Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Sun Tzu who wrote (96075)	10/21/2025 4:53:31 PM
From: ajtj99	Read Replies (1) \| Respond to of 96631

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.