amroui
2022-07-16

$Netflix(NFLX)$Bearish The market is so fickle with Netflix. I don't think we'll see the ad-partnership with Microsoft having a significantimpact on subscription levels within 2022, andwith competitors all racing ahead to try to grab a piece of the market, the next 1 year won't be a good one for Netflix.

I also don't see Netflix reaching the same levelof growth as previous years, as we see a world moving more towards pre-pandemic normalcy as well as the emergence of more viable alternatives. Still think it's currently overpriced, and will be better to wait it out if you're not currently invested.

Quick shoutout also to:

$Walt Disney(DIS)$ not too bullish for it. Not sure if they can translate their aggressive marketing to actual profitability from Disney+ anytime soon

$Warner Bros. Discovery(WBD)$ I'm actually very excited by this and I think it's currently undervalued. That said, their current content offerings doesn't have anything exciting unlike Disney, though I believe that might change in the next 1 year given the company's strategy. Looking forward to more exciting news from them!

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