Netflix: House of Cards
Ingmar Rentzhog
![Ingmar Rentzhog]()
Ingmar Rentzhog
Official Eco-warrior according to The Sun, Mark ZuckerVert according to France TV2.
Shorting one of the most highly valued stocks. Netflix was among the first short positions to be added to the Jupiter Global Absolute Return Sicav after it was launched in June 2016. In this article, Ivan Kralj, analyst on the fund, writes about the challenges associated with shorting one of the most highly valued stocks in the US market.
"While Netflix might be creating an army of happy customers, it does not seem to be creating sustainable wealth for its shareholders"
Read whole article on Investorletter.net - News for the professionell Investor in the Nordic region from Laika Consulting.
https://www.investorletter.net/?a=MjAxOA==-HukNODycsao=
AI Evangelist | ChatGPT I ESG | Fitch Ratings Data & Research | Country Risk & Industry Research | Fundamental Data & Analytics | Leveraged Finance Intelligence
8 年Interesting article. October have been a quite dark month for those shorting Netflix, as the share has sky-rocketed back to the previous heights of 2015. However, Ivan Kralj might still come out on the winning side - looking at the quant side of the analysis, Eikon shows read light on a number of models, such as credit risks, earnings quality and short interest.