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早上简介:对冲基金最喜欢的Netflix尿液

Netflix跌幅超过13体育rcent on Tuesday, to close at $85.84, after the company issued disappointing subscriber growth figures for the second quarter and issued subscriber guidance for the third quarter that came in well below forecasts. Netflix, which recently lifted a grace period for longtime subscribers of its monthly streaming video subscription service (meaning they now have to pay more), told investors it added just 160,000 U.S. and 1.52 million international subscribers in the second quarter. That was far below market expectations of 500,000 new U.S. subscribers and 2 million international subscribers.

几个华尔街分析师的结果削减了股票的价格目标。瑞银从购买到中立的股票降级,并将其12个月的价格目标从130美元起达到92美元。该投资银行在一份注释的情况下为“Netflix的论文一致,即其服务的成本如此便宜,无论是绝对的,还有相对于视频选择,而且用户满意度如此之高,那么Netflix有明显的净空亚慱体育app没有有意义地妨碍其增长用户的能力,提高价格。“但随着公司令人失望的第二季度用户号码,并在美国和国际上,同年用户增长下降,“瑞银委员会写道,”这一推定受到挑战“。

并非每个分析师都同意了。投资银行Stifel在一份书中表示,它将其股票价格降低到120美元,从143美元开始,但重申其购买评级,称Netflix仍然是主要的全球视频平台。亚慱体育app与此同时,瑞士信贷在股票上维持其中立评级,但谦虚地提高了价格目标,从119美元提高到122美元,表示对其服务的需求强劲,用户“搅拌”的需求应该在其上涨时摇动。

The stock pops up frequently in the portfolios affiliated with Julian Robertson Jr.’s Tiger Management. Seven of 13 Tiger-affiliated firms counted the stock among their top-five holdings, according to portfolio intelligence firmNovus. They include老虎全球管理,蓝岭资本, 和SRS.Investment Management.

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汤姆斯泰耶, founder of法拉隆资本管理, is increasing his political spending around the country as presumptive Republican candidate Donald Trump’s campaign goes into full swing. Steyer is reportedly funding ad campaigns against Trump in Nevada, Colorado, Ohio, Pennsylvania and New Hampshire through his environmental advocacy group NextGen Climate Action. That group and Steyer’s other advocacy organization, NextGen California, have spent $5.1 billion opposing Trump in this election cycle, according toCNBC..

That’s more than all but three organizations raising money for the anti-Trump cause, and CNBC reports that almost half of that sum has been spent in the past 11 days. This spending spree comes after Trump supporters in the hedge fund community have been largely unsuccessful in rounding up cash for his campaign. At this year’s SALT Conference in Las Vegas in May, SkyBridge Founder Anthony Scaramucci took the opportunity to try to筹款但是,该行业的其他人拒绝支持候选人。本月早些时候,保罗·斯利·管理的歌手预料到的特朗普选举将导致全球经济灾难,以及文艺复兴的技术'James Simons told CNBC that Trump is “not a good investment.”

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前取证资产管理斯蒂芬Lumiere在曼哈顿的联邦法院恳求没有内疚,以指控他通过路透社夸大其价值并夸大其流动性,欺骗了债券基金的投资者。report. Visium, founded by Jacob Gottlieb, managed $8 billion at its peak but was abruptly shuttered last month when two people at the firm pleaded guilty to insider trading charges and two others, a government official and portfolio manager Sanjay Valvani, were indicted. Valvani wasfound deadof an apparent suicide last month. Visium liquidated its Visium Balanced Fund and agreed to sell its Visium Global Fund to asset management firm AllianceBernstein.

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前者摩尔资本管理trader who was fired from the hedge fund firm after he threw a raucous Hamptons pool party that got him sued took toCNBC.to defend himself. Brett Barna, who rented a Hamptons house for the bash, told CNBC on Monday that while he regrets “certain aspects” of the so-called Sprayathon party, it was ultimately “good clean fun” that raised $100,000 for an animal rescue charity.

党的Barna党的党派于一名前警察局长和一个八人安保队人员分配人士表示,对损害赔偿的指控令人害怕地夸大,而且房产的主人Omar Amanat正试图向他筹集资金。根据CNBC,在奇怪的扭曲中,Amanat上周被逮捕了四个欺诈费用,包括证券欺诈。Barna说,党的香槟酒嘉宾 - 其中CNBC在充气天鹅中纳入艺人和比基尼粘土女性的小人物 - 没有什么违法的,没有任何财产损失。

摩尔之都dismissed Barna, a seven-year employee of the firm, saying his “personal judgment was inconsistent with the firm’s values,” according to a New York Post report. Barna admitted that he “didn’t know what else they could have done” given the information the firm had at the time. But when asked by CNBC if he thought he might be able to get his job back, Barna said that Moore made its decision when it didn’t have the facts at hand and that more facts are emerging.

But Barna probably shouldn’t hold his breath. For starters, hedge fund firms despise this kind of headline risk. But more importantly, the shindig looks similar to the sort of bash that Peter Nygard might throw. Nygard, of course, is the hard-partying Canadian fashion magnate with whom Moore Capital Management founder Louis Bacon has been embroiled in alongover their adjoining properties in Lyford Cay, Bahamas.