Thanks for the discussion guys - all really good insight.
Obviously MHH has a market maker bot in-built to ensure the SP is aligned to the actual value of the sum of portfolio parts.
Can someone explain why there is a 10% discrepancy between the market maker price (i,e, live price) and the NAV (net asset value)?
What's everyones thoughts on the Netflix addition?
Since the addition to the portfolio (say August last year) Netflix hasn't moved drastically and they are trading at a 94 PE (according to Google) and actually making some profit now. I'm personally a bit fan of netflix and they have a cult following. Some of the original Netflix content has been outstanding lately (thinking Queen's Gambit, Bridgerton, The Crown, Bigmouth, Kobra Kai, Dead To Me, Tiger King, Unorthodox, Sex Education) which is exactly what they needed, especially after Disney started pulling licensed/contracted content from the platform for Disney Plus.
I'd be happy with a 20-25% portfolio allocation.
