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I study stock market for more than a decade, for long term, and I perfectly now that company data should not be analysed in a isolatedly, but, any stock with P/E ratio 230.24 you need to be very careful, and put just the money you can afford to lose without disturb your sleep. For whom that does not understand company ratios, a P/E ratio 230.24 is meaning that you need 230 years of profits to return to you the price…
Earlier quoted context omitted.
>Cryptocurrencies and ICOs. What value is being created here, exactly? There's plenty of idealistic notions being thrown around, but I've yet to see a single, real, useful product or service materialize >Applied neural networks. Same. >Automation. This is way too broad to be invested in. Of course the world is automating at a greater rate, but is this a cause for growth? Will automated factories produce more goods fo…
You're kidding on the "Applied neural networks" bit right? A good subset of the features you see on Facebook and Google have neural networks contributing to their functionality.
Earlier quoted context omitted.
>Cryptocurrencies and ICOs. What value is being created here, exactly? There's plenty of idealistic notions being thrown around, but I've yet to see a single, real, useful product or service materialize >Applied neural networks. Same. >Automation. This is way too broad to be invested in. Of course the world is automating at a greater rate, but is this a cause for growth? Will automated factories produce more goods fo…
>> Real inflation is 10 times the official rate. ELI5 please?
Perhaps it's more like 5x, but the point stands
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at the scale netflix transfers data they pay much much less than this. They also do direct peering and will put boxes in your ISP datacenter - https://openconnect.netflix.com/en/
Im sorry it still doesnt make sense to me. "buy 1 tone of fish pay $10 per kg", "buy 10,000 tone of fish, pay 1 cent". Doesnt make sense!! At some point more is not that much cheaper. I doubt coming back to my CDN asking for price on 1,000 TB would bring price to 1 cent per TB.
Earlier quoted context omitted.
>Cryptocurrencies and ICOs. What value is being created here, exactly? There's plenty of idealistic notions being thrown around, but I've yet to see a single, real, useful product or service materialize >Applied neural networks. Same. >Automation. This is way too broad to be invested in. Of course the world is automating at a greater rate, but is this a cause for growth? Will automated factories produce more goods fo…
What choice do we have? Keep your money in cash? Invest in bonds for 4% return? No thanks, I'll take my chances, especially with true inflation being higher than people think... Right now I'm gradually liquidating my crypto stash and buying stocks instead.
Surprised Netflix hasn't branched out into more content types or more dynamic content. You now have this two way communication channel seems kind of boring to not try and use it even just for mostly video content. Some of their shows run 7+ million an episode. If you look at the development costs of simple mobile games and cut out all the stuff related to IAP it seems like they could create a lot of value for custome…
Are you talking about their shows sometimes costing $7M an episode? Do you know which ones besides House of Cards and The Crown?
Wonder why Q4 had such a big bump but Q1 2018 seems to be dropping back down to prior levels. Is this just people purchasing subscriptions at the holiday? Discounts? Special content?
Netflix doesn’t have discount for holidays. They recently up the subscription price. My bet is the increase has to do with the holiday effect (more time at home), and the fact more collections are added. A good number of recent movies are available online (Amazon, YouTube, Netflix) as soon as they leave the box. Though the mote interesting graph would be views. During major sport events I can bet there is a big dip.…
I was looking in my archive but I can't find the graphs right now.
Yeah, during big sporting events, there is a flattening of viewing. But what is really fascinating is that if you dig in, you find that it only affected devices that were typically connected to TVs. So streaming was normal on portable devices like iPads and Phones and the 3DS, but down on the big TVs.
However, the biggest dip of all happens during the Oscar telecast, second only to the Golden Globes. :)
New Year's eve was pretty flat too, but again only on the big TV devices (kid's devices were unaffected).
I study stock market for more than a decade, for long term, and I perfectly now that company data should not be analysed in a isolatedly, but, any stock with P/E ratio 230.24 you need to be very careful, and put just the money you can afford to lose without disturb your sleep. For whom that does not understand company ratios, a P/E ratio 230.24 is meaning that you need 230 years of profits to return to you the price…
I study stock market for more than a decade, for long term, and I perfectly now that company data should not be analysed in a isolatedly, but, any stock with P/E ratio 230.24 you need to be very careful, and put just the money you can afford to lose without disturb your sleep. For whom that does not understand company ratios, a P/E ratio 230.24 is meaning that you need 230 years of profits to return to you the price…
If netflix doesn’t pay a dividend, does a P/E analysis still make any sense?
Edit: All of my responders are ignoring my use of "ultimately". A company can certainly invest in growth, but growth only matters if the company eventually returns money to shareholders, and the only way to do that is a dividend.