Buy NFLX by Sep 13, 2026.

# **Edit: Added a short therm thesis up front to TLDR, make sure to read up on the full article for the full analysis.** # Overall Thesis - Short format Netflix's growth outlook is driven by three self-reinforcing forces. First, the advertising business is scaling rapidly and is expected to become a primary contributor to top-line growth in the near future. Second, aggressive content amortization continues to build a substantial off-book asset base, which systematically understates the company's true earnings …