Netflix, YouTube Blazing the Trail in Web TV

Savvy investors watching the growth of streaming video and tuned into important developments in emerging Web TV platforms have been handsomely rewarded. During the past year, streaming video rental kingpin Netflix (NFLX) has one of the two best performing stocks with a market capitalization of at least $5 billion on the tech-filled Nasdaq exchange. Netflix and San Francisco networking upstart Riverbed (RVBD) - the only other tech stock keeping up with Netflix in the mid-cap category - are the two top holdings, respectively, of my Silicon Valley 2.0 portfolio, which is outperforming the S&P by ove

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• Netflix Makes Case for Cord-Cutting and Shifting Video Access seekingalpha.com

  Diane Mermigas submits:Netflix (NFLX) is a success story for many reasons; for openers, it satisfies consumer needs rather than setting itself up as a perfect alternative to pay TV. There is... See More

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• Netflix: Now We're Cooking (The Business Model) seekingalpha.com

  Karl Denninger submits: Quoting from a news release of this morning: "We are now primarily a streaming video company delivering a wide selection of TV shows and films over the... See More

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• Bulls Are Going Bananas for Netflix seekingalpha.com

  optionMONSTER submits: By David Russell Netflix (NFLX) declared independence from the U.S. Postal Service, and the bulls are going bananas.Complete Story » See More

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