this management team is just clueless.
when the stock rallies 10% on management's grand plan going down the toilet, you know they're doing a terrible job. they should have done the Teva buyout. idiots.
it must be something they're saying in the presentation, because this seems to be the safety takeaway: Very few patients experienced DLTs or grade 3 treatment-related AEs.
international subs beat estimates, and foreign growth is the next leg of the NFLX story, so why is this not being discussed? Nomura at least gets it:
"Really, that's the story of the stock. It's the international expansion, the global scale," DiClemente told CNBC's "Squawk Box."
yeah, but the previous Monday-Friday swing was from $89+ to like $127. can't really call bull/bear markets by a few days' action.
actually, i'm bitching because management lost me money, not because I did. and you're too old to use LOL.
...MYL is king. What a disaster this company is. A hostile takeover is their best strategy for building shareholder equity? Hi, what abut the 45% premium TEVA would have paid for the company months ago? Remember that?
Let's say you spend $80 a month for cable and decide you don't want to anymore. You're going to pick up Hulu for $10/month. You're still $70/month better off. So why not spend $9 on Netflix? And how about subscribing to some other service for $10/month. Now you're in for $29 instead of $80, which means you're winning. Any cord-cutting plan that people concoct is going to include Netflix. It just is. So the fuller the offerings are from other companies, the more this encourages cord-cutting and helps Netflix.