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Funny, I was also thinking about writing something about Netflix today. One of my largest positions, both in terms of profit and the absolute size of the portfolio. I find it astonishing that many, in my opinion, much worse companies are regularly pushed here in the community, and Netflix, for example, which many people use every day, hardly gets any attention here. And this despite the fact that they have been delivering excellent figures for years. The turning points after the interim slump in the share price were probably the introduction of partial advertising financing and the crackdown on account sharing. As a long-term investor, I am absolutely convinced of the current strategy and am delighted with my second fivebagger today. The only thing I'm annoyed about is that I didn't buy the stock when I took out my Netflix subscription. 😄
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@Marsellus That's a good sign that she's so under the radar here. If she ever gets pushed here from all sides, it's probably time to get out. 😉
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@Olli68 that can be very good!