Investment Capitalist

In late December, early January, there was widespread talk about the potential earnings hit Netflix (NFLX) was destined to take as they prepared to enrage their customers by implementing two huge changes. The first was an across the board membership price increase, which didn’t include streaming-only memberships, and the second had to do with the [...]

In a classic George Soros moment, the legendary investor snapped his whip loud and hard against those running his massive hedge fund. Although this has been a common theme since the moment George Soros withdrew from day to day management, it’s my first time seeing him do it in a public forum, as guest of [...]

The following letter is a contributing factor behind NFLX’s 75% decline from recent highs that touched $300; although simultaneous announcements of spinning off the DVD division into a stand alone company called “Quikster” and the company’s decision to raise prices by 60% (although they back tracked from this) have created uncertainty in a stock that [...]

The Euro Debt ‘crisis’ is a repeat of what happened in the US in ’08 but their problems are magnified by constraints on individual countries to react according to their individual problems. Unemployment in Greece, coupled with risky asset lending and a severe recession in shipping dry and wet goods, the main engine of the Greek economy, [...]

Back in May, dear Capitalists, Investment Capitalist, where one may find quite a few more articles that can lead to “actionable positions and analysis” if read by the astute, skilled market operator. I can’t tell you what to short or when and at what price. I’m not a market timer, nor a big fan of technical [...]

On March 19th, 2008, I made a little long term play when I called the bottom of the market at the very time and price right here on the blog, with a few well-timed follow ups, like this one. By the time we posted this article about the 11 top financial stocks to own for [...]