NFLX offers the best risk-reward for the next 3 years due to low CapEx, strong competitive position, and growth drivers including price hikes, international expansion, and ad revenue.
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Netflix up 7,400.
it is Netflix. Netflix, it's the most attractive risk-reward in the market for the next 3 years in my opinion. This one you don't have the out-of-control CapEx that you have to worry about with a stock like a Meta or an Amazon.
It has big potential upside over the next few years. Forward P on this one is 21. It's a recurring revenue stream business model, so it's like the ultimate SaaS play, right?
But the only difference is between this and the traditional SaaS plays like the Service Now and Salesforce and Adobe and all those companies is those companies are getting worried about being disrupted.
Who's disrupting Netflix? Not one. It's the same old school competitors. The competitors are weaker than I've ever seen them in regards to their debt loads.
And so Netflix just remains the one that is the shining star in content. And um they have multiple growth levers, adding more subscribers over time, right? They can always go up in price from time to time on different plans, international expansion.
The ads business is still a baby that has exponential growth over the next 5 10 years.
And so Netflix is just yeah, that one's the one for the next 3 years. I I love that stock. And so if you said $1.1 million next 3 years, can't sell it, that's the one I'm picking.
The chances I lose money on Netflix over the next 3 years insanely low probability, right? And the chances I double up my money, I think are actually pretty high. The chances I make 50% or more on my money, extremely high in my opinion.
And still even a double up is a I think a decent probability because their business model.
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