NFLX

Netflix Gets some Insider Love -Insider Buying week 01-28-22

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  Curious how well insiders are doing with their buys? Scroll the significant buys of the last year. Last week, I started the blog saying, “at some point making money begins to matter. I’ve long scoffed at relative value analysis as a way to cultivate bad habits.  It’s addictive and should be banned. Comparing companies by silly metrics as a multiple of sales versus a multiple of earnings seems insane yet the madness of crowd behavior is a well-documented phenomenon.  It’s called bubbles and we’ve been in one for quite some time.  I love bubble investing- just point me to … Read more

The Movie Theatre Business is about to Undergo a Major Transition

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HMNY and their revolutionary Movie Pass- all the movies you want per month for $9.95 (only 1 per day) is blowing up huge- just look at the 800% move in their stock price. No wonder, the co-founder of Netflix and the former CEO of Red Box is leading this new start up that promises to disrupt the way we see movies.  I think it will cause a revaluation for the entire movie theatre business as well in a positive way.  Here is some analysis and it seems RGC is the best value with the lowest Enterprise Value to EBITDA. This is … Read more

$HMNY,$AMC Helios and Matheson Analytics Inc Up 775% AMC Theatres -34%

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HMNY closed up 33.9 percent on Monday, October 9, 2017, on 3.96 times normal volume. The bulls were able to push the stock to a new 52-week high.  This stock has risen 775%  since it announced the deal to invest in Movie Pass, the $9.95 month all you view movie theatre ticket that the co founder of Netflix and former CEO of RedBox. We bought AMC Theatres recently because of the insider buying and the belief that they willl go to a subscription model and it will cause Wall Street to reevaluate the business.  As it turns out the company … Read more

Some interesting numbers on Netflix

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As the subscription based online movie provider soars as high as 15% in after hours trading on a decidedly positive earnings report, some investors are left scratching their heads.  While the company has shown an impressive rebound of 38% since touching on it’s 52 week low of 64.54 a share, the upward correction seems to lack a real catalyst.  In their trademark no-nonsense style, Zerohedge took a closer look at the hard data (spreadsheet can be downloaded here ) and found some interesting points.. Netflix generated $33.9MM in “Free Cash Flow”. Of this $25.6MM was from change in Net Working Capital; this compares … Read more

‘s Focus Growth Fund: A Brief Analysis

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by: Dr. Osman Gulseven In a recent article, I discussed the top holdings in Morgan Stanley’s portfolio. According the latest 13F filings, Morgan Stanley’s (MS) year-to-date performance was mediocre and below the S&P 500 (SPY) return. The investment banks mutual funds have been lagging behind the market since the last decade. The mediocre performance of investment banks portfolio shows that they take hard-earned money and invest in under-performing assets. They also charge management fees and hidden costs such as front-end/back-end loads, plus commissions you never heard of. Some companies charge up to 3% in management expenses. I was checking which funds … Read more