NFLX

"The first one up here is Netflix. Netflix is such a clean undervalued stock and this is a very clean story here in in regards to Netflix."

"The first stock out there is Netflix. The story here with Netflix is fantastic. Aman bought Netflix back in 2022. Then he sold it just a few months later at a big loss when his view changed. He kept studying it and now he's jumped right back in."

"He bought four brand new big stocks, Visa, Mastercard, S&P Global, and Netflix, each landing around 5% of his fund."

"They did, of course, add Visa, Mastercard, S&P Global, Netflix"

"Netflix did finally get a bump from the low7s. We closed out the week at $78. Why is that? Bill Atman's Persian Square. We're going to talk, well, we talked about all of his move, but we're going to talk about all of the other super investor moves in Monday's video, but here as well, we got that push and we are now above the 50-day on the daily and the 200 on the weekly, which is sits just under 78. Let's try and stick at that support area and try to go back above $80 per share here as well. It'"

"Netflix is one to buy. Okay, currently sitting at $75. The ticker symbol on this one is NFL."

"Netflix did catch a bit. That's because Bilakman, Persian Square did open a position again in Netflix."

"What about a Netflix?"

"Netflix up 7,400."

"It is Netflix. Netflix it's the most attractive riskreward in the market for the next 3 years in my opinion. This one you don't have the out of control capex that you have to worry about with a stock like a Meta or an Amazon. It is big potential upside over the next few years. Forward P on this one is 21. It's a recurring revenue stream business model. So it's like the ultimate SAS play, right? But the difference is between this and the traditional SAS plays like the Service Now and Salesforce a"

"Netflix right now $77.32 up 4%."

"Netflix"

"I own Netflix."

"especially in Uber or a Netflix, some people might not agree with this, but I own them, so I'm biased, but I do think it is undervalued. I do think it is misunderstood."

"Netflix, this is a re-entry. the streaming wars was basically effectively won and the stock fell around 50% on engagement and AI worries."

"They've added Netflix back. Remember, Netflix is a position that they had in 2022. Stock dropped 40% or so. They sold quite close to the bottom. And of course, Netflix rallied, but Netflix stock is down close to 50% or so since their highs of last year. And they feel like right now they see a lot of value. So, they're buying that name."

"Netflix names where the multiple has come down, but the quality of business is still high up there."

"In this case, I'm looking at Netflix"

"I think this is an amazing upside for this company and that's using 21 times earnings."

"I said Netflix stock is finally a buy because I think Netflix at the current valuations of about 21 times forwards is very cheap."

"Legendary investor Bill Aman is back in Netflix stock."

"So, I think Netflix at this price is undervalued for the business 100%."

"So, I like Netflix as a long-term investment. The stock is undervalued."

"Number two, best opportunity in the market right now is an easy one. Netflix. Netflix right now is in the low70s. Netflix, you have a recurring revenue stream business model there. People that sign up for Netflix, they stay signed up for Netflix. Additionally, they're they're always able to attract new subscribers."

"You are buying quality companies and Netflix is one to buy. Okay, currently sitting at $75. The ticker symbol on this one is NFL."

"Think about all the companies that have won huge over the past two decades. Netflix, Amazon. They were acquiring customers and sacrificing that short-term profitability for long-term, a bigger opportunity. That's exactly what Hims & Hers is doing and the opportunity is enormous in healthcare."

"This is nothing new, and Amazon, Google, Netflix, Microsoft, and Meta have all gone through this."

"Netflix now positive in the public account."

"We have Uber, Robin Hood, New Cash, Reddit, Axon, Netflix, couple of shares of Nvidia."

"Next one up here, number five of these 10. This is Netflix. Netflix, this one is a good combination of growth and value."

"With regards to a Netflix, we are literally at a so-called floor right now. That low $70 mark is a floor for Netflix."

"We have some Rocket Lab, Oscar, Meta, DLocal, Rubrik, Micron, Uber, Nu Holdings, Robinhood, Shift4, Axon, Reddit, Netflix, Palantir, cash position, and then some shares of Nvidia."

"but I may be interested in number six and that stock is Netflix."

"However, I really Netflix has traded super rich for a really long time."

"As for Netflix, still in the accumulation zone here in the low $70 since the post earnings reaction. It did get a lot more uh buying action, but we're still here in the low 70 bucks for Netflix."

"We see a Netflix up 3.6%."

"I switched to HBO from Netflix."

"Exxon, Palanteer, Netflix, couple of shares of Nvidia, barely any cash, but there is cash coming over the next couple of days."

"I'm not married to Shift 4. I'm not married to Netflix. I'm not married to Uber either."

"That's a Netflix also cheap on paper."

"I started with names that I do own. An Uber, a Netflix, a Shift 4."

"Let's put it here. I will look a little bit at these and then put them more into a comparison. It's summer. I'm a little bit exuberant. So, why not start following it and then we will see over time. Let me know in the comments what you think. I always get a lot of info, a lot of feeling about the stock, the business in your comments. Of course, this is not a margin of safety. This is not the crazy value investment now because you need a bigger margin of safety. This is getting interesting from t"

"Netflix stock is getting interesting and a lot of you commented about it. The business is strong, still growing, you're likely subscribed to it."

"Therefore, it has a strong moat. Check my full Netflix in-depth analysis video."

"We will put Netflix here."

"For Netflix, revenue, 12.5 billion, net income, 3 billion, 3.4 billion."

"We recently discussed Netflix getting very interesting, 12 billion of free cash flow per year growing at 15, 20%."

"But Netflix is down 44% over the last year. The chart looks ugly but the P ratio 22 for a company still growing at double digits. This is getting interesting."

"Netflix is now undervalued for a 10% return. Likely if I change it 12 12 something% return expected going forward. That is very interesting here. This the growth scenario would make it a buy."

"When it comes to the strategy of investing in Netflix. Crystal ball. I already told you mine broke a few years ago. So I cannot know where the stock will go. But the question is how can you tolerate volatility? If you open a position now with 2% and then it goes down 40%, the business is still there."

"The moral of the story is Netflix comes in and puts up the numbers year in year out and Tesla comes in and disappoints you again and again and again and again"

"One, I want to talk about Netflix and Tesla, the numbers, why those stocks are so different. Not the business models really so much, but just the numbers and kind of trying to figure out like where the best values are in particular stocks at particular times."

"So, when I look out there and I'm like okay, I have an opportunity to buy a Netflix or I have an opportunity to buy a Tesla right Tesla was a great money maker for me back in the day might have been my first stock I ever cleared seven figures plus on right but at the end of the day like what's a better buy today it's Netflix without question right and so that's why I'm investing heavily into Netflix"

"Netflix comes in and puts up the numbers year in year out and Tesla comes in and disappoints you again and again and again and again, right?"

"Look at Netflix and Tesla stock. Both of them are down since November 2021"

"Then Netflix comes in and just dominates."

"it's Netflix without question right and so that's why I'm investing heavily into Netflix"

"You could make a very strong argument that one of these stocks is a huge discount. That is being who? Netflix and Tesla not so much. Right? No, not all stocks are created equal, right? Netflix, I look at that stock right now as an easy buy."

"Netflix is a story based on execution. They just come in and execute, continue to attract more subscribers like they're doing year in and year out, right?"

"If we went back prior to that, right? I said, what were the returns for Netflix and Tesla stock? November 2016 to November 2021, right? Netflix stock had gone up 449% over that time. Tesla had gone up nearly 3,000% over that time. So at that particular time period, you look at those stocks and you be like, "My gosh." Like those are incredible stocks. Like they're two of the best out there, right? Look at the returns they've given you. And now you look at those returns since then and it's awful, "

"If we look at something like Netflix, I I want you to just keep an eye on a few numbers here. This chart right here, this revenue chart, okay, look at that. Keep that in mind. The margin profile over time, keep this in mind. Look at how Netflix's margins are consistent or uptrending over time"

"All right, guys. Now, this one's interesting. It is Netflix. Netflix down 21%."

"Netflix down 21, Palanteer down 26%, Service Now 27%, Nike is down 31%, Oracle 32%, Adobe 34%, Lululemon down 42%, and like I just said, into it down 58%"

"Meta, Oscar Health, DLocal, Rubric, Robinhood, Micron, under $900, Uber, Nu, Palantir, Shift4, Axon, Netflix, Reddit, some cash left, and a couple of shares of Nvidia."

"As for the rest, of course, we've talked a lot about what has happened this week, right, with the Netflix. I didn't buy more Netflix right now, because I do think that it's, I'll have time to buy Netflix at around $70 or maybe just under $80, because the market is again asking questions. And every time the market asks questions, we have time."

"will start off with a Netflix because they just reported their quarterly figures. valuation wise very attractive year to date stock is down 24% over the past year stock is down 46% right"

"We of course have some news regarding Meta, regarding Netflix, the earnings, Nebus as well."

"As for a fiscal year 2026 outlook, they narrowed the outlook for revenues. It was a slight miss. Revenue growth now expected between 13 to 14% which is still okay. Operating margin still targeting 31.5%. Advertising revenue, of course, still a 2x increase year-over-year to reach around $3 billion."

"So here with the live events to me this is something that I've said for many many years now. live events, live sports events is of extreme importance for Netflix, which is exactly why they're doing this more and more."

"Here we're seeing how AI is actually a tailwind for a company like Netflix."

"And so to me, with Netflix, I own the name. I like the name. It's a quality name. Do I want to buy more of these shares right now? No."

"When talking about engagement for Netflix, they said the following thing. There is a nonlinear relationship between view hours and business revenue."

"Netflix stock is down roughly 9% in after hours trading after reporting its second quarter earnings results."

"Netflix stock is down roughly 9% in after hours trading after reporting their second quarter earnings results. The stock is also down roughly 50% from its all-time highs that it set in just last year. So, the market does not seem very bullish on Netflix stock right now."

"And I don't think that this company deserves the very high multiples and premiums that it used to trade for. Like even 25 to 30 times earnings for this business now seems like it would be a stretch and potentially overvalued."

"Relative to YouTube and Amazon, Netflix saw the weakest amount of market share gains last year and they saw the highest amount of market share losses in certain periods throughout the year."

"And again, I believe that both Microsoft and Meta are much higher quality businesses than Netflix. they're growing much more rapidly and their multiples are actually lower right now which means that the future returns could be significantly higher."

"Then the question is why is the stock down almost 9% in after hours and what didn't investors and the market like about this earnings report and the answer lies mainly in their guide for the third quarter."

"However, in my opinion, I do think that a 23 to price to earnings ratio would be a lot more fair for Netflix's business. And with a 23p, if they can actually hit annalyst estimates of roughly 13% earnings growth over the next 5 years, then the stock could compound by about 13% annually, and its fair value would be about 85 bucks per share. So, with that being said, I do think that there is a pretty strong argument that Netflix's stock is beginning to look undervalued in the market today. But for"

"However, as I said, I do not think that it is more attractive than Meta, Microsoft, and Amazon right now. And I have chosen to purchase Meta and Amazon in my portfolio instead."

"I don't see any reason why I would own Netflix over those businesses when I think they're much higher quality, growing faster, and offering better prices."

"So, in my opinion, the main issue with Netflix is that the business is consistently decelerating. This is causing the stock to rerate down and to sell for lower multiples. And again, I do not think that Netflix deserves to trade for multiples above 25 or into the 30s anymore. I think that this is a 20p or low 20p business."

"So analysts were expecting a lot more from Netflix for this quarter and especially for their guide for next quarter and the remainder of the year and I do think that this is the main reason why the stock is selling off so much."

"So, their growth rates across the board are down about 5% in every single region. So, this isn't necessarily a United States or North America issue, but it seems like an issue across the entire business."

"So, I think Netflix over here is undervalued. I would even say I would put it in the too cheap to ignore category."

"Netflix just reported earnings. The stock is down 7 and 1/2% in the after hours to $68 per share."

"I said Netflix right now is presenting an amazing buying opportunity. Today is sitting at about $68 per share."

"But, I think 20 times earnings is extremely attractive for Netflix. I don't own the stock yet, but I'm personally starting to get very, very interesting in potentially owning Netflix, and that was my opinion on Netflix stock."

"on the after-hours price of $68 per share, Netflix is trading at about 20 times earnings, which is extremely cheap for a company like Netflix."

"The company has, you know, is in a very good position. They have about nine almost 9.1 billion dollars in cash and cash equivalent. They've been buying back some stock and they're likely going to continue to do some buybacks over the upcoming quarters."

"Advertising business with Netflix is booming like never before and they still expect the advertising business to double to about $3 billion year over year."

"The company was trying to hide it through the subscribers growth. And now, they're no longer going to be publishing the watch report once a year twice a year. They're going to be doing it once a year. Now, that really tells me that Netflix is trying to make for all of this by raising prices."

"Netflix down 21"

"Netflix. Netflix is a nine in my opinion. Very strong buy at this point in time, especially in this low 70 range."

"As for Netflix, the upcoming earnings report, the market is looking for $122.58 billion in revenue, EPS of around 79 cents. And as you can see, last quarter that was a miss with regards to a free cash flow. Well, you will see already the big difference here. Free cash flow is expected to come around $2.61 billion, but the range here is surprisingly big. Now, what did Netflix tell us 3 months ago? They expect revenue to increase by 13.5% to reach 12.57 billion. Operating income of $4.1 billion, o"

"Last one here and that's Netflix. Now of course Netflix has the earnings report coming up. So right now, yes, it is a bit in a bad spot. Although low7s in my opinion is a good accumulation zone. But yes, since we do have an earnings report over the next couple of days, then just wait, get your answers and then you can decide. But what about if the stock does shoot back up to 80 bucks or more? Okay, then it goes back up. At least at least you don't have that downward pressure. If it goes back up,"

"Now, we did have some things that were mentioned about Netflix this week. So, Netflix is actively testing ad supported channels and bundled subscriptions as standard viewer engagement softens."

"And then for me and then for many of us we do have the first let's say tech company which is Netflix. As for Netflix, I'll give my thought on that in a bit because we could look at what the market is looking for."

"Then we do have Netflix, Palunteer, Reddit, couple of shares of Nvidia now."

"Even if I'm looking at at a Micron or at a Netflix or whatever, if I feel that my money can be put into other names right here and and it makes sense to me, then I'll do it."

"Now, it's fallen completely off the list, kind of like Netflix did the month before."

"So, for me, I'm going to buy the company if and only if it basically hits $50 a share. And guess what? It's on my watch list at 55."

"Bull case number one, Netflix is becoming the world's default TV network."

"If growth settles into low double digits, the bears say it may no longer deserve that high price tag and the stock could keep drifting lower."

"The bulls say that if Netflix can keep growing in the low to mid teens while holding strong margins, it becomes a long-term cash generating machine for years and years to come, which very well could be true."

"Bear case number one. The easy growth phase may be over. Remember that huge boost in the password sharing crackdown that I mentioned?"

"This particular stretch happens to be a heavier cost period, so profit margins dip a little in the short term, even though Netflix still expects margins to grow for the full year."

"So, let's pull up Netflix here and take a quick gander at it."

"Bull case number three, pricing power plus stock repurchases could drive big earnings growth. Netflix keeps proving it can raise prices and people don't leave."

"Netflix had become a Wall Street darling again, and the stock was priced for near-perfection, meaning everything had to go right just to justify the price."

"Instead, Netflix delivered strong numbers, but did not raise its forecast for the rest of the year."

"And bears aren't saying that Netflix is getting destroyed."

"Last year, Netflix pulled in over 45 billion dollars in revenue, up 16% from 2024."

"Run Netflix or whatever stock you've been thinking about buying."

"In the end, Netflix refused to overpay, and they walked away."

"If you own Netflix, you have been on an absolutely wild ride, and lately it's been like the descending part of a roller coaster, all the way back to its February lows."

"It's still only a small slice of Netflix total money today."

"Estimates have it growing 35% a year with one projection saying Netflix could pass Disney in ad revenue before 2030."

"Bull case number two, the ad business could become a second giant profit engine. Think like Amazon."

"So keep this straight. The stock went down, but the company kept going up. The fundamentals kept getting better."

"So even if subscriber growth slows, if the stock stays low enough where it makes sense and Netflix can buy back shares, they can increase your earnings through higher prices, ads, and decrease in the share count."

"Today, we're going to have three bull cases and three bear cases, and then we're going to run the numbers and find out what Netflix is really worth based on my own personal assumptions."

"Bear case number three, the stock may still be priced for a near perfect execution."

"Netflix still one that's struggling right now. $7760. The 200 weekly sit at $69.5 would be ideal ideal place to add more."

"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."