Insider Stocks · For members
An entry from my investing journal, for members.
The market was certain Netflix was broken in 2022, certain it was invincible in 2025, and certain it's stalling today. Through all three, operating profit compounded 132%. Here's whether it's wrong a third time at 20x earnings.
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The rest of this entry is for members
Before I buy a business, and before I sell one, I write up what I see: what it earns, what it’s worth, what could break it. Members read every entry, back to 2021. At least two new entries a month, more during earnings season.
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