Why is NFLX getting beat-up so badl

u/tcrolius · Reddit — r/ValueInvesting · January 02, 2026 at 15:28 · ⬆ 105 pts · 💬 74 comments  | View on Reddit ↗
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Original Reddit post

Author presents Netflix as an easy buy based on recent content wins and strong margins/earnings.

NFLX — LONG The author argues NFLX is an easy buy based on their own analyses. They cite recent successful events such as the Paul fight, Stranger Things, and NFL programming as catalysts. Strong margins and earnings are also cited as support, and the view holds with or without the WBD deal.

Every analysis I've performed says NFLX is an easy buy with or without the WBD deal. They're coming off huge wins w/ the Paul fight, Stranger Things, and NFL, good margins/earnings.

Score 105
Comments 74
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u/tcrolius Reddit r/ValueInvesting
Netflix easy buy on content wins and strong margins/earnings
The author argues NFLX is an easy buy based on their own analyses. They cite recent successful events such as the Paul fight, Stranger Things, and NFL programming as catalysts. Strong margins and earnings are also cited as support, and the view holds with or without the WBD deal.
NFLX HIGH
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This Reddit post, published January 02, 2026, features u/tcrolius discussing NFLX. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/tcrolius  · Tickers: NFLX