Professional Background - The individual has a decade of experience in the Fast Moving Consumer Goods (FMCG) supply chain, combining a background in Mechanical Engineering with financial analysis [1] - Holds a Chartered Financial Analyst (CFA) designation and has worked on diverse projects ranging from automation to zero waste initiatives [1] - Expertise lies in managing, controlling, and constructing portfolios with a focus on sustainability [1] Analytical Approach - The individual employs a philosophy that blends engineering, mathematics, and statistics with rigorous financial analysis to uncover investment opportunities [1] - Emphasizes understanding the companies behind stocks, delving deep into the DNA of each investment opportunity [1] - Focuses on sustainable wealth creation, with a strong emphasis on the future and sustainability [1] Content Focus - Articles aim to transcend stock tickers and charts, unraveling the intricate tapestry of risk from multiple perspectives [1] - Explores cognitive and emotional biases that can influence investment decisions [1] - Aims to bring numbers to life and make investments more than just assets on paper [1]

Like clockwork, another year passes and more people decide to ditch cable TV. According to eMarketer, less than 50% of all households in the U.S. still have their traditional linear subscription package. This powerful secular trend has completely upended the media and entertainment industry.Netflix (NFLX -0.87%) definitely spurred the cord-cutting movement. Its stock has been a monster winner, up 1,530% in the past decade.However, investors can't forget about Walt Disney (DIS 1.30%). With unmatched intellec ...

I am bullish on Netflix, Inc.(NASDAQ: NFLX ) and rate it a buy on account of its strong growth and resilience. On July 24 th , 2024, I published a bullish article on this stock whereI am an experienced financial analyst and a former writer for Fade The Market on Seeking Alpha, with a passion for numbers and a knack for unraveling complex financial data. Armed with a strong financial modeling and data analysis background, I thrive on providing accurate insights and recommendations to drive informed financial ...

Netflix's (NFLX) exceptional fourth-quarter 2024 performance has set the stage for what could be a transformative year ahead. The streaming giant reported its biggest quarter ever for subscriber additions, with 18.9 million new members, pushing its global subscriber base past 300 million. This remarkable growth, combined with strategic initiatives and robust financials, suggests the stock could potentially reach $1,100 in 2025, representing a significant upside from current levels.Investors have responded e ...

Netflix (NFLX) was a big winner on Wall Street this week. The streaming stock gapped 9.7% higher on Jan. 22, in the wake of an outstanding earnings report that saw the company post a top-line beat for the fourth quarter and topple 300 million subscribers. The shares hit a record high of $999 that day, before cooling off and settling at $953.99. The good news for investors betting on NFLX hitting four digits – the stock is flashing a historically bullish signal on the charts.Netflix’s recent high coincides w ...

Netflix Hits All-Time Highs: Could Another Stock Split Be On The Horizon?Netflix Inc NFLX stock hit all-time highs Wednesday after the company reported fourth-quarter financial results that beat analyst estimates.With plenty of attention shifting to the 2025 content lineup, investors are also questioning if Netflix will split shares once again.What Happened: Netflix announced it added 18.91 million net new paid subscribers in the fourth quarter, its best quarterly member gain ever.The company will no longer ...

Global streaming giant Netflix Inc. (NFLX) reported excellent financial numbers for fourth-quarter 2024. The company reported earnings of $4.27 per share, which beat the Zacks Consensus Estimate by 1.67%. The bottom line jumped 102.4% from the year-ago quarter. Revenues of $10.24 billion increased 16% year over year and beat the consensus mark by 1.29%.NFLX has maintained healthy engagement levels in the fourth quarter, with about two hours of viewing per member per day, indicating strong member retention. ...

A Walt Disney Company DIS analyst sees sports, DTC and experiences offering hope and questions for investors when the company reports first-quarter financial results on Wednesday, Feb. 5.The Disney Analyst: Goldman Sachs analyst Michael Ng reiterated a Buy rating on Disney and raised the price target from $137 to $139.Read Also: Netflix Worth More Than Disney, Paramount, Comcast, Fox CombinedThe Analyst Takeaways: Disney could turn in an earnings per share beat in the fourth quarter thanks to better-than-ex ...

Core Perspective - Bill Ackman, CEO of Pershing Square Capital Management, made a significant loss by selling Netflix stock early, missing out on substantial potential gains [1][5][8] Investment Strategy - Ackman is an activist investor who takes a hands-on role in companies he invests in, such as encouraging management reform at Chipotle Mexican Grill and pushing for Wendy's to spin off Tim Hortons [2] Netflix Investment Details - Pershing Square spent approximately $1.1 billion to acquire over 3.1 million Netflix shares from January 21 to January 26, becoming a top 20 shareholder in the streaming business [3] - Netflix stock plummeted to $174 in April 2022, with the company posting a net loss of 200,000 subscribers for the first time since 2011 and announcing plans for an ad-supported tier and crackdown on password sharing [3] Early Exit and Losses - Ackman sold his entire Netflix stake on April 20, 2022, resulting in a $400 million loss [4][5] - Had Pershing Square held onto its stake, the original $1.1 billion investment would have grown to approximately $2.74 billion by January 23, 2025, representing a 149.12% increase from the initial average purchase price of $383.69 to $955.85 [6][8] - Ackman missed out on roughly $1.64 billion in potential profits by selling early [8]

I recommend buying Netflix (NASDAQ: NFLX ). The company is a pioneer and leader in the streaming market, which has excellent growth rates until 2029. Netflix's investments in content have been very effective, boosting shares by 84% inMore than 5 years of experience in equity analysis in LatAm. We provide our clients with in-depth research and insights to help them make informed investment decisions.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentio ...