$Netflix(NFLX.US)Bought more NFLX despite being down 12.71%. Short-term price movements don’t change my long-term conviction. Netflix continues to strengthen its global subscriber base, improve profitability, and generate strong free cash flow. Market volatility creates opportunities to accumulate quality companies at better prices. I’m staying patient, averaging my cost when opportunities arise, and focusing on where the business could be years from now rather than today’s unrealized loss. Sometimes the best investments require the strongest conviction.