NFLX 在当前价位是强力买入，基本面和广告/国际增长支撑其长期价值超过 200 美元。
逐段跳播
好，接下来是七只股票中的第三只，就是Netflix。对Netflix来说这是多好的买入机会啊，股价67美元。天哪。67美元的股票，对吧？今年过得相当艰难。这只股票已经下跌了42%。
这是多好的买入机会。在我看来，长期来看这是一只价值超过200美元的股票，对吧？
Okay, next up is, number three out of seven stocks is, you know, Netflix. What a great buying opportunity for Netflix, stock at $67. Oh, God. $67 stock, right? This year has been quite a struggle.
This stock is down 42%. What a great buying opportunity this is. In my opinion, this is a stock worth over $200 in the long term, right?
首先，看看收入图表。我还需要说这个吗？我的意思是，别管它了。这是最美的画面。如果你对收入图表有所了解，这就是你想要的那张图，对吧？看看利润率图表。没有比这更好的了，对吧？看看每股收益图表，以及它未来可能走向哪里。
看看公司的自由现金流或现金流。看看每股自由现金流。天哪。市盈率现在比历史上低得多，所以你是以难以置信的折扣买入的，对吧？公司的经营现金流。公司经营利润。与此同时，股票数量也在减少，对吧？所以，就Netflix而言，它可以轻松买入。
First, look at the income chart. Do I even need to say this ? I mean, leave it alone. This is the most beautiful scene. If you know anything about income charts , this is the chart you'll want, right?
See the margin chart. It does n't get any better than this, right? See the earnings per share chart and where it could go in the future. Look at the company's free cash flow or cash flow.
View free cash flow per share. Oh God. The PE ratio is much lower now than it has been historically, so you're getting it at an incredible discount, right? The company's operating cash flow.
Company operating income. Meanwhile, the number of shares is also decreasing, right? So, in the case of Netflix, it can be easily purchased.
听着，人们订阅Netflix，通常会持续用好几年。这是一笔非常小的成本。而人们从Netflix获得的价值通常远高于他们支付的费用。他们可能每月在Netflix上花15或20美元，对吧？非常小的金额。
Listen, people sign up for Netflix and usually they keep it going for years. This is a very small cost. And people usually get much more value from Netflix than they pay for. They probably spend $15 or $20 a month on Netflix, right? A very small amount.
现在，广告业务将在未来5到10年成为Netflix的重大游戏规则改变者。与整个业务相比，这项业务仍然非常小，对吧？但记住，这项业务正在快速增长，而当谈到这部分收入时，它将逐渐对业务变得非常重要。真正的讨论就在这里，对吧？
Now, the advertising business will be a major game changer for Netflix for the next 5 to 10 years. That business is still very small compared to the whole business, right ? But remember, this business is growing at a rapid pace, and when you are talking about this income, it will gradually become very important for the business. That's where the real discussion is, right?
而且，他们正在购买体育直播和其他内容，这将把人们留在他们的生态系统中，也许还能吸引那些通常没有Netflix的人，对吧？
And you know, they're buying live sports and other content that will keep people in their ecosystem and maybe attract people who don't normally have Netflix , right?
所以，你必须明白，这家公司在接下来，你可以说十年里，国际增长机会有多么巨大。而且他们也有能力偶尔将订阅用户的费用提高一两美元。这对公司的财务状况可能产生多么巨大的影响，对吧？
So, you have to understand how huge the international growth opportunities for this company are in the next, you could say a decade. And they also have the power to occasionally increase fees from their subscribers by a dollar or two.
How huge an impact this could have for the company's financial situation , right?
而说到视频流媒体订阅服务，Netflix仍然是市场上最好的，对吧？这就是为什么我认为Netflix是10月份一个难以置信的买入机会。而60多美元的任何价格都是荒谬的，对吧？
And when it comes to subscription services for video streaming, Netflix is still the best in the market, right ? That's why I see Netflix as an incredible opportunity to buy in October.
And any price in the 60s is ridiculous , right ?
它能跌到50吗？一切皆有可能，对吧？但说实话，长期来看，对这家公司来说任何价格都是难以置信的好交易。
Can it go down to 50 ? Everything is possible, right? But honestly, any price is an incredible deal for this company in the long run.
这些也不是风险很高的股票。Netflix没有这种风险。人们每月支付10到20美元，就这样，对吧？而且他们在不断扩展广告业务。不会出现那种情况，比如“嘿Netflix”，“也许它会跌到30美元”，“嘿Netflix”，“他们可能会破产”。Netflix不会发生这种事。
These are not very risky stocks either. There is no such risk with Netflix. People pay $10-20 a month and that's it, right ? And they are constantly expanding their advertising business.
It's not like, "Hey Netflix." "Maybe it'll go down to $30." "Hey Netflix." "They might go bankrupt." This does not happen with Netflix.
所以，这是买入这只股票的一个难以置信的机会。这是自2022年以来投资Netflix的最佳机会。该股在2022年遭受了巨大打击。按拆股调整后的基础计算，股价可能跌到了20到30美元。
而它再也不会跌到那么低了，好吗？你知道，这几乎是买入Netflix的最低价格。也许这里那里会多几美元或少几美元，但这是最好的机会，你明白吗？
So, this is an incredible opportunity to buy this stock. This is the best opportunity to invest in Netflix since 2022. The stock took a huge hit in 2022. The stock was probably down to $20-30 on a split-adjusted basis.
And it won't go that low anymore , okay? You know, this is almost the lowest price to get Netflix. Maybe a few dollars more or less here and there , but this is the best chance, you understand?
Netflix是另一个，对吧？伟大的商业模式，经常性收入，会员制，你知道，我把它们看作很多Costco类型的股票，好吗？
Netflix is another one, right? Great business model, recurring income, memberships, you know, I look at them as a lot of Costco type stocks, okay?
这个频道对 $NFLX 的历次判断
Financial Education 在这只股票上共 9 条判断，这里只列相邻的几条。