Netflix Inc (NFLX)

[ohio_jim]

Good ideas.

Embarcadero can do the FAQ's..he's done a few of them already with his "open letter". He's obviously great at that style of writing.

I can help with 2,3, and 4...especially 4 since I have all the historical data by quarter (adjusted correctly for the new stock based comp changes)

I like the warning signs idea...maybe you could take a crack at that..or if someone else wants to volunteer

I can also add some "key insights" culled from various public conference calls, media quotes, etc..that are out there but not widely circulated. Some of these are incredibly insightful.

Finally, and maybe this belongs in the "report card", we should come up with our own "key metrics" to evaluate the strength of the business..that go one layer deeper and get closer to the drivers of the public triad metrics of gross margin, sub acq. cost (sac), and churn.