The YouTuber identifies Netflix as their top pick, recommending it as a buy due to its strong underlying business performance, rising profits, and scaling business model, despite being significantly off its all-time high. The stock is currently trading at a relatively low P/E ratio compared to its historical average. The potential acquisition of Warner Bros. Discovery, while large, is deemed manageable given Netflix's strong free cash flow and ability to reduce share buybacks. Even with conservative estimates, the stock offers a potential annual return of 20-23%.
“Netflix, mein Favorit von den drei Aktien, die ich hier gezeigt habe. Relativ eindeutig. Wer es ein bisschen spekulativ mag und auch Dividenden äh steht United Health Group.” — ▶ Ver clip