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Netflix: Time To Move On From Membership Metrics

Frederick M. Brown/Getty Images Entertainment Investment Thesis In my last article on Netflix (NASDAQ:NFLX), published in October 2023, I argued why the company's strategy of price increases and an increased push towards animated movies showcased its ability to grow even during a challenging environment. I upgraded my rating from a HOLD to a BUY at the time. Since my article was published, the stock has gained nearly 37%, comfortably beating the S&P 500, which rose 19.5%. In this article, I discuss the comp ...