网络效应能否成就奈飞坚不可摧的护城河?

华尔街大事件2022-02-19

由于担心竞争加剧,奈飞的股票在收益后遭受了戏剧性的调整。但由于该业务仍处于完全可扩展的阶段,未来奈飞还有大量潜在市场。对Netflix(NFLX)的投资现在面临着喜忧参半的信号。一方面,您会看到它仍然代表着成长型投资者的经典案例。对于成长型投资者来说,理想的交易是投资于具有完美可扩展性的企业。一家总能找到大量有利可图的投资机会的企业。因此,该企业在不断扩张的过程中获得了稳定的投资资本回报——...

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