2022.01.22 08:06 Nohan07 VOTER AVEC STREET FIGHTER - Le Quizz à la Con - Backseat #20
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2022.01.22 08:06 motolinda Profiles HEA pour Daloa Cote D'Ivoire
2022.01.22 08:06 moment-bruh-112 Sorry
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2022.01.22 08:06 sacha_hima Le « wokewashing », la nouvelle stratégie des majors pétrolières
Le « wokewashing », la nouvelle stratégie des majors pétrolières https://www.mediapart.fjournal/international/220122/le-wokewashing-la-nouvelle-strategie-des-majors-petrolieres?utm_source=global&utm_medium=social&utm_campaign=SharingApp&xtor=CS3-5
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2022.01.22 08:06 Jaxz21 [Homemade] Tartiflette
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2022.01.22 08:06 Radek792 My first screenshot in AC. Any tips how to improve?
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2022.01.22 08:06 DrMemeStar WAKE THE ^heck UP EVERYONE! THE TORONTO MAPLE LEAFS WILL HOLD ONTO A 1RST PERIOD LEAD AGAINST THE NEW YORK (OTHER TEAM) AT 7PM ON SPORTSNET! ^^please for the love of God
2022.01.22 08:06 Apriltornado45 22F -lonely and looking for friends
So I'm looking for someone. I want to make a genuine real friend who I can chat to and enjoy the benefits of knowing somebody who is separate from the rest of my life, if that makes sense.
I'm into fitness, movies, cooking, and I'm quite interested in exhibitionism.
I just began a masters in history so if you also enjoy history then we will he a good match but this isnt essential.
Oh and I love podcasts!
Please tell me your age when you message me!
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2022.01.22 08:06 ManuelMart Is Netflix at a crossroads?
Netflix (NFLX) plummeted on Friday following company's Q4 earnings report. It is currently trading at $397, down over 21% from $508 and over 42% below all time highs in mid November 2021.
A first glance at NFLX financial results point to a strong end of 2021 however:
- Subs: Up by 8.3m in Q4 (shy of 8.5m forecast) and total 221.8m (up by 9% YoY) - Revenue: US$29.7bn (up by 19% YoY) - Net income: US$5.12bn (up by 82% YoY) - EPS: $11.24 (up from $6.08 FY20)* - Net margin: 17% (up from 11% in FY20)
After Friday's sell off, NFLX is trading close to pre-pandemic levels. Is this an opportunity to buy or should investors be mindful of future prospects? I argue that Netflix is at an important crossroads that will define the future of the company (and investor's returns over the next few years). The striking point of the earnings report was management guidance for net subscription adds in Q1'22, which were somewhat worryingly pessimistic. Q1 has historically seen very strong subs growth with an average of 8.6m net adds over the past 5 years. This year's forecast is 2.5m or down 70% from that average. This clearly shows that Netflix is struggling to keep up with previous subscription growth. In the earnings call, management failed to identify clear underlying reasons for this, but I believe it is broadly attributed to:
- Natural pull back from above average growth seen during pandemic times. - Key markets like UCAN and EMEA are reaching saturation levels. In USA and Canada net adds have been stagnant at c.65% market penetration rate over past few years. - Growing competition elsewhere. And I don't only mean Disney+ or Amazon Video (which are ramping up high quality content by the way) but all other ways of entertainment including the fact that people can now leave their homes. - Finally, (and lets be honest here) poor quality releases over the last year, particularly in movies. Huge personal disappointment has been "Dont Look Up". I cant remember any other time where I've not been able to watch a Di Caprio movie until the end. Subscription growth is the main driver of top-line revenue growth. The only other lever left is rising prices. Management understands that and recently announced price increases for all subscription packages in USA and Canada. This hints that future subscription adds will mostly come from less penetrated markets such as LATAM and Asia Pacific which have a much lower (55%) ARPU yields.
Company's Valuation and expected returns:
As mentioned at the beginning, I believe Netflix is at a crossroads and future will depend on management response to the current market situation. I have modelled two possible scenarios reflecting this.
Sc1.- Management continues exactly with the same business model. In this scenario, company growth will continue to decelerate and valuation metric will compress further (PE is currently 35, the lowest it's been in the last 10 years). Netflix has now reached a healthy financial position with handsome profit margins and income levels. These will continue to increase (albeit at decelerating levels) as economies of scale continue to play up. In this scenario, modelling presents 31% upside (or 6% pa) from today's price.
Sc2.- Management drives to introduce new and additional ways on entertainment. I personally think this is the most probable scenario because in some way, Netflix has already started this journey. Netflix has made initial steps in 2021 to get into the video-game space including the acquisition of Oxenfree, its first game studio. There are huge opportunities for growth if Netflix plays this card well including its potential to embrace the metaverse.
It wouldn't be the first time Netflix re-invents themselves to adapt to new market opportunities. Remember Netflix was a DVD by mail company in its origins and then reinvented themselves to exploit emerging opportunities offered by the dot.com era and become largest platform offering stream content. And then after that, they started the journey to produce their own original content. The possibilities in this scenario are vast. Modelling considers a very conservative penetration in the gaming arena, yielding only modest additional users and price hikes compare to Scenario 1. For this to be successful, Netflix will need to increase current levels of expenditure to produce high-quality games. Therefore I forecast a net margin and income drop in the short to medium term. In this scenario, modelling presents 92% upside (or 14% pa) from today's price.
Conclusion: I believe that following the recent price sell off, Netflix presents interesting possibilities for investors. In the worst case scenario, Netflix could return c.6% pa to investors. Whilst this is not particularly attractive, it is arguably better than other conservative ways of investing such as government bonds. The upside case for Netflix is undefined. However, if the company can only capture a small piece of the gaming industry, returns from todays' stock price could be eye watering.
Keepcalm&Invest submitted by ManuelMart to ValueInvesting [link] [comments]
2022.01.22 08:06 Tall-Conflict-4182 Plsss karmaaa immm newww
2022.01.22 08:06 21stCenturyHumanist Objectivists don't understand their own propaganda
Apparently the Japanese billionaire and space tourist named Yusaku Maezawa rubbed some Objectivists the wrong way when he speculated about a coming moneyless economy of abundance in a recent interview:
A 'no-money world' and things for free? Japanese billionaire views our future from space
This has generated at least two responses I know of by people who in other contexts worship billionaires as Men of the Mind and the highest specimens of humanity:
Yusaku Maezawa’s “Moneyless Society” Embraces Socialism
BY THOMAS WALKER-WERTH
Walker-Werth (pick a surname, buddy) then wrote about Maezawa again with a co-author on another website:
Star Trek, Marx, Maezawa, and the Moneyless Dream: Utopian or Dystopian?
Jon Hersey, Thomas Walker-Werth
Walker-Werth and Hersey both emphasize the principle from Austrian economics about the importance of using prices to guide decisions about the application of scarce resources, without addressing the anomaly where the people who run both the Ludwig von Mises Institute and the Ayn Rand Institute disregard their own propaganda about prices and markets just because it suits their purposes to do so.
Specifically, the people who run the Mises Institute have digitized Mises's books, and books by similar economists, and the organization gives those ebooks away over the internet for free to anyone who clicks for a download. This is a real, existing online moneyless ebook store which ignores prices, yet the authors of these articles claim that such a thing is just a pernicious socialist fantasy.
Similarly, the Ayn Rand Institute has bought and given away over 4 million copies of Rand's novels to high school and college students as part of its essay writing context. Again, this is another example of a moneyless economy, from the students' perspective. In other contexts we would consider this market manipulation, and it shows why the sales figures for Rand's novels are no longer a legitimate metric for their popularity. It's like Directive 10-289 in Atlas Shrugged set up a Balph Eubank Institute to order the printing and buy millions of copies of his generally unwanted novels.
I would like to see Objectivists and Austrian economists address these contradictions between their propaganda and their practice. But I doubt they would do so.
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2022.01.22 08:06 mememerizer All Star Wars Vehicles Confirmed For LEGO Skywalker Saga (So Far)
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2022.01.22 08:06 _Kiyomi_Uchiha_ How it works?
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2022.01.22 08:06 SeedlessLemons I make sure to dox all my favorite artists daily
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2022.01.22 08:06 Angelz_gutz POF eggs
Hey! Starting off i don't like farming so i haven't actively trained it, i might've missed something etc. Basically my question is how do i receive POF eggs as a drop? Ever since pof was released i havent been able to get a single egg from killing things, do i have to activate something? Or am i just unlucky?
Would like to know if someone knows why i am not getting any egg drops, thanks in advance for the reply <3.
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2022.01.22 08:06 happycoinclub В пятницу многие криптоэнтузиасты ринулись в социальные сети, чтобы выразить недовольство состоянием крипторынка. Один из пользователей Reddit под ником imyourkingg якобы инвестировал 30% своего состояния в биткоин (BTC), поэтому он обеспокоен текущим падением: Мне не нужны эти деньги в течение
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2022.01.22 08:06 Acorios I'm making a Masiakasaurus dossier, but I haven't added any text yet. Its size is scaled up like most Ark creatures, so the player can ride it and it is supposed to be a mid game harvester.
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2022.01.22 08:06 Dark_Warhead3 Does the movie Mystic River (2003) make sense to anyone? If yes, how the hell??
2022.01.22 08:06 JRN_89 In search of that Paradise planet because you don't like storms?
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2022.01.22 08:06 neutralno Preporuka za psihoterapeuta u Beogradu?
Ukratko, doživeo sam jako tešku situaciju i osećam da mi je preko potrebna stručna pomoć ali ne verujem baš google-u za ovakve stvari.
Probao sam sa dva psihoterapeuta uživo i sa jednim onlajn, ali mi nije bilo to to.
Voleo bih da čujem ako imate pozitivna iskustva sa nekim i ako možete da mi preporučite nekoga ali da nije onlajn, više mi prija da odem uživo.
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2022.01.22 08:06 ClassicSoulboy Gavin Newsom demands answers from whoever's in charge of California.
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2022.01.22 08:06 External_Natural6962 How to install Hackintosh
2022.01.22 08:06 LandscapeNo2205 Crypto on the Express Elevator......
2022.01.22 08:06 -jAsas- [Store]Skeleton Crimson Web FT 0.20, Nomad Fade 100%,Karambit CW FT ST,Skeleton Vanilla,AK X Ray,Nomad CW MW,Shadow Daggers Sapphire,Butterfly CH FT,Hunstsman Fade ST,Falchion Lore FT,Gloves Commander WW,Desert Printstream ST 0.16fv,Ak Panthera Onca WW,USP Kill Confirmed MW ST,M4 blood ST x4 kato14
Skeleton Crimson Web 0.20float - B/O:70 arcs
Skeleton Vanilla B/O: 45
Nomad Fade 100% fade 0.01fv - B/O:1000$ in skins
Karambit Crimson web FT Stattrak 0.23fv - B/O:
Shadow Daggers Sapphire - B/O:30
Nomad CW MW
AK X ray WW - B/O:32
Butterfly CH FT almost full gold - B/O;30
Huntsman Fade 98% Stattrak - B/O:
M4 Blood tiger FT ST x4 kato14
Gloves LT. Commander WW - B/O: 14
Desert Printstream ST 0.16fv - B/O:6
USP Kill Confirmed MW ST 0.10fv - B/O:12
Ak Panthera Onca WW - B/O: 10
M4 Bright Water MW with ibp, titan and coL kato14 - B/O: 8 arcs
Ak redline x4 ibp dreamhack B/O: 7 arcs
Awp redline ft col kato14 on scope - B/O: 3 arcs
Ak redline ft col kato14 on wood - B/O: 3 arcs
Some prices are negotiable and i accept skins too
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2022.01.22 08:06 crytoloover Kèo Airdrop IDO RACE LUPI token xổ sổ dự án metaverse tiềm năng 20222
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