Why Netflix is now a value stock

Wall Street Unplugged - What's Really Moving These Markets

Frank Curzio

Commodities, Investments, Economics, Trading, News, Stocks, Oil, Uranium, Business News, Crypto, Investing, Crisis, Business, Gold, Industry, Debt, Macroeconomics, Talk, Research, Personal, Geopolitics, Curzio, Finance, Tokens

4.6 • 1.1K Ratings

🗓️ 20 July 2022

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

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Summary

To start today’s show, Daniel and I discuss the ultimate DIY project: building your own casket. Despite horrible sentiment going into the quarter, Netflix (NFLX) reported better-than-expected Q2 earnings yesterday. We share how the company is maturing… and why it’s becoming a value stock. Next, I compare Netflix’s results to Disney (DIS)... and explain why all streaming companies aren’t created equal. Long-time listeners know I’ve been bearish on Disney for a while… but there’s a simple move it could make to quickly double its stock price. We also break down the latest earnings from Baker Hughes (BKR) and Halliburton (HAL). While both are in the oil industry, the results and outlook couldn't be more different. Bitcoin is finally rallying after the long selloff in the crypto sector. Daniel explains why the recent pain is a long-term positive… and I highlight the big money moving into the space. In this episode: How to build your own casket [0:55] A recap of Netflix’s earnings [4:34] Disney vs. Netflix [8:10] Baker Hughes vs. Halliburton [12:35] How DIS could quickly double its share price [21:40] Bitcoin is finally in rally mode [27:15] Big money is pouring into crypto [34:40] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ :

Transcript

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0:00.0	Wall Street Unplug looks beyond the regular headlines, heard on mainstream financial media
0:07.0	to bring you unscripted interviews and breaking commentary direct from Wall Street, right
0:11.6	to you on mainstream.
0:12.6	How's it going out there, it's July 20th?
0:18.3	I think it's just a Wall Street Unplug podcast where I picked the headlines and tell you
0:26.6	what's really moving these markets.
0:29.6	Wednesday, fun day, it's Daniel Creech Day, Daniel, what's going on, man?
0:33.9	How's everything?
0:34.9	Oh, Frank, it's wonderful.
0:35.9	Another wonderful Wednesday here in a million island.
0:37.9	How are you?
0:38.9	I'm doing good.
0:39.9	So if you, those of you who are new listeners, Dan comes in every Wednesday, see your
0:44.0	research, I'll see your cursor research, discuss the latest things, not really going on
0:47.4	right now, right?
0:48.4	Other than every single company reporting earnings, which can happen over the next couple
0:51.6	weeks.
0:52.6	Well, before we get to that, I have something really important to talk to you about.
0:54.9	Frank, you're a, you know, the DIY trends doing
0:59.6	yourself.
1:00.6	Okay.
1:01.6	You're a do-it-yourself guy.
	...

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