Welcome to “The Weekly Screener”. Every week, I merge fundamentals and technicals through the Quality Stocks Investment Framework to evaluate actionable setups, fair values and key buy execution zones (along with my personal verdict on every stock).
💡 Verdict thresholds: when relevant, I also indicate the price at which valuation alone would trigger an upgrade in my verdict, assuming the fundamental outlook remains unchanged.
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August 18, 2026
The stocks for this week are: Netflix ($NFLX), On Holding ($ONON), The Trade Desk ($TTD), Adyen ($ADYEN.AS), Shift4 Payments ($FOUR)
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Here is a quick refresher on how the Quality Stocks Investment Framework translates fundamentals into disciplined execution because we want to find great businesses built for the decade, bought at execution targets built for right now.
🔎 FIND → 🏢 UNDERSTAND → 💰 VALUE → 🎯 EXECUTE → 🚪 EXIT
To dive deeper into the complete process, read the full Investment Framework guide
🟢 Growth 90/100
🟢 Quality 90/100
🟢 Valuation 72/100
Current price: $78
Potential TSR: 11.4% per year
Fair value: $87
Netflix should be able to sustain revenue growth of around 10% over the coming years, supported by continued subscriber growth, pricing and the expansion of its advertising business. While this remains a solid growth profile, the recent narrative has increasingly centered on concerns around intensifying competition and whether Netflix can continue gaining subscribers without putting pressure on engagement or pricing power. At around 20x earnings, valuation appears reasonable relative to the expected growth profile.
Buy zone 1: $70
Buy zone 2: $55 - 🟢 Highly attractive below $55
Buy zone 3: $41
One of the more recent additions to Bill Ackman’s portfolio. Valuation now looks reasonable (after almost 50% drawdown), with most of the previous excess having been purged. The current Buy Zone is interesting, but I would remain cautious and already have a second Buy Zone ready if the $70 support fails. Netflix remains particularly sensitive to execution. With competition intensifying, disappointing subscriber growth or weaker-than-expected commercial momentum could lead to a sharp correction. I like the current technical setup, but not enough to deploy a full position at once.
🟢 Growth 100/100
🟡 Quality 56/100
🟢 Valuation 75/100
Current price: $31
Potential TSR: 13.9% per year
Fair value: $41
On continues to deliver strong growth of around 20%, a pace that both management and analysts expect to remain sustainable over the coming years. At the same time, the recent sell-off has driven a significant valuation reset, with the PE compressing from around 40x to roughly 20x. The 20% post-earnings decline looks excessive relative to the fundamentals.
Buy zone 1: $28
Buy zone 2: $23 - 🟢 Highly attractive below $23
Buy zone 3: $16
At 40x earnings, the stock looked too expensive. Following the recent reset, valuation is now much more reasonable, although I would still be a little greedier and wait for a better entry point before initiating a position. This is why I increase my verdict.
The key dynamic to monitor over the next few quarters is the channel mix. DTC sales grew very strongly while wholesale growth was unusually weak. This divergence could prove temporary, but if sustained, a greater contribution from DTC could have meaningful implications for both growth and margins. It is definitely one of the key trends I will be watching in upcoming earnings reports.
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