Ste

🐫 MBA, stocks are my passion

[Rose Celine Investments 🌹 @realroseceline]

I’ve been saying since approx $30b market cap (more than a decade), that one of $NFLX biggest competitive advantages is its lowest content cost per subscriber.

Drew says monthly content cost per subscriber:

$NFLX: ~$5
$WBD + $PARA: ~$12
$PARA standalone: ~$18

With more than 325 million subscribers, every dollar they spend on content is spread across an enormous customer base. That translates into higher margins, greater pricing power, better returns on investment, and significantly stronger free cash flow.

And remember, $NFLX is already a free cash flow machine. If they eventually reach the 40% OM like Drew suggests, free cash flow will accelerate dramatically (from here), and really go gangbusters. That’s the real power of scale... 🌹

[Qualtrim @qualtrim]

Peter Lynch famously said there's a "100% correlation" between earnings and stock price over time.

If that's true...

These 10 stocks may be screaming opportunity.

1. $NFLX - Netflix

[Lisa Abramowicz @lisaabramowicz1]

Amazon has borrowed more than $100 billion so far this year, including 40- and 50-year debt. Investors are growing a bit weary. https://t.co/W7E5fsLUOa

[zerohedge @zerohedge]

"A generational transfer in free cash flow is taking place: BofA

[Ste @teso91]

#msft is decently undervalued. Pick for the long ru, alongside with #nflx.

[Cassandra Unchained @michaeljburry]

Wrong direction. This is like Nordstrom’s opening up Nordstrom’s Rack. But Neiman Marcus opens up Neiman Marcus Rack, Bloomingdale’s opens up Bloomingdale’s Rack, Dillard’s opened up Dillard’s rack.

In the end all it proves is there are too many clothes for sale.

Meta pops 9% as company makes cloud push to sell excess AI compute power capacity https://t.co/GlHKTs0QN5

[Ste @teso91]

#mfst is now a great stock to buy

[Ste @teso91]

The #EU needs a long-term European energy plan to get back the production of key materials.

[zerohedge @zerohedge]

Brent-WTI spread collapses

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Iran has issued an order to Saudi Arabia, Qatar, and the UAE to evacuate energy facilities following Israeli strikes on Iran's largest gas facility.

[Ste @teso91]

@michaeljburry Thanks for the opportunity of reading such a interesting article. Long, sometimes complicated, but insightful and brilliant. Thank you, Cassandra!

[Ste @teso91]

#Meta is thinking to rely on Gemini, while is delaying the release of its AI “Avocado”. At the end it will be avocado toast…

[Ste @teso91]

@giorgio_gori Senza il nucleare, come scritto, non ne veniamo fuori. Rinnovabili ottime, ma non bastano neanche lontanamente.

[Ste @teso91]

@Banca_MPS Eh certo, lui parla, il mondo perdere 15 milioni di barili al giorno… il crudeoil scenderà alla grande….

[Oliver Groß @minenergybiz]

Imagine paying six times the price of natural gas and running a competitive industry in Europe

[Nostra, House of Gold @Nostre_damus]

US energy secretary says US navy escorted a ship through the strait of Hormuz and oil drops -$5 instantly

then he deletes the post because it never happened and oil rallies +$5

thanks for playing

[Ste @teso91]

We are missing about 15 million oil barrels per day on 83 produced worldwide. And the #crudeoil price is going down. Wtf?

[Ste @teso91]

@michaeljburry I don’t think that the “oil story” ends here. Iran is not Venezuela and - from my (little) understanding - the situation is extremely difficult to control. Which company will put at risk its ships or its engineers?

[Ste @teso91]

@KobeissiLetter This is not the end. It will rise again.

[Ste @teso91]

Great choice of #NFLX .
Every company has a reasonable price.
Good luck to PSKY, to repay a debt of +100 billion $