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Danger Zone
May 23, 20220Comments

The Music Is Ending For This Once High-Flyer

The company’s current fundamentals cannot justify the expectations baked into its stock price, especially given slowing growth and weak guidance.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone Podcast
May 23, 20220Comments

Podcast: Why These Once High-Flyers Are Still in The Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone picks this week: Stick a Pin in It – This Growth Story Is Over and The Music Is Ending on This Once High-Flyer
by Kyle Guske II, Senior Investment Analyst, MBA
April 20, 20220Comments

Netflix Could Fall Another 50%

With the subscriber loss in 1Q22 and guidance for further subscriber deterioration in 2Q22, the weaknesses in Netflix’s business model are undeniable.
by Kyle Guske II, Senior Investment Analyst, MBA
January 26, 20220Comments

Netflix: A Disadvantaged Business – Cheddar News

We discuss why Netflix can't generate both content and profits at the same time.
by Matt Shuler, Investment Analyst II
January 25, 20220Comments

Netflix Is Still Overvalued by At Least $114 Billion

Even after falling 47% from its 52-week high, we think the stock could have a further 66% downside.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone
April 27, 20210Comments

Netflix: A Meme-Stock Original

With its huge subscriber miss in 1Q21 and weak guidance for subscriber growth, the weaknesses in Netflix’s business model are undeniable.
by Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone Podcast
April 27, 20210Comments

Podcast: Why Netflix is Back in the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Netflix: A Meme-Stock Original.
by Kyle Guske II, Senior Investment Analyst, MBA
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
January 13, 20200Comments

On the Investor’s Podcast Network: Disney, Return on Invested Capital, Core Earnings, & More

We spoke with Stig Broderson and Preston Pysh on the We Study Billionaires podcast.
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
June 26, 20195Comments

Disney’s Avengers Spell Endgame for Netflix

Content is king, and Disney’s superior content will help it translate its dominance from the box office to the streaming video world.
by Sam McBride
April 10, 20190Comments

Luckbox Magazine Features Our Analysis on Netflix & Disney

Luckbox Magazine features our research on Netflix (NFLX) and Disney (DIS) in the May 2019 article: “Disney Vs. Netflix: The Battle for Big Media”.   Luckbox is a new financial magazine
by Kyle Guske II, Senior Investment Analyst, MBA
February 19, 20190Comments

The Real Vision TV Interview on our Top Long Idea

David Trainer sat down with Justine Underhill of Real Vision TV to talk about our recent Long Idea “Too Many Positive Catalysts to Count for This Media Giant.”
by Kyle Guske II, Senior Investment Analyst, MBA
October 18, 20161Comments

Netflix: Look Past the Headline “Beat”

In the wake of 3Q16, Netflix (NFLX) is up nearly 20%. Is this price reaction justified? Have investors gotten too caught up in the “membership beat” or recently lowered expectations?
by Kyle Guske II, Senior Investment Analyst, MBA

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