Cloud Village IPO Lock-Up - Selling the PE Stock (US$350m) Might Solve the Liquidity Issues
Cloud Village Inc. (CVI), also known as NetEase Music, raised around US$420m in its Hong Kong IPO in Dec 21. Investors will be released from their...
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Much Ado About Netflix - House of Cards, or Queen's Gambit at 17x PE?
NFLX’s share price has since fallen by -68% YTD, resulting in their current valuation of 17x trailing PE. This was likely due to three recent...
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Spotify 1Q22 Earnings: Netflix Like?
The more Daniel Ek said that Spotify is not like Netflix, the more we thought...hes right! Netflix has a less competition, more pricing power, and...
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Weekly Stock Bullfinder- Week of 4/25
Bill Ackman and Buying “Bargains”; One of the notable market news stories this past week was Bill Ackman, founder of Pershing Square Capital...
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Netflix 1Q22: Willfull Ignorance
Netflix management seemed unprepared for its current circumstances. Ramping competition and TAM saturation have been known for 2 years. Competitive...
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