bymuratdeniz Investment Thesis Netflix (NEOE:NFLX:CA) (NASDAQ:NFLX)'s stock has seen a strong rally over the past year, largely driven by significant organic growth across all fundamental metrics, which has even pushed valuation multiples lower. The company has accomplished a significant YoY improvement in top-line revenue, operating margins, earnings, and FCF, primarily due to previous price increases and a successful crackdown on password sharing last year. I believe this healthy trend is expected to  ...