Office Hours
In this week's episode of Office Hours, Mike & I talk about Trump & the Fed, valuation, tariffs, Meta and Netflix. This article is for registered members - please login…
When it’s too expensive to go out…Netflix.
Netflix, Inc., has proven resilient during the ongoing global trade war thanks to its international integration, subscription-based model, and economic resilience. Households would give up many discretionary expenses before sacrificing…
Netflix: NFLX
If you go back 100+ years, we see that values stocks beat growth stocks. But an odd thing happened after the great financial crisis. Growth stocks outperformed value stocks. This…
Netflix: NFLX
We have not discussed Netflix since 2020, which is a bit of a shame. The share price has swung around as people do not know what to make of the…
An Institutional Trader Uses An Options “Stock Substitution Strategy” Into Netflix Earnings
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Open Interest Web Extra: Rolling Options and More
Netflix (NFLX) reported horrific earnings making people inquire about what is happening with media stocks. Mike owns one of them, Warner Brother Discovery (WBD), which he acquitted when ATT spun…
NFLX: What’s Next for Netflix?
Netflix continues to be a wall street darling, but lately, it has been ignored, and for good reason. There is a new sheriff in town, Disney. Disney just told the…
Netflix (NFLX): The Repurposed Stock
Netflix continues to be an interesting story. For years now, the company enjoyed rapidly growing sales. To get that sales revenue, the company had to spend an ever-increasing amount on…
Options Expiration
Standard monthly options will expire at the end of the week. We have 7 open positions that we would like to address. This month we had a few trades that…