$NFLXr/ValueInvestingStock Analysisneutral u/JoeInOR · 13d ago11 prior · awaiting results I ran my true FCF screener on stuff I actually use in my life. DECK at 8% yield and 16% revenue growth is the standout. SBUX at 65x P/E, but two out of three frappuccinos taste like slush. Here's the full list.
NFLX has modest 2.72% yield but passes growth criteria with 16.76-year Y220, supported by 15 years of behavioral data and potential data-driven competitive advantage. The uncertainty around whether content UX and data constitute durable moats leaves the directional thesis unresolved.
At post $81.46·Now $76.77-5.8% since postedas of Sep 8, 4:30 PM ET
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Buy NFLX stock and chill?
Netflix is positioned for a strong 2027 on the back of multiple catalysts: winter seasonality driving indoor consumption, substantial year-end subscriber growth (potentially reaching 351M), and the GTA 6 exclusive launch window creating a near-term acquisition event. Bill Ackman's return to the stock adds investor sentiment tailwinds.
At post $80.01·Now $76.77-4.0% since postedas of Sep 8, 4:30 PM ET
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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 $80.01·Now $76.77-4.0% since postedas of Sep 8, 4:30 PM ET
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Sharp money on Netflix!
Netflix's disciplined management, growing ad revenue, AI-driven cost reductions, and diversification into gaming and live sports create a competitive moat at a cheap price point. International content reach and fiscal discipline position the stock for continued growth despite near-term bearish sentiment.
At post $78.24·Now $76.77-1.9% since postedas of Sep 8, 4:30 PM ET
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Sold 9,248 @ $75.79 avg · $700,907 · 2026-08-10
Form 4: Neumann Spencer Adam sold NFLX
Neumann Spencer Adam (Chief Financial Officer at NETFLIX INC) reported an open-market sale of 9,248 shares of NFLX at an average $75.79, roughly $700,907, in a Form 4 filed 2026-08-10.
At post $76.29·Now $76.77+0.6% since postedas of Sep 8, 4:30 PM ET
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$NFLXr/wallstreetbetsYOLObullish u/yatv · 55d ago4 prior · awaiting results “$300,000 USD on $NFLX”
Doubled down. $300,000 USD on $NFLX 🎲
Author is doubling down on a Netflix position ahead of earnings, betting that subscription revenue will continue to fund the platform despite personal skepticism about the service model. The conviction appears rooted in confidence that consumers will keep paying for streaming subscriptions.
At post $74.35·Now $76.77+3.3% since postedas of Sep 8, 4:30 PM ET
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$NFLXr/wallstreetbetsYOLObullish u/yatv · 60d ago4 prior · awaiting results Long NFLX $80C · 400 contracts
$450,000 USD on MSFT + NFLX. Funded entirely by META profits 🥳
Author is bullish on NFLX despite poor sentiment, taking 400 total call contracts across September and November at the $80 strike. Positioning suggests conviction in near-term and longer-dated recovery.
At post $73.37·Now $76.77+4.6% since postedas of Sep 8, 4:30 PM ET
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“Netflix LEAPs”
Netflix LEAPs
Author is taking a long position in Netflix LEAPs, betting on upside to recover losses from subscriber fees paid over time. The position is a speculative bet with acknowledged high-risk tolerance.
At post $77.65·Now $76.77-1.1% since postedas of Sep 8, 4:30 PM ET
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“NFLX 100c 9/18”
Full port NFLX 100c 9/18
Full portfolio bet on NFLX call options expiring September 18 at 100 strike. Directional bet on upside movement in Netflix stock.
At post $73.81·Now $76.77+4.0% since postedas of Sep 8, 4:30 PM ET
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Long NFLX $75C exp Jul 17
NFLX Earnings Run-Up
NFLX will see a pre-earnings bid over the next 3 weeks driven by institutional positioning ahead of 7/15 earnings. Strong fundamentals (revenue growth, margin expansion, ad scaling, buyback support) and institutional preference for profitable growth with capital returns create upside momentum into the print.
At post $70.90·Now $76.77+8.3% since postedas of Sep 8, 4:30 PM ET
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NFLX I just keep adding to this name!
Author is aggressively accumulating NFLX with $106K invested so far, signaling conviction in the stock's upside potential.
At post $81.41·Now $76.77-5.7% since postedas of Sep 8, 4:30 PM ET
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NFLX at BUY levels 106K invested so far!
Author is bullish on NFLX at current levels, holding 800 shares at $90 and call options across multiple expirations (July and August), signaling confidence in near-term upside.
At post $81.41·Now $76.77-5.7% since postedas of Sep 8, 4:30 PM ET
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“only own stock”
Netflix yolo
Netflix is positioned for a breakout once market focus shifts away from AI-related volatility. The author holds stock and expects upside as sentiment clears.
At post $82.64·Now $76.77-7.1% since postedas of Sep 8, 4:30 PM ET
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“I got calls”
🚀 NFLX IS THE MOST UNDERRATED MONEY PRINTER ON THE MARKET RIGHT NOW AND YOU'RE SLEEPING ON IT 🚀
Netflix is a cash flow machine with $12.5B FCF guidance for 2026, a $25B buyback program, ad revenue expected to double to ~$3B, and 32.3% operating margins. H2 2026 marks peak margin expansion as content amortization headwinds ease, making this an asymmetric play with targets of $100 by Q3 and $120 EOY.
At post $82.64·Now $76.77-7.1% since postedas of Sep 8, 4:30 PM ET
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“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 $89.30·Now $76.77-14.0% since postedas of Sep 8, 4:30 PM ET
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Netflix just plummeted 8% immediately upon market close today. Time to buy!
Netflix dropped 8% at market close, presenting a buying opportunity as the author views the decline as overdone and expects a recovery or upside ahead.
At post $107.79·Now $76.77-28.8% since postedas of Sep 8, 4:30 PM ET
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“Bought puts”
Email Canadian Netflix sent to me today. Bought puts. Cancelled subscription.
The author received an email from Canadian Netflix and responded by buying puts and cancelling their subscription, indicating bearish sentiment on the company. The action suggests concern about Netflix's value proposition or business trajectory.
At post $36.25·Now $76.77+111.8% since postedas of Sep 8, 4:30 PM ET
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“NFLX put”
5k to 100k overnight NFLX put
Author made a significant profit from NFLX put options, indicating a successful bearish directional bet on Netflix's stock price declining.
At post $22.62·Now $76.77+239.4% since postedas of Sep 8, 4:30 PM ET
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