Creator sentiment
5 creators · 5 views · past 7 days
Updated November 10, 2026 (UTC)
The bull case
- +Expects EPS to grow 20% over the next few years while trading at 5-year lows.
- +Considers it a phenomenal business with low risk of subscribers canceling overnight.
- +Netflix is a large position in his portfolio and he ranks it as one of the best stocks you can buy.
- +A completely free ad-supported version could significantly boost engagement on the Netflix platform, similar to YouTube's large ad-supported audience.
The bear case
Nothing notable in the past 7 days.
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Netflix is a large position in his portfolio and he ranks it as one of the best stocks you can buy. · A completely free ad-supported version could significantly boost engagement on the Netflix platform, similar to YouTube's large ad-supported audience.