📉 넷플릭스, 지금 홀딩해도 될까요?

Probably going lower short term before it bounces back. Started a position today and will keep adding. At least as of now tbey got no real competition.

I'm holding for years and gearing up to buy some more tomorrow

If expecting something to happen in less than a month, that is not investing that is trading. If you’re investing, you should be prepared to hold for several years and Netflix is probably a good bet to be higher than it is now in that timeframe but anything is possible.

I sold all my shares. Good luck everyone

Nope

I also just bought some but at $89. My plan is to hold. There's a couple of things that I see working for them.

One, the US antitrust rules are not as strict as EUs. It's likely they will approve it with some conditions. The EU will only approve with conditions and they might be sever (like leasing lots of content back to other streamers or cable). But either way I see both governments approving this.

Second, Netflix is mulling an all-cash deal. The articles don't state clearly what it means, but assuming this means cash and not shares (so no dilution), but of course their loans will have massive interest re-payments. They're also doing this to get WB board to vote sooner (Spring 2026).

What I see happening is that the price will trade back up as people wait the typical 12-18 months on the rulings and closing of the deal. I'm expecting around $110-115. That would be my exit point.

This is my opinion. Do your own reseach.

It actually is why it dropped. It might get hit with anti trust allegations.