simpson33 Investment Thesis Since the last time I wrote about Netflix, Inc. (NASDAQ:NFLX), in June 2022, the stock is up over 150%. Apart from the general market rally, the latest enthusiasm for Netflix comes from the company gaining traction on its profitability-boosting efforts following a pause in growth in early 2022. Netflix's crackdown on password sharing initially faced some skepticism, but 24M additional subscribers in the past year have clearly helped the market overlook concerns that the crackdown ...