Tonytan
2024.04.18 03:29

看到雪球上一个观点:$ 奈飞.US 一定要用自由现金流来估值,23 年自由现金流近 70 亿美元,现在股价 38 倍多。而 23 年公司自由现金流增长接近 300%,这个估值可以说一点不贵。

不过奈飞也是一个重投资的公司,不咋钱哪来好片子。

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