No reason to aggressively buy Netflix here: Evercore ISI's Mahaney as stock slides on earnings
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Gizmodo
6 minutes ago
- Gizmodo
Pioneer 40' LED HD Smart TV Breaks the Three-Digit Barrier, Nearly Free Only at Best Buy
Entertainment upgrades don't have to be expensive. If you're not looking for high-end features like 4K resolution, Dolby Vision, or built-in voice assistants, there are plenty of budget-friendly screens out there that provide a decent viewing experience, and right now, you can grab one for less than most headphones out there. Best Buy is currently offering the Pioneer 40-inch HD smart Xumo TV for just $100, thanks to a $70 (-41%) discount. That's straight-up one of the lowest prices we've seen for a 40-inch smart TV from a known brand, and we recommend acting fast before the stock runs out for good. See at Best Buy The display measures 40 inches and delivers full HD (1080p) resolution. This TV won't exactly provide a full cinema-level immersive experience, but it's still great for casual viewing without compromising on visual quality. 60Hz refresh rate keeps everything from action movies to light gaming smooth, while the Dolby Audio makes it all sound just as good. Mumbling in movies or slow footsteps in Call of Duty – nothing gets lost in the background. Featuring the built-in Xumo TV smart platform, it gets you access to over 250 apps like Netflix, Disney+, Prime Video, YouTube, and even Spotify. There are also 750+ free live channels for when nothing on the streaming apps looks interesting, plus a ton of on-demand content through other services. All recently watched content is accessible right from the homescreen, which also happens to be fully customizable. Like something for later? Create your own list of favorites and come back to them in just a few clicks anytime. Convenience is a given. The included remote is voice-enabled, so you won't be left fumbling around in the dark just to adjust the volume or skip the scene. There's also Apple AirPlay support to cast content directly to your TV from your iPhone or MacBook. Ports and connectivity options are plenty. You get three HDMI inputs, Bluetooth 5.0, Wi-Fi, USB-A, and a headphone jack. And surprisingly, even with all this functionality, the TV itself is easy to set up. Follow the instructions provided, and you will have it up and running within a few minutes. All in all, for $100, this Pioneer TV gives you a decent size, good picture quality, impressive audio, and some smart TV capabilities that are usually reserved for more expensive models. It's a solid pick if you're looking for an affordable screen that does more than the basics. Just be sure to place an order before the discount expires at Best Buy. See at Best Buy
Yahoo
2 hours ago
- Yahoo
Netflix (NFLX) Surged as Multiple Tailwinds Align
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its 'RiverPark Large Growth Fund' Q2 2025 investor letter. A copy of the letter can be downloaded here. U.S. equity markets surged in the second quarter, with the S&P 500 Total Return Index rising 10.94% and the Russell 1000 Growth Index returning 17.84%. The fund also surged in the quarter and returned 15.01%. Continued enthusiasm for artificial intelligence, better-than-expected earnings in several large-cap growth sectors, and improving macroeconomic conditions lifted the markets in the quarter. Growth-focused stocks took the lead once more, with the strongest performance coming from sectors like technology, communication services, and certain areas of consumer discretionary. In addition, please check the fund's top five holdings to know its best picks in 2025. In its second-quarter 2025 investor letter, RiverPark Large Growth Fund highlighted stocks such as Netflix, Inc. (NASDAQ:NFLX). Incorporated in 1997, Netflix, Inc. (NASDAQ:NFLX) is an entertainment services provider. The one-month return of Netflix, Inc. (NASDAQ:NFLX) was -10.68%, and its shares gained 88.81% of their value over the last 52 weeks. On August 1, 2025, Netflix, Inc. (NASDAQ:NFLX) stock closed at $1,158.60 per share, with a market capitalization of $492.319 billion. RiverPark Large Growth Fund stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its second quarter 2025 investor letter: "Netflix, Inc. (NASDAQ:NFLX): NFLX posted strong gains during the quarter, driven by healthy subscriber growth and accelerating contributions from its ad-supported tier. The company reported solid revenue growth and better-than-expected profitability, with operating margins continuing to trend toward the high-20s. Netflix added 32 million gross subscribers globally in the first half of the year, and its ad-tier reached over 90 million users. Momentum in live programming and sports helped expand engagement across markets. A home theater with family members enjoying streaming content together. Netflix, Inc. (NASDAQ:NFLX) is in 14th position on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 150 hedge fund portfolios held Netflix, Inc. (NASDAQ:NFLX) at the end of the first quarter, compared to 144 in the fourth quarter. While we acknowledge the potential of Netflix, Inc. (NASDAQ:NFLX) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Netflix, Inc. (NASDAQ:NFLX) and shared the list of stocks Jim Cramer recently talked about. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.
Forbes
3 hours ago
- Forbes
Too Small For The Algorithm: Why Emerging Markets Reward Active Investors
Jay Mehta is COO of Seldon Capital, advising hedge funds on capital raise, ops, hiring & trading. In 2016, Netflix launched globally, extending the platform to 130 countries, including Indonesia. With 250 million people, a rising middle class and surging mobile penetration, on paper, it may have looked like a perfect match. But within weeks, Netflix was blocked. Indonesia's state telecom pulled the plug due to unresolved regulatory issues, citing censorship concerns. Local competitors moved in and positioned themselves strategically. For active investors, situations like this can provide an opportunity. In markets where data is sparse, non-standardized or simply doesn't exist, I've noticed algorithms are more likely to miss important signals. They can't flag local cultural dynamics or political sentiment buried in off-platform discussions. That's the reality of many emerging markets and, increasingly, of small-cap niches in developed ones. How Algorithms Struggle With Sparse Data In U.S. large-cap equities, algo trading works because the inputs are rich and reliable. Financial statements typically follow generally accepted accounting principles (GAAP), and analyst coverage is deep and widely distributed. The inputs are clean, and the outputs can be trusted, turning systematic signals into a consistent edge. Step outside the S&P 500, and the algorithmic advantage weakens. Emerging markets, frontier economies, as well as small-cap stocks, all present exactly the conditions where algorithms struggle. Sparse coverage on top of non-standardized data and latency lead to poor output. Introduce currency volatility, political risk and local regulatory changes, and the layers of complexity multiply—none of which are easily quantifiable. Without consistent inputs or historical context, algorithms have a hard time generating reliable signals, and success begins to hinge more on qualitative input. Why Emerging Markets Stay Hard To Read By definition, emerging markets start under-explored. Consider Indonesia again. While algorithms can track Jakarta's listed companies, without the data, they miss the thousands of private enterprises that drive the country's real economy. According to LSEG's analysis, the lack of data and consistency in emerging markets remains the biggest barrier to sustainable investment adoption. Data scarcity can stem from language barriers, to non-standardized disclosure requirements, to relationship-based business practices and limited digital infrastructure. Finding reliable information and uncovering reliable insights in Vietnam's mid-cap sector, or India's regional manufacturers, often means conducting site visits and speaking directly with suppliers. That boots-on-the-ground work is expensive and time-consuming—precisely why few investors do it, and why those who do often find themselves with a significant information advantage. Look at 2023 PMI data: While developed economies dipped into contraction, several emerging markets held firm above 52.7. But many models missed that divergence until it showed up in lagging quarterly data. Of course, this information asymmetry won't last forever. As seen with China's decade-long digital transformation, once the information gaps close, often so do the opportunities. But the cycle renews itself. As one market becomes efficient, new pockets of inefficiency emerge elsewhere, often in smaller or overlooked segments. The Small-Cap Parallel Even in developed markets, small-cap stocks share many of the same characteristics as emerging economies. They're often underfollowed and influenced by local conditions that don't show up in macro data and consequently can't be efficiently modeled. Wellington Management notes that nearly 85% of small-cap stocks have fewer than 10 sell-side analysts. Only 6% of large-cap stocks are that underfollowed. This kind of information asymmetry is dramatic and persistent. Where Active Investors Still Win What makes these markets difficult for machines is exactly what makes them attractive and viable for active investors. Success depends less on processing more data and more on sourcing the right data before it's priced in. There are a number of ways to find these gaps in practice. Frontier markets and under-analyzed sectors are less algorithmically saturated or may not offer sufficient data for automation. These can be opportunities for bottom-up analysis and traditional security selection. I've noticed sectors or geographies where data is inconsistent or unstructured and are less likely to be efficiently priced. Some investors find success in developing conviction in multiyear trends that algorithms miss while chasing daily momentum. When machines sell during liquidity crunches or risk-off events, active managers with conviction may find opportunities to step in. Algorithmic forced selling can create attractive entry points, provided the investor has done the work ahead of time. In opaque environments, knowing how a business operates on the ground often matters more than its last reported EBITDA margin. This frequently means speaking the language, both literally and figuratively. Key insights often surface in channels that algorithms can't parse, such as: • Permit and zoning filings: Local government databases may reveal expansion plans months before companies announce them. • Job postings and hiring patterns: Workforce expansion can signal new capacity or growth initiatives. • Public comment windows: Regulatory bodies often require disclosure for key events like environmental reviews or tax rulings, providing free forward guidance to those paying attention. • Patent filings and R&D partnerships: IP filings and R&D collaborations often indicate a company's direction ahead of commercial results. Zooming In When Everyone Zooms Out With passive strategies dominating and capital chasing standardized signals, I've noticed fewer investors are doing the primary research. That's a distinct advantage and an opening. As systems digitize and markets converge on uniform inputs, capital allocation often becomes more correlated and more reactive. When algorithms are trained on the same datasets, they tend to behave similarly, especially during periods of stress. This creates feedback loops where volatility spikes, liquidity evaporates and assets are mispriced in both directions. In that environment, information that doesn't flow through conventional channels becomes more valuable. Structured data now defines the boundaries of market efficiency. Investors able to work beyond those boundaries could be more likely to uncover overlooked value. And for now, much of the investable world still sits outside the algorithmic map. The information provided here is not investment, tax or financial advice. You should consult with a licensed professional for advice concerning your specific situation. Forbes Business Council is the foremost growth and networking organization for business owners and leaders. Do I qualify?
