u/DisciplineMasters69

1 thesis · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d000———
3d111100%-2.0%-2.0%
1w1100%+1.7%+1.7%
1m1100%+13.4%+13.4%
3m1100%+5.3%+5.3%
6m000———
1y000———

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$NFLXr/ValueInvestingStock Analysisbearish
u/DisciplineMasters69 · 99d agono track record yet

Streaming giant Netflix fall more than 10% after revenue fell short of estimates

Netflix's earnings missed on revenue and guidance appears underwhelming. Despite a bright spot in ad revenue growth, the core content moat is eroding amid intensifying competition and a maturing streaming market with limited runway for reacceleration.

At post $68.95Now $65.85-4.5% since postedas of Oct 23, 4:45 PM ET
1d—
3d-2.0%
1w+1.7%
1m+13.4%
3m+5.3%
6m—
1y—
original post →

End of results.