StayClose
10-26
$Netflix(NFLX)$ 

Added 6 more positions of Netflix (NFLX) at $64.69 to my long-term portfolio.

​📉 The Setup: Major Support & Dirt-Cheap Multiples

​Following a broader macro pullback and post-split price consolidation, Netflix delivered a textbook technical capitulation setup.

​P/E Compression to All-Time Bargain Levels: With the stock pulling back to sub-$65, Netflix's forward P/E has compressed down to ~20x–22x. 📉✅

​Massive Margin of Safety: Wall Street's consensus price targets remain anchored significantly higher in triple-digit territory. Buying at $64.69 gives us an immediate safety buffer with 50%+ implied upside potential. 🎯

​🚀 The Catalyst: The Unreachable Content & Cash Machine

​Skeptics keep missing the bigger picture: Netflix isn't just surviving; it's widening its moat every single quarter:

​Ad-Tier Monetization Acceleration: The high-margin ad-supported tier is expanding rapidly, driving significant ARPU expansion through late 2026. This transforms NFLX from a pure subscription business into an ad-network powerhouse. 📈💰

​Global AI Content Localization: Netflix's AI-driven dubbing and localization technology allows it to produce regional hits (like Squid Game) and turn them into instant global phenomena at a fraction of Hollywood costs. 🤖🌍

​Unrivaled Free Cash Flow Engine: Producing over $8B+ in annual Free Cash Flow, Netflix has the balance sheet strength to outspend, out-acquire, and out-compete every other platform in the space. 📺🎮

​💡 Final Verdict

​The market loves to hand out generational opportunities during panic flushes, but only patient investors with real conviction take action. Adding 6 shares at $64.69 lowers our cost basis beautifully.

​"Be greedy when others are fearful, especially when buying the king of global entertainment."

Invest safe, Tiger friends! [Allin]  [Call]  

NFLX
10-26 23:00
USNetflix
SidePrice | FilledRealized P&L
Buy
Open
64.69
6
-3.67%
Holding
Netflix
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