Joseph Carlson After Hours 对 $NFLX 的判断变化

《I’m Buying $10,000 Of This Company Next》

奈飞在每股60美元时值得买入，在保守假设下预计19.9%的复合增长率，但如果下一份财报令人失望，股价可能迅速下跌。

接下来，我们来看奈飞。这是第七个持仓。这是一个16,000美元的仓位，34,000美元的收益。奈飞目前交易价格为每股80美元。我为这家公司设定的买入目标价是60美元。如果奈飞是第一家达到其买入目标价的公司，它将获得额外的10,000美元。

如果我们回顾奈飞何时达到60美元，那已经有一段时间了。所以，投资者通常对奈飞感到兴奋。他们喜欢这家公司，但最近你可以看到它处于下跌趋势。所以，我确实相信，如果投资者因为下一次财报而对奈飞真的感到失望，无论出于什么原因，我们可能会看到股价迅速下跌。我们以前在奈飞身上见过这种情况。

Next up, we get to Netflix. This is holding number seven. It's a $16,000 position, $34,000 in gains. Netflix currently trades at $80 per share. The buy-in target I'm setting for this company is $60. If Netflix is the first company to reach its buyin target, it'll earn the additional $10,000. If we look back at when Netflix has reached $60, it's been some time. So, investors have generally been enthused about Netflix. They've liked the company, but recently you can see that it's in a downtrend. So, I do believe there's a chance if investors get really soured on Netflix with their next earnings report for whatever reason, we could see the stock drop rapidly. We've seen it before with Netflix.

看原视频14:18