Netflix Stock Crash Makes It a Much Better Buy!
Video Overview & Insights
Netflix Stock Analysis - Do you want to own a business you are paying a monthly subscription to? It is for sure interesting.
Thanks for the analysis. I cannot find the intrinsic value table download link. Could you please share the same? Thanks again!
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Sven, how do i convince my wife to cancel the Netflix subscription?? lol
https://sven-carlin-research-platform.teachable.com/p/stock-market-research-platform
My 8 Year Performance Review: https://www.youtube.com/watch?v=d5iMGjFESEI
Salesforce (CRM) next would be nice
Research Platform https://www.youtube.com/watch?v=xPJ9wv0BH08
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great video, thanks for the content sven
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Does it? I doubt😉☠️
I am also a book author:
Modern Value Investing book:
Netflix is a buy candidate deffinitely
https://amzn.to/2lvfH3t
Key videos to watch:
Isrg please
1 OF MY STOCKS TO BUY + PLATFORM OVERVIEW https://www.youtube.com/watch?v=e5d0hUDdJOA
INTRINSIC VALUE CALCULATION https://www.youtube.com/watch?v=Yy58bA87YjY
Uber buying Delivery Hero = biggest food delivery company outside Chine. Worth buying?
QUADRANT UPDATE July 2026 https://youtu.be/SPBfuLKorvw
Peter Lynch stock categories https://www.youtube.com/watch?v=jw1S1V4ASQw
It is still expensive but it is much closer to fair value. To me 20 X last 12 months earnings is fair value for Netflix. 5% earnings yield + 3% real earnings growth = 8% return. Your growth expectations are unrealistic for a mature business like Netflix in a mature industry. Netflix is no longer a start-up ! It is the global leader in streaming, a market where growth is moderate and competition is intensifying.
ASSET CLASSES FOR 2026: https://www.youtube.com/playlist?list=PLBmr55S1qNIU05Rjs-VX8BTRjDTVnt1au
Stock Market Situation Explained - From All Time High and Greatest Bubble to 80% Crash https://www.youtube.com/watch?v=8sTHDMIlVz4
I want to buy but they are struggling a little bit. Once they come out with another good show I think the stock will pop
When investing, your capital is at risk. The link in this description to Interactive Brokers is an affiliate link. This means I may earn a commission if you click them, at no cost to you. These links help support me and the channel, but they are not part of any sponsorship. I am only sharing my own experience and the views I express are mine alone - I’m not a financial advisor and do not make investment recommendations or give investment advice. You should always do your own research and due diligence before investing. None of the information contained herein constitutes a recommendation, offer, promotion, or solicitation of an offer to buy, sell or hold any security, financial product or instrument or to engage in any specific investment activity.
00:00 Netflix Stock
I have no interest in a Netflix membership myself, but I know most of my friends have Netflix. It's usually Netflix and some other service for a specific show like HBO Max or Disney. Netflix is the standard base streaming service to subscribe to.
00:42 Business
03:18 Earnings
No dividends , it’s model doesn’t really own much but overly dependent on other makers of content so it’s always licensing and making sub quality content it’s just a brand and distribution machine
08:53 Intrinsic Value
12:29 Value Investing Quadrant
What is that art on your left on the wall ???
13:02 Institutional Take
great value
More User Perspectives
Disney is cheaper and better diversification. Great generosity from your part as donator, I appreciate
@SouthernFranceWhy should Netflix still be doing so well in 10 years?
Have you seen the AI movies on YouTube?
You might not make money with stocks but you will definitely do with YouTube.
@Mehame25For me Netflix has 0 moat, yesterday after 2 months of subscription after many years I found the reason why I cancelled the subscription already years ago. Just waste of time to find some useless American hero that will safe the world and many people killed and blood everywhere. Totally not interested on them offer. I remember they started well but then quality went low early.
@leonardom6031What do yo think about Paycom software?
@davidariasmaestre715Make a video on copart CPRT?
@zapa2017Thanks Sven, and congrats on the $25k on YouTube!
@josephlombardo1267Great episode. Thanks!
@jeffreyharrison4045Sven keep in mind that the $12.5 billion in free cash flow forecasted for the end of the year is distorted by the Warner Bros. termination fee, which equals about $2.2 billion net of taxes. The normalized free cash flow will be around $10 billion, drastically changing both the valuation multiple and future estimates
@L.BoschettoThank you Sven!
@Danny-oy4clPrinting this in a tshirt 12:07
"Yes, I am crazy; I would go crazy if I would be normal. But that's a different story" 😂😂😂
i dont get you cause normally you are super defensive. Netflix the last 5 years could only growth by 12% per year and there were one time effects like corona and the cheapter licence number with commercial breaks to monetize more. your calculation with alphabet was much more conservative from growth perspective in comparison to the past growth. i dont see how they would growth 12% per year in a normal scenario and then 10 from 5 to 10 years. this is more an optimistic scenario in my point of view
@markusmbg5839Hi Sven, as always, thanks for your analysis. Could you explain why in your model you are not counting present value of FCF from 2026 to 2034 other than the dividend (so 0 for non-dividend payers)? Aren't we missing value created by share repurchases this way?
@Tomekkow3Mind poison, not for me. I would rather invest in tobacco or maybe even McDonald's (P/E 21), despite their disgusting "food".
@radosvalA truly crazy person would make a video about MKC McCormick
Let’s see how crazy you really are lol
"Service One"
Sure :|
I just switched to HBO from netflix. Less content, but lower price and higher quality both for me and for my childrens.
@CRM82thank you. I just bought some :D this is an ai safe company and entertainment needs will just increase as we get more time due to ai :D
@weisskopfwurm8066Problem is too many competitiors , no one wants to have subscription for amazon, youtube, hulu, hbo . Bla Bla bla operators in every local countries.
@chandiaries783👍👍👍
@Oli-MariIt’s not so sticky when you find out you can watch every show online HD for free just google it.
@jjjj-pv5wsI was thinking the other day to evaluate Netflix. Then you released this video. I guess I’m thinking on the right wavelength. 😂
@ezhuyzy-mc7yhYou didn’t address the AI film studio threat. Movies that’s cost millions of dollars to produce are now five figures to produce using AI. How do you expect that to play out?
@devdhamija7585Qualcomm and Disney seem to be reasonably priced these days
@morgenmuffel-u7zHey Sven, great comparison between your Chanel and Netflix views! I also didn't know that you donate your earnings to charity — great job, man! I really appreciate it.
@dramaticquizContrarian video for the sake of it
@lionels839🗽For me the fair price of NFLX is $90... that means it is a buy.
The same panic we had 2022.
.
At 15 PE, I’ll give it some thought.
@zestyfgI don't invest in companies whose business model is being slightly more convenient than piracy.
@stateoftheunionkwA nice thing regarding scale benefits is that if they just increase ARPU by $1, that means an increase of 20% in operating profit!
@mikkelhansen3714CEG.O ?
@valeriofralleoni8611Suggestions: Salesforce + IBM please 🙂
@frantisekbarta4784Good video on NFLX, thanks! ServiceNow please!
@spurgunisti8294Just started a small position last week
Very likely a win at this price
Hi Sven,
Would be interesting to see your thought and analysis on Pernod Richard as deep value play.
Bok :)
Interesting!
@UlrichVanHeesen