Joseph Carlson After HoursPublished 2026-10-01
“Google And Meta Will Beat OpenAI And Anthropic”
$NFLXBullish
NFLX is undervalued; slow engagement growth reflects strategic choices (live events) rather than weakness, with strong revenue growth across segments.
For example, Netflix has seen significant sales. The stock continues to decline. He said that Netflix is not growing as fast as he would like . This is the headline that Bloomberg is publishing everywhere.
It's a company that has appeared in my discounted cash flow analysis as undervalued again. In fact, it's the most undervalued company in my portfolio based on my internal analysis. It's Netflix.