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← @lorenzobolsa

$NFLX

BEARISH2026-07-20
Price around the call
↓ 2026-07-20
By horizonMaturing · ~16 trading days to go
1d
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5d
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21d
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Original post
Lorenzo Couget · 2026-07-20

Aca discrepo en cuanto a Netflix acerca de si es oportunidad de compra.. esto escribia hace unos dias👇 $NFLX acaba de presentar resultados. El negocio sigue siendo excelente: crece, genera muchísimo flujo de caja y tiene márgenes que hace algunos años parecían imposibles para una empresa de streaming. Pero, personalmente, nunca terminé de verla como una gran inversión. No porque el negocio sea malo. Todo lo contrario. Sino porque cada vez me cuesta más encontrarle una ventaja competitiva que pueda ampliarse con el tiempo. Netflix ya no compite solo contra Disney+, Max, Prime Video o Apple TV+. También compite por las mismas horas de atención contra YouTube, TikTok, Instagram, videojuegos, podcasts, deportes y cualquier otra plataforma capaz de entretenerte durante una hora. Y ese m

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