Said on Aug 20, 2025, at 12:41 in the video.
“I continue to hold this one and I believe it will still be a winner over the next 5 to 6 years.”A position the speaker holds: shown, not counted in the record.
NFLX closing prices, adjusted for splits. The shaded span is the one-year window: it starts at the first close after the video went public and ends at the last close on or before one year after the day the video was published.
A position the speaker holds: shown, not counted in the record.
Both of these CEOs are highly competent and long-term focused. This summarized is the reason that I hold this company and I think it will continue to do well. The only thing that makes me slightly nervous about Netflix is the valuation. It's gone from a lower valuation to the more premium category, which just means that Netflix needs to continue to perform. If the company has a slow quarter, if they give bad guidance, the valuation will come down a bit and that's fine, but it's something to keep notice of. So, I'm not trimming my Netflix position. I continue to hold this one and I believe it will still be a winner over the next 5 to 6 years. Next, we get into Amazon, another story fund position. It's moving up very close to the first position in the story fund. Now, a $135,000 position, $42,000 in the green. There's only four bullet points that I've outlined with Amazon. Amazon offers significant optionality by operating across high growth sectors. cloud computing, AI models, robotics, streaming video, advertising, and retail, giving it multiple paths to compound value and capitalize on emerging technologies. A lot of investors won't include optionality in their investment thesis, but
What a person said is shown in their own words and is never translated. The link goes to the exact second in the video.
Joseph CarlsonNFLXwill fall to $70.00
“I think that Netflix is a buy today right now. But I want to warn investors that this is a highly volatile company and this could go much lower. I could see on the low end, in fact, I could I could really see it happen where Netflix trades all the way down to around $70 per share.”
Jan 14, 2026 · after 180 days
Joseph CarlsonNFLXwill rise
“the financials should support massive share price increases over the next 5 years. For me, it's worth buying.”
Nov 5, 2025 · after 180 days
Joseph CarlsonNFLX— no direction stated
“By the end of 2026, I believe that Netflix will have around $14 billion in free cash flow generated based on the operating leverage, based on the growth of this company.”
Nov 5, 2025 · after 1 year
Joseph CarlsonNFLXwill rise
“I expect the earnings per share growth to grow above 25% over the next 3 years. Netflix will be one of the fastest EPS growing companies in the market.”
Nov 5, 2025 · after 1 year
Joseph CarlsonNFLXwill rise
“In fact, I believe by 2031, so around 5 years from now, this will be about double. We'll see operating margins of around 50%.”
Nov 5, 2025 · after 1 year
Joseph CarlsonNFLXwill rise
“The revenue should continue to grow between 14 to 16% throughout 2026, another entire year of the same speed of revenue growth. That is my estimate for this company.”
Nov 5, 2025 · after 1 year