Calls
1
u/STierMansierre
Reddit r/ValueInvesting
Win Rate
0.0%
return
-14.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 27
$87.45
-14.2%
Author entered a long position at $87, near the 52-week low of $76; P/E ~28; believes the WB deal overhang is fading and competitors (Paramount/WB) are vulnerable to debt. The recent dip is viewed as a buying opportunity because Netflix’s fundamentals remain solid and the live/PPV pivot offers growth, while rivals are floundering. Netflix is a bargain at current levels given the competitive tailwind and the market mispricing of the WB deal impact. Further downside momentum (stock hit $76 recently); consumer spending slowdown impacting subscriber growth; content IP misses or pricing backlash.
Author entered a long position at $87, near the 52-week low of $76; P/E ~28; believes the WB deal overhang is fading and competitors (Paramount/WB) are vulnerable to debt. The recent dip is viewed as a buying opportunity because Netflix’s fundamentals remain solid and the live/PPV pivot offers growth, while rivals are floundering. Netflix is a bargain at current levels given the competitive tailwind and the market mispricing of the WB deal impact. Further downside momentum (stock hit $76 recently); consumer spending slowdown impacting subscriber growth; content IP misses or pricing backlash.
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u/STierMansierre has 1 trade ideas tracked on Buzzberg across 1 tickers since May 2026. Most covered: NFLX.
