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Chin Hui Leong Profile picture
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Nov 13 • 3 tweets • 2 min read
$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

Chin Hui Leong Profile picture
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
Chin Hui Leong Profile picture
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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