u/recordthemusic

1 thesis · first seen May 25, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d1100%-0.8%-0.8%
3d1100%-0.8%-0.8%
1w1100%-3.3%-3.3%
1m000
3m000
6m000
1y000

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

Thesis history

$NFLXNewsbullish
u/recordthemusic · 20d agono track record yet
Calls on NFLX

IMAX Is Exploring a Sale

Netflix has the financial capacity from recent cost-saving measures to acquire IMAX, which would give it premium theatrical distribution capabilities and exposure to a high-margin, growing segment of the cinema market. IMAX is exploring a sale at a relatively modest $1.85B market cap, making it feasible for Netflix to execute.

At post $89.30Now $82.00-8.2% since postedas of Jun 10, 4:59 PM ET
1d-0.8%
3d-0.8%
1w-3.3%
1m
3m
6m
1y
original post →

End of results.