Which would you choose? UNH, NFLX, TTD?

Original Reddit post

Author compares UNH, NFLX, and TTD as value candidates, giving a bullish turnaround thesis on UNH, a conditional bullish thesis on NFLX tied to a Warner Bros. acquisition, and a bullish thesis on TTD as an ad-revenue compounder with midterm upside.

UNH — LONG The author argues UNH is a strong, recession-proof dividend payer currently in a management-led turnaround, expecting a return above $400 within a year and possibly the $600 all-time high within five years. The mechanism is margin recovery as management turns the company around, though Trump's health insurance policies may hurt the stock short-term. The main stated risk is compressed margins in recent quarters and policy pressure on the business.

UNH: Strong, recession proof company that gives dividends and currently in the midst of a turnaround with management. Trumps policies on health insurance may hurt the stock short-term, but I expect a strong return to above $400 in the next year.

NFLX — LONG The author sees NFLX as a compounding company on par with Amazon and YouTube, believing it could go above $100 if it acquires Warner Bros. and adds that revenue. The stated risks are debt, skepticism, legal issues, and stagnant new user counts with flat watch time year over year. The catalyst is the potential WB acquisition.

if they can acquire WB then I believe this company is going to above $100 with the added revenue. But the debt, skepticism, legal issues, and lack of new users is concerning.

TTD — LONG The author views TTD as an ad-revenue compounder offering companies an alternative to Amazon without data-theft fears, with a price target of $50-60 from $34. The catalyst is midterm elections at year-end plus potential earnings beats, with the low $30s seen as the bottom given 2026 growth is priced lower. The main risk is the stock's turbulence and management shifts, though the CEO and head of accounting remain bullish.

TTD: ad-revenue compounder which provides an alternative to Amazon for companies to utilize with no fear of stolen data. This is a wildly turbulent stock, so price target is $50-60 but with midterms coming at the end of this year, I believe there is some upside from $34.