Netflix, Inc. (NFLX)

szjdlsemsb2007 (33.60) Submitted: 3/02/07 3:13 PM : Start Price: $22.83 NFLX Score: 37.46

Moat:    NFLX has a scalable profitable business model with first mover advantage and strong brand and studio relationship.

Management: Collectively NFLX management own 28% of company stock, thus management interest is in line with tha of shareholder...

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TMFNato (89.60) Submitted: 5/11/06 4:13 AM : Start Price: $30.82 NFLX Score: -4.93

Blockbuster's tottering, Amazon's steering clear, and the mighty Wal-Mart has folded. Netflix beats 'em all. Customers love it -- I got hooked by an ex-girlfriend, and proceeded to sign up my parents, who in turn signed up my grandmother -- and the c...

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TMFInvestorpoet (94.19) Submitted: 6/21/06 5:25 AM : Start Price: $27.22 NFLX Score: 1.29

Netflix provides great service and good value. I believe that concerns over Video-on-Demand and digital downloads are overblown resulting in the stock trading a severe discount to intrinsic value. I used growth rates declining from 35% to 15% over th...

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travels68 (38.15) Submitted: 12/25/07 6:01 PM : Start Price: $24.19 NFLX Score: 25.09

The bear argument that VOD and cable/fiber based on demand services are going to kill Netflix is a non-starter.

I'm a professional network engineer, have been for well over 10 years, and the bottom line is that the quality of the video experience de...

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joeislove (< 20) Submitted: 8/18/06 6:17 PM : Start Price: $19.92 NFLX Score: 49.20

NetFlix is a solid company which will recover from its recent tumble by doing what they have been doing the whole time: providing a quality service at a reasonable price. Everyone I know that uses Netflix loves it, and I don't see any of them giving...

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TMFShakespeare (87.27) Submitted: 5/11/06 3:21 AM : Start Price: $30.82 NFLX Score: -4.93

I spent the longest time expecting a follower to take the blueprint, improve on it, and trump Netflix, but it isnt happening (save Blockbuster's attempt, but they are a different model).

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xthecritic (87.75) Submitted: 2/25/08 3:25 PM : Start Price: $28.02 NFLX Score: -8.55

I have been wrong twice on this stock (shorted at 17 and 21) but at $28 I gotta take another stab and try to recoup some of my lost points and accuracy.

25x PE in this market environment is rich. And the VOD market is loaded with competitors. I do...

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TMFKmoney (99.95) Submitted: 7/26/07 7:16 AM : Start Price: $16.69 NFLX Score: -94.71

Not enough barriers to entry. Can't win the VOD wars not that it matters at all.

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DenisHancock (< 20) Submitted: 9/18/06 6:21 PM : Start Price: $22.79 NFLX Score: -31.06

NetFlix is a classic "cool idea, terrible long term investment" stock. When digital distribution emerges for rentals on broad scale, Net Flix has no reason for being. Period.

If I'm going to pay 22x earnings for stock, I would prefer a business mod...

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KNolen (79.97) Submitted: 1/12/07 3:22 PM : Start Price: $22.79 NFLX Score: 39.05

Netflix is the market leader in a market they basically invented. They have created three barriers to entry. First, they have a distribution system that will be expensive to match. Second, they have created a distinct brand identity that defines the ...

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