u/STierMansierre

Reddit r/ValueInvesting
· tracked since May 2026
Calls 1 1 Posts tracked · 0.1/day
Calls
7d 0
30d 1
90d 1
Best Calls
No live winners yet
Worst Calls
NFLX long -6.5%
Most Mentioned
NFLX ×1
Recent Calls
NFLX long 1 week ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d —
90d —
Average Return -6.5% Long Return -6.5% Short Return -
Average Return
7d -6.8%
30d —
90d —
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
NFLX Netflix, Inc. Netflix, Inc.
Long
May 27
$87.45
-6.5%
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.
Consumer
REDDIT
Showing 1 of 1 picks · sorted by mentions