Jul. 21 at 4:52 PM
$NFLX is still down around 50% from its peak.
That is what makes this so interesting to me.
The business is much stronger today than many people give it credit for:
- Strong revenue growth
- Rising margins
- Growing ad opportunity
- Live content momentum
- More room for EPS growth over time
To me, this looks less like a broken story and more like a potential opportunity where the market may still be undervaluing the long-term business.
Visualized on Chartloom.
