Buy NFLX by Sep 22, 2026.

16 write-ups from Substack within the last week. Not my work - sourced from Giles Capital's weekly compilation: [https://gilescapital.substack.com/](https://gilescapital.substack.com/) # Americas **Medis Market Notes** on [**Netflix**](https://medismarketnotes.substack.com/p/netflix-a-sisyphean-task-or-understated) (🇺🇸 NFLX US - US$326bn) Netflix writes off $32bn in original content faster than economics require, making the 26x P/E look cheaper than it appears. Ad revenue on track for $3bn in 2026. **The Finance Corner** on [**Intuit**](https://thefinancecorner.substack.com/p/deep-dive-into-intuit) (🇺🇸 INTU US - US$81bn) Down 56% on AI disruption fears. Author's model reaches $106bn on …