AceInMySleeve’s Activity

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]

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]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2024
Recs Received 3429
People who have rec'd these posts 456
Recs to Posts Ratio (last 30 days) N/A
Threads Started 629
Threads Started Percentage 31.08 %
Most Frequent Board Netflix
Very First Post Inaccurate Churn Formula (7/8/2004)
Percentage of Posts Rec'd 56.42 %
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