《Andrew Arons on September Volatility, Buying AAPL, NFLX & TJX》
NFLX被低估，广告和直播体育业务增长强劲；预计年底前股价将上涨。
你提到的第三个名字今年表现不佳。我们说的是 Netflix。它可能是三者中防御性最弱的。那么你如何看待 Netflix，以及这里的机遇是什么？
Well, your third name that you brought up today has suffered a bit this year . We're talking about Netflix here. It is perhaps the least defensive of the three. So how do you view Netflix and what drives the opportunity here?
他们的营收，他们公布的营收为 125 亿美元，预计广告收入将翻倍，这听起来相当不错。他们的核心广告类别增长引擎今年将翻倍至 30 亿美元，而且正如我所说，强制为个人资料单独设置电子邮件正在推动观众转向更多付费账户。