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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.

Walmart and Target. I mean McDonald's, Coca-Cola, Annheiser Bush, Disney, Netflix, Spotify. Impossible not to have a bias, right?

So, we have Visa coming in at around 12% undervalued and Netflix also sits at an estimated 20% undervalued.

The buy-in target I'm setting for this company is $60. Now, if we look at the assumptions of what this would look like just mathematically, if we assume that Netflix is going to grow earnings per share at 16%, this is on the low end of where I think it's actually going to grow. I believe it will be much higher, but this is a more moderate conservative assumption. It grows EPS at 16%. The appropriate multiple for a company of this caliber with this margin this growth profile this TAM I believe is a 24 and then when we look at those assumptions buying it at $60 per share would mean that we get a 19.9% compounded growth rate a 20% kagger would be incredible this would be one of the highest projected forward compounded growth rates of any stock in my portfolio but remember just like any of these other stocks it's whatever one gets there first that's one that I'm going to deploy the $10,000 to.

This comes as we got big 13F filings from all the mega investors, right? And Netflix is one of these stocks where you typically see sizing and positioning. I think part of it, first of all, Netflix obviously very durable business currently trading at only 22 times forward. So, it's not wildly overvalued certainly compared to where it's been in the past. Also, I would say Netflix somewhat of a diversifier. If you're heavy on AI and CapEx and all these types of things, well, Netflix benefits that and they're using it to a certain degree, but at the end of the day, it's an entertainment company and it's an advertising and a subscription model company. So, in some ways it provides some hedge funds a hedge against some of their portfolio.

Netflix also in the same case as meta. Here you go. You're making your way back up into them. It's decision day. We've actually seen some software stocks, Service Now, those types of stocks actually close above their 200-day moving average. With meta, or excuse me, with Netflix, you still got a ways to go before you get to your 200-day which is currently at 87. Currently shares are at $80. So you got another, we'll call it 10% to go until you close above that. A close above that is a bullish sign. Just keep in mind you put up several green candles. In fact, I came in on this and got blasted.