amit
2026.06.22 18:25

$Netflix(NFLX.US) completely getting demolished

cheapest it’s been in years, but every time I think of buying I remember…

- no hit shows leading to massive growth like Squid Game for example

- they tried to buy $Warner Bros. Discovery(WBD.US) and $Roku(ROKU.US), now $Lionsgate Studios(LION.US) which makes me think they really are struggling to create content

- the only reason they beat EPS last Q was because of the $3B breakup fee, otherwise no growth

- Mag 7s are better businesses trading at lower multiples

what’s the argument to go long here other than it is bottoming? which I agree it probably is…but is risk to reward amazing here even if it doesn’t go that much lower?

Source: amit

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