Ensemble Capital's position in Netflix is currently worth $148M. It makes up 11.06% of their stock portfolio and is their biggest holding. The first Netflix trade was made in Q3 2016. Since then Ensemble Capital bought shares seventeen more times and sold shares on fifteen occasions. The stake costed the investor $33.8M, netting the investor a gain of 338% so far.
Netflix's long-term capital allocation strategy¡ªprioritizing organic growth, global content investment, and avoiding dilutive acquisitions¡ªhas driven excepti...
Netflix earnings beat expectations, but shares slipped. Bloomberg's Lucas Shaw discusses the results and Benchmark Capital Analyst Dan Kurnos explains what c...
Kevin Simpson, Capital Wealth Planning founder and CIO, joins CNBC's "Halftime Report" to detail his covered call strategy with Netflix.
Alan Gould, Loop Capital managing director, joins CNBC's 'Squawk on the Street' to discuss Netflix's most recent earnings report.