blindsquirrel Posted March 31, 2021 Share Posted March 31, 2021 (edited) I think Netflix represents a compelling opportunity fo the next decade and I published an in depth writeup about the company. Under my assumptions I think thecompany can deliver a 15+% CAGR over the next 10 years for shareholders. https://blindsquirrel.substack.com/p/netflix-focus-and-execution Due to the lenght of the article I have atacched the link and here is the elevator pitch for the idea: Netflix is the leading streaming service in the world, run by a talented management team in an industry with multidecade tailwinds on the ongoing shift towards OTT video consumption. Its unprecedented scale, untapped pricing power, innovative culture, and local presence make the company a compelling opportunity for the next decade. I would love to receive some feedback Kind regards Edited March 31, 2021 by blindsquirrel Link to comment Share on other sites More sharing options...
blindsquirrel Posted March 31, 2021 Author Share Posted March 31, 2021 Here are my assumptions : Link to comment Share on other sites More sharing options...
Liberty Posted March 31, 2021 Share Posted March 31, 2021 There's an existing Netflix thread here: https://thecobf.com/forum/topic/5334-nflx-netflix/ Link to comment Share on other sites More sharing options...
blindsquirrel Posted March 31, 2021 Author Share Posted March 31, 2021 My bad I will repost it , Thanks ! Link to comment Share on other sites More sharing options...
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