I will preface this message by disclosing my core postions:
Long TMV (figure out what that means)
There can be only one AMZN. NFLX's debt is close to junk bond rates and every subscriber added (international or domestic - non-sequitor: Is Canada considered domestic?) reduces profitability. Thank you for the opportunity of the year. I saw a picture of a fossilised wasp stuck in a spider's web purpotedly to be 100M years old (the fossil, not the picture). Both the spider and the wasp were readily obvious despite the passage of time. It dawned on me then to short NFLX and RIMM on the basis that humanswill never learn despite the overwhelming evidence to the contrary. We will, however, take great pain to dissect the fall only to forget the lesson, Mos' def.