🎬 Netflix: top 5% compounder globally. Here's why.

Double-digit expected revenue growth on both 3-year and 5-year horizons. The company has demonstrated an ability to raise subscription prices without meaningful churn in active users.

Advertising is an interesting lever here. Currently generating around $1.5B annually, with estimates pointing to ~$10B by 2030.

Cash flow profile has transformed. Netflix used to burn billions. In 2025 free cash flow hit $9B. Base case puts this at ~$17B within 3 years.

Worth noting - most high-growth names in the market right now are riding the AI cycle. Netflix growth trajectory is not directly linked to AI, which makes it a useful diversifier.

Quality + Growth rating sits at 95. Currently in the top 5% of compounders globally.