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 Jan 26, 2021
Tuesday Jan 26, 2021
We talk Netflix again this week. As you may recall, Akram published a lengthy report late last year on why Netflix was and would remain the king of streaming. The company reported earnings last week, and it was a bit of a royal flex, as they beat on subscriber numbers and boasted that they would not need to raise debt capital going forward. The stock popped 17% the next day. So what did the market miss going in, and what does that mean for Netflix and peers going forward? We break it down, answer a few listener questions, and try to figure out what Netflix’s story going forward will be.
Topics Covered
- 2:30 minute mark - Quick quarter reaction
- 12:00 - Why is Netflix winning
- 21:00 - How the story is shifting
- 27:30 - What Netflix’s margins actually say
- 38:00 - Netflix’s moat and the competition
- 47:00 - Forward outlook for NFLX
- 51:00 - Praise for management
- 55:30- Discoverability challenge for Netflix
- 1:05:30 – Netflix’s content strategy
- 1:10:00 - The fate of the theater
- 1:14:30 - Netflix’s tech positioning
- 1:24:00 - Pressure on the competition
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