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NFLX

Portfolio Change - 11/15/2024
Note: Review all prior portfolio changes at the “TSOH” tab on the website.
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The Science of Hitting
TKO: Polluting The Story
On October 24th, TKO Group put out the following press release: “TKO Announces Approval of Capital Return Program; Also Announces Strategic Acquisition…
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The Science of Hitting
Roku: A Clearer Picture
From “Roku: Surfing The Streaming Wave” (December 2023):
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The Science of Hitting
Netflix: "A Terrible Business"
From “Netflix: The Cost Of Success” (April 2023): “The FY23 / FY24 results serve as (early) validation of the strategy Netflix pursued over the past 10…
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The Science of Hitting
Q3 2024 Portfolio Update
The “crossroads” that I wrote about in the Q2 2024 update continued over the past three months...
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The Science of Hitting
Portfolio Change - 09/10/2024
Note: Review all prior portfolio changes at the “TSOH” tab on the website.
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The Science of Hitting
Netflix: Steady As She Goes
In an industry that continues to navigate uncertainty in the face of structural change - with notable recent additions to the list being the Paramount …
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The Science of Hitting
4
Portfolio Change - 06/21/2024
Note: Review all prior portfolio changes at the “TSOH” tab on the website. The past few months have brought some noteworthy developments for a few of…
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The Science of Hitting
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.
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The Science of Hitting
Netflix: Reaping The Rewards
The past few years have been a wild ride for Netflix.
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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.
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The Science of Hitting
© 2024 Alex Morris (TSOH Investment Research)
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