The Compound 对 $NFLX 的判断变化

《Josh’s Worst Call This Year | WAYT》

尽管NFLX已下跌19%、股价较高点回落47%，仍继续持有，认为在回购和预期盈利增长支撑下当前跌势已过度，但也承认这是一个糟糕的决定。

为了说明这个数字，增加4500亿美元相当于增加好市多（4300亿美元）、宝洁（4000亿美元）、强生（4000亿美元）、家得宝以及奈飞（3750亿、3800亿美元）。

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 ).

好，我们来谈谈你我都持有的这只股票，它似乎正在经历价格下跌。我现在就告诉你，这是我今年做出的最糟糕的决定。但我在这个决定上完全错了。我会犯很多错误，但我会使用止损单。这次我做的恰恰相反。

我一直在不断降低平均买入价。她干脆拒绝面对现实。我们说的可是一个有奈飞账户的人。所以，我每次谈到这只股票时都错了。我在关于他的文章中错了，在电视露面中错了，在这个节目里也错了。

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.

看原视频05:08

《Five Reasons the Bubble Will Burst in 2027 | WAYT?》

Netflix 被低估且被误解；说话者仍持看涨观点并持有仓位。

Netflix 和 Spotify 撑起了 Netflix。功劳归我，而且我觉得你仍然在这个局里。我在财报公布后的第二天以 67 美元买入。现在我只下跌了 9%。

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%.

我现在所有摊低成本的操作都让我浮盈了。我坚持下来了。我不会离开。我认为这是其所在行业中最被误解的股票。Spotify 的交易方式与 Netflix 非常相似。你我都看好这只股票。

我买了，我加了仓。我上周买了更多，昨天又加了。所以，我上周买了。我觉得我的时机把握得非常好。我在 Spotify 上设了止损，不是 Netflix，而是 Spotify。我不想和它绑定，但我必须告诉你，我认为它是媒体行业最好的业务之一。

我知道我们上周已经完整讨论过这个话题，所以我不会重复。但只是提一下，因为这些股票正在慢慢回升。它们没有暴涨。它们不在市场最佳股票名单上。没有人谈论它们，但它们确实在从那些低点慢慢回升。我喜欢看到这种情况。

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.

看原视频1:05:22