bearish•Netflix Inc•20 Oct 2021 21:58
Netflix 3Q21: Saved By Squid Game
Over the course of the past year we have gone from being short Netflix to long Netflix...and now we return to the sidelines. We need greater...
bearish•Cloud Village•24 May 2022 06:45
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...
bearish•Netflix Inc•21 Jan 2022 22:05
Netflix 4Q21: Don’t Look Down
Netflix's poor 1Q subscriber guidance implies 9M net adds for 2022, well below the ~25M level investors are accustomed to, implying saturation,...
bearish•Netflix Inc•21 Apr 2021 20:00
Netflix 1Q21: We Ran Out of Content
Netflix just issued its weakest guidance in years. We think subscriber growth will reaccelerate in a few quarters, making Netflix a sneaky long by...
bullish•Baidu •30 Mar 2021 22:27