NFLX

"just started buying Netflix stock here"

"This is a company that could be the Netflix of healthcare."

"Netflix was not profitable until the moment that they were when they were able to turn the screws a little bit on those suppliers, raise their prices just a little bit."

"Amazon is up Meta, Google, Palanteer, Netflix with Micron, that's down 3.2%."

"Looking at a stock like Netflix, you can't find buyers for the stock, right? A stock like Netflix used to be seen as one of the safest stocks in the stock market and these like safe stocks, these safe tech stocks, right? You cannot find buyers for these, man. No one wants these flapjacks. Look at this stock down 41% over the past year."

"So, in my [346s] opinion, the number one concern just for [348s] myself is that the year-over-year growth [351s] rates are expected to come in at 13.5% [354s] for the next quarter, which is a clear [356s] deceleration from the second quarter of [358s] last year and the first quarter of this [360s] year."

"Netflix has been a very polarizing stock [2s] lately. It's down 45% from its all-time [5s] highs and back down to its lows that it [7s] set in during the Warner Brothers drama."

"So, to put it simply, Netflix, in my [961s] opinion, does not need acquisitions to [963s] continue growing."

"So let's project out Netflix [808s] over the next 3 years and say that they [810s] will grow ibitta by about 12% annually, [814s] which is around the growth rate that [816s] analysts are expecting for revenue."

"So, in my [100s] opinion, the fact that Netflix is [102s] willing to walk away from these bids [104s] suggests that they don't actually need [106s] them to continue growing and the [108s] business itself is probably fine."

"All right, now [591s] let's get back to the video and I will [592s] explain why I am not buying Netflix [594s] stock."

"So to [434s] answer the question of does [436s] Netflix need acquisitions to continue [438s] growing, I think the obvious answer is [441s] no. And I think that's a pretty dramatic [443s] take."

"This will directly compete with YouTube and [681s] Netflix for TV watch time."

"So when I compare Netflix in [904s] the market today versus Meta or Amazon, [907s] I think the latter stocks are looking [909s] much more attractive and that is really [911s] why I am not buying Netflix here."

"So, to put [781s] it simply, Netflix is becoming a mature, [784s] profitable, but more slower growth type [787s] business."

"So [208s] my initial reaction to the bare case [210s] that Netflix needs acquisitions to grow [213s] is that it's not really justified."

"All right, so two more stocks to go. These get a little bit controversial here, but let's start right here with number seven, which is Netflix."

"And so yes, unlike a Netflix, I am pretty sure that a lot of you are interested in picking up more Amazon."

"Netflix, in my opinion, is also a household name worldwide. So yes, it is a premium asset."

"Netflix owned content and licensed content. And by the way, I don't know if you've noticed, but since we are in the summer of sports, over the last couple of weeks, they added an insane amount of sports content on the platform."

"Now, Amazon contrary to a Netflix is not okay that the cheapest name out there when you look at the traditional pricing metric."

"So yeah, in my opinion, this is an undervalued name, a name where the market for one reason or another doesn't like it as of right now."

"A Netflix was down 5.82% on one day. And Netflix, Netflix is a stock that's already down 19.2%"

"Now if you look at the latest move by [86s] Netflix, which was to try to acquire [88s] WBD, they didn't want to pay up. The bid [91s] was too high and they decided to decline [93s] the offer. Then there were more rumors [95s] as they're looking to acquire Lionsgate. [97s] We don't know if it's true or not, but [99s] Netflix denied the rumor and the stock [102s] went down on the news."

"Many of you have asked me for an update [2s] on Netflix. Netflix is down 36% [6s] over the last year. I've been one of the [7s] few critics of the stock. I've been [9s] calling it a bubble. It was trading at [11s] $87 and I said Netflix shouldn't be [14s] trading at 27 times earnings."

"So for [452s] me at $77 per share, Netflix is a good [456s] buying opportunity."

"I believe under those assumptions, [412s] Netflix here looks like a good buying [414s] opportunity to me"

"Let's talk about Rocket Lab, Axon, SoFi, Marcado, Libé, Meta, Uber, New Holdings, and Netflix."

"Rubric, Robin Hood, Uber, New Holdings, Netflix, Reddit, Shift 4, Axon, and then these two positions here."

"I consider Uber a bit of the same like a Netflix."

"With regards to Netflix, there was this whole Warner Brothers saga which is over."

"grow the new position, grow the Netflix one, the Axon, the Reddit, the Uber one as well, right?"

"As for Netflix, same thing here. Freefold, no man's land with the name."

"Birkshshire could buy every outstanding share of Netflix or Palunteer or McDonald's, Disney."

"Stock number four, Netflix. This one I would willing to bet the vast majority of people watching already pay for. Last quarter, revenue grew significantly and profit grew even faster with their operating margin climbing to about 32%. People are watching more than ever. Their main engagement score just hit an all-time high."

"Netflix"

"Same here with Netflix. Netflix is of course a much bigger company."

"New holdings, Netflix, Shift 4 is still here."

"Did add 25 shares or a 16.6% increase to Netflix"

"let's talk about one of the stocks that fell off the list, and that would be Netflix."

"Netflix, we've talked about I think Netflix $82 is a very very good deal."

"Those companies Copart, Qualcomm, Nvidia, McDonald's, Quest Diagnostics, Netflix, UPS, Ferrari, Starbucks, Google, O'Reilly Auto, Lowe's, Sherwin-Williams, Home Depot, and Amazon."

"Then we have Robin Hood new Netflix shift for Axon which is still fairly new."

"Moving on to a company that seems to have been completely forgotten now that the Warner Brother acquisition drama is behind us, and that's Netflix. I know, quite crazy, right? Netflix is back here $81 per share. Valuation wise to me is very attractive for a company where I don't think it's going to be disrupted."

"Netflix for now I'll keep it as is. Still hovering around $86 2.18% of the portfolio."

"I've been a Netflix shareholder for more [1s] than 15 years and it's always bothered [3s] me that this company was profitable yet [5s] it was burning billions of dollars in [7s] cash every year. Well, that has [8s] completely changed and it's something [10s] that not enough investors are talking [11s] about. So, here are three surprising [13s] facts about Netflix that not enough [15s] investors know. The first thing that [16s] might surprise you is that Netflix has [18s] become a free cash flow "

"Robin Hood, new Netflix, Shift for couple of shares of Nvidia and then Palanteer."

"Netflix is one of those great stocks that I personally missed. I didn't catch it early on. on. I cut a lot of the other Magnificent 7, but I did not catch on to Netflix. It was just something that streaming I just didn't see as being something we would all do. And now it is something that we absolutely all do. So obviously I got that one wrong in terms of valuation and everything else. It's obviously much cheaper than it was before. Like I said, we're not getting steel deal pricing anymore. But "

"And then lastly, it is [1124s] Netflix. So, Netflix, we do have two new [1126s] positions."

"Bill Aman just I think he sold either Netflix or Google. He sold something to buy more of Microsoft."

"Netflix,"

"Netflix at these prices"

"to more DLO Robin Hood even Netflix and maybe new"

"Hood, Palantir, Meta, and Netflix. Them are your four sleepers, okay? Everybody write the four sleepers, Hood, Palantir, Meta, and Netflix, okay?"

"If you try to play Netflix, Meta, you know what I'm saying, any of those type of plays, okay?"

"Netflix is one that okay, I'm waiting, waiting, waiting. And now it seems like I can buy it under $90."

"Netflix ain't ran yet."

"Netflix is up 128%."

"So, to put it simply, Netflix's second quarter guide was on the weaker end. They're expecting their revenue growth rates to start decelerating, and their operating margin is expected to contract on a year-over-year basis. And I think that this is the main reason why the stock is selling off in after hours."

"Netflix stock is down over 8% in after hours trading right now after they just reported their Q1 of 2026 earnings results."

"And I really think that's what the story of the stock dropping in after hours is."

"Also, just really quickly if by chance you're new to my channel or you're not already subscribed, then consider subscribing because I do my best to cover as many earnings reports as possible during earning season. So, if you would like to be updated on all of the earnings videos that I will be making over the next couple of weeks for this earning season, then click that subscribe button and with that being said, let's now hop into Netflix's earnings results."