Kase Capital

Expect big changes from Hertz (NYSE: HTZ), Avis (NASDAQ: CAR), Enterprise and the entire industry over the next 10 years. Whitney Tilson, the founder and Managing Partner of Kase Capital, believes that the U.S. car rental segment will begin to resemble the railroad industry's transformation over...

Netflix (NASDAQ: NFLX) has gotten quite popular over the last few years. According to AllThingsD, the streaming video giant has been acquiring roughly one-third of all fixed access (wires and pipes) Web traffic, defeating the competition by a significant margin. Only YouTube, Google's (NASDAQ:...

Nine months ago, Netflix (NASDAQ: NFLX) traded for less than $55 a share. Any major company -- Amazon (NASDAQ: AMZN), Comcast (NASDAQ: CMCSA), Microsoft (NASDAQ: MSFT) or any other firm that has an interest in content deals and millions of subscribers -- could have purchased the firm at that low...