Tag Archives: growth
The Ugly Transformation of Netflix
Human progress and upset, both real and imagined, is a wide ranging subject. It can logically weave from discussions of indoor plumbing, agronomy and penicillin to thermonuclear weapons, corporate welfare and the ever present consequences of artificially low interest rates. Continue reading
Posted in MN Gordon, Stock Market
Tagged binge watching, growth, netflix, streaming, subscription, value
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Tales from a Late Stage Bull Market
An endearing quality of a late stage bull market is that it expands the universe of what’s possible. Somehow, rising stock prices make the impossible, possible. They also push the limits of the normal into the paranormal. Last week, for … Continue reading
Posted in MN Gordon, Stock Market
Tagged amazon, bull market, growth, revenue, S&P500, valuation metrics
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