A ValueInvesting selloff watchlist that favors growth stocks while still adding some dividend names, with bullish or watch theses on MSFT, AMZN, ADBE, NFLX, SPGI, LEVI, DUOL, GIS, and UNH.
MSFT — LONG The author says he currently owns 8 MSFT shares and recently bought two more, making this a bullish long view. He argues Microsoft is more than an AI company because it still grows 24% without Open AI, and cites a 22-23x forward P/E as attractive during the selloff. No specific risk or time horizon is stated.
MSFT - Currently have 8 shares, recently bought two more. Microsoft is more than just an AI company, without Open AI, they are still growing 24% per. Microsoft is trading at a forward P/E of 22-23x.
NFLX — LONG The author says he entered NFLX at $79.83 per share when the P/E was around 29-30x and calls the stock finally good-priced regardless of the Warner Bros. merger outcome. He views Netflix as the streaming leader excluding YouTube and says a WB deal could add production studios, video gaming, comic books, and more. No specific risk or time horizon is stated.
NFLX - Reguardless of what happens with the WB merger, this stock is finally at a good price. I entered in at $79.83 per share when the P/E ratio was hovering around 29-30x. Netflix is the leader of streaming unless we include YouTube. If they get WB, it will open the door to many things, such as: better production studios, video gaming, comic books, and more!
This Reddit post, published February 08, 2026, features u/Puzzleheaded-Ear-290 discussing MSFT, NFLX. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: u/Puzzleheaded-Ear-290 · Tickers: MSFT, NFLX