Barron's recommends buying the NFLX dip

Netflix is down ~30% in the past six months.

Shares tumbled in December due to concerns about how Netflix would pay for a potential acquisition of Warner Brother's Discovery (WBD)

Barron's believes that Netflix is well positioned to rally, no matter the outcome of the bidding war over WBD

Investors’ main worries are that Netflix is overpaying for Warner Bros., and that the process to get the deal done could drag on well into 2026.

"we cited the success of a “flywheel” model where more subscribers meant more money to spend on content, which in turn attracts even more users. Buying Warner Bros. would add beloved characters like Harry Potter, Superman, and Tony Soprano to Netflix’s vast library of content, helping extend the cycle of growth that has transformed the company from a DVD-by-mail retailer into a tech giant. Swinburne forecasts that Netflix’s margin will rise to 40% by the end of 2028, up from 27% last year."

Source (paywalled)

I'm not sure how I see this...

Sentiment: netural, but curious to look more at Netflix