Netflix is a strong long-term buy due to global revenue growth, high EPS expansion, and solid financial position, outweighing short-term slowdowns and competitive concerns.

The first was Netflix, where I bought another $2,000 worth of shares . Before we get into the reasons why I bought Netflix shares today, I would first like to take a look at my current situation, to show you what I actually own in terms of shares of this company, because I already own a large stake in it .

Netflix truly embodies the qualities I'm looking for . It is a long- term investment company. I do not buy Netflix shares based on my expectations for next quarter's performance ; that is not part of my analysis.

I am focusing on the next 10 or 20 years to see which companies will generate huge profits for shareholders, and which have global opportunities for significant growth.

My investment in Netflix is currently worth $88,000, which is a huge investment. It is my eighth investment after Microsoft, and represents 6% of my investment portfolio. So, I already have a significant presence on Netflix.

However, my profits from this company were not amazing; in fact, they decreased slightly. We'll get to that later, but the reason is the sharp drop in Netflix's stock price . At one point, my earnings were around $40,000. Now we have reached 16,000.

I still buy Netflix shares even at a price higher than the average purchase price. In fact, buying more Netflix shares today raises the average purchase price of the company, increasing the likelihood of incurring losses if its price continues to fall.

This is the downside. When I buy Netflix shares today, I buy them at a price higher than the average purchase price, which increases the likelihood of incurring losses, but I believe this risk is worth taking because Netflix is a great company today , and I believe it is an excellent investment opportunity.

Part of my analysis is that Netflix is one of those companies that pushes investors' biases into making incorrect analyses. Let's take two examples. First, when we look at Netflix, many investors think that it faces fierce competition, to the point that it can barely grow and struggles to survive against YouTube, Paramount, Warner Bros., or whatever their current size, are the giant companies it faces.

So how will Netflix be able to compete? Many have spoken about the fate of Netflix, and about the enormous interaction problems it faces. However, management stated in a press interview that they do not have a problem with interaction, and that viewership has increased by 2% in all categories.

The decline in average viewing time per subscriber was attributed to the implementation of strict password protection measures , which naturally led to a decrease in average viewing time.

The administration also pointed to its growth in regions of the world where people do not watch television much , which makes it related to the demographics and viewing habits of each group, and not to a problem of interaction.

The management also explained that the issue of viewing time on Netflix is not properly understood. For example, the company spends 5% of its budget on live streaming, which represents only 1% of the interaction.

So, looking only at the viewing time, live streaming might seem like a waste of money, so why is it done at all ? But Netflix is valuing live streaming because it recognizes its many benefits: it attracts new customers and helps retain existing ones, and the audience loves live streaming.

Even if they haven't watched them for a long time , they are high-quality television programs. Therefore, they are turning to things that do not contribute to increasing viewing time, but keep the customer more satisfied with Netflix.

When we look at the basics, this becomes clear . For example, many people have the impression that Netflix is a dying company. Looking at the current situation, we find that the stock price almost indicates that .

Netflix's stock price is in continuous decline, having fallen by 26% this year and 42 % over the past year. The stock price was $111, then it rose to $120, and saw a sharp increase in 2025 to reach $122 .

Now, Netflix's stock price is $67, meaning the stock price has dropped by 50%. What happened to this company? Well, when we look at the fundamentals, we find that revenues are growing in all areas.

Literally everywhere you work. They have four main regions: the United States and Canada, Europe, parts of Africa, Latin America, and Asia and the Pacific, that is, all over the world, and they are growing everywhere.

In fact, they grow faster in regions outside the United States and Canada, due to greater growth opportunities. Many of these regions , such as Latin America and Asia Pacific, are experiencing growth of 18%.

The growth rate in each region exceeds 10%. Netflix is achieving revenue growth in conjunction with significant growth in its free cash flow, which has reached $11 billion. Its earnings per share are also experiencing significant growth.

In fact, one of the negative factors that is currently worrying investors about Netflix is talk of slowing growth. It is true that there has been a slowdown in revenues , but the context needs to be clarified .

The revenue growth rate has decreased from about 15-16% to about 11-12%. So, there is a slight slowdown, but it is not due to real structural reasons. What's happening with Netflix is simply the overlap of its huge revenue streams, such as the crackdown on password protection.

They have just finished raising prices and have taken many revenue-generating measures. Now this growth is slowing down a little, but they are still achieving normal growth and adding more subscribers.

As you can see, this is not the story of a company experiencing difficulties. Netflix continues to grow its revenue at a rate of between 11 and 15%, while earnings per share are growing at a much faster pace .

In fact, there is another thing that investors should pay attention to, which is what Qualtrics points out, showing a 6% growth in earnings per share . The reason for mentioning this percentage is that it includes Warner Bros. payments.

With the figures announced, growth amounts to only 5.8%. Adjusting earnings per share after deducting those one-time payments, the natural growth reaches 24%. A 24% growth in earnings per share for such an established company, with a strong competitive advantage and huge cash flow, is an indication that it is a top-tier leading company.

It's a very rapid growth , faster than companies like Visa and Mastercard.

Netflix is a company with medium to rapid revenue growth, and it has high operating leverage that contributes significantly to its profit growth . Currently, Netflix shares are trading at a price-to- earnings ratio of 18.42 for the next twelve months.

That is, you are paying 18.5 times the company , and this is after adjusting the ratio because the dividends it received do not affect the future price-to-earnings ratio . So, this figure is the true multiplier you're paying for Netflix shares today.

A company whose profits are growing at a rate of 24% annually, and which enjoys a relatively strong competitive advantage if we assume that Netflix is able to withstand the competition resulting from the merger of Warner Bros. and Paramount.

As for Netflix, it is in the strongest financial position among all media companies in the world.

Then there's a lot of talk about Netflix. Many of the company's critics say it offers duplicate and unoriginal content , such as retelling the plot several times during a television series, which is inaccurate.

This type of criticism has been used for some time to criticize Netflix, with claims that its content is of poor quality and that Netflix forces producers to retell the plot several times so that viewers using their phones understand what is happening, because they are clearly not focused on the series, giving the impression that Netflix is full of cheap and ephemeral content.

This was partly started, and even increased, thanks to Matt Damon. Matt Damon and Ben Affleck were interviewed by Joe Rogan, during which Matt Damon said: " Netflix wants movies to retell the plot three or four times in dialogue, because viewers are using their phones while watching."

This statement was reported by the media . This clip has been widely circulated across Reddit and social media, with claims that Netflix forces directors to do this. Ben Affleck was the other person who appeared in that interview with Matt Damon and Joe Rogan.

Ben Affleck recently appeared on the show to explain exactly what Matt Damon was saying , and what he meant by his words. He also recounted how he tried to urge the media to correct this story because it was wrong.

Netflix didn't just refrain from bullying Ben Affleck and Matt Damon; they simply told them, " We believe in you. Go ahead and make your movie." That's the opposite of what Netflix is supposed to be.

Overall, Netflix is a company capable of producing great content. They've done it before. I think they'll make more successful series again.

Meanwhile, the stock price is down 50% from its highs. It's trading at a forward price-to-earnings ratio of 18. The company is getting cash in every day and growing by more than 10% in every region.

There will be a slowdown in revenue. People will call that a bad word. But I don't follow companies. I'm interested in the slowdown in growth over the next couple of quarters. In the long run, I think this company will be profitable.