Most Investors Are Wrong About Selling Netflix. Here's What I'd Do Instead.

Despite Netflix shares falling 25% this year amid concerns about weak engagement and increased competition, analyst Jeremy Bowman argues selling is a mistake. The company maintains strong fundamentals with 13.4% revenue growth, a 33.4% operating margin, and over 300 million subscribers. While per-subscriber engagement may be declining, Netflix's recurring revenue model and potential for live sports content could reignite growth, making the stock a buy at current valuations.