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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (44724)10/1/2011 7:40:19 AM
From: Difco  Read Replies (1) of 78667
 
How do you get to the $3 billion valuation?

I think that when the stock was popular, people were mostly focused on how quickly it was adding subscribers, which probably was not the best metric. I used to own China Mobile and every month I would see millions of people being added, but then when it reached 400 million I realized it had already been factored in. Maybe sales per subscriber is good metric?

Whether it's a good idea to split the business or not, nobody knows and once we do know it won't be a good buy anymore. I hope you are right that it goes even lower from here.

I'd tell you, I think your household might be a good catalyst of what happens to NFLX. Similar to people asking you whether your wife is excited about stocks or not - honestly you might be having the best metrics at home. Keep us posted.
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