How Invest with Henry’s view on $NFLX changed

2026-09-25Bullish
“25 Minutes Retirement Strategy for anyone with $50,000”
NFLX is considered cheap; speaker is willing to own shares at $65 via put assignment despite recent price decline from low growth expectations.

So, I will use Netflix. I chose Netflix because it's my favorite, I'll go into more detail about Netflix towards the end of today's presentation, but for now I'll show you this example to illustrate what a spread is.

I do have some examples like SoFi and Netflix that I would like to discuss. The next business is Netflix, who have been in the market for a long time, but for every $1 in revenue they can keep 28 cents.

2026-09-12Bullish
“5 Stocks I'm Buying Now Before 2027 (Insane Growth Potential)”
Netflix is a buy/hold; the 26 PE ratio is fair given the advertising segment's growth to $3 billion and steady financials, contradicting the market's view that growth is finished.

Netflix is really, really hard hit, 35% below.

Now the next stock is Netflix. Netflix has been an absolute very very difficult stock to be an investor in. The PE ratio is still 26. So if you think about it, the PE ratio is not super low, okay?

But Netflix has very consistent cash flow. The only issue is and the reason why the stock is down is because they're not getting as much user growth, including internationally, which is a huge problem.

Investors see that as a massive problem because essentially the growth is not as growthy anymore.