The host is actively accumulating Netflix and views it as a relatively low-risk investment with attractive upside over three to five years. He estimates $65 as the worst-case downside and says he does not expect prices in the $50s.
Strongly BullishOct 6, 2026Source The host considers Netflix's selloff an unusually attractive entry into a durable subscription business. Advertising, international expansion, content investment, and periodic price increases underpin his long-term upside thesis.
Strongly BullishOct 1, 2026Source The host ranks Netflix fifth among his preferred stocks under $100 and calls its current valuation an attractive buying opportunity. He emphasizes recurring subscriptions, international expansion, pricing power and advertising.
Strongly BullishSep 28, 2026Source The host bought nearly $14,000 of Netflix and expects the stock to double or triple over the next three to five years. He considers the valuation attractive and believes long-term downside is limited.
Strongly BullishSep 1, 2026Source The host is aggressively buying Netflix, citing strong free cash flow growth, expanding margins, pricing power, and early-stage ads and international growth opportunities. Using bull, base, and bear case valuation models, he projects the stock rising substantially by 2030, viewing it as one of the least risky big tech investments.
Strongly BullishAug 21, 2026Source The host views Netflix as an attractive current investment with a superior long-term business model and lower cited earnings multiples than Walmart. He repeatedly describes prospective gains as easy money.
BullishAug 20, 2026Source The speaker calls Netflix an 'easy money' stock, citing subscriber growth, an emerging ad business, and pricing power as growth drivers. They mention personally buying shares heavily in the $70s.
Strongly BullishAug 14, 2026Source Netflix is the stock the host says he would pick if forced to put $1.1 million into one stock and hold for three years without selling, calling it the most attractive risk/reward in the market. He cites its recurring revenue model, weak competitors, subscriber growth, pricing power, international expansion, and a nascent ads business as multiple growth levers.
Strongly BullishAug 11, 2026Source Netflix is described as an attractive investment in the $70s and an easy-money opportunity over several years. Its subscriber, advertising and international growth story appears cleaner to the host than the spending-heavy narratives of other large technology companies.
The host recommends Netflix as a growth and value investment, describing its approximately 20 forward earnings multiple as too low. Subscriber gains, pricing, advertising and eventual sports expansion underpin the thesis.
BullishJul 30, 2026Source The speaker calls Netflix a clean, attractively valued story with multiple revenue growth avenues and no spending problems, and says he wants to keep adding to his position.
Strongly BullishJul 21, 2026Source The host considers Netflix an easy buy and is actively investing fresh money. He attributes its attractiveness to consistent execution, improving financial metrics, and a lower historical valuation.
Strongly BullishJul 16, 2026Source The host remains an active buyer despite slowing growth and plans another approximately $50,000 purchase following the earnings selloff. He expects a long-term share price of $200, supported by potential programming successes, price increases and advertising growth.
Strongly BullishJul 13, 2026Source Netflix is a nine-rated strong buy, particularly around the low $70s. The host sees a durable competitive position and strong earnings growth at an attractive multiple.