The Compound 对 $NFLX 的判断变化
这个频道在这只股票上的每一条判断，按时间倒序，每一步都读完那条视频里关于这只股票的全部内容。相邻两条方向不同的地方标出方向翻转。
Netflix 和 Spotify 撑起了 Netflix。功劳归我，而且我觉得你仍然在这个局里。我在财报公布后的第二天以 67 美元买入。现在我只下跌了 9%。
Netflix and Spotify put up Netflix. Credit to me and I think you you're still in this. I bought it the day after earnings at 67. I'm now only down 9%.
我现在所有摊低成本的操作都让我浮盈了。我坚持下来了。我不会离开。我认为这是其所在行业中最被误解的股票。Spotify 的交易方式与 Netflix 非常相似。你我都看好这只股票。
我买了，我加了仓。我上周买了更多，昨天又加了。所以，我上周买了。我觉得我的时机把握得非常好。我在 Spotify 上设了止损，不是 Netflix，而是 Spotify。我不想和它绑定，但我必须告诉你，我认为它是媒体行业最好的业务之一。
我知道我们上周已经完整讨论过这个话题，所以我不会重复。但只是提一下，因为这些股票正在慢慢回升。它们没有暴涨。它们不在市场最佳股票名单上。没有人谈论它们，但它们确实在从那些低点慢慢回升。我喜欢看到这种情况。
I am now above water with all my average downs. I stuffed it out. I am not I am not walking away. I think that this is the most misunderstood stock in its sector. Spotify trades very similarly to Netflix. You and I both uh bullish on this name. Uh I bought I bought an added. I bought an added bought more last week and added yesterday. So, I bought it last week. I think I nailed the timing beautifully. I do have a stop in on Spotify, not Netflix, but Spotify. Um, I don't want to marry this thing, but I have to tell you, I think it's one of the best businesses in media. I know we did this whole conversation last week, so I won't repeat it. Um, but just a shout out because these stocks are grinding back. They're not ripping. They're not on the best stocks in the market list. Nobody's talking about them, but they are literally grinding off those lows. and I like to see it.
沃尔玛和塔吉特。我的意思是麦当劳、可口可乐、安海斯-布希、迪士尼、Netflix、Spotify。不可能没有偏见，对吧？
Walmart and Target. I mean McDonald's, Coca-Cola, Annheiser Bush, Disney, Netflix, Spotify. Impossible not to have a bias, right?