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Value Stocks From the Dollar Menu

Welcome to the investing blog of Chris McIntyre, CIO of McIntyre Partnerships. Value stocks and investment musings. Informational only.

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NFLX Quick Thoughts

Disclaimer: I and my funds own common shares in NFLX. Do your own work. Before we get to the stock, let’s briefly talk about NFLX’s business model. Reed founded NFLX as a distribution company, hired a bunch of Silicon Valley engineers, and optimized the hell out of video distribution – first DVDs by mail, then… Continue reading NFLX Quick Thoughts

Q1 2022 Letter

Please find our Q1 20221 letter below. Thanks.

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Disclaimer

Nothing on this blog should be construed as investment advice; instead, everything on this blog is the opinion of the author and only the author. Investors should make their own decisions regarding the prospects of any company discussed herein. The author and the author’s affiliates may have long or short positions in the stocks and securities mentioned on this blog, and there is no guarantee that such persons will maintain such positions.