Netflix has a better long-term business model than Walmart and is undervalued relative to peers, making it the preferred large-cap holding.
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“The Market is About to Do Something Insane Next Week…”
Financial EducationPublished Aug 21 · 2 passages
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Let's compare big versus big. If I'm going to go big, I want to, you know, a big dog company, right? I want to go Netflix. Netflix $300 billion plus market cap. But with Netflix, I'm getting this at a dosey do a 22 forward PE, 17 two-year forward PE, right?
Versus Walmart's in the 30s. And I think Netflix actually has a much better long-term business model than Walmart does. And so I'll take Netflix any day of the week.
Netflix, easy money. And then if you think about just easy money stocks, Netflix and American Express given their valuations. I mean, those are just easy money stocks, right?
What this channel has said about $NFLX
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2026-08-31Bullish
Okay, number three of these four stocks is Netflix. This stock is running, man. This stock is up 12.6% just in the past month. It is running. It's $81 stock as of right now when it comes to Netflix.
Quote at 24:57 ›2026-08-21BullishThis one
Let's compare big versus big. If I'm going to go big, I want to, you know, a big dog company, right? I want to go Netflix. Netflix $300 billion plus market cap. But with Netflix, I'm getting this at a dosey do a 22 forward PE, 17 two-year forward PE, right? Versus Walmart's in the 30s. And I think Netflix actually has a much better long-term business model than Walmart does. And so I'll take Netflix any day of the week.
2026-08-18Bullish
Netflix is such a clean undervalued stock and this is a very clean story here in in regards to Netflix. You know, if you look at a lot of these, I mean, almost all these QQQ top positions, they're all questionable, right? None of them have clean stories. Netflix is a one clean story. You know, they're going to come in with subscriber growth. It's just question of how much. You know, they're going to be able to slightly go up on plans here and there over time. You know, they're going to continue to grow their ad business, right? you know, they're going to continue to expand international and you know roughly what their capex numbers are, right? So, it's just a clean company. It's undervalued. The forward P in the stocks likely low 20s right now. So, it's clean. It's $77.77. That's a good sign also, by the way. But yeah, it's clean. It's undervalued.
Quote at 23:39 ›