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NFLX- Netflix


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I think Netflix represents a compelling opportunity fo the next decade and I published an in depth writeup about the company. Under my assumptions I think thecompany can deliver a 15+% CAGR over the next 10 years for shareholders. 

https://blindsquirrel.substack.com/p/netflix-focus-and-execution

Due to the lenght of the article I have atacched  the link and here is the elevator pitch for the idea: 

Netflix is the leading streaming service in the world, run by a talented management team in an industry with multidecade tailwinds on the ongoing shift towards OTT video consumption. Its unprecedented scale, untapped pricing power, innovative culture, and local presence make the company a compelling opportunity for the next decade.  

I would love to receive some feedback 

Kind regards 

Edited by blindsquirrel
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