PayPal is the largest position in the creator's community portfolio, with recent takeover rumors prompting an update video.
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Netflix Stock Drops Despite Strong Earnings! Buy Now?
Jul 23, 2026
The creator analyzes Netflix's stock performance following a significant drop despite strong earnings. They examine historical price movements, current valuation metrics (P/E ratio of 22), and future growth prospects, particularly in the advertising market and margin improvements. The creator suggests that the current P/E ratio might be considered cheap historically and presents a potential buying opportunity after a significant drawdown.
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Netflix stock, down 50% from its peak, may present a buying opportunity with a P/E of 22 considered potentially cheap historically.
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