{"id":5924,"date":"2025-08-31T10:03:55","date_gmt":"2025-08-31T00:03:55","guid":{"rendered":"https:\/\/murrayslatter.me\/?p=5924"},"modified":"2025-08-31T10:07:23","modified_gmt":"2025-08-31T00:07:23","slug":"what-i-am-investing-in-and-why-netflix-nasdaq-nflx","status":"publish","type":"post","link":"https:\/\/murrayslatter.me\/?p=5924","title":{"rendered":"What I Am Investing In and Why: Netflix (NASDAQ: NFLX)"},"content":{"rendered":"\n<p><strong>1. My Personal Conviction Began Long Before My First Trade<\/strong><\/p>\n\n\n\n<p>Between 2017 and 2019, I subscribed to Netflix not just as a consumer\u2014but as an early observer of a profound structural shift in media.<\/p>\n\n\n\n<p>My conviction wasn\u2019t born out of analyst reports or Wall Street models. It was born in the field. I had worked for two national television stations earlier in my career, and it became abundantly clear even then: linear television was dying.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Appointment viewing was an anachronism.<\/li>\n\n\n\n<li>Prime-time schedules were losing meaning.<\/li>\n\n\n\n<li>Advertisers were chasing attention that had already left the room.<\/li>\n<\/ul>\n\n\n\n<p>Netflix wasn\u2019t just another app on a smart TV. It was the future of global entertainment infrastructure\u2014an end-to-end platform with:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A massive and growing content library<\/li>\n\n\n\n<li>A direct-to-consumer relationship in nearly every country<\/li>\n\n\n\n<li>A scalable, high-retention subscription model with global price elasticity<\/li>\n<\/ul>\n\n\n\n<p>I didn\u2019t just believe this shift would happen. I saw it happening in real time\u2014across demographics, countries, and devices.<\/p>\n\n\n\n<p><strong>2. The Product-Led Growth Machine<\/strong><\/p>\n\n\n\n<p>By the time I made my investment, Netflix had already crossed a tipping point: its product wasn\u2019t just a streaming app\u2014it was the habit.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>It sat on people\u2019s home screens, not just in their bookmarks.<\/li>\n\n\n\n<li>It was multi-device, multi-profile, cross-border, and deeply personal.<\/li>\n\n\n\n<li>The UX was effortless: open \u2192 continue watching \u2192 immersed in seconds.<\/li>\n<\/ul>\n\n\n\n<p>Every time they improved content recommendation, compressed streaming bandwidth, or launched new mobile-friendly plans in emerging markets, they added marginal layers of moat that compounded over time.<\/p>\n\n\n\n<p>And when users started sharing passwords, something remarkable happened:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Netflix let it ride\u2014allowing the product to go viral.<\/li>\n\n\n\n<li>Then, years later, it converted free users into paid ones with remarkable effectiveness.<\/li>\n\n\n\n<li>Instead of losing users, they increased ARPU.<\/li>\n<\/ul>\n\n\n\n<p>That\u2019s not a sign of exploitation. That\u2019s a sign of network strength and pricing power.<\/p>\n\n\n\n<p><strong>3. The Global Platform Play<\/strong><\/p>\n\n\n\n<p>What excites me most about Netflix isn\u2019t just the content. It\u2019s the platform economics and international reach.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Low marginal cost of customer acquisition (especially in new markets)<\/li>\n\n\n\n<li>Localized production at global scale (e.g., Money Heist, Squid Game, Fauda)<\/li>\n\n\n\n<li>Cross-market consumption\u2014Korean dramas watched in Mexico, German thrillers watched in Australia<\/li>\n\n\n\n<li>Unparalleled data feedback loops to inform content spend and renewal decisions<\/li>\n<\/ul>\n\n\n\n<p>Netflix has quietly become one of the most globally diversified, culturally relevant, and digitally native entertainment businesses in history.<\/p>\n\n\n\n<p>While traditional studios are still thinking in terms of box office territories, Netflix is operating a unified global subscriber ecosystem with:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Near real-time analytics<\/li>\n\n\n\n<li>Dynamic pricing<\/li>\n\n\n\n<li>Agile localization<\/li>\n\n\n\n<li>Minimal physical footprint<\/li>\n<\/ul>\n\n\n\n<p>This is what I call a Network-Effect Platform Business\u2014and it\u2019s rare in media.<\/p>\n\n\n\n<p><strong>4. The Optionality of the Flywheel<\/strong><\/p>\n\n\n\n<p>Netflix today isn\u2019t the endgame\u2014it\u2019s a platform of platforms with future optionality:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Gaming as a natural extension of narrative universes<\/li>\n\n\n\n<li>Live events and sports-lite content (e.g., Drive to Survive)<\/li>\n\n\n\n<li>Advertising tiers to monetize price-sensitive markets<\/li>\n\n\n\n<li>Franchise IP development \u00e0 la Disney, but with data-led production<\/li>\n<\/ul>\n\n\n\n<p>Each new layer reinforces the core flywheel:<\/p>\n\n\n\n<p>More content \u2192 More engagement \u2192 More retention \u2192 More revenue \u2192 More reinvestment in content \u2192 Repeat.<\/p>\n\n\n\n<p>What makes it even more compelling is that their distribution platform is fully owned and operated. No middlemen. No theatres. No cable operators. Just Netflix and the subscriber.<\/p>\n\n\n\n<p><strong>5. Final Thoughts: Why I\u2019m Still Long<\/strong><\/p>\n\n\n\n<p>I only invest in businesses that pass the Snap Test:<\/p>\n\n\n\n<p>If this company were to disappear tomorrow, would the world notice?<\/p>\n\n\n\n<p>With Netflix, the answer is a resounding yes.<\/p>\n\n\n\n<p>Millions of people. Hundreds of countries. Billions of viewing hours per month.<\/p>\n\n\n\n<p>Netflix isn\u2019t just a consumer brand. It\u2019s a global utility for storytelling.<\/p>\n\n\n\n<p>It commands attention, loyalty, habit, and cultural significance.<\/p>\n\n\n\n<p>Its platform economics are superb, and its global operating leverage is just beginning to show.<\/p>\n\n\n\n<p><strong>Summary of Why I Own Netflix<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u2705 Category leader with global scale and high retention<\/li>\n\n\n\n<li>\u2705 Platform economics and direct-to-consumer relationship<\/li>\n\n\n\n<li>\u2705 Cultural diversification through content that travels<\/li>\n\n\n\n<li>\u2705 Strong pricing power even after cracking down on password sharing<\/li>\n\n\n\n<li>\u2705 Expanding flywheel into games, ads, and beyond<\/li>\n\n\n\n<li>\u2705 Passes the Snap Test and holds asymmetric upside<\/li>\n<\/ul>\n\n\n\n<p>In my view, this is a company with decades of compounding left, powered by storytelling, data, and software\u2014all wrapped into one of the most loved platforms on the planet.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>1. My Personal Conviction Began Long Before My First Trade Between 2017 and 2019, I subscribed to Netflix not just as a consumer\u2014but as an early observer of a profound structural shift in media. My conviction wasn\u2019t born out of [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":5943,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[11],"tags":[],"class_list":["post-5924","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing","clearfix"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>What I Am Investing In and Why: Netflix (NASDAQ: NFLX) - Murray Slatter<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/murrayslatter.me\/?p=5924\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What I Am Investing In and Why: Netflix (NASDAQ: NFLX) - Murray Slatter\" \/>\n<meta property=\"og:description\" content=\"1. 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As a television engineer who played a key\u2026","rel":"","context":"In &quot;Investing&quot;","block_context":{"text":"Investing","link":"https:\/\/murrayslatter.me\/?cat=11"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/05\/IMG_0970.webp?fit=1024%2C1024&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/05\/IMG_0970.webp?fit=1024%2C1024&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/05\/IMG_0970.webp?fit=1024%2C1024&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/05\/IMG_0970.webp?fit=1024%2C1024&ssl=1&resize=700%2C400 2x"},"classes":[]},{"id":5197,"url":"https:\/\/murrayslatter.me\/?p=5197","url_meta":{"origin":5924,"position":1},"title":"What I Am Investing In and Why","author":"Murray Slatter","date":"May 11, 2025","format":false,"excerpt":"A Letter to My Kids and My Tribe If you\u2019re reading this, you\u2019re either part of my family, my wider circle of trusted thinkers, or someone drawn to understanding how to build lasting, generational wealth with purpose. From my other work, you will note that I see investing less about\u2026","rel":"","context":"In &quot;Investing&quot;","block_context":{"text":"Investing","link":"https:\/\/murrayslatter.me\/?cat=11"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2024\/11\/Murray-SlatterJPEG.jpg?fit=200%2C200&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":5236,"url":"https:\/\/murrayslatter.me\/?p=5236","url_meta":{"origin":5924,"position":2},"title":"What I Am Investing In and Why: AppLovin (NASDAQ: APP)","author":"Murray Slatter","date":"May 18, 2025","format":false,"excerpt":"1. How I Discovered AppLovin I first came across AppLovin through a Motley Fool podcast, where they were reviewing the company\u2019s earnings call and unpacking the performance of its advertising technology platform. Given my background in commercial television, I\u2019ve spent years on the inside of the media monetization engine\u2014so I\u2026","rel":"","context":"In &quot;Investing&quot;","block_context":{"text":"Investing","link":"https:\/\/murrayslatter.me\/?cat=11"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/05\/AppLovin.png?fit=1200%2C630&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/05\/AppLovin.png?fit=1200%2C630&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/05\/AppLovin.png?fit=1200%2C630&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/05\/AppLovin.png?fit=1200%2C630&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/05\/AppLovin.png?fit=1200%2C630&ssl=1&resize=1050%2C600 3x"},"classes":[]},{"id":5202,"url":"https:\/\/murrayslatter.me\/?p=5202","url_meta":{"origin":5924,"position":3},"title":"BlackRock Bitcoin ETF (IBIT)","author":"Murray Slatter","date":"May 11, 2025","format":false,"excerpt":"This is my second round with Bitcoin. I first took a position in 2016 when the price was around $1,000 per coin, which I bought via a digital wallet. I didn\u2019t hold a deep conviction then\u2014but I had a hunch. A hunch based on first-principles research into how Bitcoin works,\u2026","rel":"","context":"In &quot;Investing&quot;","block_context":{"text":"Investing","link":"https:\/\/murrayslatter.me\/?cat=11"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/05\/IMG_0962.jpeg?fit=686%2C447&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/05\/IMG_0962.jpeg?fit=686%2C447&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/05\/IMG_0962.jpeg?fit=686%2C447&ssl=1&resize=525%2C300 1.5x"},"classes":[]},{"id":5401,"url":"https:\/\/murrayslatter.me\/?p=5401","url_meta":{"origin":5924,"position":4},"title":"Confirmation Bias","author":"Murray Slatter","date":"June 11, 2025","format":false,"excerpt":"How to Guard Against Seeing Only What You Want to See In the intricate world of executive decision-making, one of the most seductive mental traps is confirmation bias\u2014our innate tendency to search for, interpret, and remember information in a way that confirms our pre-existing beliefs or hypotheses. It\u2019s a silent\u2026","rel":"","context":"Similar post","block_context":{"text":"Similar post","link":""},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/06\/Confirmation-Bias.png?fit=1200%2C718&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/06\/Confirmation-Bias.png?fit=1200%2C718&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/06\/Confirmation-Bias.png?fit=1200%2C718&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/06\/Confirmation-Bias.png?fit=1200%2C718&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/06\/Confirmation-Bias.png?fit=1200%2C718&ssl=1&resize=1050%2C600 3x"},"classes":[]},{"id":5928,"url":"https:\/\/murrayslatter.me\/?p=5928","url_meta":{"origin":5924,"position":5},"title":"What I Am Investing In and Why: Tesla (NASDAQ: TSLA)","author":"Murray Slatter","date":"August 31, 2025","format":false,"excerpt":"1. A Journey from Scepticism to Strategic Conviction For many years, I stood at a distance from Tesla\u2014not because I didn\u2019t believe in its product or mission, but because I had deep reservations about its leadership style and governance. Elon Musk, the enigmatic founder and CEO, has always been a\u2026","rel":"","context":"In &quot;Investing&quot;","block_context":{"text":"Investing","link":"https:\/\/murrayslatter.me\/?cat=11"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1796-scaled.png?fit=1200%2C555&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1796-scaled.png?fit=1200%2C555&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1796-scaled.png?fit=1200%2C555&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1796-scaled.png?fit=1200%2C555&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1796-scaled.png?fit=1200%2C555&ssl=1&resize=1050%2C600 3x"},"classes":[]}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/murrayslatter.me\/index.php?rest_route=\/wp\/v2\/posts\/5924","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/murrayslatter.me\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/murrayslatter.me\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/murrayslatter.me\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/murrayslatter.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=5924"}],"version-history":[{"count":2,"href":"https:\/\/murrayslatter.me\/index.php?rest_route=\/wp\/v2\/posts\/5924\/revisions"}],"predecessor-version":[{"id":5944,"href":"https:\/\/murrayslatter.me\/index.php?rest_route=\/wp\/v2\/posts\/5924\/revisions\/5944"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/murrayslatter.me\/index.php?rest_route=\/wp\/v2\/media\/5943"}],"wp:attachment":[{"href":"https:\/\/murrayslatter.me\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=5924"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/murrayslatter.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=5924"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/murrayslatter.me\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=5924"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}