u/STierMansierre ·
Reddit — r/ValueInvesting
· May 27, 2026 at 21:50
· ⬆ 16 pts
· 💬 24 comments
| View on Reddit ↗
AI Summary
Summary
Author u/STierMansierre opened a long position in NFLX at $87, citing a recent dip and a thesis centered on competitor struggles (especially WB/Paramount debt) and Netflix’s strength in live/PPV content.
The post references the WB deal fallout as a net positive for Netflix, while noting that P/E of 28 is not a great indicator but the stock has room to grow as competitors falter.
Quality assessment: Moderate DD – author provides a clear personal position and qualitative reasoning, but lacks detailed financial analysis; leans toward speculative conviction.
Score16
Comments24
Upvote %86%
▶ Full Post Text
Started a position yesterday so you know where I stand. P/E around 28 so not a great indicator, nice recent dip that's steadying imo. Traded in at 87 with 52 week lows at 76. Still open to picking more up in case momentum continues down like it did this week.
Got paid out for their time on the WB deal fallout, still poised well enough for growth in the live/PPV side of entertainment, and the stock has been taking a bit of a hit based on the WB deal being priced in early in the process.
A lot of my thesis is more about the competition floundering and less about Netflix, but I still am confident in the company fundamentals. Anyway, whether it's management, IP rollout misses, lack of content, pricing or any other issue, I still think Netflix offers a solid product compared to just about any other major streaming service. I also have always thought that Paramount consuming WB entirely would put them in a very vulnerable position with debt, which is a boon to NFLX.
Also loving all these CRM posts, that price is looking much more enticing at close today. Hard to say what happens tomorrow.
Author entered a long position at $87, near the 52-week low of $76; P/E ~28; believes the WB deal overhang is fading and competitors (Paramount/WB) are vulnerable to debt. The recent dip is viewed as a buying opportunity because Netflix’s fundamentals remain solid and the live/PPV pivot offers growth, while rivals are floundering. Netflix is a bargain at current levels given the competitive tailwind and the market mispricing of the WB deal impact. Further downside momentum (stock hit $76 recently); consumer spending slowdown impacting subscriber growth; content IP misses or pricing backlash.
Author notes “loving all these CRM posts, that price is looking much more enticing at close today,” implying a perceived value opportunity but without explicit position or deep analysis. The price decline has made CRM attractive to the author based on other Reddit discussions, but no specific thesis is provided. CRM is worth monitoring for a potential entry if further weakness persists, but the author offers no concrete data or catalyst. No defined thesis; market sentiment could shift; lack of fundamental valuation support in the post.
This Reddit post, published May 27, 2026,
features u/STierMansierre
discussing NFLX, CRM.
2 trade ideas extracted by AI with direction and confidence scoring.