Company Overview and News
The Net Neutrality laws, which were repealed by the Federal Communications Commission (“FCC”) on Dec 14, 2017, finally received the death knell on Jun 11. The newly constructed FCC under Trump administration with Ajit Pai at the helm rescinded the Obama-era open-Internet rules. Notably, the rules had altered the dynamics of the Internet Service Providers (ISP) industry.
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AMC Theaters (AMC), which holds the title of America’s largest movie chain, wants you to forget all your friends bragging about their MoviePass and to join its A-List instead.
Tesla and Netflix are the legendary high flyers of the post crisis period. They have little to no economic moat. They don’t make a whole lot of money, if any at all. They burn through cash like there’s no tomorrow, perhaps because the day might come someday where there may very well not be a tomorrow for either company. And a fundamental valuation of either company requires both the suspension of disbelief and acts of extraordinary financial contortion to justify.
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Our friend Jonathan Tepper of research house Variant Perception (check out their blog to see some of their excellent work) recently pointed out to us that the volume of mergers and acquisitions has increased rather noticeably lately. Some color on this was provided in an article published by Reuters in late May, "Global M&A hits record $2 trillion in the year to date," which inter alia contained the following chart illustrating the situation.
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REUTERS: Walt Disney Co said on Thursday it was willing to divest Twenty-First Century Fox Inc assets that generated up to US$1 billion in earnings before interest, tax, depreciation and amortization (EBITDA) to get a regulatory nod for the deal.
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Disney (NYSE:DIS) upped the ante to $70 billion in cash and stock for key 21st Century Fox (NASDAQ:FOXA) assets, one week after Comcast (NASDAQ:CMCSA) outbid the company’s initial offer. Shares of Disney jumped over 1% on Wednesday following the news, which means now is a good time to see if Disney stock is worth buying at the moment.
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Credit has to be given where it’s due. Netflix (NASDAQ:NFLX) has become the gold standard of the streaming video market. It enjoys more market share than its rivals, and Netflix stock continues to bump into new highs despite a multiyear streak of negative cash flow.
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Shares of Facebook (FB - Free Report) hit a new all-time high on Wednesday after the company’s photo-sharing app Instagram rolled out a new long-form video feature. The move helps demonstrate just how important video has become, and shows why fellow social media firm Twitter (TWTR - Free Report) looks like a strong buy stock at the moment on the back of its own live video push.
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Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.
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While I hardly agree with Ross on nearly any of his investment thesis, it was nice to have him on and get his perspective.
Ever since a federal judge approved the mega-merger between AT&T (NYSE:T) and Time Warner (NYSE:TWX), Comcast and Walt Disney Co (NYSE:DIS) have upped the ante in their acquisition pursuits of Twenty-First Century Fox Inc (NASDAQ:FOXA).
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If you need another reason to buy and hold Facebook (NASDAQ:FB) stock for the long term outside of the fact that the company is the unparalleled leader in the secular growth global digital advertising market, here it is. The company has multiple growth levers, all of which represent billion-dollar opportunities for Facebook stock outside of core Facebook advertising.
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After hitting a record high last week, the Nasdaq hit a fresh peak on Jun 20. Investors feel tech stocks can continue to chalk up gains even as trade relations between the United States and China worsen. This is because they are less susceptible to tariffs than industrials. Also, China’s ability to act against U.S. tech companies may be limited by its efforts to build its own tech industry.
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20h - Asif
Overview Cascadian Therapeutics is a clinical-stage biopharmaceutical company focused on the development of therapeutic products for the treatment of cancer. The company's goal is to develop and commercialize novel targeted compounds that have the potential to improve the lives and outcomes of cancer patients. The company's lead clinical-stage product candidate is tucatinib, an oral, HER2-selective small molecule tyrosine kinase inhibitor. The company's pipeline also includes two preclinical-stage product candidates: CASC-578, a Chk1 kinase inhibitor, and CASC-674, an antibody program against an immuno-oncology target known as TIGIT. 2018 Merger Agreement On January 30, 2018, the company entered into an Agreement and Plan of Merger (the Merger Agreement) with Seattle Genetics, Inc., a Delaware corporation (Seattle Genetics), and Valley Acquisition Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Seattle Genetics (Merger Sub). Pursuant to the Merger ...
20h - Asif
Business Overview The Corporation is a Delaware corporation, a bank holding company (BHC) and a financial holding company. When used in this report, “the Corporation” may refer to Bank of America Corporation individually, Bank of America Corporation and its subsidiaries, or certain of Bank of America Corporation’s subsidiaries or affiliates. The company's principal executive offices are located in Charlotte, North Carolina. Through its banking and various nonbank subsidiaries throughout the U.S. and in international markets, the company provide a diversified range of banking and nonbank financial services and products through four business segments: Consumer Banking, Global Wealth & Investment Management (GWIM), Global Banking and Global Markets, with the remaining operations recorded in All Other. The company operate its banking activities primarily under the Bank of America, National Association (Bank of America, N.A. or BANA) charter. At March 31, 2018, the Corporation had a...
2018-06-18 - Asif
Business Arrowhead develops medicines that treat intractable diseases by silencing the genes that cause them. Using a broad portfolio of RNA chemistries and efficient modes of delivery, Arrowhead therapies trigger the RNA interference mechanism to induce rapid, deep and durable knockdown of target genes. RNA interference, or RNAi, is a mechanism present in living cells that inhibits the expression of a specific gene, thereby affecting the production of a specific protein. Deemed to be one of the most important recent discoveries in life science with the potential to transform medicine, the discoverers of RNAi were awarded a Nobel Prize in 2006 for their work. Arrowhead’s RNAi-based therapeutics leverage this natural pathway of gene silencing. In fiscal 2017, Arrowhead refocused its resources on therapeutics that exclusively utilize the company’s Targeted RNAi Molecule (TRiMTM) platform technology. Therapeutics built on the TRiMTM platform have demonstrated high levels of pha...
Silicon Investor Message Boards
This table lists all message boards related to NFLX / Netflix, Inc. on message board site Silicon Investor.
|Netflix (NFLX)||NFLX Moderated Thread|
|Netflix NFLX||NFLX Going to Surpass high of $286...Get In Now!!!!|
as of ET