Netflix Inc.

Is Whitney Tilson Too Early in Netflix?

by Glenn Busch October 28, 2011
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On average the stock of companies issuing a profit warning lost 16.6% of their value and then no further major reaction or price change for the following 5 days. Then over the following 6 months, a period that will include the actual weaker earnings announcement, the average accumulated excess return is -3.9%.

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Netflix Hurts its Customers, Again

by Glenn Busch September 20, 2011
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Netflix was the company that could do no wrong and the stock shot up to $300 per share. Now Netflix is the company that can do right and its stock has lost over 50% of its value. It started with Netflix raising prices on its customers and charging separately for DVDs by mail and its streaming service. Netflix’s latest assault on its customers is a further separation of its DVD by mail and streaming services.

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Netflix Facing Higher Content Costs

by Glenn Busch September 1, 2011
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At first streaming movies over the internet was a novelty. Netflix (NFLX) took advantage of this and was able to strike a couple cheap content deals to stream movies digitally. The studios/content creators didn’t realize the direction movie delivery was taking and they soon found out that they gave away their content too cheaply. Not anymore.

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Future Price War for Netflix Inc. (NFLX)

by Glenn Busch November 24, 2010
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Netflix (NFLX) trades at multiples that would suggest it offers a premium service with strong price protection but it is a commodity service business. Also, as it changes its business structure into a pure digital streaming business, whatever pricing power it has as the leading DVD-by-mail rental company will be lost. The online streaming of movie titles presents a lower barrier of entry than DVD-by-mail rentals and Netflix’s competition will increase.

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Whitney Tilson & T2 Partners’ Shorts: Open Table (OPEN) & Netflix (NFLX)

by Glenn Busch November 2, 2010
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Whitney Tilson of T2Partners appears on CNBC’ Fast Money again to discuss two of their short positions, Open Tabe (OPEN) and Netflix (NFLX).

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