NFLX - Netflix Inc.

Listed among 15 stocks approaching intrinsic value (6-9% return range). Paul will give deeper look if prices fall further in a correction.

Host says Netflix is in his 'anti-Tanner portfolio.' Acknowledges it's a great business that grows consistently, but he doesn't like their content spending model and personally doesn't use the service.

Host is not a fan of Netflix's business model. Doesn't like how much they have to spend on content and licensing. Prefers YouTube's model where creators are paid based on views. Would never pay for Netflix himself.

Netflix was listed among Trump's net sales. The host expressed surprise that Trump owned it.

Mentioned as having international revenue diversification benefit

Described as a 'no-brainer' long-term hold — best streaming company with unmatched profitability. However, speaker says he doesn't like it right now at current levels. Pulled back from $128 ATH but not a major decline.

Host notes Netflix is down 10%, EPS beat was driven by a $2.8B Warner Brothers breakup fee, and Reed Hastings is leaving the board. He states he has no money in Netflix right now.

Netflix is mentioned alongside Microsoft as having roughly 40% of revenue from foreign markets, illustrating that some US-listed stocks already provide international exposure.

Mentioned as a top holding within AIQ ETF. Implicitly endorsed through the ETF recommendation for technology exposure.

Kristof disagrees with the overvalued categorization. He would say Netflix is fairly valued, not overvalued.