NFLX
the council passes — AVOIDNetflix, Inc.·Consumer Cyclical
Doesn't clear the council's bar right now.
59/100C
Price at last run$75.77as of Jul 8, 2026
quality large-capHigh returns on capitalROIC ~33% — it earns well on the money it puts to work.
Fat operating margins30% operating margin — pricing power / a real moat hint.
GrowingRevenue growing ~16%.
Catalystnone yet
✕Why not
The honest case against — what most tools hideWhat keeps us out
- A deterioration in the fundamentals that score the business.
Patience price & distance
as of Jul 8, 2026 runThe patience price is where value discipline would let the council in — deliberately strict: we'd rather miss ten winners than own one loser.
Catalyst
none yet
A catalyst is a plausible reason the gap could close — never a certainty.