Netflix? You've Been Warned

On March 5, we warned you that Netflix was losing its luster, that the February rally in the stock was a disconnect from what we were seeing from consumer behavior in social - and that's an opportunity.

Here's how Netflix, Inc. NFLX has played out since:

That's negative 14 percent since our article. That's why I love social data…it tells you what consumers are thinking even before Wall Street does.

That's what LikeFolio is all about.

Oh, and by the way, Netflix's social sentiment continued to drop in March, down to 84 percent positive currently — the lowest we've seen in quite a while.

So yes, Netflix has lost its luster and Wall Street is starting to figure that out.

— Andy Swan is the founder of LikeFolio, which searches all of Twitter Inc TWTR for important shifts in consumer behavior around the brands owned by publicly-traded companies.