Được nói ngày 20/08/2025, tại 12:41 trong video.
“I continue to hold this one and I believe it will still be a winner over the next 5 to 6 years.”Một vị thế người nói đang nắm giữ: có hiển thị, không tính vào thành tích.
Giá đóng cửa của NFLX, đã điều chỉnh theo chia tách cổ phiếu. Vùng tô là khung 1 năm: bắt đầu từ phiên đóng cửa đầu tiên sau khi video được đăng và kết thúc ở phiên đóng cửa cuối cùng không muộn hơn một năm sau ngày video được đăng.
Một vị thế người nói đang nắm giữ: có hiển thị, không tính vào thành tích.
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
Lời của người nói được giữ nguyên văn và không bao giờ được dịch. Đường dẫn mở đúng giây đó trong video.
Joseph CarlsonNFLXsẽ xuống $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.”
14/01/2026 · sau 180 ngày
Joseph CarlsonNFLXsẽ tăng
“the financials should support massive share price increases over the next 5 years. For me, it's worth buying.”
05/11/2025 · sau 180 ngày
Joseph CarlsonNFLX— không nêu hướng
“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.”
05/11/2025 · sau 1 năm
Joseph CarlsonNFLXsẽ tăng
“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.”
05/11/2025 · sau 1 năm
Joseph CarlsonNFLXsẽ tăng
“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%.”
05/11/2025 · sau 1 năm
Joseph CarlsonNFLXsẽ tăng
“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.”
05/11/2025 · sau 1 năm