I remember you were bearish in the past w/ Netflix. Does that sentiment still hold true and do you think nflx is a good short candidate going forward, especially after this recent rise/squeeze?
I haven't looked at it recently. I do think they missed the chance to secure content rights cheaply and now they have no moat.
See also: http://www.creditbubblestocks.com/2012/06/something-else-important-from-emh.html
I remember you were bearish in the past w/ Netflix. Does that sentiment still hold true and do you think nflx is a good short candidate going forward, especially after this recent rise/squeeze?
ReplyDeleteI haven't looked at it recently.
ReplyDeleteI do think they missed the chance to secure content rights cheaply and now they have no moat.
See also: http://www.creditbubblestocks.com/2012/06/something-else-important-from-emh.html
ReplyDelete