The creator is holding off on buying Netflix stock due to strategic uncertainties and current valuation, despite acknowledging it's a great company.
Source Post
Netflix Stock Earnings Preview: Bad News For Investors
Jul 13, 2026
The creator discusses Netflix's stock performance, which is down significantly this year, and the company's potential strategic shift away from its core streaming business towards live TV and bundles. Concerns are raised about declining viewer engagement, capital allocation, and a lack of transparency in reporting key metrics. The creator states they are not currently investing in Netflix due to these question marks and will wait for the upcoming earnings call for more clarity, emphasizing the importance of seeing positive engagement trends and sensible capital allocation before considering a purchase, even if the stock price declines further.
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