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The Tug-Of-War Between Bears And Bulls http://seekingalpha.com/article/3960831-tug-war-bears-bulls?source=feed_all_articles Mar 24, 2016 - Global bond yields are in a bubble, reflecting extreme fears.Earnings estimates for the S&P 500 Index continue to decline.The rotation into inflationary assets appears to be in its beginning stages.Bu
The Facebook-Driven Rally http://seekingalpha.com/article/3960805-facebook-driven-rally?source=feed_all_articles Mar 24, 2016 - What is propping up the Nasdaq?Why is the S&P 500 constantly stalling?Market internals are convoluted and the answer is not so simple.
Netflix: Why The Content Creation Model Is Bad For Growth http://seekingalpha.com/article/3960660-netflix-content-creation-model-bad-growth?source=feed_all_articles Mar 24, 2016 - Netflix’s increasing user base continues to be offset by increasing costs of content creation and content acquisition.Increasing competition will continue to force Netflix further into debt, in order
Why Netflix's Business Model Should Frighten Industry Rivals http://www.gurufocus.com/news/402160/why-netflixs-business-model-should-frighten-industry-rivals Mar 23, 2016 - Why Netflix’s Business Model Should Frighten Industry Rivals, Stocks: NFLX,TWC,CVC,DISH,IMAX,FOX,VIA, release date:Mar 23, 2016
Netflix Just Picked Up A Film Dropped By Paramount... Why It Matters http://seekingalpha.com/article/3960231-netflix-just-picked-film-dropped-paramount-matters?source=feed_all_articles Mar 22, 2016 - In a surprise move Paramount recently dropped “The Little Prince” not long before its domestic release.Soon after Netflix pulled off a equally surprising move and picked up the film to stream on its p
CBS: It's All About Content http://seekingalpha.com/article/3960072-cbs-content?source=feed_tag_long_ideas Mar 22, 2016 - Last week, CBS hosted its annual Investor Day event. The main message from the CEO was that the company plans to actively engage in the creation of its own content.Last year already was very successfu
Netflix: Approach For Amortizing Content Is Dated http://seekingalpha.com/article/3960034-netflix-approach-amortizing-content-dated?source=feed_tag_short_ideas Mar 21, 2016 - Netflix chooses between two methods of amortization, straight line and accelerated.Neither approach is accurate - they have superior models in-house.Management must find it preferable to lean on old G
'Bright' Acquisition A Game Changer For Netflix http://seekingalpha.com/article/3959811-bright-acquisition-game-changer-netflix?source=feed_all_articles Mar 21, 2016 - Netflix’s advancement into the world of film took another step last week with the acquisition of action film “Bright.Netflix won a bidding war for the project which adds a glorified blockbuster to its
Why The NFL Is Bad For Facebook Stock http://seekingalpha.com/article/3959799-nfl-bad-facebook-stock?source=feed_all_articles Mar 21, 2016 - Zuckerberg is obsessed with live video, and the NFL is on FB's wish list.FB would have to pay too much versus what it would earn from ads.A strong jump in live streaming and the NFL means a surge in o
An Improbable Rally In The Stock Market Conceals A Metamorphosis In Leading Stocks http://seekingalpha.com/article/3959517-improbable-rally-stock-market-conceals-metamorphosis-leading-stocks?source=feed Mar 18, 2016 - Improbably, the U.S. stock market has rallied for five straight weeks.Former leaders have generally struggled, with laggards now fueling the advance.A change of character has taken place, with inflati
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