AgentW
06-18

Let's take a look at $Netflix(NFLX)$  performance. Nflx has done a great job with the first mover advantage & all the collaboration with the local shops/ lifestyles & trends to keep up with the attention seeking generation. The ability to raise prices and yet minor drop in subscription which they recovered it seems to show the anchor tv / movie moat they have compared to Disney. the recent surge is healthybut against the backdrop of a suspicious cloud where everyone thinks that the market can't be keeping with new highs - it will be an unfortunate victimof pullback due to macro environment. The current options premiums are not attractive so perhaps "do nothing at the moment" for me is a strategy withthis ticker. In longer term I remain bullish on $Netflix(NFLX)$  

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