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NFLXBULLWBDCMCSAMIXEDCore thesis · 5/5

Netflix shifting from growth to value compounder

The case was presented that Netflix is transitioning from a hyper-growth subscriber story into a value-oriented cash flow winner set to dominate media consolidation, despite growing competitive pressure from YouTube.

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NFLX: Netflix shifting from growth to value compounder · Zortix