Crashing 51%, 3 Reasons to Buy This Netflix Rival in March and Hold for 5 Years

Streaming has moved from 'huge losses' to significant operating profits and is now a major tailwind for the business, implying meaningful margin improvement and cash-flow upside. The company's most lucrative segment leverages valuable intellectual property, creating an unrivaled competitive position that supports durable revenue and pricing power.

Analysis

Streaming has moved from 'huge losses' to significant operating profits and is now a major tailwind for the business, implying meaningful margin improvement and cash-flow upside. The company's most lucrative segment leverages valuable intellectual property, creating an unrivaled competitive position that supports durable revenue and pricing power.