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Still holding up on stocks like uh Meta and Netflix up a couple percent.

Oh, look at Netflix. What a rejection that is. Oh my gosh. It's two It's literally to my line to the exact penny. That was a bottom over here in January 25, April 25. Uh, and then at some point I must have added it again.

But, uh, that's a pretty remarkable rejection right there to the penny on our line. You know what that deserves? That deserves making that gray line. Honestly, that was so good to the penny.

I'm going to go straight to blue on that. And we'll go ahead and thicken that up a little bit. Lock that into place. That just became a juicy breakout line right there for uh Netflix, which is good.

Netflix may become a streaming hub, meaning you may be able to sign up for services like Peacock through your Netflix interface.

A lot of investors are confused whether or not this is a good or bad thing for Netflix.

Now, moving on, we get to some rumored news that Netflix may be turning into a platform where they host different streaming services like Peacock or Fox One.

Netflix and Spotify put up Netflix. Credit to me and I think you you're still in this. I bought it the day after earnings at 67. I'm now only down 9%.

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.

Pershing Square opened four brand new positions this quarter: Netflix, Visa, Mastercard, and S&P Global.

And what's notable is that each one landed pretty much at 5% of the Pershing Square portfolio. So, this definitely reads as a bit of a rotation into, you know, a cluster of dominant businesses as opposed to Ackman having one big swing this quarter like sometimes he does.

Another one to watch is take a look at Netflix. Netflix, I think, bottomed at like, yeah, 65. I was going to say mid60s or like 67 or something like that. Uh look at this though. This is very very similar to Salesforce.

And um what do we have right here on Netflix? Look how similar downtrend and uh and here's that uptrend starting. That's very clean. Very nice.

Next up, we get to Netflix. This is holding number seven. It's a $16,000 position, $34,000 in gains. Netflix currently trades at $80 per share. The buy-in target I'm setting for this company is $60.

If Netflix is the first company to reach its buyin target, it'll earn the additional $10,000. If we look back at when Netflix has reached $60, it's been some time. So, investors have generally been enthused about Netflix.

They've liked the company, but recently you can see that it's in a downtrend. So, I do believe there's a chance if investors get really soured on Netflix with their next earnings report for whatever reason, we could see the stock drop rapidly. We've seen it before with Netflix.

Let's compare big versus big. If I'm going to go big, I want to, you know, a big dog company, right? I want to go Netflix. Netflix $300 billion plus market cap. But with Netflix, I'm getting this at a dosey do a 22 forward PE, 17 two-year forward PE, right?

Versus Walmart's in the 30s. And I think Netflix actually has a much better long-term business model than Walmart does. And so I'll take Netflix any day of the week.

Moving on to Netflix. Start of the week at 77.84 pop pop pop Netflix popping over 2 and 1/4% finish the week at 79.59.

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 is such a clean undervalued stock and this is a very clean story here in in regards to Netflix. You know, if you look at a lot of these, I mean, almost all these QQQ top positions, they're all questionable, right?

None of them have clean stories. Netflix is a one clean story. You know, they're going to come in with subscriber growth. It's just question of how much. You know, they're going to be able to slightly go up on plans here and there over time.

You know, they're going to continue to grow their ad business, right? you know, they're going to continue to expand international and you know roughly what their capex numbers are, right?

So, it's just a clean company. It's undervalued. The forward P in the stocks likely low 20s right now. So, it's clean. It's $77.77. That's a good sign also, by the way. But yeah, it's clean. It's undervalued.

Netflix up 7,400.

it is Netflix. Netflix, it's the most attractive risk-reward in the market for the next 3 years in my opinion. This one you don't have the out-of-control CapEx that you have to worry about with a stock like a Meta or an Amazon.

It has big potential upside over the next few years. Forward P on this one is 21. It's a recurring revenue stream business model, so it's like the ultimate SaaS play, right?

Netflix now positive in the public count.

Netflix, I'll see things like that, right?

Netflix to me seems like very easy money for the next several years, right? Easy money.

Netflix in the 70s is really attractive.

Netflix. Next one. Listen. This is now one of the cleanest stories in the stock market. One of the cleanest stories in the stock market from a big tech perspective of a company you can buy, right?