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$NFLX bulls are in for a bumpy ride. With slowing domestic membership growth and rising content costs, the bull thesis is hinged on success abroad. Management’s language is already reflecting this — just look at the latest red-lined 10-K (image below) in which the words “domestic streaming” were removed from a discussion on growth drivers:
Sentieo’s Excel plug-in (a beta version is available to subscribers) can be used as a powerful screening tool to identify companies that buy back their own shares. One danger with screening for buybacks is that many companies destroy shareholder value with buybacks: management buys back shares at high prices and fails to buy back shares at low prices. Fortunately,…
The O&G industry reports tons of data in both volume and detail—from drilling rig and pressure pumping data to well production info. Looking for and analyzing all of this information for your investment ideas is a very necessary but time consuming process. Designed by buysiders for buysiders, Sentieo is the best tool on the market for leveraging technology to rapidly compress your research…
Consumers are dropping their cable TV subscriptions at higher rates as they spend more time online and switch to smaller packages like Netflix, Amazon and Hulu. In this quick post, we will show you how to use Sentieo to analyze this trend and see who is most exposed. Doing a basic search on “cord cutting” in…
Looking over a relatively benign humpday, we wanted to take a look at companies who frequently file 8k’s after market close on a Friday. Using Sentieo’s powerful search engine, we were able to rapidly cull this data. Then pairing this with returns data from our Excel plugin, we backtested the extent to which consistent late-Friday reporters…
Twilio filed their highly anticipated S1 yesterday, which was available to search, annotate and analyze instantly on Sentieo. Our analyst was able to build a quick 3 statement model in under 15 minutes, available below. – WhatsApp is 15% of revenue, but the breadth of customers disclosed has surprised commentators, including Nordstrom $JWN. We show…
Interested in trying out Sentieo? Click here to request a free trial. – Subscription meal-kit services like Blue Apron, HelloFresh ($RKET), Plated and dozens of other upstarts are changing the way people purchase groceries and are permanently impairing WFM’s traffic. We walk through how we used Sentieo to ballpark the -1.0% to -1.5% annual comp sales…
Here at Sentieo we’ve been tracking JCP and their Instagram account and see a storm brewing. We will walk through 3 Sentieo products that you’ll wish you knew about sooner, and see how we are able to tie together Mosaic’s Instagram data, Document Search on Broker Research, and Realtime Google tracking to get ahead of the Street’s…
One way to perform due diligence on a company is to look at the estimated useful life assumptions behind the depreciation and amortization calculations. Overly optimistic assumptions will inflate reported earnings while overly conservative assumptions will deflate reported earnings. One outlier is Continental Resources (CLR). This oil and gas producer estimates that the useful life of its “Enterprise…
