Special Situations 🌐 Research Newsletter (Jay)
$NFLX said in earnings report that it lost nearly 1mn subs in 2Q. That’s the largest subscriber defection in company history, but fell far short of the two million it had originally forecast during its dismal first quarter report in April.
reports Q2 EPS $3.20, consensus $2.96
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$NFLX said in earnings report that it lost nearly 1mn subs in 2Q. That’s the largest subscriber defection in company history, but fell far short of the two million it had originally forecast during its dismal first quarter report in April.
reports Q2 EPS $3.20, consensus $2.96
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Morning Brew ☕️
RT @ImpostersMB: When @jimweberseattle became CEO of @brooksrunning, they were $40M in debt. Today, the company earns over $1B in revenue.
He sat down with @businessbarista to explain the mindset and strategy he put in place to turn things around.
Hear more - wherever you get your podcasts. https://t.co/rQHldcoMh7
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RT @ImpostersMB: When @jimweberseattle became CEO of @brooksrunning, they were $40M in debt. Today, the company earns over $1B in revenue.
He sat down with @businessbarista to explain the mindset and strategy he put in place to turn things around.
Hear more - wherever you get your podcasts. https://t.co/rQHldcoMh7
tweet
Twitter
RT @ImpostersMB: When @jimweberseattle became CEO of @brooksrunning, they were $40M in debt. Today, the company earns over $1B in revenue.…
Morning Brew ☕️
RT @bizcasualpod: .@NoraKAli asked @susancain what the best thing she saw recently was, and her answer left us awe inspired.
Hear more from the best-selling author on our latest episode.
Wherever you get your podcasts.
Presented by @RealVision. https://t.co/myRMSqtK9t
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RT @bizcasualpod: .@NoraKAli asked @susancain what the best thing she saw recently was, and her answer left us awe inspired.
Hear more from the best-selling author on our latest episode.
Wherever you get your podcasts.
Presented by @RealVision. https://t.co/myRMSqtK9t
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Twitter
RT @bizcasualpod: .@NoraKAli asked @susancain what the best thing she saw recently was, and her answer left us awe inspired.
Hear more fro…
Hear more fro…
Offshore
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Morning Brew ☕️
If you're watching this while traveling, your luggage is already lost. (ft. @dhtoomey) https://t.co/lgsT8daFJd
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If you're watching this while traveling, your luggage is already lost. (ft. @dhtoomey) https://t.co/lgsT8daFJd
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Offshore
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Internal Tech Emails
Amazon memo: Here’s why we should acquire Ring
October 10, 2017 https://t.co/w3sInK3y0p
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Amazon memo: Here’s why we should acquire Ring
October 10, 2017 https://t.co/w3sInK3y0p
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Offshore
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Morning Brew ☕️
Netflix lost 970K subscribers in Q2
They were expected to lose 2 million. https://t.co/tptCgNwlzM
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Netflix lost 970K subscribers in Q2
They were expected to lose 2 million. https://t.co/tptCgNwlzM
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Frederik Gieschen
"The the luck razor. The most useful mental I have. I'm immediately placed with two options and I just go, what's going to produce the more luck. And my brain just immediately knows. It's really hard to fool yourself." @george__mack @jposhaughnessy
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"The the luck razor. The most useful mental I have. I'm immediately placed with two options and I just go, what's going to produce the more luck. And my brain just immediately knows. It's really hard to fool yourself." @george__mack @jposhaughnessy
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Offshore
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Ethan Mollick
A profound understanding of technology is found in Historian Melvin Kranzberg's 6 Laws of Technology. Here they are in a 🧵
1st Law: “Technology is neither good nor bad; nor is it neutral,” many problems occur when benign technologies are used at scale. Think DDT (or Facebook) https://t.co/fUEvUW2oUw
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A profound understanding of technology is found in Historian Melvin Kranzberg's 6 Laws of Technology. Here they are in a 🧵
1st Law: “Technology is neither good nor bad; nor is it neutral,” many problems occur when benign technologies are used at scale. Think DDT (or Facebook) https://t.co/fUEvUW2oUw
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Ramneek
Fallen Angel = 50%+ drawdown peak to trough
$NFLX - “See. I don’t like it, but I haven’t cancelled. I sub to $DIS too.”
$IAC - “This is a very disciplined capital allocator. Diller and Levin are great. Investors care about FCF, and this co. is going to generate a ton of that.” https://t.co/6hbEHGKeIV
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Fallen Angel = 50%+ drawdown peak to trough
$NFLX - “See. I don’t like it, but I haven’t cancelled. I sub to $DIS too.”
$IAC - “This is a very disciplined capital allocator. Diller and Levin are great. Investors care about FCF, and this co. is going to generate a ton of that.” https://t.co/6hbEHGKeIV
What fallen angel rips most on slight surprise and narrative reformulation?
TWLO? - “mix shifting positively, showing cost discipline finally!”
SNOW? - “One-time consumption hit behind them, Frank and the boys are back. Look at the margins!” - Bucktweet
Twitter
What fallen angel rips most on slight surprise and narrative reformulation?
TWLO? - “mix shifting positively, showing cost discipline finally!”
SNOW? - “One-time consumption hit behind them, Frank and the boys are back. Look at the margins!”
TWLO? - “mix shifting positively, showing cost discipline finally!”
SNOW? - “One-time consumption hit behind them, Frank and the boys are back. Look at the margins!”
Ramneek
RT @WTCM3: 20 companies in SPX currently >$30B mkt cap with <1x avg. net leverage and 8-12% avg. fcf/sh growth over past decade, sorted by multiple expansion (third column) https://t.co/jt0qtnzqgv
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RT @WTCM3: 20 companies in SPX currently >$30B mkt cap with <1x avg. net leverage and 8-12% avg. fcf/sh growth over past decade, sorted by multiple expansion (third column) https://t.co/jt0qtnzqgv
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Twitter
RT @WTCM3: 20 companies in SPX currently >$30B mkt cap with <1x avg. net leverage and 8-12% avg. FCF/sh growth over past decade, sorted by…