$DIS
Net debt = $36.8b
TTM free cash flow (FCF) = $1.1b

$WBD
Net debt = $47.4b
TTM FCF = $1.6b
Merger completed April 2022, FCF includes pre-merger

$NFLX
Net debt = $7.8b
TTM FCF = 717m

#streaming
h/t @nielsen for the graph

$AMZN
Net debt = $16.4b
TTM FCF = -$26.3b
(should be positive FCF next year)

$GOOGL
Net cash = $101.6b
TTM FCF = $62.5b

80m YouTube Premium and Music subscribers after 7 years.

#streaming
$GOOG

"Today I am ringing the bell: As of September 2022, YouTube surpassed 80 million Music and Premium subscribers globally, including those in trials.

This is a 30 million member increase from the 50 million we announced last year"

blog.youtube/news-and-event…

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More from @chin_investor

Oct 1
Me in 2005-ish: this "investing" thing is easy.

I read a book about Warren Buffett, there were step-by-step instructions on what companies to buy and how to value them.

I can do the math. Easy peasy ... right?
I decided to wade into the stock market to test my newfound investing knowledge.

Unfortunately, what I found was a mess of companies which did not fit nicely into the steps which I had learnt in the book.

In short, I quickly got confused.
Why weren’t these “investing” steps working like
what the book said?

Wasn’t it the model answer?
Read 13 tweets
Jan 15
In less than 2 weeks, I will be celebrating my 15th anniversary of holding shares of $NFLX.

The experience has been both educational and financially rewarding as an investor.

Here are 15 highlights and lessons from my 15-year journey.

#asseeninbt #nflx #netflix
1/15 Start small, dream big

$NFLX started with DVD by mail in 1997.

But Hastings had his eye on the bigger prize: delivering video over the Internet. He stressed that the company was named Netflix from the start and not DVD-by-mail.
2/15 Finding value where no one is looking

According to the HBR, only 30% of the $NFLX's DVD rentals were new releases compared to 75% at Blockbuster outlets.

By targeting under-valued titles, Netflix is able to carve out a profitable DVD rental business.
Read 17 tweets

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