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Netflix v.s Amazon

2016-02-19
Netflix is going nowhere and there’s very little Hastings can do. Acquisition by Amazon (or others that may structure a similar eco-system) shall be its only way out as long as anti-trust issues are cleared. 在美國，NFLX靠著實體DVD的租賃訂閱還撐住EPS的大半江山；而在國際間，做得愈多賠得愈多。總之，若無意外，今年第四季它的EPS就會變成負值。 NFLX Q4, 2015 Q4,
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Netflix’s Performance Continues to Decline

2016-02-19
We have always held a pessimistic view on the future of Netflix. This article on Seeking Alpha provides a similar insight. 我們對Netflix的未來，向來不抱期待。讀者如果好奇，可以先看Seeking Alpha的這篇文章； Netflix: What Your Buyside Analyst Won’t Tell You 此篇重點，我們摘譯如下； 1. 在FANG四強中，Netflix的表現已難和其他三強相比。（FANG，包括Facebook, Amazon, Netflix, Google） 2. Netflix 持續成長並反映其估值的機會，幾乎為零。
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