https://aeacapitalresearch.com/positions/NFLX.html Everything published on AEA Capital Research about NFLX: the standing position thesis, its earnings report and competitor comparison where those exist, plus any News, Letters, or Opinion piece that mentions it by name (a real text match, not hand-curated). en-us https://aeacapitalresearch.com/positions/NFLX.html https://aeacapitalresearch.com/positions/NFLX.html Position detail: Netflix, Inc. (NFLX) — valuation, thesis, and bull/base/bear case. Sat, 11 Jul 2026 00:00:00 GMT https://aeacapitalresearch.com/earnings/NFLX-2026-q1.html https://aeacapitalresearch.com/earnings/NFLX-2026-q1.html Earnings update on Netflix Inc (NFLX): Q1 2026 Earnings Update. Sat, 11 Jul 2026 00:00:00 GMT https://aeacapitalresearch.com/comparisons/streaming-nflx-dis.html https://aeacapitalresearch.com/comparisons/streaming-nflx-dis.html The profitable, cash-generative subscription business I hold against the larger, more diversified media conglomerate I don't — both real, both real cash flows, different risk profiles. Sat, 11 Jul 2026 00:00:00 GMT https://aeacapitalresearch.com/earnings.html https://aeacapitalresearch.com/earnings.html The Earnings Analysis section is complete — every operating company in the book now has a full institutional-format report using its most recently reported quarter, from SNDK and META down to NFLX. Thu, 09 Jul 2026 00:00:00 GMT