NFLX - Netflix Inc.

Similar to Microsoft, benefits from weaker dollar as international revenues become more valuable in dollar terms.

Good business with strong margins, but stock is beaten up like a software stock; buy if it dips to 245-246 area

Netflix is a cash machine with growing ad revenue and pricing power, but the stock is currently not cheap enough. The analyzer shows only an 8% return, so the host added it to his watch list at $55 per share (below current $73).

Netflix is down after earnings and faces competition. The host sees limited upside and prefers Apple, Amazon, Google in entertainment.

The stock dropped 9% on decent earnings; revenue growth decelerating but advertising segment and price increases provide upside. DCF shows potential 8-15% annual returns. Creator personally not buying but considers it a good opportunity for others.

Host not interested, thinks YouTube better, expects stock stays flat

Oversold, trend line support, higher RSI, expecting relief rally after earnings.

Host is not a believer, citing intense competition from tech giants and does not see continued growth. He would not invest.

The host finds Netflix to be a strong business but overvalued at current price ($74). He would buy only at $50 and has it on his watchlist at $55. The community rates it as a hold.

Nour acknowledges Netflix is fairly valued to slightly cheap at a forward P/E of ~22-23, with strong fundamentals, pricing power, and a durable moat. However, he personally will not buy due to lack of conviction in future direction — multiple uncertainties around management changes, acquisitions, ad-tier monetization, and revenue trajectory put it outside his circle of competence. He considers it a 'watch' rather than a buy or sell.