Netflix 1Q21: We Ran Out of Content
Netflix just issued its weakest guidance in years. We think subscriber growth will reaccelerate in a few quarters, making Netflix a sneaky long by...
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Whatever Happened to FANG? Why Its Time to Reload on Large Cap Growth
Macro tends to control the market in between earnings seasons, when fundamental performance matters less. As we approach 1Q21 earnings in a few...
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Disney 1Q21: Is Streaming Enough to Support $200?
We move to the sidelines on Disney after being long for the past year. We think the stock has fully valued a streaming business that has a little...
395 Views
Netflix 4Q20: It’s a Free Cash Flow Machine!
Netflix posted an inline quarter, but the stock is up 14% on commentary about sustainability of FCF going forward. We don't advocate shorting NFLX...
280 Views
The Christmas Week that Was in ASEAN@Smartkarma - Thai Food Companies, Indonesia Dairy, and KEX TB
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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