Bot 150 shares of Netflix yesterday

[Timothy]

Yes, I am a whore for making money. See ya on the rebound.

 

[ChicagoFats]

Yes, I am a whore for making money. See ya on the rebound.

I was right there with you. I bought around $222 .... trading around $217 this morning. Might take a little pain, but think in 2-3 months it will be trading higher.

Kinda feel a little dirty helping the groomers .....

 

[Timothy]

Not worried at all about the threat from Disney+. I got a free trial recently. After having spent only a few hours on it catching up on Marvel and Star Wars crap, I have not even touched it.

 

[skramer100]

Buy Netflix now and sell it after July 4. Stranger Things will up Q2 membership bigly. I wouldn't hold long term but they will see growth after Memorial Day.

 

[Hoosier in Mad Town]

You guys are missing the real driver here for the decline in subscriptions: inflation

 

[AgEngDawg]

Not worried at all about the threat from Disney+. I got a free trial recently. After having spent only a few hours on it catching up on Marvel and Star Wars crap, I have not even touched it.

All Disney+ has to offer is obscure sexual politics.

 

[shiv]

I'm a big fan of buying the entire tech sector right now

 

[shiv]

Not worried at all about the threat from Disney+. I got a free trial recently. After having spent only a few hours on it catching up on Marvel and Star Wars crap, I have not even touched it.

These are my sentiments on Disney+. They blew their wad already IMO

 

[PleasureMoose]

Not worried at all about the threat from Disney+. I got a free trial recently. After having spent only a few hours on it catching up on Marvel and Star Wars crap, I have not even touched it.

please tell me you're joking.. why even waste time watching Marvel and Star Wars that shit is super gay

Netflix losing 70% of its value in 3 months is just the beginning.. ever since "Cuties" and "He's Expecting" came out on their platform it was over.. people are sick of that woke shit

 

[ChicagoFats]

please tell me you're joking.. why even waste time watching Marvel and Star Wars that shit is super gay

Netflix losing 70% of its value in 3 months is just the beginning.. ever since "Cuties" and "He's Expecting" came out on their platform it was over.. people are sick of that woke shit

I agree with you that some of the woke shit caused people to re-evaluate their subsciptions. But I also think some of the decline in subscribers was due to the "pandemic" being over and people ready to get back outside and off the couch.

 

[PleasureMoose]

I agree with you that some of the woke shit caused people to re-evaluate their subsciptions. But I also think some of the decline in subscribers was due to the "pandemic" being over and people ready to get back outside and off the couch.

idk people loved Netflix before the "pandemic" too...i canceled mine in 2018 after the Obama contract

Obamas Sign Multiyear Contract with Netflix

The high-profile deal may help the industry leader stand out against a growing list of rivals.

www.investopedia.com

Netflix is a globohomo propaganda machine... why would anyone wanna invest in that bullshit

 

[Timothy]

idk people loved Netflix before the "pandemic" too...i canceled mine in 2018 after the Obama contract

Obamas Sign Multiyear Contract with Netflix

The high-profile deal may help the industry leader stand out against a growing list of rivals.

www.investopedia.com

Netflix is a globohomo propaganda machine... why would anyone wanna invest in that bullshit

Because PleasureMoose is not publicly traded

 

[PleasureMoose]

Because PleasureMoose is not publicly traded

it should be

 

[Timothy]

Netflix earnings out tonight. Beat expectations!

after hours trading up nicely

 

[ChicagoFats]

Netflix earnings out tonight. Beat expectations!

after hours trading up nicely

I’m almost back to break even

 

[Timothy]

Winning

 

[ChicagoFats]

They “only” lost 960k subscribers after projecting to lose 2mm subscribers

I still like the long term potential of Netflix. They have original programming and it’s still a brand leader.

 

[Timothy]

223.88 I just made a buck or two.

 

[American Deplorable]

223.88 I just made a buck or two.

People said Disney would go bankrupt because they went woke too. Meanwhile Nextflix and Disney continue to look strong.

 

[ChicagoFats]

People said Disney would go bankrupt because they went woke too. Meanwhile Nextflix and Disney continue to look strong.

Disney stock looks FAR from strong if you have looked at it lately

 

[American Deplorable]

Disney stick looks FAR from strong if you have looked at it lately

Just looked at it today. It’s metrics compared to its face value are very strong. It’s a great value play currently.

 

[ChicagoFats]

Hasn’t been a good 5 years for Disney. Stock has gotten hammered AND the stopped paying a dividend of close to $.85 a share.

It may be an ok buy now, but it’s performance has been worse than shit over the last 5 years.

 

[American Deplorable]

View attachment 121613

Hasn’t been a good 5 years for Disney. Stock has gotten hammered AND the stopped paying a dividend of close to $.85 a share.

It may be an ok buy now, but it’s performance has been worse than shit over the last 5 years.

There are lots of companies that have a face value that doesn’t reflect their value. The fact that it is undervalued makes it a more attractive investment instead of some sort of black eye. Netflix, and Disney, both saw a dip in their face values making them an attractive investment for some investors. Value is about the future and not the past.


The value of a business, today, is the present value of all expected future cash flow until an indefinite time in the future, all discounted to the present at a discount rate reflective of the risks associated with achieving those cash flows.

 

[Timothy]

Disney’s PE is around 70 even with the long term drop in price

there is no way I would buy it now in this market.

Netflix multiple is 18. Still a buy after the bounceback

 

[American Deplorable]

Disney’s PE is around 70 even with the long term drop in price

there is no way I would buy it now in this market.

Netflix multiple is 18. Still a buy after the bounceback

PE isn’t a stand alone good metric to value a company.

Not that Disney is where I’m putting my money today, or that Netflix isn’t a good investment, but PE is just reflection of what investors expect in future cash flows. A low PE like Netflix has currently signals investors expect low future cash flows compared to a company like Disney with a PE of 70. I’m assuming those PEs are accurate because I haven’t looked them up today.

Just playing devil’s advocate with the PE argument for what it’s worth.

 

[Timothy]

Nonetheless I am not buying anything with high multiples in this market. There is still a lot of downside in DIS

 

[ChicagoFats]

There are lots of companies that have a face value that doesn’t reflect their value. The fact that it is undervalued makes it a more attractive investment instead of some sort of black eye. Netflix, and Disney, both saw a dip in their face values making them an attractive investment for some investors. Value is about the future and not the past.


The value of a business, today, is the present value of all expected future cash flow until an indefinite time in the future, all discounted to the present at a discount rate reflective of the risks associated with achieving those cash flows.

I’m pretty aware of how stocks work and are valued.

Nflx and dis are not great comparisons in my opinion.

No matter how you see value now, you can’t argue Dis has been a good investment over the last 5 years. I personally think their woke stance has played a large part of their underperformance and will continue to be a drag on the company.

That being said, IF they can make some changes then it’s possible the stock can unleash some of the value it has missed out on. It certainly has tremendous potential.

I think the stock will continue to face headwinds until they start paying a dividend once again.

Netflix’s recent downturn has more to do with a correction after the influx of subscribers during Covid. That was not sustainable and it’s a fairly young company where value is still being hammered out through the market process.

 

[American Deplorable]

I’m pretty aware of how stocks work and are valued.

Nflx and dis are not great comparisons in my opinion.

No matter how you see value now, you can’t argue Dis has been a good investment over the last 5 years. I personally think their woke stance has played a large part of their underperformance and will continue to be a drag on the company.

That being said, IF they can make some changes then it’s possible the stock can unleash some of the value it has missed out on. It certainly has tremendous potential.

I think the stock will continue to face headwinds until they start paying a dividend once again.

Netflix’s recent downturn has more to do with a correction after the influx of subscribers during Covid. That was not sustainable and it’s a fairly young company where value is still being hammered out through the market process.

I never argued Disney was a good value during that time. I think you made an accurate statement when you said they had a rough five years and they certainly wouldn’t have gotten my money during that time.

However, that is different than what the value of the company is right now. I’m not writing it out to belittle you but so that others understand since most people have zero clue how to evaluate companies and what that in turn means for stock price (and as you took to another level with dividends).

I think both Disney and Netflix could easily fall in the same group in that they were highly affected by COVID based on their business model. I can see the argument you are making to differentiate them and while I personally wouldn’t group them that way that doesn’t mean I think it’s unreasonable.

In the long term I think you are right when you say Netflix is still finding it’s true value especially when you consider they don’t offer a unique product or service compared to the rest of the streaming industry. That is where I would separate Disney from Netflix in that Disney is a business like no other. In the streaming sector they offer a semi but not entirely unique product but the rest of the business is one of a kind especially once brand recognition is considered.

Another black and white line between the two companies is that Netflix has no promise of surviving 20+ years from now while Disney will exist throughout our lifetimes with absolute certainty. This is reflected in the companies PE ratios as well. Disney is expected to be an ever growing conglomerate of money printing niches while Netflix position in its only sector continues to face more and more competition.

 

[Timothy]

NFLX is OK with the interest rate hike.

Everybody go home and watch the tranny on The Umbrella Academy until the rates come back down.

 

[Timothy]

Netflix likes tension. Up 10% while the world waits for nukes.

 

[Timothy]

yay! Netflix trading at 265 just before market open, based upon strong earnings.

ChicagoFats and I are happy.

That was a good stock pick in a bad market! (I wish I could do that every time)

 

[Timothy]

Disney’s PE is around 70 even with the long term drop in price

there is no way I would buy it now in this market.

ahem... I was right on this call, too. (I wish I could do that every time)

 

[Viking]

Netflix is propaganda for slaves that love the plantation. Not wishing ill will but fuck that and hope it becomes a penny stock. But the Obamas thank you. Fuck aiding and abetting the enemy. Skol!

 

[Timothy]

If there were an "unwoke" streaming service, it would fail.

Primarily because it would be boring as hell. #parler

So, as I said at the top of this thread, I am a willing whore making $ off this crap, up 25% in 6 months.

 

[ChicagoFats]

Netflix is propaganda for slaves that love the plantation. Not wishing ill will but fuck that and hope it becomes a penny stock. But the Obamas thank you. Fuck aiding and abetting the enemy. Skol!

Its weird, I don't have a subscription to NFLX, but i dont mind buying their stock if I think its undervalued. If you don't profit off of it, someone else will.

 

[Taggart]

If there were an "unwoke" streaming service, it would fail.

Primarily because it would be boring as hell. #parler

So, as I said at the top of this thread, I am a willing whore making $ off this crap, up 25% in 6 months.

Pretty sure Daily Wire is doing very well right now...

 

[Snuffleuffagus]

Netflix is propaganda for slaves that love the plantation. Not wishing ill will but fuck that and hope it becomes a penny stock. But the Obamas thank you. Fuck aiding and abetting the enemy. Skol!

How ironic coming from a person who supports Russia and that crackhead Lindell

 

[Snuffleuffagus]

Pretty sure Daily Wire is doing very well right now...

The DailyWire claimed they grossed $65 million last year in revenue. Netflix is at $29.7 billion. Do you want to tell me how you're lemonade stand is doing too?

 

[Taggart]

The DailyWire claimed they grossed $65 million last year in revenue. Netflix is at $29.7 billion. Do you want to tell me how you're lemonade stand is doing too?

Don't forget to log into your other account and post every now and then Steve.

 

[Snuffleuffagus]

Don't forget to log into your other account and post every now and then Steve.

Everything is a conspiracy with you conservatives....you just don't realize other people exist out there that don't agree with you, huh?