RESOURCESFINANCIAL AND BUSINESS NEWSFINANCIAL AND BUSINESS VIDEOS |
INDUSTRY RESOURCES - VALUE INVESTING LETTER LIBRARY
Why We’re Short Netflix
T2 Partners LLC • December 16, 2010
We’ve lost a lot of money betting against Netflix, which is currently our largest bearish bet, in the form of both a short and put position. In this letter, we share our investment thesis in depth and describe why, at a stock price of $178.50 and a market cap of $9.3 billion (based on yesterday’s close), we think it’s an exceptional short idea. 
JOIN US IN OMAHA! The 7th Annual Spring Value Investing Congress will be held May 6 & 7, 2012 in Omaha, NE, conveniently scheduled immediately after the Berkshire Hathaway Annual meeting at the CenturyLink Center (formerly the Qwest Center). Register by October 31st using discount code O12VIL1 and pay just $2,695. THAT'S A SAVINGS OF $1,900 from the $4,595 others will pay later to attend!
LEAVE A COMMENT
You must be logged in to post a comment.
|
