member Avatar DJoshuaRubin (97.50) Submitted: 5/1/2013 9:16:40 AM
Recs: 0

Real issue is I don't buy their story. It used to be to offer people more choice, freedom from late fees and incredible convenience, no more having to trek to video store.

Now, what's the story? They're building a global brand. No clue what content will be included - some haphazard combination of old and new films and TV shows, plus original content. It's not that convenient because you have to hold your breath every time you look for a film or show you want.

Execution is solid. But the story has lost vision, inspiration, importance. No faith they can raise prices or create a premium HBO-style brand. Eventually competition likely to catch up and imagining a world without Netflix is all to easy.

The story of a company is its foundation. This one seems about as solid as an overcooked noodle.

Member Avatar gundy65 (92.79) Submitted: 5/13/2013 10:25:21 AM
Recs: 0

I agree with your assessment, however, I believe the public is lazy and indulgent and Netflix caters to that flaw. I too have a negative rating on this stock but it is killing me right now. I do not know what will happen to it when the stock bubble pops.

Member Avatar fewl10 (< 20) Submitted: 5/15/2013 12:01:41 PM
Recs: 1

Josh Rubin?

For real?

Okay... this is too funny. Because you were hocking Netflix as an eventual $1000 stock. I remember your pitch, it was a while ago.

Member Avatar DJoshuaRubin (97.50) Submitted: 5/23/2013 2:53:48 PM
Recs: 0

That was for Shyster Capital Management. We also called FB the first trillion-dollar stock.

Member Avatar DJoshuaRubin (97.50) Submitted: 5/31/2013 4:05:09 PM
Recs: 1

This blivid lost SOUTH PARK! Gruesome. I have zero faith in this company long term. No clue why Disney, and the rest of them don't just stream their own stuff.

Member Avatar TMFDukenewkirk (81.08) Submitted: 7/3/2013 4:39:53 PM
Recs: 0

Everyone doesn't stream their own stuff and wouldn't be successful at it because content needs to be centralized for many good reasons. Consumers won't be logging into a different site for each show. That will never happen. Many of the same reasons merchants set up in malls. The concept is nothing new, even in media. But this 'is' how content will be provided so if investing in this space, you have to pick your dance partners.

Also, Netflix doesn't depend on anyone 'giving' them content. They count on them 'selling' their content.

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