NFLX并不差，但在保守情景下存在下行风险；动量导致轻微降级。
逐段跳播
这条视频里关于 $NFLX 说的每一段，按说话顺序排列。点任意一行，上面的视频跳到那一刻。
然后是Netflix，已经下跌了一些，现在又涨了一点。我们进入计算表。Netflix是最后几家之一，自由现金流增长为两位数，必须增长15%到12%，然后市盈率达到25倍才算真正被低估，但这也不算差。
考虑到当前发生的一切，我假设它可能会以这些速率增长。保守情景下存在下行空间，但假设回报率为8%，股票略有上涨，之前在70美元时更好，但现在也不差。然而，你必须利用这种动量，所以我把它向左移动了一点。
Then we have Netflix down already up a little bit. We go to our calculation table. Netflix one of the last ones 80 free cash flow growth double digits has to grow 15 to 12% and then a P ratio of 25 to be really undervalued but also this is not bad. I have put perhaps it will grow at these rates with all what's going on. conservative scenario there is room for downside but let's say 8% so the stock is a little bit up it was better earlier at 70 but it's not bad however you have to play that momentum so I have moved it a little bit to the left
这个频道对 $NFLX 的历次判断
Value Investing with Sven Carlin, Ph.D. 在这只股票上只有这一条判断。