NFLX is an attractive buy at ~70x earnings; its simple, reliable growth story (subscribers, ads, international) makes it 'easy money' for the next several years.

Netflix now positive in the public count.

Netflix, I'll see things like that, right?

Netflix to me seems like very easy money for the next several years, right? Easy money.

Netflix in the 70s is really attractive.

Netflix. Next one. Listen. This is now one of the cleanest stories in the stock market. One of the cleanest stories in the stock market from a big tech perspective of a company you can buy, right?

Netflix Netflix is a several hundred billion-dollar market cap. So, doesn't matter what fund you run. Doesn't matter, you know, who you are. You can invest in Netflix, right? It's something you would consider.

Netflix has the cleanest story, in my opinion, of anything kind of big tech related, right? And I'm I'm putting them against semicon- semiconductor companies, they obviously are making fortunes of money right now, but they don't have the necessarily the cleanest story because people will still say, "Oh, you know what?

With these big tech com- or with these, um, you know, with the semiconductor companies, eventually the music's going to stop, right? Eventually, orders are going to slow down and margins are going to come down and profitability's going to come down for these companies.

So, that that's kind of the game. It's like music musical chairs with the semiconductor companies, right? That's why they're all going to trade at lower PE ratios.

And Netflix is just a clean story. Netflix is like grow in subscribers, grow the ads business, grow international, right? And then maybe go all up on price every once in a while. Simple.

And Netflix, you know, spends a lot of money on content each year. Yeah, that's We already know that. That's not a new trend or something like that. This is what they do.

But, the profitability is great, the margins are great, the revenue growth is great, and uh it's a business model you can count on. People renewing and renewing and renewing. And so, Netflix is is, in my opinion, not only a great company, not only a an attractive investment here in the 70s, but it's such a clean story for the next several years.

It's much cleaner story than any of these other companies have.