18 Polen Capital Netflix Trades
Polen Capital acquired 815k Netflix shares worth $1B. That's 3.03% of their equity portfolio (15th largest holding). The first Netflix trade was made in Q1 2021. Since then Polen Capital bought shares six more times and sold shares on eleven occasions. The stake costed the investor $320M, netting the investor a gain of 213% so far.
News about Netflix Inc. and Polen Capital
Despite Excellent Capital Allocation Decisions, Netflix Seems Fairly Valued
Netflix's long-term capital allocation strategy¡ªprioritizing organic growth, global content investment, and avoiding dilutive acquisitions¡ªhas driven excepti...
Netflix Investors Underwhelmed By Results
Netflix earnings beat expectations, but shares slipped. Bloomberg's Lucas Shaw discusses the results and Benchmark Capital Analyst Dan Kurnos explains what c...
Trade Tracker: Kevin Simpson's covered call strategy on Netflix
Kevin Simpson, Capital Wealth Planning founder and CIO, joins CNBC's "Halftime Report" to detail his covered call strategy with Netflix.
Loop Capital's Alan Gould: Only thing not to like in Netflix's earnings report is U.S. engagement
Alan Gould, Loop Capital managing director, joins CNBC's 'Squawk on the Street' to discuss Netflix's most recent earnings report.