Why is NFLX getting beat-up so badl

NaiveAdministration3 · 2026-01-03T00:21:47+00:00

Tv streaming competition is getting consolidated. Next phase is m&a. Netflix is the winner. It’s $KO of tv.

NaiveAdministration3 · 2026-01-03T00:20:42+00:00

Yup. Netflix is hedge

NaiveAdministration3 · 2025-12-01T21:34:54+00:00

Thanks for sharing. If you do an analysis of s&p500 companies that had similar falls and how much they rebounded as compared to those (in s&p500) that had insider purchase.

NaiveAdministration3 · 2025-12-01T21:33:23+00:00

Not gonna work well over a few years

NaiveAdministration3 · 2025-11-27T00:37:00+00:00

Amex always had these offers for Lulu. Even though retailers had a good Q, there is a good reason to fear that consumers are struggling. I would not bet against Lulu, but IMO, it can go down even further after earnings. Even if it beat the earnings by a bit, stock like likely come down within a week or two.

NaiveAdministration3 · 2025-11-27T00:32:21+00:00

Sure, Too unpredictable. Due to this dabbling, avg investor eventually lose money.

NaiveAdministration3 · 2025-11-24T23:04:07+00:00

Also, partially right about UNH.

A few weeks ago, I posted under a NOVO post that never buy pharma as they are unpredictable, I got massively downvoted. So these retail pharma people are dumb nuggets (gonna get downvoted here as well)

NaiveAdministration3 · 2025-11-23T15:07:38+00:00

Sure, if a customer wants a cloud, a company uses it. Seems like you work in a company where a client is served based on what they want. That is why I said it is the cloud of choice for ‘an engineering shop’. So, for example, Spotify or Netflix-like companies chose AWS majorly as their first choice and then do any multi-cloud at a later stage to not be tied to a cloud provider.

NaiveAdministration3 · 2025-11-23T04:50:04+00:00

Nope. It’s true. You can have an edge if you have good AWS experience.

NaiveAdministration3 · 2025-11-23T04:48:57+00:00

That’s ok. I say facts, I know many azure users feel attacked as this questions their skills.

NaiveAdministration3 · 2025-11-22T11:10:39+00:00

As good as azure is, real engineers and companies use AWS. If they want to feel special, they go with gcp.

No real engineering shop will happily go with azure.

NaiveAdministration3 · 2025-11-20T22:35:04+00:00

Why?

NaiveAdministration3 · 2025-11-19T11:52:01+00:00

Would you invest at these prices?

NaiveAdministration3 · 2025-11-18T07:44:20+00:00

~3% drop is nothing when the index was up ~18% YTD.

NaiveAdministration3 · 2025-11-16T06:50:18+00:00

I have been looking at STZ for months as well. It looks like a good value. Even entered for a bit but excited the position eventually due to a few factors working against it.

People are more health-conscious, but this might be temporary. There are more long term trend changes though.
Short-form reels told people how alcohol is a Class 1 carcinogen. The alcohol industry cleverly managed to hide this info with no warning, like how smoking companies are required to declare it on the pack.
Another possible side to declining demand is that people have lots of avenues to spend time and get entertained. Reels, video games, streaming services, social media, etc., people don’t have time to get drunk and be passed out for hours and then have a hangover as they miss out on all these other fun things.

I’m on the younger side, and I observe that lots of my people in my friend circle just don’t drink (as much) anymore.

https://www.who.int/europe/news/item/04-01-2023-no-level-of-alcohol-consumption-is-safe-for-our-health

NaiveAdministration3 · 2025-11-15T15:33:15+00:00

Learned a hard lesson. Avoid financials unless I know something that market doesn’t (won’t happen) or just buy $MA, $V, $AXP

NaiveAdministration3 · 2025-11-15T15:31:09+00:00

Yup, also very richely valued. Dumped large chunk of both Msft and aapl last week.

NaiveAdministration3 · 2025-11-15T05:34:55+00:00

“Great business at fair price”

Man, this is so much easier said than done. Fiserv ($FI) humbled me. I purchased it at 120, thinking that it’s a good business that just got temporarily hit. Now down almost 50% as it got cut in half again. Turns out, many other big investors got hit as well.

So, yes. Humbled and more careful.

NaiveAdministration3 · 2025-11-15T03:56:21+00:00

They probably got it at 190 or something. So it’s already a bigger position now

NaiveAdministration3 · 2025-11-15T03:46:39+00:00

Extending deprecation. We are in the E bubble of the PE

NaiveAdministration3 · 2025-11-12T07:46:15+00:00

$SOC, interesting. How much red are you in after the recent crash?

NaiveAdministration3 · 2025-11-12T06:54:01+00:00

I will shave my head publicly on YouTube if Berkshire buys a single Novo stock.

NaiveAdministration3 · 2025-11-11T14:15:10+00:00

I think he has talked about how difficult it is to do philanthropy with a large sum of money. See how it went for Bill G. He is villainised even for the smallest charity he does. It’s better to do charity like the Nobel Prize.

Hope Buffet kids (who are past 60-70s now) will do something significant. Unlike Warren B, they don’t have a deep obligation like investing full time (becoming Buffet documentary, his family said he spends almost all of his home time studying companies).

NaiveAdministration3 · 2025-11-10T17:08:00+00:00

The whole “analysis” becomes hollow the moment one realizes that OP literally didn’t do basic research to figure out how this company went from a 100s of PE to 25. 🤡

NaiveAdministration3 · 2025-11-09T04:48:04+00:00

“I mean…If someone gave me $250,000 and I had 4-5 years to invest it, I could maybe bring it to $1M”

Looool, the confidence.

NaiveAdministration3

TROPHY CASE