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Netflix Q4: A Happy Ending
Giuliano Benzin Thesis Summary Netflix (NASDAQ:NFLX) has reported Q4 earnings, pleasing investors and gaining 10% after the announcement. The company has had a strong quarter and a strong year while also guiding for an even better Q12024. Over the last year, the company has executed a thought out plan to increase monetization and also revenues, which has clearly paid off. Though the company could seem expensive, a not that ambitious DCF model shows there’s still over 25% upside. Q4 Earnings Netflix just ...