eclectic

Curation Edition: Amazon, Netflix, Monkeys And Politics

It’s easy to beat “sophisticated” investors Amazon.com is experiencing shrinking margins, increased R&D expenses, and decreased efficiency.  Can anyone say Layoffs and Stock Price Haircut? Remember Whitney Tilson?  He went short Netflix when the stock exploded higher.  Now, Tilson explains why he went long Netflix as it continues to behave like a falling knife.  He …

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Curation Edition: Shorts, Strategy, Economics And Cities

Map of Seattle by Lonely Planet Below is a mini-curation of a few interesting articles addressing Barriers to Entry, Shorting Restaurant Chains, Keynesians, and our Emerald City – Seattle: Durden, Tyler. “Lights Out Netflix? Facebook (And Its 600 Million Users) Enters ‘Zero Barriers To Entry’ Video Streaming Market” zero hedge | on a long enough …

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