This person is clearly not a Goldman Sachs analyst. At the very best, he's on the retail side of the business, "advising" mom and pop type investors. I've worked in institutional sales and trading at an investment bank for 16 years and have read thousands of research reports from bankers and analysts and this guy doesn't speak the same language. This guy focuses on intangibles way too much. Institutional investors are much much more concerned with hard numbers (subscribers and churn rate). He misuses the word "monetize" over and over. This guy's basic premise is that since he's a Goldman "analyst," his opinion is better than others'. The problem is that he's not an analyst. I'm not arguing one way or another about the quality or longevity or investor viability of the game. I'm only calling out his bogus claim of being a Goldman analyst, which he clearly is not.

8/17 i'm in