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Netflix Prints $11B Cash. Why Did the Stock Crash to $65?
Description
Netflix just posted a 34.6% operating margin and $11.3B of trailing free cash flow, yet the stock fell to $65 on a $300M ad-revenue guidance trim. We run the Graham-Dodd scorecard and four DCF scenarios to see where that price sits against an estimated intrinsic-value range.
Deep Value Intelligence audits the numbers behind the headlines with a Graham-Dodd / Buffett lens: valuation discipline, cash generation, balance-sheet safety and return on capital.
Don't guess. Calculate.
• Deep Value Intelligence (multi-agent AI analyst): https://deepvalues.ai
• DeepValues for iOS (intrinsic value of any stock): https://apps.apple.com/us/app/deepvalues/id6775568608
• Buffett Indicator for iOS (is the market overheated?): https://apps.apple.com/us/app/buffett-indicator/id6747404614
• Bubble Watch for Android: https://play.google.com/store/apps/details?id=com.luluventures.buffett
Podcast & channel
• Spotify: https://open.spotify.com/show/4pkWVzv9g4msNzlYLUhnm5
• Apple Podcasts: https://podcasts.apple.com/us/podcast/id1813017485
• YouTube: https://youtube.com/@TheDeepValues
Disclaimer: educational and research content only. Not investment advice. Based on public sources that may be revised or interpreted differently. Do your own due diligence.
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