How Buffett's investment philosophy applies to Big Tech today - The Story of Buffett x GEICO 1976 - Introducing FING stocks - FREE stock report titled “A Shallow-Dive Into Netflix” out in a few days!
Hi Aaron, thanks for another great article. Have you seen the analysis championed by David Einhorn and a few others that suggests Netflix earnings are drastically overstated, due to expensing their production costs over 5-10 years, despite most of their content having a <3 year economic life?
It's certainly the dominant global streamer, but the 17x is likely an illusion.
Hi Aaron, thanks for another great article. Have you seen the analysis championed by David Einhorn and a few others that suggests Netflix earnings are drastically overstated, due to expensing their production costs over 5-10 years, despite most of their content having a <3 year economic life?
It's certainly the dominant global streamer, but the 17x is likely an illusion.
Guy