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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (44667)9/30/2011 7:09:49 PM
From: Difco  Read Replies (2) of 78666
 
Jurgis,

You might be right - I recently saw a special on Reed Hastings on Bloomberg's Gamechangers (actually I've seen it 3 times now, which probably is not the best use of my time) and I was impressed how everybody was writing off the company in their fight with Blockbuster and still they prevailed. I think what he's doing now: splitting the business and taking bold actions might or might not pay off in the future, but it impresses me how swiftly he acts in the pursuit of his vision of the future. That said, I've never used the service and the recent subscriber losses show that there isn't much of a pricing power. Also, I don't see what superior viewer experience would distinguish Netflix from the service of the competition. A level of uncomfortable imagination is required to value the stock and I feel I'm still short of even partial insight. I know you had opinions on it in the past; what do you think would be a good metric for valuation?
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