Netflix is a real blockbuster : stocks


I’d disagree that they “don’t make great business.”

Obviously it depends on what metric you use to judge what a good business is, but let’s use ROE for the sake of argument.

AAPL is top-10 in the S&P500 for ROE. MSFT is in the top 20%. NFLX is in the top 100. GOOGL is juuuuust shy of top 100. FB just shy of top 25%. AMZN is top 30%

The problem is that the valuations were bad, not that the companies themselves are bad.

Netflix’s TTM revenue curve is pristine over 12 years. TTM EBITDA curve is pristine. The problem is forward expectations. Any reasonable person could see that there was going to be a saturation point. Expecting those curves to remain pristine in perpetuity was simply unreasonable, and here we are: everyone still on the hype train just took a ride over a cliff.



Source link

Related articles

UPTECH Highlights Unified Brokerage Infrastructure Following UF Awards Nomination

UPTECH, a fintech agency offering institutional expertise infrastructure for FX, CFD, and multi-asset brokerages, is marking its UF AWARDS APAC 2026 nomination by highlighting the built-in structure behind its expertise providing. The corporate...

Polymarket’s Paid Promos Attain Esports, With Orders to ‘Look Natural’: Report

Key TakeawaysMembers rose from 300+ creators in early August to 800+ two months later, Polymarket reps stated.A reminder so as to add X’s paid partnership tag has been lacking from the Discord prompts...

Relive Tesla’s Ridiculous(ly Enjoyable) Roadster Stunt Present

Watch the brand new Roadster make loopy jumps. ...
spot_img

Latest articles

LEAVE A REPLY

Please enter your comment!
Please enter your name here

WP2Social Auto Publish Powered By : XYZScripts.com