Myth465 Posted October 26, 2011 Share Posted October 26, 2011 It has a lot of merit. In the LVLT thread..... I dont see how its key to a thesis around Netflix, but again all roads must lead to LVLT. Link to comment Share on other sites More sharing options...
Guest ValueCarl Posted October 26, 2011 Share Posted October 26, 2011 I have to hand it to you guys! You have me cracking up tonight! Rmitz, your 6-degrees of Level 3 game comment still has me in stitches but Myth is right because it truly is closer to one degree in the case of Netflix, and not much more than two degrees for all others when thinking about "WHO" is THE INTERNET! ;) Truth be known; however, if this continues along, our board host is going to shut this game down! And, I will not be fully blamed because I have tried to keep you focused on Netflix as hard as it is with Level 3 doing so much HEAVY CONSTRUCTION LIFTING for them globally! ;D Listen carefully to Reed Hastings' conference call again, and keep asking yourselves how does he know so much about AOL's "legacy" dial up business if he is not being advised by, Jim Crowe, maybe? LOL, but I am not kidding. Think about the international subscriber growth rate numbers-study them before your bedtimes tonight-including South America and then imagine England and Ireland, and keep saying to yourselves, how do they do that, and if there is somebody else in the space, who is doing it for them? As importantly, watch that internet free loader historically, Akamai's report tomorrow and by all means stay focused and tuned into Big (3)'s report on November 2nd! CHEERS! ;) Link to comment Share on other sites More sharing options...
Myth465 Posted October 26, 2011 Share Posted October 26, 2011 As strange as it sounds I would say LVLT or some other data bandwidth / compression provider are more likely to benefit from the digitization of film, then the streamers. Content is proving to be king, and the content providers are basically king makers. Link to comment Share on other sites More sharing options...
Guest ValueCarl Posted October 26, 2011 Share Posted October 26, 2011 With rare exception, there is only ONE KING of BANDWIDTH opening up the necessary FLOODGATES and SUPPLYING valuable, one day in the future, scarce fiber to every content provider and would be content provider across the globe, yet Myth writes this: <I would say LVLT or some other data bandwidth / compression provider are more likely to benefit from the digitization of film, then the streamers.> Because this game has been to name the ONE PLAYER who is ONE DEGREE away from or connected to every content owner with goods on the table or dreaming about creating goods to be placed on the table, Myth, will you please name your company? Name that "COMPANY," not "TUNE," Myth! ;) Once done, I will give freely to my investment brothers and sisters on this board more food which proves to be valuable "FIBER" in their diets. Link to comment Share on other sites More sharing options...
Kraven Posted October 26, 2011 Share Posted October 26, 2011 WHY is every post about LVLT so F'ING strange? Link to comment Share on other sites More sharing options...
Guest ValueCarl Posted October 26, 2011 Share Posted October 26, 2011 Because there is NO FREE LUNCH on WALL STREET, so they say, and you must think outside of the box, including the silly RED BOX in supermarkets being provided by players like COINSTAR(CSTR) who must "CONVERT" ASAP! >:( Link to comment Share on other sites More sharing options...
Guest Hester Posted October 26, 2011 Share Posted October 26, 2011 WHY is every post about LVLT so F'ING strange? ;D Link to comment Share on other sites More sharing options...
Guest ValueCarl Posted October 26, 2011 Share Posted October 26, 2011 Hester, may I invite you over to our LVLT thread so I can introduce you to the rest of the players who have been banned to the Island of Misfit Toys? ;) Akamai's report should be interesting after market. No more Myth, give me FACTS about necessary bandwidth vs. compression techniques! ;D http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_A/threadview?m=tm&bn=700&tid=241915&mid=241915&tof=2&frt=2 Link to comment Share on other sites More sharing options...
AZ_Value Posted October 26, 2011 Share Posted October 26, 2011 WHY is every post about LVLT so F'ING strange? ;D Hahahaha... I swear you just expressed my thought. Half the time I don't even get it ??? it's like a cult with its own way of communicating with the outside world :D After reading LVLT posts I sometimes wonder if I should pull out a calculator and a 10K or just do some kind of Indian dance praying for all video digital content around the world to come raining down on LVLT's bandwith lol That being said, the day they're proven right and that thing takes off... Boy is the rest of the board gonna get it Link to comment Share on other sites More sharing options...
DCG Posted October 26, 2011 Share Posted October 26, 2011 It's a 1-2 person cult, with its own language which includes constant use of parenthesis, different font colors and emoticons. Link to comment Share on other sites More sharing options...
tombgrt Posted October 26, 2011 Share Posted October 26, 2011 http://www.zerohedge.com/news/whitney-tilson-explains-why-he-went-long-netflix-says-he-hasnt-lost-his-mind Link to comment Share on other sites More sharing options...
Myth465 Posted October 27, 2011 Share Posted October 27, 2011 It's a 1-2 person cult, with its own language which includes constant use of parenthesis, different font colors and emoticons. LOL. What I have learned from the whole thing is there is someone out there for everyone. Who knew that there were 2 people in the world with a LVLT fetish, and that Parsad would help bring them together. A few videos have surfaced with Tilson explaining his thesis. Link to comment Share on other sites More sharing options...
AZ_Value Posted January 9, 2012 Share Posted January 9, 2012 NFLX up 40% the last few days?? I don't know about you guys, but I'm getting ready for a heavy dose of Whitney Tilson in the media in the coming days. His name should definitely be a top 5 mention alongside the usual suspects, you know, Tim Tebow, Jesus, Obama and Justin Bieber (or are these 4 the same person? I get confused sometimes) Link to comment Share on other sites More sharing options...
Guest Hester Posted January 9, 2012 Share Posted January 9, 2012 NFLX up 40% the last few days?? I don't know about you guys, but I'm getting ready for a heavy dose of Whitney Tilson in the media in the coming days. His name should definitely be a top 5 mention alongside the usual suspects, you know, Tim Tebow, Jesus, Obama and Justin Bieber (or are these 4 the same person? I get confused sometimes) LOL Link to comment Share on other sites More sharing options...
ERICOPOLY Posted January 12, 2012 Share Posted January 12, 2012 NFLX up 40% the last few days?? I don't know about you guys, but I'm getting ready for a heavy dose of Whitney Tilson in the media in the coming days. His name should definitely be a top 5 mention alongside the usual suspects, you know, Tim Tebow, Jesus, Obama and Justin Bieber (or are these 4 the same person? I get confused sometimes) Are you talking about the legendary investment expert, Whitney Tilson? http://seekingalpha.com/article/318944-the-time-is-now-to-buy-bank-of-america Identifying and seizing on these opportunities is a well-known investing tactic utilized by legendary investing experts such as Warren Buffett and Whitney Tilson. Link to comment Share on other sites More sharing options...
bargainman Posted April 24, 2012 Share Posted April 24, 2012 NFLX down 15% in after hours... Link to comment Share on other sites More sharing options...
rkbabang Posted May 24, 2012 Share Posted May 24, 2012 I just came across an interesting story. Remember the Netflix Prize from a few years back? Basically Netflix was offering a $1M prize to whoever could improve their recommendation engine by a certain percentage (10% IIRC). This article is about the team that came in 2nd (not winning the million dollars), because they submitted their solution 20 minutes after the winning team. They now generate over $100M/year in revenue off of the technology they developed trying to win the prize. This Startup Is Doing $100 Million In Revenue All Because It Lost A Netflix Contest Link to comment Share on other sites More sharing options...
DCG Posted January 23, 2013 Share Posted January 23, 2013 Up 30% after hours after making a small profit. Link to comment Share on other sites More sharing options...
Olmsted Posted January 24, 2013 Share Posted January 24, 2013 Up 30% after hours after making a small profit. My short trigger finger is getting itchy again. Same broken business model, killing high-margin business ASAP in favor of an (at best) zero-margin business. Price is back up. Only difference that I can see is a real investor (Icahn) with an activist long position, that might keep Reed Hastings from doing stupid stuff. Might... Is Tilson still long? Kudos if so. Link to comment Share on other sites More sharing options...
ItsAValueTrap Posted January 24, 2013 Share Posted January 24, 2013 My short trigger finger is getting itchy again. I don't think it's a good idea to short great companies. The overvaluation isn't really that extreme in my opinion. It could even be fairly valued. Link to comment Share on other sites More sharing options...
ShahKhezri Posted January 24, 2013 Share Posted January 24, 2013 I was short from 259 to 150. I wouldn't short here. I can't wait for House of Cards to begin, if they roll out 1 great hit per year... Link to comment Share on other sites More sharing options...
Olmsted Posted January 24, 2013 Share Posted January 24, 2013 Just getting itchy. Not doing it just yet. I don't see any obvious negative catalysts on the horizon. And frankly I haven't followed the company too closely since its big dump last year, so things could have materially changed. Plus Icahn should keep management focused. I personally wouldn't call the company "great," but that's just opinion. Innovative, yes. But I see little to no moat. Link to comment Share on other sites More sharing options...
txlaw Posted January 24, 2013 Share Posted January 24, 2013 Up 43% at the opening? Amazing. Link to comment Share on other sites More sharing options...
rkbabang Posted January 24, 2013 Share Posted January 24, 2013 Up 43% at the opening? Amazing. I had a few January 2014 calls 9 of the $90 and one contract of the $140, which I recently (less than a month ago) sold for just above my cost basis breaking even for about $8K total. Those calls would be worth over $56K right now. I shouldn't have even looked. Link to comment Share on other sites More sharing options...
txlaw Posted January 24, 2013 Share Posted January 24, 2013 Up 43% at the opening? Amazing. I had a few January 2014 calls 9 of the $90 and one contract of the $140, which I recently (less than a month ago) sold for just above my cost basis breaking even for about $8K total. Those calls would be worth over $56K right now. I shouldn't have even looked. Yikes. Yeah, you need to block that one out of your memory. But at least you weren't short it! Link to comment Share on other sites More sharing options...
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