Tag: Netflix

NFLX Photo by Matt Perreault

Customer POV – Amazon Vs Netflix

A great many tech companies, Amazon is the most famous example and Snap is one of the most recent, are valued on what I call an “and then you pull the switch” basis. By this I mean during phase one […]

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Technology Stocks As A Proxy For Market Risk

Question = Can you explain the rationale behind many technology company valuations and recently sharp price moves upward notwithstanding the recent sell-off? Especially interested in FAAANG-CMT? The Small-Cap Investing Handbook Part Ten: Conclusion Passive Investing ETFs Account For 6% Of […]

5 Unappreciated Stocks With High ROICs

5 Unappreciated Stocks With High ROICs

These are difficult times for value investors. Stock prices keep rising as profits stagnate. Overvalued stocks such as Netflix (NFLX: $147/share) continue to make new highs. Even legendary value investor Jeremy Grantham seems to have thrown in the towel. Earlier […]

Are You Underweight FANMAG? Chillax!

Are You Underweight FANMAG? Chillax!

Key Points Michael Mauboussin: The Incredible Shrinking Universe of Stocks Kenneth Griffin: Investment Strategy, Hedge Funds and Government Life After Modern Portfolio Theory You Want Hedge Funds Who Have Skin In The Game The Idiosyncratic Momentum Anomaly The anti-value, momentum-driven, […]