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r/valueinvesting
Netflix- A good buy now?
Investor summaryNeutral
User asks if NFLX is a good buy after a 7% drop, noting strong fundamentals like FCF and margins despite competition concerns.
Bull points
- Strong fundamentals with exploding free cash flow and a deleveraged balance sheet.
- Highly positive operating margins.
- Potential for ad revenue growth.
Bear points
- Facing stiff competition and content-related issues.
- Stock is heavily beaten down, dropping around 7% in a single day.
NFLX价值 / 回购
Post body
Is Netflix a good buy at the current price now? It was down around 7% today. Do you see it bouncing back up to the 100s in the near future. Reading multiple articles about ad revenue growth but negatives state competition and content issues.
Any insight appreciated. Genuinely confused. Fundamentals look good. I like that the free cash flow is exploding, balance sheet is deleveraged, operating margin is really positive. But why is the stock beaten down so much?
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