Netflix, Visa and The Huffington Post
No One Of Consequence submits:Kudos to Rob Fagen for creatively comparing Netflix (NFLX) to Visa (V).[1] We suggest that Netflix is no Visa in the most consequential respect, and bears resemblance to The Huffington Post. Therein lies a valuation. Visa whips Netflix in sponsoring FIFA. Seriously: Visa is the antithesis of Netflix in trading under 50x earnings; exhibiting owner earnings; and, most consequentially, clearly leading an industry.[2] Visa might mess up or suffer from regulatory action, but no competitor should beat it on cost or bang per advertising buck. Netflix, conversely, is no leading customer aggregator. In prioritizing a streaming business, Netflix enters the ranks of online entertainment hubs with its 20-25 million customers. Google, Microsoft, Facebook and Yahoo serve an estimated 970 million, 869 million, 648 million and 630 million unique visitors respectively.[3] In the U.S. alone, there were at least ten online properties with more than an estimated 25 million unique video viewers in December 2010.[4] AOL (AOL) remains among those properties and just announced an acquisition: The Huffington Post over-indexes on educated, affluent users, reaching the key decision makers in C-suites around the globe. The Huffington Post speaks to this influential audience via a host of prominent voices on its group blog. Among those who have blogged on The Huffington Post are: President Barack Obama, Secretary of State Hillary Clinton, Mayor Michael Bloomberg, Larry Page, Diane Sawyer, Buzz Aldrin, Nora Ephron, Bill Maher, Madeleine Albright, Robert Redford, Katie Couric, Neil Young, Rahm Emanuel, Mia Farrow, Senator Russ Feingold, Senator Al Franken,Complete Story »
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