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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts
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To: Sun Tzu who wrote (96075)10/21/2025 4:53:31 PM
From: ajtj99  Read Replies (1) of 96625
 
I'm not trying to convince anyone that NFLX should be held. I'm saying they are a media company, and media companies (along with cable operators) were some of the first industries to embrace cashflow as a valuation metric. Wall Street agreed, and later on private equity took it to entirely new level.

As a media (and software) company, cashflow is the metric to follow. That and growth, which is the most important element to their valuation. Without growth, their value plummets.
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