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You had me at “Okay guys”
i mean let’s be real, there are probably about as many girls here as there are in an average gamestop
So guys inverse OP, WSB style.
Was kidding I agree with the sentiment in both . But unfortunately I can’t buy both due to independence issues
FB: i think FB will beat. the fines they paid last quarter won’t be on the balance sheet this quarter, so get ready for your usual blowout quarter. more importantly, and here’s the real DD - i saw a special clothing ad on instagram. this ad would allow me to purchase the item directly from IG. this is the next step in monetizing IG, where they have already been extremely successful. i don’t expect them to necessarily provide revenue estimates for this service just yet, or to raise guidance for it, but i do expect a few analysts to do so, resulting in several PT hikes
NFLX: i’m a bit less confident on this one. i think this quarter is an opportunity to remind everyone why netflix is #1 in streaming, and i expect revenues to top estimates. but i also expect expenses to top estimates as they try to fortify their position by acquiring and developing content at high cost. i just think the stock was beaten down a bit over the past 2 quarters and that a big quarter here could send it back to $370-400.
so i wasn’t exactly right about NFLX, but anyone betting against me probably wasn’t either. we’ll say it’s a draw (i actually sat it out anyway).