{ "media_type": "text", "post_content": "Does Netflix’s inclusion in FAANG need to be reevaluated?", "post_id": "5d3066730d94d700249abbf3", "reply_count": 6, "vote_count": 1, "bowl_id": "59064a3cb12379001006592c", "bowl_name": "Personal Investment Chatter", "feed_type": "bowl" }

Does Netflix’s inclusion in FAANG need to be reevaluated?

Posting as :
works at
You are currently posting as works at


It's still a streaming juggernaut with strong investments and business fundamentals. No reason a 10% drop in stock results in exclusion from FAANG. All of them have gone down more at some points.

I’m not implying it’s just not a strong stock. But they do only have strong exposure to one sector (media) and poor results for their streaming platform had such a large impact on share price. When was the last time we have seen such a sharp drop with amazon, google, Apple (or even MS)? They have survived multiple market cycles and have diversified offerings as well as significantly higher market caps

A conservative play on streaming is AT&T, Verizon, or Comcast. You’ll always need pipes to stream the data through, whereas the content provider could well evolve

Always needing something doesn’t always equate to where the profit is. I’m not sure I’d even say the players couldn’t change on the pipes, if Google fiber or some other player decided to make it a real competition instead of the semi-monopoly we have now. Maybe even next gen wireless could disrupt the market. I think there’s a reason places have been snapping up content providers. Owning the content (if done well of course) seems to be where the real money is.

Related Posts

I'm long on lots of tech stocks and hemorrhaging money in my portfolio rn. Any advice on stock picks to diversity and on how to STAY CALM?


If you had to choose between Bain and McKinsey offers, at the consultant level, what would you choose?


What’s the best company for a foreigner? I’ve been in US for nearly 18 years and with Deloitte for the last 5. I can’t seem to find a good and accepting team. There is a lot of talk about diversity and inclusion but i just don’t see it on the project level. Anyone feels the same?


Read articles about brands asking their agencies for gender and diversity stats. I mean, great! But they should first address agency budgets to allow for proper pay and live/ work balance.


Walking around my floor at the agency, looking at all the people, and honestly really proud of the diversity of faces, backgrounds, nationalities, and genders (to borrow an archetype) that I see.


How important is your firm having a commitment to DEI? How shady can I be when interviewing with a company that had no mention of racial equity (ever) and likely has less than 10% racial diversity throughout?


I don't want to talk about race or gender, I just want to do my job and pay rent.


Female creative here. Was giving my opinion to head male client this week in a presentation and he picked up his phone to text/email. Made me feel like shit. Gender problem? Tech problem? Sucked.


Have you felt less valued on a team with all men rather than on a gender diverse team?


Why do democrats think that men can switch to female? Gender means something and is not just a social construct


Not cpa related, but if anyone is applying to pwc start internship 2021 and you identify as a minority you can "present yourself as a minority" and a recruiter will refer you to a web page to see if you meet this criteria. Basically it looks like you'll get preferential treatment if you meet the criteria. Firm is really pushing diversity it would seem


After the whole diversity and inclusion push from my firm, I decided to try to create a Jewish group especially given all the anti semitism in the world. I sent an email to HR in beginning of august. It’s now almost September and no response (this includes multiple follow ups). They say it usually take 1-2 days to respond to emails. Hypocrisy?


Can we discuss how the diversity of the firm will be affected in the long term due to the decisions around the newly promoted 1YC class? Our associate classes are typically much more diverse than our MBA classes so now there will be a ~$40k pay gap differentially hitting women and BIPOC at our firm and leading to even more retention issues amongst those supposedly valued groups at the highest performing levels than we already have...SMH.


DEI hires don’t address the issue. We know they are powerless positioned designed to give the impression of ‘doing something’ rather than grooming and promoting the diversity under your own roof. There’s a problem when your clients are more progressive and demanding of change than you are, agencies.


Weird question, but does anyone else feel like they have a gender preference for a manager based on which parent they liked more?


Asking for a friend so please be kind. My teen nibling dropped a few hints and recently told me that she feels different than her birth gender - knowing that the secret is safe with me and my wife. We are more than supportive and I would do anything for this kid. However, we have a serious dilemma if we should let his parents know or help him share how the situation? Nibling’s family situation is complicated and his parents might divorce soon. Continued…


Do you think the awful events of the weekend will spur a wave of messaging around inclusion? Similar to how we've seen advertising react in the past? I think that's how we can do our part.


how much do tech orgs in SF care about diversity? Friend from a top 25 uni in finance&econ, Nigerian and USA dual citizen, looking for biz analyst roles and is wondering what his chances are.

Very inclusion. Such diverse. /s

Post Photo

Additional Posts

Anyone else scared of machine learning and full automation? If globalization and semi automation brought us Trump, Brexit, Putin, and Le Pen; shouldn't we expect (cont.)


What are some big nopes in a design portfolio?


Does anybody know of good virtual career fairs?

You ever get an email from a client that’s so aggravating that you need to get up and take a walk to calm down?


Does tiger offer ESOPs ? If so from which designation?


Fellow Deloitte people-- will a 83% utilization rate harm my YE? Up for promotion from BTA to consultant this March!


What do you think could be considered amount of working hours per week? I mean, excluding "peak seasons" every industry has Thank you!


Hi Fish, I attended the interview in cognizant. But i didn't get any feedback of my interview. So, what should I do? Also, I dropped the Mails to recruiter. They did not reply on that.


Dual confession: Never watched Game of Thrones. Watched the CW version of it: Reign.


It’s October 3rd

Post Photo

Transferring H1B to Deloitte and currently BAL portal shows DOCS stage, does this mean BAL has submitted case to USCIS and waiting for receipt number?


Should I rollover my old 401k(s)? I do backdoor conversions so ITA is out. All my accounts are with Fidelity so it's not a hassle to manage separately [cont]


Any tips for getting reimbursed for roaming data charges while traveling? Went to Canada and forgot to turn off roaming...

Brine is ready to go! Let’s do this my fellow Kitchen Kings and Queens! This is our Super Bowl!

Post Photo

Posting from the top side.

Anyone work in the public sector of Guidehouse ?


Any Traditional shops in NYC hiring?

Does anyone just go to a bar on a random day alone after work and just drink??? Do I have a problem


New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
Download Fishbowl to see what others are saying
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here


Embed this post

Copy and paste embed code on your site


Download the Fishbowl app

Get realtime notifications and see
what's happening in your industry
from the palm of your hand.

For account settings, visit Fishbowl on Desktop Browser or