✔️ IZIPHONONONGA Iindaba-Paris/France.
UBill Ackman unayo yonke into yakhe Netflix-Aktien (WKN: 552484) ithengisiwe. Kuyaphawuleka, kuba emva kwayo yonke loo nto, umphathi we-hedge fund uye wabandakanyeka kuphela ngexesha lobuthathaka. Kuyabonakala ukuba, ukungajiki kwiseti enye yamanani ekota kwakunganelanga.
Oku sele kundixelela ukuba andinako ukulinganisa indlela yam yokujonga isitokhwe seNetflix kunye noBill Ackman. Ngokuqinisekileyo ndityalwe kweli thuba lokuba Ukusasaza ngendlela yexesha elide kunye neyoshishino. Nokuba yeyiphi na imeko, le yithisisi yam yotyalo-mali engekaguquki kwiqela laseMelika, nangona kunjalo inikezelwe ngokusebenza kwikota yesibini yonyaka.
Nasi isizathu sokuba ndingathengisi izabelo zam zeNetflix njengeAckman!
Ukunyaniseka, andiyazi ithisisi yokuthengisa kaBill Ackman. Nangona kunjalo, ndingatsho into esandinika umdla kakhulu malunga nezabelo zam zeNetflix kangangokuba ndibambelele kwizatifikethi zesitokhwe. Ekugqibeleni, yinkolelo yokuba le ndlu yangaphambili yamandla ka Ukusasaza akunyanzelekanga ukuba ube ngumnqobi ocacileyo kwimarike jikelele. Nangona oku kuhleli kwingxoxo. Emva kwayo yonke loo nto, iyaqhubeka nokuba yeyona nkonzo ibalulekileyo enye xa kuthelekiswa neDisney +.
Kodwa ubuyele kweyona sihloko: INetflix isenethuba elihle lentengiso kum. Unikezelo lwe Ukusasaza ilunge kakhulu, ngakumbi kuzo zonke iindawo, kangangokuba abathengi abaninzi basasebenzisa inkonzo ye Ukusasaza. Mhlawumbi ngakumbi njengomnikelo oncedisayo kwixesha elizayo. Kodwa inokwanela njengethisisi yotyalo-mali.
Ukongeza, iNetflix ngoku yenza inzuzo. Kwikota yesibini, iqela laseMelika lifumene inzuzo eyi-1,44 yeebhiliyoni zeedola zaseMelika. Ukuhamba kwemali simahla nako kwahlala kumnyama kwi-103 yezigidi zeedola. Inzuzo kunye nokuphuma kwemali simahla kunokuzisa indawo entsha yokusebenza yesitokhwe.
Ukhuphiswano yingxaki ekhulayo. Kodwa xa uthandabuza, kuya kuhlala kubonwa ukuba inkampani kunye nenkonzo ngokwayo iya kuvela njani. Ewe, kwakhona ngawaphi amandla amaxabiso asenawo kwixesha elizayo. Ukuza kuthi ga ngoku, abaphathi bebesoloko bekwazi ukunyusa amaxabiso ngokuthe ngcembe ngaphandle kokulahlekelwa ngamalungu. Ukuba oku kuyaqhubeka ukuba yimpumelelo, kwanale ithisisi yotyalo-mali esemgangathweni nobungakanani iya kube injalo.
Akukho thesis iphumeleleyo
Intengiso Ukusasaza ayisekho i-winner-ithatha-konke imarike, kwaye ke ngoko andilandeli ophumeleleyo-athatha-yonke ithisisi yokutyala. Ngokombono wam, indawo yesibini elungileyo inokwanela. Kwixesha elizayo, ukukhula okuzinzileyo nokuphakathi kubalulekile. Ngokomgangatho nangobungakanani, ngokufanelekileyo. Siyakwazi ukuxelela kwinguqulelo exhaswa yi-ad nakwindawo yentengiso Ukusasaza imidlalo ukuba abaphathi baseneembono ezintsha.
Ingaba oku kwanele ngomnye umbuzo. Kanye nenye esinokuphendula kuphela emva kokujonga isitokhwe seNetflix. Okwangoku, nangona kunjalo, oko kwanele ukuba ndigcine utyalo-mali lwam. Kwaye musa ukutyhala ngokukhawuleza njengoBill Ackman.
UBill Ackman uthengise zonke izitokhwe zeNetflix: Andiyenzi Eli nqaku lapapashwa okokuqala kwiMotley Fool eJamani.
Eyona mpahla yethu ilungileyo ngo-2022
Kukho inkampani egama layo liduma kakhulu kubahlalutyi beMotley Fool kule mihla. Yenzelwe thina Olona tyalo-mali lungcono ngo-2022.
Usenokuzuza kuyo. Ukwenza oku, kufuneka uqale wazi konke malunga nale nkampani ikhethekileyo. Ke ngoku sinenye free ingxelo ekhethekileyo iqulunqwe, ebonisa le nkampani ngokweenkcukacha.
Cofa apha ukukhuphela le ngxelo ngoku simahla.
UVincent unezabelo zeNetflix. IMotley Fool inezabelo kwaye icebisa iNetflix.
Motley Fool eJamani 2022
SOURCE: Uphonononga Iindaba
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