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Yesterday I talked about Netflix and the fact that yesterday, that is, in just one day, a company worth several billion. There is a highly capitalized company like Netflix. It lost 36 percent in one day. The reason, obviously, is that the famous quarterly results were released. You will know this very well.
American companies must show their data every three months. Those listed on the stock exchange absolutely must do so every three months. And the night before last, let's say with the market closed, Netflix did it, it spoke, it showed its quarterly results and for the first time since 2011 it is losing users.
Then yesterday we talked about Bill Hackman Pilat Hmong. He also told us who he is. He is one of the most famous investors in New York on Wall Street. He has a fund managed by him called Hedge Funds, that is, those speculative funds [Musica]. Obviously, he manages several billion. Well, in January he had invested more than a billion in Netflix and had become one of the top 20 shareholders.
So he had told us with great fanfare about his investment, saying that Netflix was undervalued and had in fact dropped its value. 50 almost 50 percent from its peaks so he obviously saw a minus 50 when he entered the problem is that from there he lost a further 40 percent the good Lucky Man then in America he is very famous in Italy obviously he is not mainstream but those who know finance know very well who he is here is this character and this is the man and obviously the hedge fund meme on the Lachman exchange rates by Sgambi Lynette Witstock all in with streaming because he had said Jack who believed a lot in streaming here is the meme this very scared face of his he was at this was a New York Times party because he is also a very philanthropic person he finances a lot of newspapers a lot of charitable things especially concerning Israel because he is Jewish and in fact he is also very worldly he always participates in various events here this was a New York Times party this very scared face maybe because of the photos because of the flash the fact is that they make fun of it anyway this expression obviously they imagine that this is his expression when he saw Netflix fall by 36 percent in one day but I will tell you more that is, I'll take this opportunity to talk about this month to tell you that Lachman sold his Netflix shares that yesterday he got scared yesterday he got very scared maybe because the problem is that many analysts don't see Netflix well and so there is now I'll tell you very quickly he got scared I say it a little bit as a joke but a little bit and it may also be true I did it is that he sold all his Netflix shares the problem is that he sold them because he had taken 1.1 billion dollars so a billion a billion and 100 million dollars in Netflix among other things in a long- term perspective that is now he sold with a 400 million loss that is in three months he sold all 3 million loss and that is the reason why Netflix is not doing well obviously now I'll show you a meme that jokes about many users criticizing Netflix for its content because they say that in fact, lately the series and content it is producing are bad and on the other hand it must be said that it really has incredible competition that is Objectively, Prime on Amazon Prime on Apple TV on Disney Plus, that is, then in America there are also other operators that we don't have in Italy, that is, in Italy objectively there is still Netflix, that is, Disney Plus, that is, Amazon Prime, then, okay, Chili TV, but I could also not mention it anyway, we in Italy have fewer streaming operators, that is, the ones I mentioned are the biggest in America, for example, they also have the Bio Plan, then they have customers, the Plus phone company, there's a ton of them there too, then there's also Roku, anyway, you're really spoiled for choice, the incredible thing is that Netflix has actually opened up this market because Netflix, which objectively really opened up film streaming before, didn't exist, well, there wasn't this whole market, well, it was there, but it wasn't cool, it wasn't as cool as Netflix and therefore it's losing a lot of its appeal, then another problem is the fact that it has increased prices, Netflix has increased prices and obviously many, many users haven't appreciated it and some obviously given inflation, given various problems, that is, anyway It's not like you can get all the subscriptions so it has to give up something and then there's another thing that analysts didn't like much anyway and that is that they want to make subscriptions lower but with advertising so they're thinking of introducing advertising now I don't know maybe it's the turning point I do n't know but here's what's for sure if we look at the Netflix chart well now this okay let's say this is the face of this investor he talks a lot let's say I would have made an even worse face if he had had his shares and seen them I had seen them collapse like this anyway Netflix stop today it's still losing among other things it was losing 4 now the 3 79 here 217 dollars a share now it's worth 96 97 billion I tell you that about a year ago Netflix had reached a value of three hundred over 300 billion dollars let's look at a year in fact look it had reached 700 dollars a share now and 200 is at the levels of 2017 2018 let's look at 5 years look in two with 2017 2018 was at these values so we went back a bit obviously in pandemic in October 2021 that there had been numerous closures grown out of all proportion obviously for the reasons that we know now we return to our mm and I wanted to show you this one on Netflix here is this other good that I'll show you for those who follow me will know Jim Cramer and it's a meme about Jim Cramer who is one of the most important financial journalists around especially in America a program called Mad Money anyway very interesting program well done and he knows the stocks very well only that unfortunately for some time he hasn't got anything right that is as soon as he says something be careful that is if I had some stocks and then Jim Cramer talks about it he spoke well about it in short I would get myself all over you can say anyway the fact is that there is a lot of jokes on the internet about Jim Cramer because not right but one one in the last few months absolutely zero there is a disaster he hasn't got a single thing right anyway Jim Cramer had done in January a tweet saying by netflix buy netflix obviously there is the arrow from when he said it from there it went up at least 57 percent but it 's not the first time even now another company called i've al he had said it's the new tesla buy it buy it and it had reached like 35 dollars a share then now I think it's 6 i.e.
the disaster Jim Cramer doesn't get anything right and now we come to us the problem of netflix content obviously on the I who are in various telegram channels who follow various telegram channels are making fun of it a lot about the fact that it makes all LGBT stories and they say that people leave for that not so much for the theme but because they become what the users say and that netflix stories are becoming predictable and now I'll show you this me me this is netflix the netflix headquarters as you can see there are various people this is the board of directors and it says listen up win it makes money there is a boy says increase the price the girl says disable family sharing i.e.
you know that on netflix one can having a subscription for two or three in the family obviously these two are all happy and one boy says to me quality consensus obviously gets kicked out of the window that is because the vanity contents are not not not let's say in the Netflix plans according to this according to this as if to say Mehner
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