- This topic has 815 replies, 23 voices, and was last updated 2 years, 5 months ago by
Coronita.
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April 11, 2022 at 5:45 PM #825005April 11, 2022 at 5:46 PM #825006
an
Participant[quote=gzz]NFLX is overvalued. The main thing they do is bundle streaming content. There’s no moat around this, and content providers like Disney, HBO, Discovery/WB and Paramount are cutting out the NFLX middleman.
Netflix is kinda like TimeWarner cable, except TW only has to compete against ATT cable and DISH.
Also, NFLX is competing 100% with Amazon. How has that worked out for other companies?
They will do fine long term, but gradually decline as just one of many streaming companies. Their margins were helped for a long time because they were the gorilla in internet distribution and could buy content at good prices. But now they have to bid against all the other services, and are locked out of a lot of the content like Disney.
ATT just spun off to its shareholders DiscoveryWB, and I will sell isoon for similar reasons while keeping ATT.
Besides competing with Amazon, Netflix also has to deal with the newer services all being willing to discount deeply to unprofitable levels to get their initial customer acquisition.[/quote]
I guess we’ll have to wait and see. Currently, both revenue and profit margin have been increasing for the last 4 years.April 11, 2022 at 5:47 PM #825007Participant[quote=deadzone][quote=an][quote=Coronita]
But that’s not in the money!!! fake news![/quote]
LoL, yes, I’m no longer in the money. But I’m in the green. Is that good enough?[/quote]So not going to take advantage of this dip to buy some more?[/quote]
I’m waiting for the dip that you’re promising me so I can buy another house.April 12, 2022 at 10:01 AM #825024The-Shoveler
ParticipantWent into the Office today (first time since January),
About half the people that were normally here are present.
Learning/hearing about several people in other departments that retired over the last two years, kind of interesting really.
Feels weird dressing up and going in LOL.
April 12, 2022 at 10:51 AM #825025CoronitaParticipant
April 12, 2022 at 10:56 AM #825027CoronitaParticipant[quote=The-Shoveler]Went into the Office today (first time since January),
About half the people that were normally here are present.
Learning/hearing about several people in other departments that retired over the last two years, kind of interesting really.
Feels weird dressing up and going in LOL.[/quote]
Some people probably revisited that life is precious and the thought of being unlucky and dying from covid, some people probably decided to retire early and enjoy life.
Lots of school teachers retired.
Also, even dealing with robotics teams, a lot of good robotics team retired because their mentors decided to “retire” and there’s 1-2 years of knowledge gap with seniors leaving before transitioning knowledge to younger kids during the pandemic, and some teams will have to rebuild from scratch…
I made it clear I will not travel for business for some time. A lot of people said the same thing. The last time they tried to have a senior leadership meeting in Florida with all the senior managers from all our locations, a few folks from UK flew into Florida and they ended up all getting covid. Since then, there is no requirement for engineering leadership since then.
April 19, 2022 at 1:14 PM #825115Anonymous
Guest[quote=an][quote=Coronita]
But that’s not in the money!!! fake news![/quote]
LoL, yes, I’m no longer in the money. But I’m in the green. Is that good enough?[/quote]NFLX down 20% after hours, most definitely out of the money big time. You can stick a fork in NFLX. Hope you cashed out.
April 19, 2022 at 1:27 PM #825117sdrealtor
Participant[quote=deadzone][quote=an][quote=Coronita]
But that’s not in the money!!! fake news![/quote]
LoL, yes, I’m no longer in the money. But I’m in the green. Is that good enough?[/quote]NFLX down 20% after hours, most definitely out of the money big time. You can stick a fork in NFLX. Hope you cashed out.[/quote]
While the rest of the market was up massively today. NAIL up over 11% today Though it is nice to see you climb out of the rat hole and provide more fuel for another market rally
April 19, 2022 at 1:50 PM #825118Guest[quote=sdrealtor][quote=deadzone][quote=an][quote=Coronita]
But that’s not in the money!!! fake news![/quote]
LoL, yes, I’m no longer in the money. But I’m in the green. Is that good enough?[/quote]NFLX down 20% after hours, most definitely out of the money big time. You can stick a fork in NFLX. Hope you cashed out.[/quote]
While the rest of the market was up massively today. NAIL up over 11% today Though it is nice to see you climb out of the rat hole and provide more fuel for another market rally[/quote]
Who’s talking about NAIL? You don’t own any so what do you care. But pretty sure AN is in the Red on his Nail calls if he even bought it.
Meanwhile NFLX is now down 25% after hours. Cratering would be putting it mildly. Not going to be a good day tomorrow in the markets.
April 19, 2022 at 3:00 PM #825120Participant[quote=deadzone][quote=sdrealtor][quote=deadzone][quote=an][quote=Coronita]
But that’s not in the money!!! fake news![/quote]
LoL, yes, I’m no longer in the money. But I’m in the green. Is that good enough?[/quote]NFLX down 20% after hours, most definitely out of the money big time. You can stick a fork in NFLX. Hope you cashed out.[/quote]
While the rest of the market was up massively today. NAIL up over 11% today Though it is nice to see you climb out of the rat hole and provide more fuel for another market rally[/quote]
Who’s talking about NAIL? You don’t own any so what do you care. But pretty sure AN is in the Red on his Nail calls if he even bought it.
Meanwhile NFLX is now down 25% after hours. Cratering would be putting it mildly. Not going to be a good day tomorrow in the markets.[/quote]
Hope you have a nice long term lease with a charitable landlord. I hear St George UT is up and coming
And I do own NAIL which is now back in the green nicely
April 19, 2022 at 3:14 PM #825121Participant[quote=deadzone]Who’s talking about NAIL? You don’t own any so what do you care. But pretty sure AN is in the Red on his Nail calls if he even bought it.
Meanwhile NFLX is now down 25% after hours. Cratering would be putting it mildly. Not going to be a good day tomorrow in the markets.[/quote]
Nope, still have both NAIL and NFLX 2024 calls. I’ll probably sell in a year and a half. NAIL calls are up and NFLX calls will be down tomorrow. Expecting my NFLX calls to be down about 40% tomorrow. You win some and you lose some. But they’re all paper win/loss until I sell. That’s what you told me, right?April 19, 2022 at 4:04 PM #825122GuestI doubt you own NAIL, but if you do, enjoy it while you can. These fast rising interest rates are not good for homebuilders, stock market, housing market, etc.
April 19, 2022 at 4:06 PM #825123Guest[quote=an][quote=deadzone]Who’s talking about NAIL? You don’t own any so what do you care. But pretty sure AN is in the Red on his Nail calls if he even bought it.
Meanwhile NFLX is now down 25% after hours. Cratering would be putting it mildly. Not going to be a good day tomorrow in the markets.[/quote]
Nope, still have both NAIL and NFLX 2024 calls. I’ll probably sell in a year and a half. NAIL calls are up and NFLX calls will be down tomorrow. Expecting my NFLX calls to be down about 40% tomorrow. You win some and you lose some. But they’re all paper win/loss until I sell. That’s what you told me, right?[/quote]In a year and a half, those Calls are most likely going to be worth nothing. So might be better to settle now and take the loss.
April 19, 2022 at 4:12 PM #825124limkotir
Participant[quote=an][quote=deadzone]Who’s talking about NAIL? You don’t own any so what do you care. But pretty sure AN is in the Red on his Nail calls if he even bought it.
Meanwhile NFLX is now down 25% after hours. Cratering would be putting it mildly. Not going to be a good day tomorrow in the markets.[/quote]
Nope, still have both NAIL and NFLX 2024 calls. I’ll probably sell in a year and a half. NAIL calls are up and NFLX calls will be down tomorrow. Expecting my NFLX calls to be down about 40% tomorrow. You win some and you lose some. But they’re all paper win/loss until I sell. That’s what you told me, right?[/quote]My condolences on your NFLX 2024 call options. Isn’t the theta decay on those options pretty insane, as even if the stock does not move up or down to your in-the-money strike prices? Options are great fun, but I have to have very strong conviction in what I am buying or selling.
April 19, 2022 at 4:54 PM #825125Participant[quote=deadzone]I doubt you own NAIL, but if you do, enjoy it while you can. These fast rising interest rates are not good for homebuilders, stock market, housing market, etc.[/quote]
Why do you doubt me? I always do what I say and I told you I bought it a while ago. Ill probably take a small profit at some time but who knows? Just fun money
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