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NFLX

Netflix: Evolution
From “This Is When It All Matters” (April 2022): “Netflix should reassess some of their priorities, especially as they’ve shifted their views on an…
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The Science of Hitting
Portfolio Change - 03/12/2024
Note: You can review all prior portfolio changes on the TSOH website. As disclosed in today’s write-up, I’ve decided to make a portfolio change (which…
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The Science of Hitting
Netflix: Reaping The Rewards
The past few years have been a wild ride for Netflix. The most notable tough stretch of late came in early 2022, when subscriber growth and profit…
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The Science of Hitting
2
Netflix: Removing The Ceiling
From “The Cost Of Success”: “[The FCF inflection is] validation of the strategy that Netflix pursued over the past 10 - 15 years. They’ve established a…
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The Science of Hitting
“Moving Forward, Or Moving On”
Disney, Charter, and the future of the U.S. pay-TV business
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The Science of Hitting
4
Netflix: “Heads Down and Execute”
Note: On Friday, I launched a new podcast with Francisco Olivera of Arevilo Capital Management called “TSOH Weekly”. On the podcast, we will have short…
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The Science of Hitting
Netflix: The Cost Of Success
From “We’re Off To A Good Start”: “I think Netflix’s 2022 performance was revealing. In the midst of the most competitive environment that they’ve ever…
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The Science of Hitting
3
Netflix: "We're Off To A Good Start"
From “This Is When It All Matters” (April 2022): “For me, a key part of any long-term investment is partnering with an honest and able management team…
Netflix: "Not Fantastic, But Reasonable"
From “In The Right ZIP Code” (July 2022): “Mr. Market is clearly concerned by this recent course of events; despite a nice pop for the stock in response…
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The Science of Hitting
4
"Focus First On Scale"
Roku Deep Dive
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The Science of Hitting
7
"I Don't Care How Much We're Losing"
In “WarnerMedia + Discovery”, which was published a few days after the deal was announced in May 2021, I concluded the write-up with the following: “The…
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The Science of Hitting
“In The Right ZIP Code”
“Companies rarely die from moving too fast, and they frequently die from moving too slowly.” - Reed Hastings On Tuesday, Netflix reported its Q2 FY22…
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The Science of Hitting
2
© 2024 Alex Morris (TSOH Investment Research)
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