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For those of you who hold NFLX (Netflix) is it time to dump your shares?

Posted on 7/23/25 at 12:50 pm
Posted by LSURussian
Member since Feb 2005
133456 posts
Posted on 7/23/25 at 12:50 pm
NFLX hit $1,232 yesterday and it's down to $1,175 today.

Are you planning on holding, selling or buying more?
Posted by voteupdownguy
Gonzales
Member since Jan 2022
36 posts
Posted on 7/23/25 at 1:18 pm to
I recently purchased more.
Posted by LSURussian
Member since Feb 2005
133456 posts
Posted on 7/23/25 at 1:33 pm to
quote:

I recently purchased more.
Good to know. Thanks.

I'm thinking about adding to my NFLX shares, too.

It's been really volatile for a while but somehow the pullback this week feels different and not in a good way for shareholders.

I'm biased about holding Netflix because we probably spend more time watching Netflix than all the other channels/Apps combined if you subtract live sporting events on those.
Posted by DoomGuy504
Member since May 2024
322 posts
Posted on 7/23/25 at 1:48 pm to
quote:

we probably spend more time watching Netflix than all the other channels/Apps combined if you subtract live sporting events on those.


You and the whole world it appears. Netflix won.
Posted by LSURussian
Member since Feb 2005
133456 posts
Posted on 7/23/25 at 2:05 pm to
quote:

You and the whole world it appears. Netflix won.
I believe the popularity of Netflix is a direct result of the crappy programming the legacy networks are putting in the prime time slots.

They have reduced viewers' choices to watching game shows, goofy talent shows or scripted "reality" shows with a few police dramas and unfunny sit-coms thrown in.

Even Jerry Seinfeld has said his Emmy winning comedy series would not be allowed to be shown on network TV these days because its humor would be too non-politically correct.
Posted by DaBeerz
Member since Sep 2004
18276 posts
Posted on 7/23/25 at 3:02 pm to
Hell no, overreaction over nothing. This happens a lot after earnings and then continues to go up. Have held for a decade…I’m up 6 figures, no evidence that fundamentals of company have changed. No need for me to buy more, it will split soon.
Posted by LSURussian
Member since Feb 2005
133456 posts
Posted on 7/23/25 at 3:16 pm to
Posted by Billy Blanks
Member since Dec 2021
4974 posts
Posted on 7/23/25 at 3:50 pm to
I'll sell Netflix the day I hear any friends canceling it.
Posted by lsuconnman
Baton rouge
Member since Feb 2007
4420 posts
Posted on 7/23/25 at 6:05 pm to
quote:

I'll sell Netflix the day I hear any friends canceling it.


I don’t think that’s as crazy as it sounded a year ago. The real problem is they’ve hit saturation.

What levers do they have left to pull? More ads, increased product placement, and cost cutting. Speculation is their next big push is to convince people to convert to the subscriptions with ads.

At that point they become the cable company everyone fled with the added bonus you can no longer flip through channels during commercials.
Posted by Billy Blanks
Member since Dec 2021
4974 posts
Posted on 7/23/25 at 6:58 pm to
quote:

I'll sell Netflix the day I hear any friends canceling it.


I don’t think that’s as crazy as it sounded a year ago. The real problem is they’ve hit saturation.

What levers do they have left to pull? More ads, increased product placement, and cost cutting. Speculation is their next big push is to convince people to convert to the subscriptions with ads.

At that point they become the cable company everyone fled with the added bonus you can no longer flip through channels during commercials.


They've won the streaming war. I think it's the last one people will ever drop.

They produce some good shows.

Getting into live sports is huge.

WWE is huge.

Posted by lsuconnman
Baton rouge
Member since Feb 2007
4420 posts
Posted on 7/23/25 at 7:59 pm to
If everyone that wants it already has it, it’s no longer a growth story that warrants the extreme p/e.

Live sports sounds like a disaster for any streamer, and Peacock is proving the perfect case study. It’s kind of funny how everyone hates socialism, except when it comes to other cable subscribers subsidizing your preferred sports channel.
Posted by KWL85
Member since Mar 2023
2980 posts
Posted on 7/24/25 at 10:01 am to
I am considering buying. Very little to not like about it for solid returns over the next couple of years.
Posted by lsuconnman
Baton rouge
Member since Feb 2007
4420 posts
Posted on 7/24/25 at 10:33 am to
My contrarian take is there’s better returns to be had in competitors for the near term. I took a PTSD inducing bath on VIAC and DISC during the Archegos ordeal.

PARA quickly turned into a lost cause because of Redstone. But, over the last couple years I was able to dca my DISC from $37/sh to $11 after it became WBD. Now they’ve effectively divided the company and assigned all of the debt to the linear side and the IP to the studio side, and recently got the bondholders to somehow accept their fate.

HBO max without debt is a venture with a lot of potential.

Steve Mnuchin is currently trying to create the same scenario with the division of Lionsgate and Starz. But, I suspect his end goal is really to take the studio private, which Skydance seems to be mirroring with its business plans for its Paramount acquisition.
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