Oh, how quickly fortunes can change in the great game of investing. Take Netflix (NASDAQ:NFLX), which is already up more than 90% year to date.

Multiple catalysts have forced the stock higher. The latest include a $500 million capital raise to refinance existing debt and purchase new content and news that the U.S. Postal Service is thinking of ending Saturday delivery. Both moves could save Netflix millions.

But is it enough? Amazon.com (NASDAQ:AMZN) recently convinced PBS to sell it exclusive streaming rights for the popular show "Downton Abbey." Sony (NYSE:SNE), meanwhile, decided to stick with streaming its feature films through Starz rather than switch to Netflix.

Tim Beyers of Motley Fool Rule Breakers and Motley Fool Supernova looks at the numbers and argues that Netflix is better positioned than skeptics believe. Watch his full take in the video below, and then be sure to leave a comment to let us know what you think.

Fool contributor Tim Beyers is a member of the Motley Fool Rule Breakers stock-picking team and the Motley Fool Supernova Odyssey I mission. He owned shares of and had a long-term call options position in Netflix at the time of publication. Check out Tim's web home and portfolio holdings or connect with him on Google+Tumblr, or Twitter, where he goes by @milehighfool. You can also get his insights delivered directly to your RSS reader.

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