He has dedicated 24 years to household service, after logging a dozen in hotel and restaurant hospitality.
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In his research note this morning, the analyst offers three reasons for his more bullish stance on the company, which offers a subscription-based service that provides recommendations for household service providers.
And despite historically low interest rates, household debt service is now at record levels in relation to income.
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More importantly, these telecom companies offer services to individual subscribers whereas Netflix is more like a household subscription service.
The data point most utilized by those who espouse the idea of a healthy consumer is the household debt service ratio (DSR), a metric that relates debt payments to disposable personal income.
Regular household 120-volt electrical service is unaffected by Powerline, nor will most household appliances interfere with Powerline transmissions.
According to Britain's Office for National Statistics (ONS), household expenditure on domestic service hit a low point in 1978, since when it has quadrupled in real terms.
Another use of the service is sharing household goods with neighbors, akin to Airbnb or RelayRides.
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Consider the number of connected devices per household that can access NFLX service via smartphone, tablet or television, and the increased likelihood that, over time, NFLX could yet flank its TAM to a much larger base.
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That makes it easy to tailor a particular service to each individual household.
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Yet few things are as risky as, say, a teenager (the most technologically savvy yet financially irresponsible member of the household) let loose on a service that charges by the minute.
This week, the Postal Service shared that the average household gets one personal letter about every seven weeks.
Netflix could potentially charge a small extra fee in order to make multiple streams available to households where the personalized service will make it easier for household members to access content that suits their viewing habits.
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It has 20 million household customers, and Capellas claims hands-on service for big clients has prevented a single major account from defecting (although FedEx, Goldman Sachs and Morgan Stanley have taken some business elsewhere).
Finally I figured out how to rip the entire alarm system free of all household electrical wiring, which will probably prompt an expensive service call whenever electricity returns to my block.
Handsets can cost a year's income for the whole household, but more than 90% of borrowers are able to service their loans because they earn money charging other villagers to make calls.
Furthermore, potential changes to our service, such as shifting towards individual memberships as opposed to household memberships or offering credential-less free trials, could cause churn to increase.
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The full details of the new timetable are due to be released on the Guernsey bus service website on Tuesday and a mail drop will be made to every island household.
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If you are a home-care service recipient who has a previously assigned EIN either as a sole proprietor or as a household employer, do not apply for a new EIN.
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