Well said : “Netflix’s ad tier, pricing power, and operating leverage can support low double-digit growth. But at a premium valuation, investors need evidence that its broader entertainment strategy is producing more engagement, stronger monetization, and durable returns on spending.”
Everybody on Substack acting like Netflix hitting a PE in the mid 20s is a value. Look at the diversity of revenue among who they’re up against.
Weird to me how so many investors on here are so bullish on a company with one revenue segment and an uncertain future.
Well said : “Netflix’s ad tier, pricing power, and operating leverage can support low double-digit growth. But at a premium valuation, investors need evidence that its broader entertainment strategy is producing more engagement, stronger monetization, and durable returns on spending.”
Everybody on Substack acting like Netflix hitting a PE in the mid 20s is a value. Look at the diversity of revenue among who they’re up against.
Weird to me how so many investors on here are so bullish on a company with one revenue segment and an uncertain future.