Will this affect $GOOG $AMZN $NFLX $META and other companies where YOU ARE THE PRODUCT?
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I think the people are not trusting these brands but will continue to share their data with them. The other option would be, that they have to pay much more for these services
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Kaushik's avatar
$12.9m follower assets
$NFLX Stifel
“At ~16x 2023 P/E, we believe the risk/reward has become more attractive as current valuation implies minimal incremental subscriber growth, in our view. At the current share price, we believe the market may be overlooking the multi-year opportunity for a return to sustainable subscriber growth, with optionality stemming from the company’s upcoming advertising-supported and password-sharing plans. We maintain our Hold rating as we await further details related to these initiatives, though our preliminary work suggests that advertising can be a catalyst for renewed subscriber growth while having a neutral to positive impact on revenue per member"
Samuel Meciar's avatar
$16.9m follower assets
Portfolio changes - update 14
Hey fam! I'm continuing my process of thinking through my holdings and consolidation. After thinking through this on multiple occasions, I decided to sell $ROKU at the open. My main thesis for holding it was to get a great exposure to the world of CTV and advertising and I'm confident I get that well and then some with $TTD.

While $TTD isn't laser focused only on CTV, they do have a substantial exposure as pretty much almost every major streaming service like HBO Max, Hulu, Discovery+ and more works with them and $NFLX is also a not so distant possibility.

Besides that, I get exposure to programmatic targeted advertising beyond just CTV but to whole omnichannel experience, superior margins and remove my direct exposure to supply chains while retaining some exposure to $ROKU itself as they are one of their partners and $ROKU is also a user of $SNOW's data solutions.


  • On the opposite side, I decided to add to my $SNOW allocation once again, for obvious reasons, and $DDOG.
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Conor Mac's avatar
$327.1m follower assets
What are Tomorrow's Consumers Doing?
Piper Sandler issued their Spring 2022 'Taking Stock with Teens' report not too long ago, with the aim of investigating trends amongst US teens. with respect to commerce, payments, fashion gaming, and more.

Here are 5 of the more interesting takeaways.

TikTok is now the #1 favourite for teens at 33%, with Snapchat taking a passenger seat (31%), and Instagram riding in back at 22%.

In terms of actual usage, the top three are reversed, with Instagram commanding the majority of monthly active usage. $SNAP $META

Athletic apparel is growing in popularity as teens' favourite apparel brands.

Nike continues to be number one, taking up a 29% share, but Lululemon is growing in mindshare and ranking. $NKE $LULU

As cable continues to dwindle (down 8% in the last 4 years), Netflix and YouTube take up an equal footing in terms of teens' daily video consumption, both at 30%. $NFLX $GOOGL

Teens predominantly use Apple Pay as their smartphone payment system, followed by Venmo, Cash App, and PayPal. PayPal does lead in BNPL penetration, however, followed by Afterpay, a Square company. $SQ $PYPL $BAC $AAPL $WFC $JPM

For greater context, 32% of teens surveyed do not have a traditional bank account. Cash remains the most popular payment mechanism, followed by debit cards, credit cards, checks, and BNPL accounts for just 5% of monthly usage.

Findings show that 26% of teens own a VR device, but that 48% of owners seldom use it, and only 5% are frequent users.

Of those who don't own one, 32% (the majority) are not interested in purchasing one. $META

iPhone ownership remains close to record highs with 87% owning one, with 87% suggesting their next phone will be an Apple one $AAPL. Ownership of Smart Watch reaches 35%, at record highs. Plans to buy an apple watch decline. $AAPL

Lastly, for laughs, because the opinion is about as useful as a chocolate fire escape, teen economists believe the economy is set to worsen (71%), compared to 46% last spring.

That was more than 5, but thanks for coming to my ted talk.

The full report can be found here:

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Should $NFLX buy $ROKU?
Could an acquisition of $ROKU help bring Netflix $NFLX back into favor with investors? Let's take a closer look!

Over the last two years, both stocks have seen their gross margins increase. This is typically a good sign for the health of a stock.

Unlike gross margins, revenue growth has been slowing. This has been one of the main red flags associated with the sell-off in both stocks.

As it stands, Netflix is 8x the size of Roku, which has an enterprise value of $12B.

Netflix currently has $6B in cash on its balance sheet, allowing it to pay for half of the proposed acquisition.

Netflix generated $802m in FCF last quarter. This means Roku costs them 15.1 quarters or almost four years of cash flow.
Would you make this acquisition if you were the CEO of Netflix?
53%Yes
46%No
13 VotesPoll ended on: 06/09/22
My answer is somewhat flawed. Rather

  • does it make sense for Netflix to buy Roku? - probably yes
  • do I want Roku to get acquired by Netflix as a Roku shareholder? - no
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Neil's avatar
$26.8m follower assets
Netflix Buying Roku? Thoughts?
In this video, I will be talking about the rumored Netflix acquisition of Roku, as well as the pros and cons of such a move from both shareholders' standpoints.

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Doesn’t make sense for them to be acquired this low in market cap .. + what a 40-50% premium
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