Interesting video ‘The content bubble’, affecting Netflix, Google (Youtube), Microsoft etc.
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#ObservingMode:
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Every device has a Mac address. We just use this, and the ip and screen resolution etc to create a unique fingerprint for each device. You can tell with 100% accuracy when the same device is used. Unless they move house and change monitor/phone and change the network card.
What’s peoples guess on when this share bottoms out?
Around $100-120
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Some thoughts on whether Netflix is looking cheap, written by our very own Head of Equity, Paul Allison Is Netflix cheap? Here’s what’s priced in 
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Netflix have confirmed the rumour that an Ad supported tier is on its way (no mention of pricing though).
One of its potential partners for delivering the Ad’s is Google - could be a win-win for both companies.
I don’t think I would move over to an Ad supported tier, as I am so used to the current “non ad” plan.
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Up 7% in pre market trading shows that everyone expected far worse.
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For those interested in DCF models and intrinsic value calculations:
Find below a quick video of my updated Netflix DCF model following their latest earnings report. Changes take into account the management guidance and analysts’ projections.
NOTE: Not investment advice - Sharing personal analysis based on personal assumptions.
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Would this get you to reactivate a subscription?
Ads will be 15 or 30 seconds in length and will be shown before and during shows and movies, the announcement said. Basic with Ads will have an “average of 4 to 5 minutes of ads per hour,”
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I still have my subscription running, its my only TV subscription.
4/5 mins per hour seems very reasonable…
Getting 
ready for results.
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One leisurely 150% climb through 11 month’s worth of overhead supply and this stock will be a true market leader once again 
But its still no where near its recent all time highs of only a year ago.
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I think people will buy thinking the new crack down on password sharing and a new lower their in subs will attract the ones who will loose their password sharing and take in more revenue, we shall see though.
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The Netflix stock price has recovered from last April’s subscriber loss announcement. They had a really good Q4, which included their new ad-supported tier, but they didn’t break out those numbers explicitly.
Founder Reed Hastings also stepped down as co-CEO.
I should have bought some of it last year. But 2022 was looking so shaky and I wanted to build up more cash.
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The subscriber loss results was the best buying opportunity I’ve ever seen in a stock.
The net subsciber loss was driven by them closing Russian accounts. Of the underlying performance they increased prices by c10% (off the top of my head) and lost c1% of volume, so net increase in profits.
Was a no brainer. It taught me a big lesson in the importance of knowing your stocks.
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