Boiler Room: The Official Stock Market Discussion

Scholar

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TSLA is on a 6 day losing streak. stop the tease and let's get to $350 :shaq:
Unless they pull back guidance and Wall St. doesn't understand Elon's stock compensation plan decreases profits this quarter we will pop a bit tomorrow afternoon. Those are two very big points though
 
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Netflix missed on subs estimate. I just think they are so fukking huge.. where do you find more subs from? Other streaming platforms are still growing rapidly, Netflix has 180 million subs that is ridiculous and very tough to keep up that growth.

They need to reduce costs at some point or at least be better about buying up premier content and not throwing so much money at trash shows. I don't think quantity over quality works when you are spending that much.
 

dora_da_destroyer

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Why doesn't NFLX get into on demand video rental? I know they didn't do that when streaming first started since they had a DVD biz, but it seems like the best way to extract more revenue (doesn't solve the content backlog) since growth was going to slow inevitably
 

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Netflix missed on subs estimate. I just think they are so fukking huge.. where do you find more subs from? Other streaming platforms are still growing rapidly, Netflix has 180 million subs that is ridiculous and very tough to keep up that growth.

They need to reduce costs at some point or at least be better about buying up premier content and not throwing so much money at trash shows. I don't think quantity over quality works when you are spending that much.
Or do some share buy backs :troll:
 

mannyrs13

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Why doesn't NFLX get into on demand video rental? I know they didn't do that when streaming first started since they had a DVD biz, but it seems like the best way to extract more revenue (doesn't solve the content backlog) since growth was going to slow inevitably
Would that even be possible for them since they don't have their own movie studios? You mean like new release movies? Won't they have to pay the movie studios a percentage to distribute their films? I know AMC has some on demand thing but they have the movie theatres and already have contracts with the movie studios to distribute films. Not sure what Netflix can do. They do need to do something cuz with the quarantine, I know there were lots of filming pushed back. Not to mention the cancellation of some of their current projects.
 

dora_da_destroyer

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Would that even be possible for them since they don't have their own movie studios? You mean like new release movies? Won't they have to pay the movie studios a percentage to distribute their films? I know AMC has some on demand thing but they have the movie theatres and already have contracts with the movie studios to distribute films. Not sure what Netflix can do. They do need to do something cuz with the quarantine, I know there were lots of filming pushed back. Not to mention the cancellation of some of their current projects.
i mean like Prime or even Comcast where you can just rent a movie (once it has gone to online rental) when you want for $3-8. I'm sure they have to pay a kickback to whatever studio owns it, but it's still income. I often rent old shyt like class act or encino man or recent films that have moved from theaters to video rentals like avengers end game from Prime (or Comcast back when I had cable). I'm wondering why Netflix doesn't do streaming rentals like cable providers, iTunes, and Prime.
 

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I probably just mentioned this in Discord....

But my theory is, there won't be sell off post election, at least not in the way people think....

You know why?

Because everyone is thinking the same way.

A lot of people are consciously factoring in volatility around that time. And they think it will be a great buying time.

Unfortunately that's not how that shyt works.

For example the market was down yesterday, and fully recovered in PM.

Any sign of a dip retail and institutional investors scoop up because of fomo.

When a real drop happens it will be random and people won't expect it.

With that said I think people start taking end of the year profits around mid December.

But November 3rd probably won't dip like people think.


Those last two weeks of October will be crazy though, because of all the companies reporting earnings.
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It's funny I'm starting to see more pundits come around and repeat my line of reasoning.

Regarding that fact the market won't dip as much as people think, because everyone is expecting it too.....


There's "too" many people on the sidelines waiting for dips.

Remember the stock market doesn't working that way if everyone is buying you need to be selling, and vice versa.

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