$NFLX
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How The Compound’s view on $NFLX changed

Channel profile →2 entries
2026-09-22
“Josh’s Worst Call This Year | WAYT”
Speaker holds NFLX despite being down 19% and stock falling 47% from highs; views current price slump as overdone given buybacks and expected earnings growth, though admits it was a bad decision.

To illustrate this figure, adding $450 billion is equivalent to adding Costco ( $430 billion), Procter & Gamble ($400 billion ), Johnson & Johnson ($400 billion ), Home Depot, and Netflix ($375, $380 billion ).

Okay, let's talk about the stock that you and I own, which seems to be experiencing a price slump. I'm going to tell you now that this is the worst decision I've made this year.

But I was completely wrong in this decision. I make a lot of mistakes, but I use stop-loss orders. I did the opposite here. I was lowering the average purchase price all the time.

She simply refused to see reality. We are talking about someone who has a Netflix account. So , I was wrong on every occasion I spoke about this stock. I was wrong in my writings about him, in my television appearances, and in this program as well.

Watch the source05:08
2026-08-25Bullish
“Five Reasons the Bubble Will Burst in 2027 | WAYT?”
Netflix is undervalued and misunderstood; the speaker remains bullish and holds a position.

Netflix and Spotify put up Netflix. Credit to me and I think you you're still in this. I bought it the day after earnings at 67. I'm now only down 9%.

I am now above water with all my average downs. I stuffed it out. I am not I am not walking away. I think that this is the most misunderstood stock in its sector. Spotify trades very similarly to Netflix.

You and I both uh bullish on this name. Uh I bought I bought an added. I bought an added bought more last week and added yesterday. So, I bought it last week. I think I nailed the timing beautifully.

I do have a stop in on Spotify, not Netflix, but Spotify. Um, I don't want to marry this thing, but I have to tell you, I think it's one of the best businesses in media. I know we did this whole conversation last week, so I won't repeat it.

Um, but just a shout out because these stocks are grinding back. They're not ripping. They're not on the best stocks in the market list. Nobody's talking about them, but they are literally grinding off those lows. and I like to see it.

Watch the source1:05:22
KOL Says