Calls
1
u/Navelabob
Reddit r/ValueInvesting
Win Rate
100.0%
return
+0.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 18
$68.95
+0.3%
Netflix’s FCF yield is 4.3% at current price; stock down ~50% from peak; ads business doubled YoY; low-teens growth projected. At 4.3% FCF yield the market assumes permanent stagnation, but ads and pricing power support continued growth—creating a margin of safety. NFLX is a high-quality business trading at a deep discount; author is selling puts at $65 and plans to add more at $60 (5% FCF yield). Subscriber growth stalls, ad revenue disappoints, or competition intensifies; guidance could continue to weaken.
Netflix’s FCF yield is 4.3% at current price; stock down ~50% from peak; ads business doubled YoY; low-teens growth projected. At 4.3% FCF yield the market assumes permanent stagnation, but ads and pricing power support continued growth—creating a margin of safety. NFLX is a high-quality business trading at a deep discount; author is selling puts at $65 and plans to add more at $60 (5% FCF yield). Subscriber growth stalls, ad revenue disappoints, or competition intensifies; guidance could continue to weaken.
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u/Navelabob has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: NFLX.
