Netflix Inc (NFLX)

[sokol]

NFLX -

Very little, if anything, to gain and a tremendous amount to lose on any long position in this stock.

Fundamentally and technically, there is no reason for me to own this stock. In fact, I think it is foolish and down right dangerous for me to own NFLX based on enormous competition, the disruption of its model (content availability at a cheap cost) and enormous investments of capital to attempt to replace content as well as the substantial lack of experience do so.

NFLlX hopes to compete with numerous others much more capable and experienced to produce content- not to mention the price competition of the likes of Disney, which is cheaper, as well as the numerous other competitors that chip away its subscriber base and more ...

Analyst that stick with it must have a vested interest for doing so. The valuation models of these analyst will in time fail because they argue and assume that NFLX will maintain, and continue to increase its revenue and market position, but we already have evidence to expect further subscriber loss -decline of revenue - while NFLX takes on cosmic debt in its attempt to do so. This tree, like all others, will not continue to grow to the sky. It is being disrupted by the former disrupted. It is Disney and others opportunity to be the disruptor, and NFLX’s turn to be disrupted.