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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (49628)10/4/2012 9:56:45 PM
From: Jurgis Bekepuris  Read Replies (1) of 78741
 
I've gone through the 2/3 of first day presentations so far. Not much interesting for me too. It's quite possible that some of these ideas will work out great, but they don't appeal to me.

What do you guys think about NFLX long? Tilson's thesis is at marketfolly.com It's hard to value due to heavy investment into the streaming content. Both earnings and CFs are shot because of that. We don't know if they are overpaying and will never recover the spent costs. The only measure that can be used right now is P/S, which is pretty low. I am somewhat interested.

Also Tilson - BRK.A - I still hold smallish position. I can't get myself excited to buy more, since IMHO Buffett replacements are not very great whatever he claims.

But then I sold AAPL thinking the same and the post-Jobs collapse is yet to come. I was way too early although some signs of trouble are possibly emerging.
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