Coronavirus vs Investing

[jwslam]

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...unhalted... got out a little early at $23.35... but 90% gain is better than a kick in the teeth I guess?

idk man... not everyone likes premature discharge

[ercchry]

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idk man... not everyone likes premature discharge

I really do like to keep things 100... but was just too excited!

Oh well, looks like that run stopped at $24.40ish as it’s coming back down now

[killramos]

You people are SO part of the problem lol

[ercchry]

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You people are SO part of the problem lol

Hey! I’m just getting back what’s owed from being an optimist on oil in 2015

[The_Rural_Juror]

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Any predictions on top for hod?

Be a power bottom.

[The_Rural_Juror]

Ercchry :

[ercchry]

Eh, already rolled it all over into some NFLX calls... gotta play those earnings!

[The_Rural_Juror]

[pheoxs]

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Eh, already rolled it all over into some NFLX calls... gotta play those earnings!

I was wondering about Netflix. Do you think they're actually doing good right now?

Like in theory more people home = more people watching Netflix. But thats actually a bad thing isn't it? They pay for their infrastructure and hosting costs, I imagine they had to scale up because of the increased demand but not necessarily increased memberships. So presumably their costs have gone up and they're also hurting long term without being able to produce content right now.

[killramos]

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I was wondering about Netflix. Do you think they're actually doing good right now?

Like in theory more people home = more people watching Netflix. But thats actually a bad thing isn't it? They pay for their infrastructure and hosting costs, I imagine they had to scale up because of the increased demand but not necessarily increased memberships. So presumably their costs have gone up and they're also hurting long term without being able to produce content right now.

My thought with Netflix, is how do they structure paying for content. For example if for AAA content they pay for how many times it’s watched. This could get very expensive for them haha.

[Buster]

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My thought with Netflix, is how do they structure paying for content. For example if for AAA content they pay for how many times it’s watched. This could get very expensive for them haha.

Netflix does not tell content providers how much something has been watched.

[ercchry]

The buzz for this earnings is additional EU subscribers. Historically though, they do well with beating earnings expectations

[RX_EVOLV]

What happens if you had HOU? Do you automatically lose everything once it reaches -100% ? Or you able to potentially ride it back up. Never seen anything like this before. Quote showing only -22%

[The_Rural_Juror]

It's the Tiger King vs falling oil prices.

[ercchry]

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What happens if you had HOU? Do you automatically lose everything once it reaches -100% ? Or you able to potentially ride it back up. Never seen anything like this before. Quote showing only -22%

I would expect it to force a sale at $0 as this isn’t a forex account (dips into account balance if the loss exceeds your position)... but I mean, you kinda want that. Let the ETF hold the bag for the HOD plays... although... can you say 2008? you think these funds would get a bailout??? Hahaha

[killramos]

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Netflix does not tell content providers how much something has been watched.

Interesting. Have always wondered how they pay for content.

[Disoblige]

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What happens if you had HOU? Do you automatically lose everything once it reaches -100% ? Or you able to potentially ride it back up. Never seen anything like this before. Quote showing only -22%

There could be elective or mandatory redemption if it falls over a certain percentage. Worst case, it can get delisted in the exchange it is in if it can't hold its minimum price.

Look at what happened to UWT and DWT last month on the oil price going way down:
https://www.etf.com/sections/feature...ing?nopaging=1

[89coupe]

This year will be very interesting to watch. I think we are going to see a lot of poorly managed companies being taken out.

Think about where your money is invested, shit is going to change a lot.

[you&me]

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Interesting. Have always wondered how they pay for content.

I read an article last year about the battle for content at film festivals, such as Sundance and TIFF. Essentially Netflix (and to a lesser extent, Amazon) was hoovering up anything decent, because they could pay more than traditional media outlets because their eyeballs are fluid and they have such a large base to aggregate views from. There are probably some unique deals struck with blockbuster talent, but on the whole, as far as I could tell, it's still a outright purchase, i.e. pay $10mm for a series that has modest potential, and pay $30mm for something with bigger potential, etc and roll the dice that the aggregate viewership justifies the cost of acquisition.

The good news for Netflix stock is that most (any?) content costs are mostly sunk, while subscriber-ship should continue to grow. Furthermore, I've read that Netflix has a relatively low rate of subscriber loss, meaning once someone's in, they stay in... Should bode well for subscribers well after COVID dies down...

[killramos]

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I read an article last year about the battle for content at film festivals, such as Sundance and TIFF. Essentially Netflix (and to a lesser extent, Amazon) was hoovering up anything decent, because they could pay more than traditional media outlets because their eyeballs are fluid and they have such a large base to aggregate views from. There are probably some unique deals struck with blockbuster talent, but on the whole, as far as I could tell, it's still a outright purchase, i.e. pay $10mm for a series that has modest potential, and pay $30mm for something with bigger potential, etc and roll the dice that the aggregate viewership justifies the cost of acquisition.

Right but when Netflix has the new avengers movie, clearly they aren’t buying that outright. I figured those were loss leaders to attract new viewers and wondered if essentially paying the producers as if their users rented them ( ie per use ) would be a way to do that without forking our major cash in advance.