Netflix 3Q20: Still Chill?
We reiterate our view that Netflix will have a hard time making subscriber #s for the next few quarters due to the massive pull-in from 1H20. When...
461 Views
Disney: They Listened to Loeb (Quickly!)
Disney's reorganization announcement of its content and distribution organizations is signal that management has been listening to investors.
486 Views
Netflix 2Q20 Caution: Deceleration Ahead
We have been longtime fans of Netflix the product and Netflix’s management team can rightfully be described as visionary. They had the vision to...
585 Views
Netflix: Short Peak Netflix
We have been longtime fans of Netflix the product and Netflix’s management team can rightfully be described as visionary. They had the vision to...
1.2k Views
Global Telcos: An Overlooked COVID Play
The spreading of COVID-19 has challenged the existence of most companies around the world. However, the share prices of communication platforms...
473 Views