Breakfast News: 4 CEOs Playing the Long Game

The article highlights four CEOs who exemplify great leadership through their focus on long-term vision over short-term gains: Matthew Prince (Cloudflare), Ted Sarandos (Netflix), Michael Kehoe (Kinsale Capital Group), and Jensen Huang (Nvidia). All four leaders share common traits including ruthless execution, competitive moats, and the conviction to make contrarian bets. Their stocks have delivered exceptional returns, with Cloudflare up 1,500% since IPO and Kinsale up 1,870% since 2016 IPO.

09/12/2026, 7:30 AM • The Motley Fool

Is Netflix a Good Buy? After 10 Years of Covering NFLX, Here's My Honest Answer.

Netflix stock has pulled back over 40% from its June 2025 record high of $133.91 to around $77, facing challenges including slowing revenue growth (expected 11.7% YoY in Q3), market saturation, negative free cash flow, and tough year-over-year comparisons from 2025 hits. However, the analyst views the pullback as a potential buying opportunity, noting Netflix's reasonable valuation at 21x next year's earnings, 300+ million subscribers, and expected 12% revenue and 22% EPS growth through 2028, though future gains likely won't match the past decade's 670% rally.

09/09/2026, 1:30 PM • The Motley Fool

Is Netflix Stock More Likely to Hit $100 or $60 by the End of 2026?

Netflix stock has declined 17% in 2026 and 38% over the past 12 months, trading near $80 with a P/E ratio around 25x, in line with S&P 500 averages. The analyst predicts the stock is more likely to fall to $60 in the near term due to slowing growth, potential rate increases, and concerns about Reed Hastings stepping away and acquisition rumors. However, at lower prices, Netflix could represent a strong long-term buying opportunity given its strong business fundamentals and content production capabilities.

09/07/2026, 12:32 PM • The Motley Fool

Netflix Stock Is Down 40%. Is It a Buy?

Netflix stock has declined 40% due to slowing growth, but the company's expanding margins, stronger cash flow, advertising growth, and share buybacks suggest earnings could continue compounding. The article argues that Netflix may represent a rare discount opportunity despite the valuation reset from its previous highs.

09/06/2026, 10:30 AM • The Motley Fool

Walt Disney vs. Netflix: Which Media Stock Is a Better Buy in 2026?

The article compares Walt Disney and Netflix as investment options for 2026. Disney is a diversified entertainment giant with theme parks and streaming, while Netflix is a pure-play streaming service with 300+ million subscribers. Netflix demonstrates stronger growth (16% revenue increase), higher profitability margins (24% net margin vs Disney's 13%), and better operational efficiency. However, Netflix trades at a higher valuation premium (P/S of 7.6x vs Disney's 2.0x). The author recommends Netflix as the better buy, citing its double-digit revenue growth, superior streaming profitability, and expected 20%+ annual earnings growth compared to Disney's low-single-digit growth.

09/04/2026, 1:20 PM • The Motley Fool

Why Netflix Stock Gained 13% in August

Netflix stock jumped 13% in August after hitting a 52-week low following disappointing July earnings. Despite concerns about slowing growth (revenue up 13% YoY but decelerating to guided 11% in Q3) and declining viewing hours per member, investors saw the stock as oversold. Management highlighted Netflix's massive growth runway with only 45% global household penetration and 7% addressable revenue market share, positioning it as a compelling buying opportunity.

09/03/2026, 6:27 AM • The Motley Fool

A Video Game Trailer Was Netflix's Most-Watched English Film Late Last Month. Here's Why This Matters for Investors.

Netflix's most-watched English-language film during late August was actually a 27-minute Grand Theft Auto VI trailer that garnered 31.1 million views. However, measured in hours watched, it accumulated only 14 million—far less than traditional films. The deal reflects Netflix's strategic shift toward prioritizing 'moments' and cultural events over total watch hours, as the company focuses on revenue growth through advertising and subscriber acquisition rather than content consumption volume.

09/02/2026, 11:07 PM • The Motley Fool

Where Will Netflix Stock Be in 3 Years?

Netflix is transitioning from a subscriber-growth focused company to one leveraging multiple monetization strategies including ad-supported subscriptions, live sports, podcasts, and gaming. With a valuation of less than 23x 2026 earnings and expected 22% annual earnings growth, the stock could potentially double over the next three years, offering attractive returns for patient investors.

09/02/2026, 1:13 PM • The Motley Fool

Netflix, MercadoLibre, and Tesla Are All Underperforming the S&P 500. Here's the 1 Stock I'd Buy in September.

Netflix, MercadoLibre, and Tesla are underperforming the S&P 500 in 2026, down 14%, 3%, and 21% respectively. Despite challenges, all three companies continue growing. The author recommends buying MercadoLibre in September, citing its strong growth trajectory in Latin American e-commerce and fintech markets at a reasonable valuation, while avoiding Tesla due to its rich valuation and uncertain robotics payoff.

09/02/2026, 11:11 AM • The Motley Fool

Netflix Is Down 46% From Its High. Is This a Once-in-a-Lifetime Buying Opportunity Before the Stock Goes Parabolic?

Netflix stock has fallen 46% from its all-time high amid revenue growth deceleration, but the company maintains strong profitability with a 33.4% operating margin and is executing on key initiatives including ad-tier expansion (250M+ users), live programming (NFL, WWE), and a $25 billion share buyback program. While not a 'once-in-a-lifetime' opportunity, the stock at 19-22x 2026 earnings represents reasonable valuation for a maturing business with solid long-term fundamentals.

09/01/2026, 10:30 AM • The Motley Fool

How Likely Is It That Warren Buffett's Successor, Greg Abel, Will Use a Portion of Berkshire Hathaway's $359 Billion Cash Pile to Buy This Large-Cap Value Stock in September?

Berkshire Hathaway recently resumed stock buying after years of net selling, holding $359 billion in cash. The article suggests Walt Disney could be an attractive value investment with a forward P/E of 14.3 and strong intellectual property moat. However, the author believes Berkshire is unlikely to buy Disney shares due to concerns about declining legacy TV operations and intense streaming competition.

08/31/2026, 11:30 AM • The Motley Fool

Did Apple Go Too Far This Time?

Apple has raised Apple TV+ prices to $14.99/month, tripling the cost since launch in 2019. The article argues this aggressive pricing strategy—a 79% increase across major streaming services in five years—is unsustainable and risks losing subscribers during economic downturns, especially compared to larger competitors whose prices have risen more moderately.

08/31/2026, 8:08 AM • The Motley Fool

Netflix Has Fallen More Than 40% 7 Times in Its History. Here's What Happened Next Each Time.

Netflix stock has experienced seven major 40%+ declines since its 2002 IPO, each followed by significant recoveries averaging 248% gains over the subsequent year. Currently trading 40% below its June 2025 peak, the stock appears undervalued at a forward P/E of 25.8. However, intensifying competition from platforms like YouTube and Instagram, combined with slowing growth prospects, presents a different challenge than past downturns.

08/30/2026, 11:30 AM • The Motley Fool

The Most Obvious Buy in the Market Right Now

Following recent earnings reports, the article analyzes Meta and Netflix as potential investment opportunities, with Netflix highlighted as a standout buy. The piece also covers earnings from Rubrik and Iren, identifying which stock presents the most compelling investment case among the companies discussed.

08/30/2026, 11:30 AM • The Motley Fool

Bill Ackman Just Bought Visa, Mastercard, and S&P Global Stock. Each One Collects a Toll on Somebody Else's Sale.

Bill Ackman's Pershing Square hedge fund made three major new investments of approximately $1.1 billion each in Visa, Mastercard, and S&P Global during Q2 2026. These three positions combined represent about 17% of the fund's $19.5 billion U.S. stock portfolio. The common thread among these companies is their business model of collecting fees on transactions they don't originate, fund, or take risk on. All three are trading at premium valuations, reflecting their durable, recession-resistant revenue streams.

08/28/2026, 8:34 PM • The Motley Fool