Roku was the target of a $20 billion acquisition bid by Fox Corporation, which Netflix lost.
Source Post
Bill Ackman's Billion Dollar Netflix Mistake (And Why He's Back)
Aug 16, 2026
Ricky Gutierrez discusses Bill Ackman's investment history with Netflix, highlighting a past $1.1 billion investment that resulted in a 40% loss. He uses this as a case study for position size management and contrasts it with Ackman's current disclosed positions in Netflix, Visa, Mastercard, S&P Global, and ICE, emphasizing that even experienced investors make mistakes.
Linked Mentions
Tickers discussed in this post
Fox Corporation made a $20 billion offer to acquire Roku, which Netflix lost the bid for.
Palantir is discussed as an example of an expensive and overvalued stock trading at over 138 times its earnings with a high market cap relative to its revenue.
ALC is mentioned as one of Bill Ackman's current disclosed long positions.
S&P Global is mentioned as one of Bill Ackman's current disclosed long positions.
Mastercard is mentioned as one of Bill Ackman's current disclosed long positions.
Visa is mentioned as one of Bill Ackman's current disclosed long positions.
Ricky Gutierrez discusses Bill Ackman's past significant loss on Netflix and his current disclosed position, using it as a case study for position size management.
Linked Signals
Tracked calls opened from this post
No linked signals were opened directly from this post.