NFLX在未来3年提供最佳风险回报，因其低资本支出、强大的竞争地位以及包括提价、国际扩张和广告收入在内的增长驱动因素。
逐段跳播
Netflix上涨了7,400。
Netflix up 7,400.
就是Netflix。Netflix，在我看来，是未来3年市场上最具吸引力的风险回报。这只股票你不用担心像Meta或亚马逊那样的失控资本支出。未来几年它有巨大的潜在上涨空间。这只股票的远期市盈率是21。
它是一种经常性收入流的商业模式，所以它就像终极的SaaS股，对吧？
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?
但唯一的区别是，与传统的SaaS公司如ServiceNow、Salesforce和Adobe等所有那些公司相比，那些公司正担心被颠覆。谁在颠覆Netflix？没有一家。竞争对手还是那些老派的竞争对手。这些竞争对手的债务负担是我见过的最弱的。
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.
所以Netflix仍然是内容领域的闪耀之星。而且他们有多重增长杠杆，随着时间的推移增加更多订阅用户，对吧？他们可以时不时地提高不同套餐的价格，国际扩张。广告业务还处于婴儿期，未来5到10年将呈指数级增长。
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.
所以Netflix就是，是的，未来3年就是这只股票。我非常喜欢那只股票。所以如果你说未来3年110万美元，不能卖，那就是我选的那只。未来3年我在Netflix上亏钱的可能性极低，对吧？
而我翻倍赚钱的可能性，我认为实际上相当高。我赚50%或更多钱的可能性，在我看来极高。而且即使是翻倍，我认为也是一个不错的概率，因为他们的商业模式。
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.
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。