Skip to content
New Constructs
  • Get Access
  • Education
  • Research
  • Portfolios
  • Ratings
  • Screeners
  • Data

streaming wars

February 9, 20220Comments

Netflix is Disney Without a Business Plan – SumZero

We joined SumZero’s Divya Narenda to discuss our reverse DCF model and what it says about the expectations baked into Netflix’s (NFLX) stock.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
March 24, 20210Comments

The Magic Kingdom Is the Streaming Industry’s Micro-Bubble Winner

This week, we focus on a firm that is well-positioned to thrive in the increasingly competitive video streaming market.
by Matt Shuler, Investment Analyst II
January 21, 20200Comments

The Truth About Netflix’s Valuation – Yahoo Finance

We joined Yahoo Finance’s On the Move on Tuesday, January 21 to provide insights into Netflix’s competitive position, valuation, and the state of the streaming wars.
by Kyle Guske II, Senior Investment Analyst, MBA
October 7, 20190Comments

Even Reed Hastings Admits Netflix Is in Trouble

Without positive sentiment to prop it up, NFLX remains highly overvalued and a serious risk to shareholders.
by Sam McBride
July 18, 20190Comments

Netflix’s Original Content Strategy Is Failing

The loss of licensed content, increased competition, and higher prices in the future mean investors should expect more disappointing subscriber numbers going forward.
by Sam McBride

Search

  • Live Webinars: Direct Access to our Experts
  • —
  • Stock Picking Accolades
  • Get Novel Alpha: Earnings Distortion
  • —
  • Long Ideas
  • Danger Zone (Sell/short ideas)
  • IPO Research
  • Filing Season Finds (forensic accounting in real-time)
  • —
  • Fundamental Market & Sector Trends
  • Sector & Industry Fundamentals
  • General Market Comments
  • —
  • Model Portfolios
  • – Focus List Stocks: Long
  • – Focus List Stocks: Short
  • – Most Attractive Stocks
  • – Most Dangerous Stocks
  • – Best & Worst ETFs & Mutual Funds by Sector
  • – Best & Worst ETFs & Mutual Funds by Style
  • – Exec Comp Aligned With ROIC
  • – Safest Dividend Yields
  • – Dividend Growth Stocks
  • – Model Portfolio Performance
  • —
  • Media Features & Events
  • Testimonials
  • —
  • Backtest Data Details & Case Studies
  • Investing 101
  • ROIC Drives Equity Valuation
  • – Enterprise Value Optimization
  • DOL Fiduciary Regulation
  • M&A Analysis
  • Accounting Rule Changes
  • Machine Learning & AI for Smarter Investing
  • —
  • How To Use Our Site
  • ICYMI – past issues
  • Get Research Alerts
  • Purchase Reports (for non-members)
  • —
  • Company Report Index
  • – Tesla (TSLA) – 23 reports
  • – Netflix (NFLX) – 22 reports
  • – General Motors (GM) – 13 reports
  • – Snap (SNAP) – 11 reports
  • – Disney (DIS) – 10 reports
  • – Intel Corporation (INTC) – 9 reports
  • – Uber (UBER) – 9 reports
  • – Beyond Meat (BYND) – 8 reports
  • – Spotify (SPOT) – 8 reports
  • – Wayfair (W) – 8 reports
  • – Carvana (CVNA) – 8 reports
  • – DoorDash (DASH) – 8 reports
  • – Target (TGT) – 7 reports
  • – Skechers USA (SKX) – 7 reports
  • – Coinbase (COIN) – 7 reports
  • – McDonald’s Corporation (MCD) – 6 reports
  • – Walmart (WMT) – 6 reports
  • – AutoZone (AZO) – 6 reports
  • – Valeant (VRX) – 6 reports
  • – Cracker Barrel (CBRL) – 6 reports
  • – Peloton (PTON) – 6 reports
  • – HCA Healthcare (HCA) – 6 reports
  • – Amgen (AMGN) – 5 reports
  • – Best Buy (BBY) – 5 reports
  • – JPMorgan (JPM) – 5 reports
  • – SYSCO Corporation (SYY) – 5 reports
  • – Johnson & Johnson (JNJ) – 5 reports
  • – Oracle (ORCL) – 6 reports
  • – Amazon (AMZN) – 6 reports
  • – Verizon Communications (VZ) – 5 reports
  • – GameStop (GME) – 6 reports
  • – Cisco Systems (CSCO) – 6 reports
  • – John B. Sanfilippo & Son (JBSS) – 5 reports
  • – Colgate-Palmolive (CL) – 5 reports
  • – Zendesk (ZEN) – 5 reports
  • – Lam Research Corp (LRCX) – 5 reports
  • – Southwest Airlines (LUV) – 5 reports
  • – Alphabet (GOOGL) – 5 reports
  • – Microsoft (MSFT) – 4 reports
  • – Dropbox (DBX) – 4 reports
  • – NVR Inc. (NVR) – 4 reports
  • – Caterpillar (CAT) – 4 reports
  • – Omnicom Group (OMC) – 4 reports
  • – TrueCar (TRUE) – 4 reports
  • – Allison Transmission Holdings (ALSN) – 4 reports
  • – HF Sinclair (DINO) – 4 reports
  • – Kimberly-Clark (KMB) – 4 reports
  • – Discover Financial (DFS) – 4 reports
  • – Simon Property Group (SPG) – 4 reports
  • – Lear Corp (LEA) – 4 reports
  • – Thor Industries (THO) – 4 reports
  • – Affirm Holdings (AFRM) – 4 reports
  • – Robinhood Markets (HOOD) – 4 reports
  • – Pinterest (PINS) – 4 reports
  • – Universal Health Services (UHS) – 4 reports
  • – Meritage Homes (MTH) – 4 reports
  • – Shopify (SHOP) – 4 reports
  • – Allstate (ALL) – 4 reports
  • – Ford (F) – 4 reports
  • – Box, Inc. (BOX) – 3 reports
  • – Shake Shack (SHAK) – 3 reports
  • – Eventbrite (EB) – 3 reports
  • – Equinix (EQIX) – 3 reports
  • – Cummins (CMI) – 3 reports
  • – MasTec Inc. (MTZ) – 3 reports
  • – AMC Entertainment (AMC) – 3 reports

About Us Testimonials In the News Contact Careers General Legal Documentation
Copyright 2023 New Constructs, LLC All Rights Reserved
Registration on or use of this site constitutes acceptance of our Terms of Use and Privacy Policy.