$NFLX: Expanding Revenue Levers, Undervalued at $80.75

AfraSimon
08:56

$Netflix(NFLX)$ is going through an identity crisis, but it's a good thing.

Live events, gaming, original content, ad network, licensed content aggregator (via $Warner Bros. Discovery(WBD)$ deal), and more...

Most companies could NOT pull this off.

But NFLX can afford to do this because they already have the global distribution + attention.

Concentration (movies/tv) to grow fast, diversification (everything above) to scale even bigger.

NFLX isn't pivoting...it's adding revenue levers.

Trying to find new ways to monetize the attention they've already earned.

Let things settle for a week, but I'm *very confident* that NFLX is undervalued at $80.75

Attention rules the world, and Netflix owns it...at scale.

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  • koolprofit
    ·19:58
    i agree, 
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