Q: Hi 5i Research Team
Hope you’re having a wonderful Monday.
Quick question on Netflix (NFLX). Shares are around ~$90 and I’m debating whether it makes sense to start a position ahead of the next earnings release.
What are the key bull and bear drivers you’d be watching?
Is there anything in expectations/valuation right now that makes the risk/reward especially asymmetric one way or the other?
If you were interested, would you treat it as a starter position vs. a larger bet, and why?
Appreciate any perspective you can share.
Best,
Hope you’re having a wonderful Monday.
Quick question on Netflix (NFLX). Shares are around ~$90 and I’m debating whether it makes sense to start a position ahead of the next earnings release.
What are the key bull and bear drivers you’d be watching?
Is there anything in expectations/valuation right now that makes the risk/reward especially asymmetric one way or the other?
If you were interested, would you treat it as a starter position vs. a larger bet, and why?
Appreciate any perspective you can share.
Best,