Jay Hatfield: Why Netflix Could Be Ready for a Comeback After Earnings

About this episode

Jay Hatfield discusses why he believes Netflix may be undervalued and poised for a comeback after its earnings report.

Is Wall Street overlooking Netflix? Ahead of the company's quarterly earnings report, Jay Hatfield, CEO of Infrastructure Capital Management and CIO of ICAP ETFs, explains why he recently added Netflix ($NFLX) to his portfolio despite the stock's disappointing reaction to its last earnings report. In this Hatfield Economics clip, Jay breaks down Netflix's valuation, growth outlook, and why he believes hedge fund positioning—not the company's fundamentals—created an attractive buying opportunity. He also compares Netflix's risk profile to high-beta AI names like Broadcom and explains why "boring" can sometimes be a winning investment strategy. With earnings just around the corner, is Netflix poised to surprise Wall Street? 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📲 Download the Biz Talk Today TV app on Apple & Android devices. 📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not…

People in this episode

Guest: Jay Hatfield

Topics covered

• Netflix
• Earnings Report
• Investment Strategy
• Valuation
• Hedge Funds
• Stock Market

Keywords

• Netflix
• Earnings
• Investment
• Valuation
• Hedge Funds
• Stock Market
• AI

Mentioned in this episode

Organizations: Infrastructure Capital Management, ICAP ETFs, Netflix, Wall Street, Broadcom, CrossCheck Media, Biz Talk Today TV

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