I think Netflix is definitely on its way to becoming a leader in its industry. But Oppenheimer's new price target of $450 per share strikes me as a good deal. The company is indeed launching a new paid account sharing plan, but that growth of nearly 100% in a single year seems nonsensical to me. Instead, I would expect a reduction in the price target given the market environment.
What about you and Netflix? Is it your favorite or do you prefer Disney or Warner Bros?
Disney is better in my opinion, has more sources of revenue, etc.
As a consumer, I like Netflix the best, as an investor I would probably consider $WBD the most. 100% growth doesn't seem realistic to me either.
Well as a user, I don't have anyone to hold my attention enough to pay for that platform on a regular monthly basis. Mostly I just roll through and watch a movie or two and bye again for a quarter.
As Netflix is good, but I believe Disney is at a discount compared to the others and it has its aces up its sleeve for example parks, ESPA, Marvel, it's just a brand that got hit by covid and it's only a matter of time before it goes up again with the price... Zae it's great to take advantage of the times when a company this big is rolling in at 90-100$... The potential is definitely greater in the future...
Marvel is going to shit, an unpopular opinion I know, but someone had to say it 😂 And I'm a Marvel fan!!!
Netflix is a bit more expensive now, but it's still doable. But currently I like it more from a trading perspective than from an investment perspective.
