AceInMySleeve’s Activity

Sun Apr 28

NL

Boards Post

AceInMySleeve replied to the Netflix board. 9:35 PM

Re: Price increase

What's the next thing to keep Netflix ahead of everyone else?

Having followed Netflix since 2003 they have the best management and employee talent culture of any company I have ever seen. This is a meta-narrative that helps to [more]

Wed Mar 13

NL

Boards Post

AceInMySleeve replied to the Netflix board. 10:14 PM

Re: The Last Blockbuster

I actually drove by that a few years ago, and was like -- what?!

Mon Feb 25

NL

Boards Post

AceInMySleeve replied to the Tesla Motors board. 11:02 PM

Re: Anyone have questions for a different TSLA b

What is your basic income statement model for 2022 or 2023?

Fri Feb 1

NL

Boards Post

AceInMySleeve posted to the Netflix board. 4:49 PM

CNBC video from 2012 on IPO

Now there's a blast from the time capsule. I got into the stock not much longer after this. Good lord what a long time ago. Notice the summary at the end about all their sustained losses. Probably up 200x since then and with debt of 10B$ and cash [more]

Fri Jan 25

NL

Boards Post

AceInMySleeve replied to the Tesla Motors board. 1:47 AM

Re: If you ask me

I stated in an early episode that I reserve the right to become bullish towards Tesla if they can manage to fund their future product roadmap from internally-generated cash flows.

What?! They are already.

What is your [more]

Mon Jan 21

NL

Boards Post

AceInMySleeve replied to the Tesla Motors board. 9:18 PM

Re: Angry Teslan Takes On Increased Supercharger

If you thought you'd miraculously have credibility despite just being another anonymous conspiracy sounding whistle-blower, you blew it when you referenced Enron.

Mon Nov 5

NL

Boards Post

AceInMySleeve replied to the Tesla Motors board. 12:11 PM

Re: Waymo emergency guide/protocol

Tesla's autopilot features will help margin on their vehicle sales and that will be a material part of their valuation. The jump to actually 'don't need a steering wheel' type capability is hard to time and I think quite a bit further [more]

Fri Nov 2

NL

Boards Post

AceInMySleeve replied to the Tesla Motors board. 1:39 AM

Re: Tesla Forum Post From a CIO: I'm So Annoyed

Is there a certain price target where you give up ThomFranklin? You ought to look into setting one because your rational mind is insufficiently developed to close up your position and so that will leave it up to pure panic and lots of depression. [more]

Sat Oct 27

NL

Boards Post

AceInMySleeve replied to the Tesla Motors board. 3:30 PM

Re: Impressive 3rd Quarter Results

The truth caught you by so much surprise it must be fraud! It couldn't just be an echo chamber of blind wingnuts on Twitter made you overconfident, could it?

Yeah, I'll see... a million dollars in my pocket!

Fri Oct 26

NL

Boards Post

AceInMySleeve replied to the Tesla Motors board. 12:05 AM

Re: Impressive 3rd Quarter Results

I'll wait for the analysis from Thom Franklin before I believe it.

Tue Oct 16

NL

Boards Post

AceInMySleeve posted to the Netflix board. 3:50 PM

Good luck Netflix

I've been increasingly complacent on this stock but one thing I still hold as nearly 100% certain:

They will get to more than 200M subscribers eventually.
They will charge at least $12.50 per month eventually.
They will get at [more]

Fri Aug 24

NL

Boards Post

AceInMySleeve replied to the Netflix board. 1:28 PM

Re: Netflix's Recommendation System

I have intimate experience with this via the Netflix Prize (remember that?)

You would be surprised by how little information is required to get almost all of the value out of a recommendation system. By the time you get to about ~50 ratings [more]

Sat Aug 18

NL

Boards Post

AceInMySleeve replied to the Netflix board. 5:23 AM

Re: Should I sell?

Yeah I've been getting smashed with my highly overweighted positions in Netflix and Tesla and it's not been pleasant.

For what it's worth I think 420 was a highly optimistic number relative to how the market usually values the [more]

Fri Jul 20

NL

Boards Post

AceInMySleeve replied to the Tesla Motors board. 10:58 PM

Re: This Is Not A Growth Stock

Why are Tesla shorts so often crazy and obsessive?

Tue Jul 17

NL

Boards Post

AceInMySleeve replied to the Tesla Motors board. 12:03 PM

Re: A lot of crow being eaten

I don't take much notice of Sandy's breakdown, there are too many variables not mentioned. Also, for Tesla to get to 20+% overall margin on the 3, it probably needs 30+% on the LR PUP model anyway.

I suspect Tesla is gonna have to [more]

Mon Jul 16

NL

Boards Post

AceInMySleeve replied to the Netflix board. 12:31 PM

Re: NFLX - too much of a good thing?

You can't make decisions without at least some estimate of the eventual size and financial numbers... so make your estimate.

Fri May 25

NL

Boards Post

AceInMySleeve replied to the Netflix board. 6:22 PM

Re: Netflix snags the Obamas

The stock isn't moving [much] about Obamas. It's moving because Comcast is pushing to buy Fox with a much better offer than Disney. You basically have to put an olympic dream team together to affect Netflix at this point, so having all the [more]

NL

Boards Post

AceInMySleeve replied to the Netflix board. 6:21 PM

Re: Netflix just passed Disney

Yeah, I figure they've about 200 Million subscribers already assumed by this valuation, so plenty of work ahead of them. This is what happens when you perform basically flawlessly since the Qwikster thing (And even that I'd say was masterful [more]

Thu May 24

NL

Boards Post

AceInMySleeve posted to the Netflix board. 12:22 PM

Netflix just passed Disney

#1 most valuable entertainment company on the planet. They've come along way. Golly.

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]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2037
Recs Received 3445
People who have rec'd these posts 459
Recs to Posts Ratio (last 30 days) N/A
Threads Started 630
Threads Started Percentage 30.93 %
Most Frequent Board Netflix
Very First Post Inaccurate Churn Formula (7/8/2004)
Percentage of Posts Rec'd 56.46 %
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