ST Alpha - "I'm tempted but also feel it was a bit overpriced." (Reading a Post)

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In response to "NFLX 33% ROI if it goes back to yesterday's open -- nm" by rollo

I'm tempted but also feel it was a bit overpriced.

Posted by sycor Apr 20 '22, 06:27

I mean let's be honest, I'm not going to buy and then I'll just complain later.

Responses:

Let's do some math assuming you were okay with Monday's valuation - Will Hunting Apr 20, 06:58 7
- Valuation assumptions are based on the growth curve. It’s not just this quarters losses, or next quarters, but the entire trajectory of growth - znufrii Apr 20, 07:21
- I think the assumption has to be that there'll be wider losses moving forward. streaming is getting more expensive (along with everything else) - amanda Apr 20, 07:16 5
  - It's a small warning sign .... the idea a company loses 40% of it's value over 1/10th % in revenue drop on worries that years down the road they might - Will Hunting Apr 20, 07:19 4
    - Except the model isn’t saying that 220m subs is worth X. - znufrii Apr 20, 07:24 1
      - (What you’re probably seeing is a lot of momentum selling as well, but that’s not relevant to your critique of fundamental analysis) -- nm - znufrii Apr 20, 07:30
    - sure, but I imagine a lot of people's models were 'it's worth .6X, but ride the wave.' not like it's been on an upward trend recently. -- nm - mafic Apr 20, 07:24
    - oh yes. -- nm - amanda Apr 20, 07:20

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