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> It's as if there is this new way of valuing companies that is not based on DCF. Growth. Netflix is after a giant global market and investors would rather gro
by jonknee 9y ago
> It's as if there is this new way of valuing companies that is not based on DCF.
Growth. Netflix is after a giant global market and investors would rather growth and investing in new content than a dividend. Yes, the stock has been on a tear, but they've also grown subscribers 25% YoY while also raising their prices. That's an impressive feat for a company already as large as Netflix.