Netflix Flexes On 'Em

We talk Netflix again this week. As you may recall, Akram published a lengthy report late last year on why Netflix was and would remain the king of streaming. The company reported earnings last week, and it was a bit of a royal flex, as they beat on subscriber numbers and boasted that they would not need to raise debt capital going forward. The stock popped 17% the next day. So what did the market miss going in, and what does that mean for Netflix and peers going forward? We break it down, answer a few listener questions, and try to figure out what Netflix’s story going forward will be. Topics Covered 2:30 minute mark - Quick quarter reaction 12:00 - Why is Netflix winning 21:00 - How the story is shifting 27:30 - What Netflix’s margins actually say 38:00 - Netflix’s moat and the competition 47:00 - Forward outlook for NFLX 51:00 - Praise for management 55:30- Discoverability challenge for Netflix 1:05:30 – Netflix’s content strategy 1:10:00 - The fate of the theater 1:14:30 - Netflix’s tech positioning 1:24:00 - Pressure on the competition

Om Podcasten

The Razor’s Edge is an investing podcast that combines a prop trader’s viewpoint and deep-dive fundamental research to provide a unique take on the markets. The show is co-hosted by Akram’s Razor, a trader and investor with decades of experience and a track record of truly differentiated ideas and analysis, and by Daniel Shvartsman, an individual investor for the past decade who saw thousands of investing pitches and ideas and how they played out during his previous time at Seeking Alpha. The duo start with a theme or idea from Akram’s investing, then break it down to understand what goes into the idea, what could go wrong, and what else investors and traders need to know. They also interview industry leaders, executives, and other investors to get a wider perspective. The show has thousands of listeners around the world.