Bill Ackman's Pershing Square Returns to Netflix With New Stake

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โดย GuruFocus·US·Read original
Summary · why it matters

Bill Ackman's Pershing Square has taken a new stake in Netflix, four years after selling its previous position. Pershing Square estimates Netflix now has more than 325 million subscribers and an operating margin around 31.5%, up from 21% in 2021, while cash content spending has grown only about 2% annually. The firm expects Netflix ad revenue to approach $3 billion this year. Netflix shares jumped more than 5% on Thursday before slipping about 0.4% Friday morning. GuruFocus data shows Netflix at $77.85 on Aug. 14, about 22.58% below its GF Value of $100.55.

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