9Mon·

As a reminder: Netflix ‼️

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9 Comments

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$NFLX
$MC
$MSFT
$AMZN
$AMD
$NOVO B

but also
$TSLA & $PLTR for potential entrants ✌🏽
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@1Chrischi1 I feel the same way with Axon and Spotify.
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Is a media company.
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Why should we get 3 crazy weeks?
Deleted User
9Mon
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@Memo0606 Have you been following them for a while?
Deleted User
9Mon
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@Memo0606 That's right, as always, the valuation is ambitious at currently 65x EV/EBIT LTM (10-year median at 34x) - quality has its price. Crazy margins (can there be any more?), rising recurring revenues and 16% growth per year for the next 2 years. In addition, absurd buybacks (almost 60% of sales in the last 12 months?).
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