Added to YB: 2026-04-13
Pitch date: 2026-04-09
NFLX [neutral]
Netflix, Inc.
+0.67%
current return
Author Info
No bio for this author
Company Info
Netflix, Inc. provides entertainment services worldwide. The company offers television (TV) series, documentaries, feature films, games, and live programming across various genres and languages.
Market Cap
$434.9B
Pitch Price
$102.47
Price Target
N/A
Dividend
N/A
EV/EBITDA
30.81
P/E
40.72
EV/Sales
9.80
Sector
Entertainment
Category
special_situation
Margin of Sanity | Portfolio Update 03/31 - Netflix, Inc.
NFLX (holding update): Avoided overpaying for WBD, walked away w/ $2B cash & zero debt while competitor overpaid. Traditional media collapsing; expect Paramount/WBD break-up next decade could yield better deal. Legacy brands will be squeezed via sequels/reboots/AI, tarnishing value. Netflix wins as Hollywood eats itself.
Read full article (1 min)