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The author expresses a personal position but fails to provide a fundamental reason or concrete catalyst for the investment thesis.
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I recently opened a big position in Netflix (for me) after doing a bit of research and wanted to see what concerns people might have about the company. I’m mostly a one stock guy, so if it does well my portfolio does well if it crashes I’m sad and down enough that it might take years to recover.
is there any reason this company won’t perform well over the course of 5-10 years? Hopefully better than the s&p but we’ll see.
I know that there is still concerns about the merger with Warner b, but long term I don’t see that hugely impacting the company negotiable if it goes through or doesnt.
Am I missing anything?