Understanding Subscription Businesses, Value Investing's Bad Rap

Understanding Subscription Businesses, Value Investing's Bad Rap

There are a lot of reasons we love to invest in subscription businesses and high on that list is the recurring revenue model. The Wall Street Journal reports that streaming-video services are losing half of their new subscribers after just a few months. Jason Moser analyzes the challenges of the consumer-facing subscription model and how services like Netflix, Apple+, HBO Max, Disney+ and others are combatting them (to varying levels of success). He also responds to a Motley Fool member's question about whether to focus on buying shares of larger, profitable businesses at the expense of currently-unprofitable companies with potential. Plus, John Rotonti and Jim Gillies discuss value investing and a sleeping tech giant that appears to be getting back on track. Our free Investing Starter Kit includes 15 stocks and 5 ETFs. For a copy just go to http://fool.com/StarterKit Stocks: DIS, AAPL, T, NFLX, CMCSA, SPOT, AMZN, NET, V, AI, INTC Host: Chris Hill Guests: Jason Moser, John Rotonti, Jim Gillies Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2181)

Motley Fool Money: 07.06.2012

Motley Fool Money: 07.06.2012

We celebrate Independence Day with our “Financial Independence” special, featuring encore interviews with two of the best of the business.  First Dave Ramsey talks money, marriage, and magic beans.  A...

6 Jul 201239min

Motley Fool Money: 06.29.2012

Motley Fool Money: 06.29.2012

The Supreme Court upholds the healthcare law.  Coke bets big on India.  Google unveils a new tablet.  And McDonald's unveils a bigger, Big Mac.  Our analysts discuss those stories and share some stock...

29 Jun 201239min

Motley Fool Money: 06.22.2012

Motley Fool Money: 06.22.2012

The Fed makes a move.  Moody's downgrades big banks. Microsoft unveils its Surface tablet. And Burger King serves up a hot I.P.O.  Our analysts discuss those stories and share three stocks on their ra...

22 Jun 201239min

Motley Fool Money: 06.15.2012

Motley Fool Money: 06.15.2012

Investors brace for elections in Greece.  JPMorgan Chase CEO Jamie Dimon testifies before Congress.  Dell and Nokia announce some big cuts.   And Microsoft makes a big buy.  Our analysts discuss those...

15 Jun 201239min

Motley Fool Money: 06.08.2012

Motley Fool Money: 06.08.2012

Our analysts discuss some of the big investing stories from 2012 and share some stocks on their radar.   Plus,  journalist Andrew Blum talks about his book,  "Tubes:  A Journey to the Center of the In...

8 Jun 201239min

Motley Fool Money: 06.01.2012

Motley Fool Money: 06.01.2012

Investors react to weaker-than-expected jobs numbers. NYC Mayor Michael Bloomberg attempts to crack down on sugary drinks. Samsung launches a big rival to the iPhone. And Amazon and Microsoft combine ...

1 Jun 201239min

Motley Fool Money: 05.25.2012

Motley Fool Money: 05.25.2012

Shares of Facebook flounder.  Dell reports weak earnings.  Heinz hikes its dividend.  And Yahoo! unloads its stake in Alibaba.  Our analysts discuss those stories and share some stocks on their radar....

25 Mai 201239min

Motley Fool Money: 05.18.2012

Motley Fool Money: 05.18.2012

Facebook makes its public debut.  Our analysts discuss Facebook's future and share some stock ideas.  Plus, Yahoo! Finance columnist Dan Gross talks about his new book, Better, Stronger, Faster:  The ...

16 Mai 201239min

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