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reed hastings

T3 · host / generalist
3 calls·3 names·100% bull·last heard 7 months ago·Invest Like The Best
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$NFLXNetflixposition

Hastings: Netflix's low-margin, high-reinvestment model drives content advantage

Netflix deliberately runs lower margins than cable (35-40%) to reinvest a higher percentage of revenue into content, creating a superior content library for its revenue level, with free cash flow returned via buybacks.

Invest Like The Best2026-01→
2ndmedium conviction
$ANTHROPICAnthropicposition

Hastings joins Anthropic board as AI company grows 'wild' fast

Reed Hastings joined Anthropic's board a year ago, describing it as a 'wild story' growing extremely fast, signaling conviction in the AI safety-focused company.

Invest Like The Best2026-01→
3rdmedium conviction
$METAMeta Platforms

Hastings: Zuckerberg's metaverse ambition funds extraordinary innovation from ad profits

Mark Zuckerberg is 'super committed' to building the next computing platform (glasses/metaverse) rather than just maximizing ad profits, funding massive innovation with what would otherwise be earnings.

Invest Like The Best2026-01→

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recurring themes

3 total
$ANTHROPIC
Anthropic
MEDreed hastings·Invest Like The Best·7 months ago· position
Hastings joins Anthropic board as AI company grows 'wild' fast
Reed Hastings joined Anthropic's board a year ago, describing it as a 'wild story' growing extremely fast, signaling conviction in the AI safety-focused company.
"and then Anthropic I've only been on the board for a year and it's a you know a wild uh story because you know it's growing so fast."
20:42
$NFLX
···
Netflix
HIGHreed hastings·Invest Like The Best·7 months ago· position
Hastings: Netflix's low-margin, high-reinvestment model drives content advantage
Netflix deliberately runs lower margins than cable (35-40%) to reinvest a higher percentage of revenue into content, creating a superior content library for its revenue level, with free cash flow returned via buybacks.
"And what we decided is let's have uh low margins relative to cable um which ran at like 35 40% margins so that we can invest a higher percentage of revenue into the content to hav…"
47:10
$META
···
Meta Platforms
MEDreed hastings·Invest Like The Best·7 months ago
Hastings: Zuckerberg's metaverse ambition funds extraordinary innovation from ad profits
Mark Zuckerberg is 'super committed' to building the next computing platform (glasses/metaverse) rather than just maximizing ad profits, funding massive innovation with what would otherwise be earnings.
"You know, super committed like when you look at uh the metaverse and the you know convinced that there's going to be something beyond the phones maybe that'll be a glasses format…"
20:54