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(2186)

Motley Fool Money: 02.24.2012

Motley Fool Money: 02.24.2012

Oil prices continue to climb. Johnson & Johnson makes a change at the top.  Wal-Mart and Home Depot report earnings. And Apple debates how to deploy its cash.  Our analysts discuss those stories and s...

24 Feb 201239min

Motley Fool Money: 02.17.2012

Motley Fool Money: 02.17.2012

Baidu, GM, and Zipcar report earnings.  Warren Buffett rebalances.  Kellogg's makes a big deal.   And Linsanity hits Wall Street.  Our analysts discuss those stories and share three stocks on their ra...

17 Feb 201239min

Motley Fool Money: 02.10.2012

Motley Fool Money: 02.10.2012

Big banks make a deal.  Shares of Buffalo Wild Wings, Philip Morris, and Whole Foods hit new highs.  LinkedIn connects.  And Groupon disappoints.  Plus, Fortune editor Adam Lashinsky shares some insig...

10 Feb 201239min

Motley Fool Money: 02.03.2012

Motley Fool Money: 02.03.2012

The Government reports better than expected unemployment numbers. Facebook files to go public.  And Clorox cleans up with its quarterly earnings.   Our analysts discuss those stories and share three s...

3 Feb 201239min

Motley Fool Money: 01.27.2012

Motley Fool Money: 01.27.2012

The GDP grows at a 2.8% clip for the 4th quarter. President Obama announces new energy initiatives.  Apple reports huge earnings. And JC Penney undergoes a big makeover.   Our analysts discuss those s...

27 Jan 201239min

Motley Fool Money: 01.20.2012

Motley Fool Money: 01.20.2012

Mortgage rates hit a new low.  Google reports weaker-than-expected earnings.  Yahoo!'s co-founder resigns.   And Apple launches a new initiative.   Our analysts discuss those stores and share some sto...

20 Jan 201239min

Motley Fool Money: 01.13.2012

Motley Fool Money: 01.13.2012

Natural gas prices hit a 2.5 year low.  Six big hotel chains launch up a new online service. Google cranks up its presence in China.  And Sears deals with new financial woes.   On this week's show, ou...

13 Jan 201239min

Motley Fool Money: 01.06.2012

Motley Fool Money: 01.06.2012

Unemployment drops to 8.5%, holiday retail sales are a mixed bag and Yahoo! has a new CEO.  We analyze the latest with Pepsi, Kodak, Barnes & Noble and talk with Motley Fool columnist Morgan Housel ab...

6 Jan 201239min

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