PAX

"You can't connect the dots looking forward, you can only connect them looking backward. So you have to trust that the dots will somehow connect in your future"

[PAX @paxresearch]

I firmly believe $NFLX Netflix will be a $1 Trillion company by 2030. Let's see how the math works out ↓↓↓

Assuming current shares outstanding of 4.21 Billion

A $1 Trillion valuation would look like ↓↓↓

- Share price ~ $237.50 (growth of 160% from today's price)

Not impossible within 4 years.

Keep in mind, $NFLX has a very aggressive share buyback program, and their P/E today is at the lowest its been in a decade (except for a small dip in 2022) so these numbers are in reality MUCH more likely to be achievable.

In the past decade, $NFLX has grown revenues at a CAGR of 19.6%, which, assuming the same CAGR, puts Netflix at total revenue growth of ~104% over the next 4 years.

Also in the past decade, $NFLX grew Basic EPS at a STAGGERING CAGR of 58.2%. HOWEVER, let's be generous and take the past 4 years only as a projection, still a CAGR of 41.1%!! Crazy! Which in 4 years results in total growth of ~296%!!

(also total shares outstanding decreased at a CAGR of -1.7% over the same 4 year period, but we'll play devils advocate and won't factor in future share buybacks which would skew the numbers even more in our favour!)

These numbers put $NFLX at a $1.55 Trillion company in 2030, with a stock price of $368.

Your investment at these prices would grow ~296%!

Keep in mind, none of this accounts for inflation, earnings could slow, and share prices could fail to keep up due to sentiment or other factors, but it does show you that the long game can work (and I'd argue that Netflix will keep up this growth)

I'm getting so bullish writing this might need to buy more LEAPs to add to my standard share position !😂

[PAX @paxresearch]

$NOC Northrop Grumman Corporation looking really attractive 👀👀

[PAX @paxresearch]

@steady_profits I know hopefully soon

[PAX @paxresearch]

I can't believe my core four positions have been hit as hard as they have and have not recovered AT ALL following last weeks gold rush

Around ~25% of my total portfolio

$NFLX Netflix
$META Meta
$MSFT Microsoft
$MA Mastercard

In order to sleep at night I just have to convince myself that these companies are way too high quality to be affected by all this buzz recently (meaning they won't go down a lot in a market lacking this buzz as well, two sides to this coin) 😂

But then I remember how those who lived through the Dot Com bubble recall how 90% of the companies that people thought would never fail - did in fact fail...... doomthinking 🫠🫠

[PAX @paxresearch]

@TSinvests I got like 20

Sub 10 real ones though

[PAX @paxresearch]

@BoomerDivvies I know lol

[PAX @paxresearch]

BANGGGG #nasdaq green 🟢🟢🟢

This market is nuts

[PAX @paxresearch]

@OBPinvestments Its out of this world

[PAX @paxresearch]

@OBPinvestments Likewise!

[PAX @paxresearch]

Good morning X

Rough week for me it was ... but better, this one shall be

We're so back

Probably open slightly red but end day comfortably (1-2%) in the green 😂

[PAX @paxresearch]

@OBPinvestments Morning OBP!

[PAX @paxresearch]

@TSinvests Ik even looking at this lol like what is this price action

[PAX @paxresearch]

@SerfCapital Good morning!

[PAX @paxresearch]

@KruxSaucierA7X Good morning!

[PAX @paxresearch]

@TheStocksKing Thank you likewise!

[PAX @paxresearch]

@Brownmoose GM moose!

[PAX @paxresearch]

@TradingWithGuy Nice very familiar with it family is from near there

[PAX @paxresearch]

@TradingWithGuy Nice where at?

[PAX @paxresearch]

@Fun_Trades1 morning FT 🔥

[PAX @paxresearch]

@FurtureRichKid

[PAX @paxresearch]

@fammetaX gmornski

[PAX @paxresearch]

@LazaroInvestor Yessir lazaro letsggggggggggggoooooooooooo🦾🦾🦾