1min snip

The Compound and Friends cover image

No Capitulation Necessary

The Compound and Friends

NOTE

What's the Biggest Story?

netflix said for q4 2022 We're expecting revenue of 7.8 billion dollars with a sequential decline entirely due to the continued strengthening of the us dollar for other currencies. So if we're not trading at 20 plus times earnings and we're trading at 15 16 with this as a headwind, where does I get us on the s&p but from evaluation? From an analytical standpoint, you don't get any credit for the dollar.

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