Implied Expectations

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Implied Expectations
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What do you get for $5.1 billion? And what might it actually be worth?
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Self-funding and growing or a coat rack with an iPad that's going to zero?
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2
Netflix is getting harder to value.
Implied Expectations
Imagine all the margin, it's easy if you try
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2
Easier on the eyes, never print again, more convenient, better organization
Implied Expectations
Low expectations, an improving business, and insider buying
Implied Expectations
2
Converting a series of long-term assumptions into a series of present values
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