- Entry
- $73.96
- Final
- $69.23 -6.4%
- Target
- —
- Score
- -0.64
After the recent drop in share prices, and a couple of posts in this sub, I feel like people may have a misunderstanding about what makes Netflix special. Or better (I hope): I may be able to offer a differentiated opinion. So one thing people go for first when thinking of Netflix is pointing out either (i) Netflix’s content has been on a decline for the past year or so and that can really hurt their moat (or at least …
— ORIGINAL POST ·
Netflix moat rebuttal
· r/ValueInvesting
· Jun 30, 2026