Tag Archives: NFLX

So, You Think You Can Be a Great Short Seller

Posted on October 25, 2011 by Ray Galkowski, CFA

I am about to cover the final leg of my NFLX short, which I had in place for over one year. Are you one of the many who saw this coming? Did you expect a 75% drop in price since … Continue reading →

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Whitney Tilson Had a Bad Month and is Having a Bad Year

Posted on September 1, 2011 by Ray Galkowski, CFA

I am somewhat surprised by this because I thought he was less than 50% net long. (Correction: Tilson made changes to the fund in August which resulted in the fund being 70% net long).  Covering his NFLX short may have hurt … Continue reading →

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NFLX News You Can Use

Posted on September 1, 2011 by Ray Galkowski, CFA

Netflix, Starz contract talks fail                  Date: Thursday, September 1, 2011, 2:46pm PDT http://www.bizjournals.com/sanjose/news/2011/09/01/netflix-starz-contract-talks-fails.html?s=print Diana Samuels Reporter – Silicon Valley / San Jose Business Journal Netflix Inc. and Starz Entertainment have failed to reach an agreement in their contract talks, Starz … Continue reading →

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NFLX Getting “Hammered” After Hours; Is this the Walk of Shame?

Posted on July 25, 2011 by Ray Galkowski, CFA

We doubt that missing revenue forecasts by less than 1% is legitimate reason for hammering a stock, especially when its earnings beat by a fair amount. No, it looks more like the morning after an NFLX investor party. At the … Continue reading →

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What are NFLX’s Insiders Doing?

Posted on June 8, 2011 by Ray Galkowski, CFA

The sentence below was taken from a Thomson-Reuters report of a sale by another Netflix insider (the General Counsel) who has little skin left in the game. During the past two years, Netflix Inc. insiders have made 110 sales totaling … Continue reading →

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Interesting NFLX Comments at D9

Posted on June 2, 2011 by Ray Galkowski, CFA

Today, Bob Iger: Disney CEO Bob Iger said today at D9 to expect a new Disney.com content site within a year. This “uber network” for the Walt Disney Company will be a home “for people to consume our content directly,” … Continue reading →

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