The Razor’s Edge is an investing podcast that combines a prop trader’s viewpoint and deep-dive fundamental research to provide a unique take on the markets. The show is co-hosted by Akram’s Razor, a trader, tech enthusiast, meat lover, Marvel fanboy, battle tested activist short-seller and humble market servant, and by Daniel Shvartsman, VP of Content at Investing.com and someone who has seen thousands of investing pitches and ideas and how they play out over the past decade. The duo start with a theme or idea from Akram’s investing, then break it down to understand what goes into the idea, what could go wrong, and what else investors and traders need to know. They also interview industry leaders, executives, and other investors to get a wider perspective. The show has thousands of listeners around the world.
Episodes
Tuesday Jul 27, 2021
Tuesday Jul 27, 2021
Earnings season this quarter comes with a special kick. It’s the first one lapping full COVID comps, which means we can start to see what the wonky pull forward or shut down year ago will do to company’s reports, and how the market will respond.
We focus today on Netflix and Twitter, two of our old standbys. On the one hand, they had opposite quarters – Netflix suffered from a post-COVID hangover in their subscriber numbers, which will likely lead revenue numbers; while Twitter posted a huge revenue beat compared to a pandemic crimped Q2 2020. Look a little closer, and there are similarities between the two companies positions and how they look going forward. We break it all down.
Topics Covered
Netflix
- 4:00 minute mark - Was COVID bad for Netflix?
- 10:45 – Measuring Netflix’s numbers given the last two years
- 17:30 – The slowdown reaching streaming peers
- 25:00 – The industry implications of Netflix’s position and the market reaction
- 34:30 – Is the winnowing coming?
- 41:00 – What hope is there for other streaming stocks if Netflix is not attractive here?
- 45:15 – The strong quarter, and the one gray note in the report
- 50:00 – Where is Twitter fitting in amongst a hot space…
- 55:00 – And how Twitter is better set up for when ads cool off
- 58:00 – The spending side of the line
- 1:03:00 – Twitter’s set up for the back half of the year
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