u/hantek

Reddit r/ValueInvesting
· tracked since Feb 2026
Calls
1
Win Rate
0.0%
return
-1.8%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 0% Long 1 Short 0
Win Rate
7d 100%
30d 100%
90d 100%
Average Return -1.8% Long Return -1.8% Short Return -
Average Return
7d +2.3%
30d +23.8%
90d +13.1%
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Source
Long
Feb 13
$76.87
-1.8%
Netflix quality at compressed valuation
The author argues Netflix is a high-quality business with a 40.5% ROIC and a very clean balance sheet at 0.47x Debt/EBITDA. The stock has fallen 45% and its multiple compressed from 56x to 25x earnings while the company is still growing its money by 47% a year, creating a valuation disconnect. The author frames this as buying A-list quality at clearance prices with long-term cash flow and growth intact.
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u/hantek has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: NFLX.

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