NFLX在约70倍市盈率时是具吸引力的买入标的；其简单可靠的成长故事（订阅、广告、国际化）使其在未来几年成为“轻松赚钱”的机会。
逐段跳播
Netflix 在公开账户中现已转为正收益。
Netflix now positive in the public count.
Netflix，我会看到类似的情况，对吧？
Netflix, I'll see things like that, right?
Netflix 对我来说，未来几年似乎是轻而易举的钱，对吧？轻而易举的钱。
Netflix to me seems like very easy money for the next several years, right? Easy money.
Netflix 在 70 多美元时非常有吸引力。
Netflix in the 70s is really attractive.
Netflix。下一个。听着。这现在是股市中最清晰的故事之一。从大型科技股的角度来看，它是你可以买入的公司中最清晰的故事之一，对吧？
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 是一个数千亿美元市值的公司。所以，不管你管理什么基金，不管你是谁，你都可以投资 Netflix，对吧？这是你会考虑的事情。
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.
在我看来，Netflix 拥有所有大型科技相关公司中最清晰的故事，对吧？而且我把它们与半导体公司相比，它们现在显然在赚大钱，但它们不一定有最清晰的故事，因为人们仍然会说：“哦，你知道吗？
对于这些大型科技公司，或者对于这些半导体公司，最终音乐将会停止，对吧？最终订单会放缓，利润率会下降，这些公司的盈利能力会下降。所以，这就是游戏。就像半导体公司的音乐椅游戏，对吧？这就是为什么它们都会以较低的市盈率交易。”
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.
而 Netflix 只是一个清晰的故事。Netflix 就像增加订阅者，发展广告业务，拓展国际，对吧？然后也许偶尔全面提价。简单。
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.
而且 Netflix，你知道，每年在内容上花费很多钱。是的，那我们已经知道了。这不是新趋势或类似的东西。这就是他们所做的。
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.
但是，盈利能力很好，利润率很高，收入增长很好，而且这是一个你可以依赖的商业模式。人们不断续订、续订、再续订。所以，Netflix 在我看来，不仅是一家伟大的公司，不仅在 70 多美元时是一个有吸引力的投资，而且它在未来几年是一个如此清晰的故事。它比任何其他公司都清晰得多。
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.
这个频道对 $NFLX 的历次判断
Financial Education 在这只股票上共 4 条判断，这里只列相邻的几条。