We have updated our easy to follow Netflix powerpoint pitch to investors. We show steps taken on valuation, the success its had over time, and how the results of our surveys are implemented into the target price. Please see our track record on Netflix to date below.
In addition we are updating our price targets on Spotify (SPOT-NYSE) to $166 (from $160) and DISH to $25 (from $32) while our recommendations are unchanged.
The streets are talking. To us. Wall Street and Bay Street that is. We normally speak with a number of instiutional investors […]
With this note we are updating our relative SaaS valuation on Netflix. Based on its prior trading history, we continue to believe […]
This is our second set of surveys of international markets that we believe are representative of Netflix’s international subscriber base. Over the […]
Following the release of Netflix’s Q4 results, we conducted our 3rd survey of online U.S. residents. The purpose of the survey was to determine Netflix’s […]
