Looks like I accidentally left a Tilson quote out of this article. This was it:
"The first-quarter results were impressive in terms of net subscriber additions and operating margin expansion, but Berna [Barshay, Tilson's colleague] has a warning for investors...
I would be cautious chasing the stock here, and if I was long, I would consider taking profits on at least part of my position."
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In Case Whitney Tilson Is Right About Netflix This Time
Looks like I accidentally left a Tilson quote out of this article. This was it:
"The first-quarter results were impressive in terms of net subscriber additions and operating margin expansion, but Berna [Barshay, Tilson's colleague] has a warning for investors...
I would be cautious chasing the stock here, and if I was long, I would consider taking profits on at least part of my position."
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Thanks, Texan Hunter.
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My pleasure, Mike. Good luck.
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PEG workers are on their way to help out PCG:
twitter.com/.../1188907116196696065?s=20
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Thanks, Alpha.