Netflix reportedly lost a bid to acquire Roku, which has a market cap around $20 billion and a high forward PE ratio.
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Netflix Stock Down 40%: A Desperate Acquisition Strategy No One's Talking About
Jun 16, 2026
The creator discusses Netflix's recent stock drop and its failed acquisition attempts for Roku and Warner Brothers. They explain why they lowered their intrinsic value for Netflix due to concerns about the company's acquisition strategy and the perceived weakness of its competitive moat, despite acknowledging its current value.
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The creator lowered their intrinsic value for Netflix due to concerns about its acquisition strategy and moat, despite acknowledging its current value.
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