Fire experts..as far as pronouncing words that as fas as most of them go...put ur own blood&money behind your words then we can talk...I would say..
I did Netflix business model in my Finance school ( one of ivy league)...
1. Netflix stock as it stands now is overpriced..if you work backwards ( bind model) EPS divide by WACC..you may get value around 30% of what SP is now...a lot of growth is built inside SP... 2. Netflix now restores to what I call ..last dash..scrapping for memberships by attacking password sharing..what is tells you? It tells me that growing via co tent creation and global expansion has slowed a lot... 3. Netflix is not LOCAL and that is where SWM or NEC is positioned.... 4. Netflix strategy is utilising overall global content over global audience... 5. SWM and NEC work with Local market by focusing on Australian content, news, political coverage, local sport...it is impossible for Netflix model to be local in all countries( asset turnover matrix ..not how their business model is built) I will not go to regulatory and goverment who will stand behind local media...surely for benefit of goverment too but Australia society at large..
SWM Price at posting:
37.0¢ Sentiment: Buy Disclosure: Held
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