NFLX 被认为估值便宜；尽管近期因增长预期偏低而股价下跌，仍愿意通过卖出看跌期权被行权的方式在 65 美元持有该股。
逐段跳播
那么，我会用 Netflix。我选 Netflix 是因为它是我最喜欢的，我会在今天演讲快结束时更详细地讲 Netflix，但现在我先用这个例子来给你们说明什么是价差。
So, I will use Netflix. I chose Netflix because it's my favorite, I'll go into more detail about Netflix towards the end of today's presentation, but for now I'll show you this example to illustrate what a spread is.
我确实有一些例子，比如 SoFi 和 Netflix，我想讨论一下。下一项业务是 Netflix，它已经在市场上存在很久了，但每 1 美元营收它能留下 28 美分。
I do have some examples like SoFi and Netflix that I would like to discuss. The next business is Netflix, who have been in the market for a long time, but for every $1 in revenue they can keep 28 cents.
而相比一年前赚到的 1 美元，他们现在赚的是 1.13 美元。所以，他们在提高营收，同时也在提高每一美元的利润率。这很棒，不是吗？不过，Netflix 已经下跌了很多。
And compared to the $1 they earned a year ago, they are now earning $1.13. So, they are increasing their revenue and also increasing their profit margin per dollar. That's great, isn't it? However, Netflix has gone down a lot.
人们感到不满，因为事实是，从 1 美元增长到 1.13 美元，也就是 13% 的增长，对投资者来说并不算多。所以，他们对 Netflix 并不太满意。
People are upset because the truth is, going from $1 to $1.13, or 13% growth, is not much to investors. So, they are not very happy with Netflix.
这里有一个 Netflix 真实看跌期权的例子。我在这里以 10 月 23 日为例。我认为 Netflix 相当便宜。
Here is an example of a real put option on Netflix. I have used October 23rd as an example here. I thought Netflix was pretty cheap.
所以，我在看一个 10 月 23 日的 65 看跌期权，权利金相当不错。我的意思是，权利金并不算多，但问题是，我很乐意被行权接货。
So, I'm looking at a 65 put option for October 23rd, and the premium is pretty good. I mean, it's not much of a premium, but the thing is, I'd be happy to get the assignment.
所以，如果我以 65 的价格被行权接到 Netflix 的股票，那就太好了。我 literally 是拿了钱去拥有一只我自己想买的股票。
So, if I get a Netflix assignment at 65, that would be awesome. I'm literally getting paid to own a share that I want to buy myself.
这个频道对 $NFLX 的历次判断
Invest with Henry 在这只股票上共 2 条判断，这里只列相邻的几条。