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valuemind

04/19/22 5:45 PM

#96772 RE: bbotcs #96769

Thanks bbotcs, just got some nflx shares at $258 for the following reasons:
1) pe at around 20, not too expensive;
2) Increase price by 10+% and lose 1% customers, net growth by about 10%;
3) the number of subscribers may increase from international market and crack down of password sharing among people outside of home, so revenue may grow about 20% a year in the next 5 years;
4) margin will increase faster as it indicates.