Сигналы
1
u/STierMansierre
Reddit r/ValueInvesting
Винрейт
0.0%
доходность
-14.2%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
27 мая
$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.
Стриминг
Показано 1 из 1 коллов · сортировка по упоминаниям
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У u/STierMansierre на Buzzberg отслеживается 1 торговых идей по 1 тикерам с мая 2026. Чаще всего покрывает: NFLX.
