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Netflix at $87

u/Maleficent-Gur-5951 · Reddit — r/ValueInvesting · April 08, 2026 at 01:54 · ⬆ 15 pts · 💬 17 comments  | View on Reddit ↗
AI Summary

Summary

  • The post details an existing long-dated call option position in Netflix (NFLX) and a plan to exercise those options to acquire shares at $87.
  • The author's thesis is that NFLX is fundamentally undervalued and will not trade at $87 again, with a price target of $200 within a few years.
  • Quality assessment: This is speculative personal strategy with minimal fundamental research; it is a combination of a leveraged bet and an income-generation plan.
Score 15
Comments 17
Upvote % 80%
Full Post Text
Ideas
u/Maleficent-Gur-5951 Reddit r/ValueInvesting
The author holds Dec 2026 $87 call options and asserts NFLX will never return to that price, projecting a rise to $200. The deep-in-the-money call options provide leveraged exposure to expected appreciation, with a plan to convert to shares for a long-term hold and covered call income. A long position in NFLX, either via long-dated calls or shares, is presented as a way to capture significant upside. NFLX may fail to appreciate as predicted; a significant downturn could erase option value; the covered call strategy limits upside potential.
More from Reddit — r/ValueInvesting

This Reddit post, published April 08, 2026, features u/Maleficent-Gur-5951 discussing NFLX. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Maleficent-Gur-5951  · Tickers: NFLX