Netflix (NFLX)

Q3 2024 Results

We have written two notes on Netflix ( NFLX). The first was an “Initiating Coverage” type note from 8 April 2024 and can be found here. Our second note was written on 26 July 2024 and can be found here.

We made a 2% investment after the July note and the NFLX stock has advanced 32% since then. We revisit Netflix again in the light of the recent Q3 Results.

The rest of this report is behind the paywall and only available to paying subscribers. Please do consider subscribing. The cost has been set at the lowest level permitted by Substack and the cost is the equivalent of one cup of coffee a month. We do not primarily view this as a money-making enterprise but need to pay for databases and software which we need for our work.