Simply Wall St

0:00 Introduction

0:27 Overview and Business Fundamentals

1:03 Strengths and Competitive Advantages

4:01 Weaknesses and Risks

5:32 Current Share price expectations

6:03 The Bullish Netflix Narrative and Valuation

8:03 The Bearish Netflix Narrative and Valuation

9:23 Thinking in a broad spectrum, rather than binary outcomes

9:58 Questions to ask yourself to create a narrative and valuation

11:03 Next Steps and note taking

Have you ever wanted to get a balanced point of view on a stock’s future prospects? Well in this video we hope to do just that!

In this video we’ll outline both the bullish and bearish case for Netflix stock (NFLX), so that you can build your own narrative and valuation around the stock!

We’ll help you understand what narratives are underpinning the most optimistic valuations of the stock, and what narratives are backing up the most pessimistic valuations. Then, with that information, you can reach your own conclusion on the stock, and know why you do or don’t want to own it!

Rather than just relying on speculation or share price movements, this process helps us become investors, where we know what we own, why we own it, and what we think it’s worth.

Simply Wal St Company Report for Netflix, you can find it here: https://simplywall.st/stocks/us/media/nasdaq-nflx/netflix

The Simply Wall St Stock Valuator tool, you can find it here, it’s still in Beta: https://stockvaluator.co/us/media/nasdaq-nflx/netflix

Remember, you can take notes on the company report with your research and narrative for Netflix, and you can stay up to date on any developments by adding it to your watchlist! https://simplywall.st/watchlist

Simply Wall St Content Lead Michael Paige holds a position in AMZN. Simply Wall St has no position in any of the companies mentioned. This video is general in nature, and is to be used for entertainment purposes only. Any comments below from SWS employees are their opinions only, should not be taken as financial advice and may not represent the views of Simply Wall St. Unless otherwise advised, SWS employees providing commentary do not own a position in any company mentioned in the video or in their comments. We provide analysis based on historical data and analyst forecasts only using an unbiased methodology and our videos are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.

0:32 Overview and Business Fundamentals

1:10 Strengths and Competitive Advantages

5:02 Weaknesses and Risks

8:12 Current Share price expectations

8:34 The Bullish Visa Narrative and Valuation

10:47 The Bearish Visa Narrative and Valuation

12:47 Thinking in probabilities

13:34 Questions to ask yourself to create a narrative and valuation

14:13 Next Steps and note taking

Have you ever wanted to get a balanced point of view on a stock’s future prospects? Well in this video we hope to do just that!

In this video we’ll outline both the bullish and bearish case for Visa stock (NYSE:V), so that you can build your own narrative and valuation around the stock!

We’ll help you understand what narratives are underpinning the most optimistic valuations of the stock, and what narratives are backing up the most pessimistic valuations. Then, with that information, you can reach your own conclusion on the stock, and know why you do or don’t want to own it!

Rather than just relying on speculation or share price movements, this process helps us become investors, where we know what we own, why we own it, and what we think it’s worth.

Full article: https://simplywall.st/stocks/us/software/nyse-v/visa/news/visa-stock-the-bullish-and-bearish-narratives

Simply Wal St Company Report for Visa, you can find it here: https://simplywall.st/stocks/us/software/nyse-v/visa

The Simply Wall St Stock Valuator tool, you can find it here, it’s still in Beta:

https://stockvaluator.co/us/software/nyse-v/visa

Remember, you can take notes on the company report with your research and narrative for Visa, and you can stay up to date on any developments by adding it to your watchlist! https://simplywall.st/watchlist

Simply Wall St Content Lead Michael Paige holds a position in NYSE:MA. Simply Wall St has no position in any of the companies mentioned. This video is general in nature, and is to be used for entertainment purposes only. Any comments below from SWS employees are their opinions only, should not be taken as financial advice and may not represent the views of Simply Wall St. Unless otherwise advised, SWS employees providing commentary do not own a position in any company mentioned in the video or in their comments. We provide analysis based on historical data and analyst forecasts only using an unbiased methodology and our videos are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.

0:54 Current Share price expectations

2:03 The Bullish Coca-Cola Narrative and Valuation

4:37 The Bearish Coca-Cola Narrative and Valuation

7:56 Questions to ask yourself to create a narrative and valuation

9:18 Creating your narrative and valuation

10:47 Adding to watchlist, next steps and taking notes on SWS platform

Have you ever wanted to get a balanced point of view on a stock’s future prospects? Well in this video we hope to do just that!

In this video we’ll outline both the bullish and bearish case for Coca-Cola stock (NYSE:KO), so that you can build your own narrative and valuation around the stock!

We’ll help you understand what narratives are underpinning the most optimistic valuations of the stock, and what narratives are backing up the most pessimistic valuations. Then, with that information, you can reach your own conclusion on the stock, and know why you do or don’t want to own it!

Rather than just relying on speculation or share price movements, this process helps us become investors, where we know what we own, why we own it, and what we think it’s worth.

Full article: https://simplywall.st/stocks/us/food-...

Simply Wal St Company Report for Coca-Cola, you can find it here: https://simplywall.st/stocks/us/food-...

The Simply Wall St Stock Valuator tool, you can find it here, it’s still in Beta:

https://stockvaluator.co/us/food-beve...

Remember, you can take notes on the company report with your research and narrative for Coca-Cola, and you can stay up to date on any developments by adding it to your watchlist! https://simplywall.st/watchlist

Simply Wall St Content Lead Michael Paige and Simply Wall St have no position in any of the companies mentioned. This video is general in nature, and is to be used for entertainment purposes only. Any comments below from SWS employees are their opinions only, should not be taken as financial advice and may not represent the views of Simply Wall St. Unless otherwise advised, SWS employees providing commentary do not own a position in any company mentioned in the video or in their comments. We provide analysis based on historical data and analyst forecasts only using an unbiased methodology and our videos are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.