Nobody sees NETFLIX longterm - the next Blockbuster pig? 🐷

2024년 1월 25일

AI-bubble ready to pop by 2025/2026 imho...

May be a next generational buy opportunity with NFLX going to 1000 dollars by 2030?
Or just an epic economic recession, affecting (overvalued) growth stocks? 🐷

2024년 1월 26일

노트

perfect short for the next Blockbuster play. SHORT 575, TP 445

2024년 1월 27일

노트

Still valid. By reading their 10-K, i have just discovered they have 27B dollars debt, with 27B gross revenue in 2023 (48% is net, thus 13B is net, most likely). They are loading lots of debt with partnerships like WWE... Too much risk at these prices! Fair value is around 200/250 imho

2024년 1월 30일

노트

Under 555 back to 505