Fundamental reasons not to short Netflix?

Discussion in 'Stocks' started by West7, Apr 16, 2025.

  1. West7

    West7

    Hard to see any. Can you?
     
  2. West7

    West7

    The economy will crash. So lots of new competitors.
     
  3. maxinger

    maxinger

    The uptrend started on Jun 2022.
    It has risen from $200 to $1000.

    Now it is going sideways.
     
  4. SunTrader

    SunTrader

    Indiv stocks are not my thing, but price seem to be doing very well in current conditions so I would think The Street thinks it is well ahead of the comp.
     
  5. MarkBrown

    MarkBrown

    The deal between Barack and Michelle Obama and Netflix was a private arrangement through their production company, Higher Ground. This partnership, announced in 2018, focuses on creating films, series, and documentaries that align with their storytelling vision.

    what has this to do with anything you ask?

    Netflix gets a tax break to support domestic cultural or production initiatives, like the Obama's production Higher Ground.

    if those tax breaks "that - are costing taxpayers" go away then what?

    This deal was made while Obama was in office with Netflix..
     
  6. SunTrader

    SunTrader

    Hey AI Fan you didn't do your DD before posting the above:

    AI Overview
    Learn more
    It is likely that Higher Ground Productions, Barack and Michelle Obama's film production company, does not currently receive tax breaks. While film production companies can potentially benefit from tax incentives, these are typically granted on a project-by-project basis and may vary depending on location and specific criteria. There's no general blanket statement that all film production companies, including Higher Ground, automatically receive tax breaks.
    Here's why it's unlikely that Higher Ground receives blanket tax breaks:
    • Project-Specific Incentives:
      Tax breaks for film production often depend on factors like the location of filming, the number of jobs created, and the amount of money spent within the state or region.
    • No General Policy for Higher Ground:
      There's no indication in the provided search results that Higher Ground is exempt from the normal tax rules or that it receives any special treatment related to tax breaks.
    • Tax Incentives are Project-Based:
      Tax incentives are generally offered on a project-by-project basis, meaning that each individual film or television show produced by Higher Ground would need to apply for and be approved for any specific tax incentives that may be available.
     
  7. The trouble with a short is that you need to have a reasonable certainty not just that it's going down, but when.

    Do you have a theory as to what will convince buyers to revalue it?
     
  8. I think what the OP is saying is that most all of the Other Mag 7 will get severe hits to their share prices, as we start to see just how much china is involved in low cost production, high tech skilled production (Microsoft,apple), China's much cheaper DeepSeek (Goog, Meta, Microsoft), BYD's low cost/high skilled production (Tesla), TikTok's massive competition to advertising against Youtube(Goog)/Twitch(amazon) and Amazon's seriously negative position if they can't re-sell cheap chinese products and buy cheap chinese data center/cloud hardware.

    I say this because weve already seen the serious hit Nvida has just taken.

    We will also soon see the hits that TSCM, SMCI, ASML

    The potential valuations of OpenAI, Proplexity, Anthropic, xAI and the canceled IPOs that will be coming soon.

    Going back to FANGS...Netflix is the only one that may not take a serious hit. I am not saying it will go up further. I am saying they may not take a share price hit and earnings hit.
     
  9. Sekiyo

    Sekiyo

    in 6 months MAXINGER will say ...

    BEARISH TREND STARTED 6 MONTHS AGO
    YOU'RE FUCKING LATE YOU FUCKING MORON

    Can we grant MAX the hindsight trader's Award ?

    [​IMG]

    Btw ... I do subscribe to NFLX.
     
    Last edited: Apr 16, 2025
  10. West7

    West7

    #10     Apr 17, 2025
    MarkBrown likes this.