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Thoughts on Netflix Earnings, Live from the Great Outdoors
Netflix reported last night and the numbers were genuinely strong. Revenue came in at $12.25 billion, up 16% year over year. This morning I break down what I actually think about the results, where the business is going, and whether the selloff makes sense for long term investors. I also touch on TSM, IGV, and Microsoft. I wish you all a happy and relaxing weekend! Rest up, we have a big earnings week coming!
Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through…
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