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Search Results for:

netflix

New Constructs
April 20, 20220Comments

The Walt Disney Company (DIS) – 10 reports

See all our reports on The Walt Disney Company.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
February 11, 20220Comments

ICYMI: New Long Idea, Sell Peloton Rumors, Affirm’s Earnings Fallout, 5 More Falling Knives, Featured in Barron’s & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Matt Shuler, Investment Analyst II
February 9, 20220Comments

Netflix is Disney Without a Business Plan – SumZero

We joined SumZero’s Divya Narenda to discuss our reverse DCF model and what it says about the expectations baked into Netflix’s (NFLX) stock.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
February 4, 20220Comments

ICYMI: #1-Ranked Stock Picker Again, Don’t Bet on Robinhood, Avoid This Dog of a Stock, Don’t Try To Catch these Falling Knives, Integrating Press Release Data, & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
February 3, 20220Comments

Fed Hikes & Zombie Funerals – Nucleus 195 TV

We joined Brian Pellegrini, CFA of Intertemporal Economics on Nucleus 195 TV to discuss yield curve effects on “zombie” firms with weak fundamentals and more.
by Matt Shuler, Investment Analyst II
February 3, 20220Comments

No Hollywood Ending This Quarter – Benzinga PreMarket Prep

We joined Benzinga’s PreMarket Prep to discuss Google’s earnings growth, the tragic tale of ‘The Book of Netflix’, and more.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
January 28, 20220Comments

ICYMI: New Long Idea, NFLX & TSLA Can Fall Much Further, the Best & Worst ETFs & Mutual Funds in 1Q22, & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Matt Shuler, Investment Analyst II
January 26, 20220Comments

Netflix: A Disadvantaged Business – Cheddar News

We discuss why Netflix can't generate both content and profits at the same time.
by Matt Shuler, Investment Analyst II
January 26, 20220Comments

Iceberg Dead Ahead: Netflix – Yahoo Finance

We joined Yahoo Finance to discuss Netflix's outlandish valuation.
by Matt Shuler, Investment Analyst II
January 25, 20220Comments

What to Sell and What to Own – Fox Business

We discuss why Netflix has more room to fall.
by Matt Shuler, Investment Analyst II
January 25, 20220Comments

Netflix Is Still Overvalued by At Least $114 Billion

Even after falling 47% from its 52-week high, we think the stock could have a further 66% downside.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
January 5, 20220Comments

3 Focus List Laggards We Still Like

We’re starting 2022 by looking at three Focus List stocks that underperformed in 2021 but that we remain bullish on.
by Matt Shuler, Investment Analyst II
October 26, 20210Comments

Digital World Acquisition Is the Culmination of All Meme-Stocks

The bottom line is that owning DWAC at anything close to its current price is not investing, it is gambling.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
October 22, 20210Comments

ICYMI: New Long Idea, Rivian’s IPO Won’t Deliver, a Misleading Mutual Fund, 4Q21 Style Ratings, the Best & Worst ETFs & Mutual Funds in 4Q21, & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Matt Shuler, Investment Analyst II
October 19, 20210Comments

Disney Vs. Netflix Ahead of Earnings – Cheddar News

CEO David Trainer joined Cheddar News to discuss Disney and Netflix.
by Alex Sword
September 22, 20210Comments

Use Earnings Distortion for Novel Alpha – Alpha Trader Podcast

CEO David Trainer joined Aaron Task and Stephen Alpher on the Alpha Trader podcast to discuss how investors should navigate the current market.
by Alex Sword
August 20, 20210Comments

Fundamentals Matter More Than Ever – CNBC

We joined CNBC's Power Lunch on Thursday August 19, 2021.
by Alex Sword
Danger Zone
August 3, 20210Comments

Three Danger Zone Stocks That Look Worse Post 2Q21 Earnings

We’re reiterating three Danger Zone picks that recently reported calendar 2Q21 earnings.
by Kyle Guske II, Senior Investment Analyst, MBA
June 2, 20212Comments

S&P 500 Is Still Priced for Continued Earnings Rebound

We think the companies with the best Core Earnings, not reported or SPGI Operating Earnings, have the best chance to outperform.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
May 19, 20210Comments

Hold on to These Best-in-Class Businesses Post Earnings

These two best-of-breed firms are positioned to continue to create shareholder value over the long term
by Matt Shuler, Investment Analyst II
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