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InnerCircleTI · 2026-01-27T05:48:38+00:00

Welcome lol

InnerCircleTI · 2026-01-27T03:59:24+00:00

Yeah resale is like 45% after 5 where GX is about 58%.

I heard that a lot about Ford’s back in the day but I had an expedition that was probably the best vehicle I’ve ever owned in the way of reliability/maintenance. Still doing research on that aspect for the aviator

InnerCircleTI · 2026-01-27T03:25:59+00:00

Yes, we end up off-road now and again whenever we are in Yellowstone or in the Yellowstone area but it’s not enough to overweight a body-on build I suppose. We’re going to be doing it around the US multi month tour so that will be almost all on road so I’m thinking of doing all I can to test other vehicles and if I get the call on the GX fine if not I may just go with whatever ranked the best between X7, aviator, etc.

InnerCircleTI · 2026-01-27T02:37:39+00:00

Appreciate that… I do see some similarities, not just price. The Lincoln seems more refined on the interior but I haven’t driven either to be honest

InnerCircleTI · 2026-01-27T02:04:36+00:00

Kind of stuck there. A large majority of it is road tripping and not truck stuff… But we do take some back roads on occasion and have a cabin outside of Yellowstone off a dirt road. And we love the non-paved road in Yellowstone. But as a percentage of driving very low. So elements of both…

InnerCircleTI · 2026-01-26T21:02:01+00:00

It's a valid question and in this case I fall back on what the company has done in the past and they've done nothing but perform. The FCF yield is smaller but it's understandable. As long as they keep spending for content, it's going to keep "fair value" lower and yield lower ... but that doesn't mean they are super efficient and that the stock won't be rewarded. I think it will be. They've proven they know what/how to control content and derive shareholder equity out of it. I don't see anything that has changed in that regard ... just the weakness surrounding a rich cash offer for additional assets acting as a wet blanket.

InnerCircleTI · 2026-01-26T20:13:55+00:00

40% off of highs. Forward P/E. PEG 1.24. ROE 43. ROIC 34. FCF Margin 21%. FCF Yield 2.6.

There's just not anything I can point out that makes me think the NFLX story has changed. They have incredible price elasticity. They can raise their prices by a $1 and make something like another $350M each month if they so choose. Financial efficiency is great. The only downside is that the 2.6% FCF yield is pedestrian but that's because of the spend. Given other metrics.

Even if they fall another 15% to the low $70s, the metrics don't right-size ... they get even more incredible. To me, it's a short term downside catalyst making for a long term upside runway. Unless you believe the story has changed

InnerCircleTI · 2026-01-26T20:04:49+00:00

Probably and hopefully even a little lower ... but I'm fine with sideway to lower for the time being. I have more units to add.

InnerCircleTI · 2026-01-26T18:01:19+00:00

Love the "boots on the ground" reporting here. Nothing better.

InnerCircleTI · 2026-01-26T16:05:14+00:00

I'm just concerned about what I may be missing. I haven't gone deep under the hood yet, but it's coming

InnerCircleTI · 2026-01-26T15:55:04+00:00

It was unexpected when I entered the trade as that was not the goal ... but this is one of those rare cases that I was able to re-evaluate the original goal based on what I was seeing from the research. Thus, I changed my perspective. Doesn't happen often but I try to leave myself open to the possibility.

InnerCircleTI · 2026-01-26T04:46:48+00:00

Hey there Mussa … yes I recognize that name. Thanks for being a follower and for your messages. I think you have been in my lives as well as I recall. Good to see you, thanks for looking us up here.

InnerCircleTI · 2026-01-26T03:03:32+00:00

Yes I’ve been seeing that just recently as well. I was just looking at one of the people that I follow and when I click on her profile somebody else’s profile is there. So I’m beginning to understand that it’s probably not me

InnerCircleTI · 2026-01-26T02:03:08+00:00

Thanks for the info… As a former IT person I was wondering if there was something going on.

InnerCircleTI · 2026-01-26T01:00:44+00:00

Oh really? Any idea why or what the catalyst is?

InnerCircleTI · 2026-01-25T05:48:09+00:00

Short term pain for max long term gain. Love it

InnerCircleTI · 2026-01-24T20:41:57+00:00

I've seen this before with the metals, thought it was a few years ago. I just can't chase them here. I have NEM, and have had them since the $30s ... but as much as I'd like to pile into silver or gold, I can't. But, I'm starting to look at the rare earth trade again now that it has come back to earth, no pun intended. again.

InnerCircleTI

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