First of all, sorry for posting here, I know this is the value sub, but I know there are some people here in incognito who can actually value.
I put this company a year ago on my "good, but expensive" list, totally forgot about it, now I see it crashed. When I look into the EVA research and the New Constructs indicators, it actually does not look bad now. **What is weird that my Reddit/YouTube feed is not full of financial entertainment content about this stock, but at these levels, I would expect otherwise (at least they milking the stock saying it's shit...).** (Why? Lot of people said buy at 120 and now embarrased? Or everyone milked it at 60?)
I see Netflix plans to move to Amazon (weird, they have competing video services...), but looks like business is usual and a platform like this is not easy to just develop.
**I am asking do anyone have a deep dive/valuation/know a paid subscription service where they have a valuation etc?** (I already pay for a few services to boost my research, but this is in none of those universes as it was very expensive, but I am really buying to buy 1-2 **non-Wall Street** research here).
Looking at the balance sheet, I hope they take a loan to start a buyback program to create more shareholder value.
I ran a quick reverse DCF for 5yr period, 12% discount rate (so I do not post without a valuation). Growth priced in:
* P/FCF = 20: 13.1%
* P/FCF = 15: 18.8%
* P/FCF = 10: 27%
* (For the adrenaline "investors", call it ultra-bull case P/FCF = 30: 5.3%)