ST Alpha - "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" (Reading a Post)

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In response to "I think the assumption has to be that there'll be wider losses moving forward. streaming is getting more expensive (along with everything else)" by amanda

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

Posted by Will Hunting (aka JoeMetz) Apr 20 '22, 07:19

be hosed due to market forces...is an absurd overcorrection.

I'm not saying it was adequately priced on monday, but if your model says 220mil subs is worth X, and 219.8mil subs is worth .60X, your model is a failure.

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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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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

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