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AceInMySleeve’s Activity

Thu May 17

NL

Boards Post

AceInMySleeve replied to the Tesla Motors board. 2:58 AM

Re: LA Times: What Good Would $3 Billion do TSLA

If the company pulls out of this (and I hope they do)

Tesla could have been permanently profitable on just S/X, so to be permanently unprofitable after the 3 would require the gross profit to be insufficient to cover the incremental [more]

Thu Apr 26

NL

Boards Post

AceInMySleeve replied to the Tesla Motors board. 3:24 AM

Re: Ford

Now how does that work alongside CAFE standards and increasing need for higher mpg?

Also, are they just walking straight into another gas over 4$\gallon catastrophe or what?

Sat Apr 21

NL

Boards Post

AceInMySleeve replied to the Netflix board. 6:21 PM

Re: Netflix or Blockbuster?

You are making all the same tired arguments that shorts were making 1-5 years ago as if you haven't learned anything from having missed the 3000% gain in the meantime. I think you should notice that your position about being anti-FANG has been [more]

Fri Apr 20

NL

Boards Post

AceInMySleeve replied to the Netflix board. 5:36 PM

Re: Netflix or Blockbuster?

http://aswathdamodaran.blogspot.com/2018/04/netflix-future-o......


I didn't read the whole thing but this part is indefensibly pessimistic. the US is [more]

NL

Boards Post

AceInMySleeve replied to the Netflix board. 3:18 PM

Re: Netflix or Blockbuster?

Which makes them just one more content provider...

That word 'just'. It's always funny to watch how people use it.

Haven't you spent years on the bearish side of this one?

Wed Apr 18

NL

Boards Post

AceInMySleeve replied to the Netflix board. 12:02 AM

Re: Netflix or Blockbuster?

I held NFLX then as well but I spent thousands of hours researching and wringing my hands about it and here we are in the same place. I can never figure out just how much credit to take for the money it made me and random happenstance individuals [more]

Sat Apr 14

NL

Boards Post

AceInMySleeve replied to the Netflix board. 8:20 PM

Re: What to expect when NFLX reports Monday

It's important to note that the first quarter is a seasonally slow one for Netflix

This has changed quite a bit. Used to be 1st quarter was the biggest by far.

Google Trends shows good search interest compared to prior [more]

Mon Apr 2

NL

Boards Post

AceInMySleeve replied to the Tesla Motors board. 2:34 PM

Re: 2000 A Week

They don't believe it's sustainable, and they are probably right. This week and the next one are likely to be lower than the result of a week of heroism and overtime.

Sat Mar 31

NL

Boards Post

AceInMySleeve replied to the Netflix board. 10:43 PM

Re: Recent Volatility?

Nah -- I've seen the anti- Susan Rice people. This isn't something that would ever be material. You need a particular mental disorder to be that sensitive.

Wed Mar 28

NL

Boards Post

AceInMySleeve replied to the Netflix board. 11:38 PM

Re: Recent Volatility?

Does anyone have an explanation for the recent high volatility?

I don't have an explanation. I don't remember the market ever behaving quite like it did the last couple of days with such specific targets. There certainly was [more]

Fri Mar 9

NL

Boards Post

AceInMySleeve replied to the Tesla Motors board. 1:21 PM

Re: How is this stock flat?

That argument works if on the balance long-term issues have *improved* while short-term ones have declined. That's definitely a possibility, something like the semi might be a part of that. It's an interesting situation. There's [more]

NL

Boards Post

AceInMySleeve posted to the Tesla Motors board. 11:33 AM

How is this stock flat?

I find it interesting this stock is treading water given yet another apparent poor performance on model 3 ramp (as well as continued slow EAP/FSD progress and executive departures, continued silence on energy).

The question is why the market [more]

NL

Boards Post

AceInMySleeve replied to the Netflix board. 12:54 AM

Re: Extreme Universe deal

They are also rumored to be grabbing a tv talk series run by the Obamas.

Sun Mar 4

NL

Boards Post

AceInMySleeve replied to the Netflix board. 4:45 PM

Re: Next 100M Subs Will Come Fom India....

And a question: has anyone estimated the subscriber count/average price per subscriber/churn rate at which the company becomes cash-flow positive?

That's actually a bit tricky I suspect. I haven't done it.

The main [more]

Mon Feb 26

NL

Boards Post

AceInMySleeve replied to the Netflix board. 3:35 AM

Re: 'M*A*S*H' Finale, 35 Years Later...

As far as I know everyone likes Stranger Things.

Wed Feb 21

NL

Boards Post

AceInMySleeve replied to the Tesla Motors board. 10:27 PM

Re: TSLA extends delay on new MS and MX orders...

Unfortunately I'd wager the biggest group of people are coming from model 3 cancellations. Then followed by new Tesla followers after the Starman. Neither of these are bad per se. Too bad Tesla can't actually crank up production though.

NL

Boards Post

AceInMySleeve replied to the Tesla Motors board. 10:25 PM

Re: Daimler Throws Shade at Tesla...

I got a real kick out of this one. We need to remember this quote for the future. It may very well go up there with Netflix being called the 'Albanian Army' by the head of Time Warner (who is now worth substantially less).

NL

Boards Post

AceInMySleeve replied to the Netflix board. 9:58 PM

Re: Anybody else nervous at this steep market ra

My first buy was spring 2003. If I had just walked away and never touched it again, I think I would have made about the same or even more than I ended up doing. And I had a pretty convoluted history after that.

I did play with options a few [more]

Mon Feb 19

NL

Boards Post

AceInMySleeve replied to the Tesla Motors board. 7:11 PM

Re: M3 production tracker

Humorously, that link is to a Bloomberg article that stole the idea and data from TeslaMotorsClub and Reddit. And given it's an attempt to estimate production, it literally works the best the more people see it. First principle thinking, right?

Fri Feb 16

NL

Boards Post

AceInMySleeve replied to the Netflix board. 2:29 AM

Re: Anybody else nervous at this steep market ra

Oh common Ace... nervous? We've been in this stock for what, 15 years?

Yeah - haha. I don't have any legitimate reason to be nervous. I basically doubled my long-term position back in the 90s in 2016, all on margin, and have [more]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2053
Recs Received 3475
People who have rec'd these posts 462
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Threads Started 634
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