Monday, July 27, 2015

What Could Be The Catalyst For A Netflix Crash?

  • In this article, I discuss what could trigger a crash for Netflix stock price.
  • Netflix does not have a moat, nor economics of scale.
  • Two companies could negatively impact Netflix's business.
  • I discuss how investors should act to benefit from this market mispricing.

Welcome to Kasteel Research blog!

Hello world,

In this blog, I will publish my researches about US public companies as well as some thoughts about financial markets and different long/short strategies.

The goal of this blog is to share my ideas to other investors and analysts.

You can also read my old research through Seeking Alpha at:

Feel free to reach me at kasteelresearch (at) if you have any questions.