HOLLYWOOD STOCK EXCHANGE
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DL: big PE guy Bill Ackman bought 3.1m shares of Netflix on the recent dip, though his stated outlook seems . . . rosy
https://deadline.com/2022/01/netflix-stock-pershing-squar-bill-ackman-1234920584/
Like, I hope he's right about future growth potential but . . .
-“Subscription-based, highly recurring revenues, which have enormous future growth potential”
-“A truly best-in-class management team and unique high-performance culture”
-“Economies of scale and superb quality in its industry-leading content, which should continue to drive future growth and widen the company’s powerful competitive moat”
-“Pricing power derived from the enormous value it delivers to consumers compared with other alternatives”
-“Substantial margin expansion, with the opportunity for continued improvement due to economies of scale and the company’s rapidly growing, global subscriber base”
-“An improving free cash flow profile which should allow for continued investments in growth as well as the return of cash to shareholders”
DL: big PE guy Bill Ackman bought 3.1m shares of Netflix on the recent dip, though his stated outlook seems . . . rosy Jan 26, 15:27
Margin expansion is a big one. Jan 26, 15:38