Pershing Square Hedge Fund Purchase 3.1 lab Netflix Shares Tom qab Streamer Cov Khoom Muag Loj Loj

Tojsiab

William Ackman, tus tsim thiab CEO ntawm lub tuam txhab hedge fund tswj tuam txhab Pershing Square Capital Management, tshaj tawm hnub Tuesday tias lub tuam txhab yuav 3.1 lab shares ntawm Netflix tom qab cov Tshuag poob poob rau lub lim tiam dhau los teb rau cov lus ceeb toom poob siab.

Cov Lus Tseem Ceeb

Qhov kev yuav khoom ua rau Pershing Square yog tus tswv lag luam saum 20 hauv Netflix, raws li tsab ntawv rau nws cov tub ua lag luam tshaj tawm hnub Wednesday.

Pershing Square pib yuav cov khoom sib koom rau hnub Friday dhau los tom qab Netflix daim ntawv tshaj tawm nyiaj tau los hauv peb lub hlis twg tau qhia txog qhov txuas ntxiv ntawm kev txo qis cov neeg siv khoom loj hlob. 

Daim ntawv ceeb toom poob siab ua rau 30% poob ntawm tus nqi sib koom, tawm ntawm $ 148.55 txog $ 359.70 txij hnub Thursday.

Netflix cov khoom lag luam poob qis 40.3% hauv 2022, tshaj Moderna raws li S&P 500 qhov ua tau zoo tshaj plaws ntawm lub xyoo kom deb li deb tom qab qhov poob.

Netflix shares tau nce 4.9% hauv kev ua lag luam tom qab teev tom qab Ackman cov lus tshaj tawm. 

Ackman tau hais hauv nws tsab ntawv rau cov tub ua lag luam tias Pershing Square tau pab nyiaj rau kev yuav khoom siv li ntawm $ 1.25 nphom ntawm cov nyiaj tau los ntawm nws cov paj laum.

Tus Keeb Kwm Tseem Ceeb

Netflix qhov kev loj hlob ntawm cov neeg siv khoom tau qeeb txij li nws txoj kev vam meej thaum ntxov ntawm Covid-19 kev sib kis, thaum lub sijhawm nws tau txais txiaj ntsig los ntawm kev nce ntawm cov neeg nyob hauv tsev. Nws tau tshaj tawm txog qhov nce ntawm 8.28 lab thoob ntiaj teb streaming cov neeg siv khoom hauv nws lub quarter thib plaub hnub Thursday, ua rau 8.9% nce ntxiv rau tib lub hlis twg ib xyoos dhau los-deb qis dua nws 21.9% kev loj hlob xyoo-rau-xyoo hauv lub quarter thib plaub ntawm 2020. Bloomberg tshaj tawm hnub Friday tsawg kawg yog cuaj lub tuam txhab txiav lawv cov lus pom zoo ntawm Netflix tom qab tshaj tawm lub quarter thib plaub. Hauv tsab ntawv tshaj tawm, Macquarie tus kws tshuaj ntsuam Tim Nollen tau hais txog kev sib tw loj hlob los ntawm cov kev pabcuam xws li Disney +, Amazon Prime thiab HBO Max tau dhau los ua "qhov teeb meem loj dua tam sim no."

Kev Nkag Siab Hais

Ackman tau sau rau hauv tsab ntawv "Peb tau qhuas Netflix zoo li cov neeg siv khoom thiab cov tub ua lag luam," Nws tau taw qhia rau qhov kev pabcuam streaming "cov yam ntxwv zoo heev," xws li nws cov nyiaj tau los ntawm kev tso npe (Netflix tau tsa nws cov nqi tso npe ua ntej lub hli no), nws "kev lag luam-cov ntsiab lus" (cov ntaub ntawv tawg. Squid Kev Ua Si tau lees paub rau lub caij thib ob lub lim tiam dhau los), nws "kev nthuav dav dav dav" thiab nws "txhim kho cov nyiaj tau los pub dawb."

Tus lej Loj

$3.1 billion. Qhov ntawd yog npaum li cas Ackman muaj nqis raws li Forbes' kwv yees, ua rau nws yog 368 tus neeg nplua nuj tshaj plaws Asmeskas thiab 1,111 tus neeg nplua nuj tshaj plaws hauv ntiaj teb. Nws tau tsim Pershing hauv xyoo 2004, thiab tau los ua qhov tseem ceeb nrog cov neeg ua haujlwm yeej ntawm Fortune Brands, Allergan thiab Canadian Pacific.