Credit Bubble Stocks

Looking at the Netflix results for 2019, I noticed the following: Pre-tax income $2 billion Additions to streaming content assets $14 bil...

Ridiculously overpriced garbage that might be worth owning puts on: TLT FB TSLA NFLX XOM

Last year, while we were short Netflix, I started paying more attention to cable companies. They have all been bleeding subscribers - hundre...

Netflix just announced a deal to sell $200 million aggregate principal amount of Zero Coupon Senior Convertible Notes due 2018. The Notes d...

Since Netflix started licensing original series, the service has been seen as a potential savior for ill-fated productions that get shuttere...

ZH: "Netflix Plunges After Subscriber Guidance Cut". Barron's: "...the world is moving to streaming and dumping discs, ...

The Hollywood Economist: The Hidden Financial Reality Behind the Movies by Edward Jay Epstein is a book about one of the world's most ...

More competition in movie streaming: today, YouTube will "start adding around 3,000 new movie titles for rent ."

A two-year effort by YouTube, owned by Google, to get major Hollywood studios to offer their new-release movies for rental is coming closer ...

As I said, low barriers to entry ...

"Netflix doesn't say explicitly how much it spends to license content for its streaming service, but the company said in a letter ...

No position, but certainly not long./

Amazon is now offering all of its Prime members ($79/yr for free two day shipping on all orders) instant streaming of 5,000 movies and TV sh...

By deliberately talking up the market over the past six months, Uncle Ben has chased all the shorts out of the market. Whitney Tilson - wh...

For no particular reason, Netflix is hitting a new all time high today. Market cap is now $11.6 billion. No one seems to care about the pr...

Amazon is reportedly developing a streaming video service that would compete with Netflix. Netflix does not have a particularly strong com...

Hah. Saw that one coming.

Amazon.com acquired the shares of Lovefilm (the European version of Netflix) that it did not already own. There were reports that the deal ...

Important article on Netflix (NFLX) at paidcontent.org : If there was ever any doubt that the animus towards Netflix (NSDQ: NFLX) runs deep...

A Variety article about Blockbuster from 2005 quotes, a former high-ranking Blockbuster exec, who recalls, " We had the option to buy...