u/Mammoth-Path-6520

1 thesis · first seen Sep 4, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d000
3d111100%+1.8%+1.8%
1w111100%+2.1%+2.1%
1m000
3m000
6m000
1y000

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

Thesis history

$NFLXr/ValueInvestingDiscussionbullish
u/Mammoth-Path-6520 · 16d agono track record yet

Why was Netflix down 50% from its all time high 3-4 weeks ago?

Netflix has a strong content moat and is positioned to benefit from AI adoption in the streaming space. The recent 50% decline from all-time highs appears unjustified given the company's durable competitive advantages, making it a contrarian value opportunity despite recent volatility.

At post $80.01Now $76.77-4.0% since postedas of Sep 8, 4:30 PM ET
1d
3d+1.8%
1w+2.1%
1m
3m
6m
1y
original post →

End of results.