Josh Brown tiv thaiv kev yuav Netflix ntawm lub sijhawm thaum nws yog cov khoom lag luam ntxub

Tsis muaj Netflix Inc (NASDAQ: NFLX). Qhov ntawd zoo li yog qhov kev xav nrov puas tau txij li thaum streaming giant hais tias nws tuaj yeem poob txog li 2 lab tus neeg siv lub quarter no. Tseem, Josh Brown tab tom tawm tsam tam sim no.

Brown coj txoj haujlwm me me hauv Netflix Inc

Tus Thawj Coj ntawm Ritholtz Wealth Management pom zoo NFLX tseem tsis tau tawm ntawm tsob ntoo, tab sis pom nws nqis 70% los ntawm nws qhov siab uas yog qhov tsim nyog taw qhia kom dhia mus rau hauv Tshuag. Piav tias yog vim li cas nws thiaj tau txais txoj haujlwm me me hauv Netflix, nws hais rau CNBC's "Halftime Report":

Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam?

Sau npe rau Invezz cov ntawv xov xwm, hnub no.

Kuv xav tias cov Tshuag tau de-risk ntau heev. Thaum Lub Ib Hlis, nws tau ua lag luam ob npaug ntawm cov nyiaj tau los ntau yam li Disney. Tam sim no nws nyob ntawm par. Kuv tsis tau hais tias Netflix yuav tsum muaj tus nqi them rau Disney, tab sis muaj ntau qhov laj thawj vim li cas nws yuav thiab vim li cas nws muaj keeb kwm.

Raws li Brown, ntawm 20 lub sijhawm cov nyiaj khwv tau los, Netflix yog qhov kev yuav khoom zoo, tshwj xeeb tshaj yog rau cov tub ua lag luam mus sij hawm ntev uas tuaj yeem tos kom tau zoo dua rau lub tuam txhab hauv California.

Brown muaj kev ntseeg siab hauv kev tswj hwm Netflix

Kev tswj hwm ntawm Netflix muaj keeb kwm ntawm kev sib tw, uas, raws li Josh Brown, yog vim li cas txaus ntseeg tias lub sijhawm no yuav tsis txawv. Nws ntxiv:

Tsiv mus rau streaming, siv loj rau kev tsim lawv tus kheej cov ntsiab lus, nce nqi, mus thoob ntiaj teb; tag nrho cov no uas tau pib panned los ntawm feem ntau Wall Street cov kws tshuaj ntsuam, yuav luag txhua zaus Wall Street tuag lawm thiab Netflix ua qhov yog.

Brown nco qab tias Disney - tom ntej txhaj koob tshuaj tivthaiv loj hauv streaming, tsis yog ib nrab ntawm qhov loj ntawm Netflix txog tam sim no. Nws pom zoo tias nws yog kev lag luam nyuaj thiab tej yam tsis zoo, tab sis rov hais dua tias Netflix thaum kawg yuav tau tswj hwm.