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(2094)

Exploring CoreWeave: An NVIDIA-Backed AI Play

Exploring CoreWeave: An NVIDIA-Backed AI Play

Would you be interested in a stock that’s quadrupled in less than three months? (00:21) Anand Chokkavelu, Lou Whiteman, and Rick Munarriz discuss: - Chewy earnings - Hype Meter: CoreWeave - Sezz...

11 Jun 202511min

Apple, SPACs and Stocks We Bought

Apple, SPACs and Stocks We Bought

Apple's WWDC 2025 hits and misses; it's not about being first, it's about being best. Jason Moser and Matt Frankel discuss: - The latest news from Apple's Worldwide Developers Conference. - Are O...

10 Jun 202518min

HBO and CNN Split Up

HBO and CNN Split Up

Warner Bros. Discovery is planning to break itself up into two distinct companies. (00:21) Andy Cross and Jason Hall discuss: - Warner Bros. Discovery splits up. - How does it affect the streaming ...

9 Jun 202516min

J.L. Collins, Achieving Financial Independence

J.L. Collins, Achieving Financial Independence

Financial independence isn’t just about early retirement. It’s giving your future self freedom. J.L. Collins is the best-selling author of The Simple Path to Wealth: Your Road Map to Financial Ind...

7 Jun 202546min

Friendship Breakup Costs Tesla

Friendship Breakup Costs Tesla

You can’t maintain all of your friendships from the school year through summer vacation. (00:45) David Meier and Jason Moser join Ricky Mulvey to discuss: - Earnings from CrowdStrike, lululemon, and...

6 Jun 202540min

Nintendo’s Big Release

Nintendo’s Big Release

Shares of the Japanese video game company are up almost 5x since its last console launch. Can the Switch 2 carry the stock even higher? (00:21) Jason Moser and Mary Long discuss: - The disconnect ...

5 Jun 202521min

What Bonds, Dollar Stores Say About Economy

What Bonds, Dollar Stores Say About Economy

More investors are fretting about the stability of the U.S. economy, but are there better options out there? (00:14) Asit Sharma and Ricky Mulvey discuss: - Earnings from CrowdStrike, and the stock’...

4 Jun 202524min

The Stock of the Summer

The Stock of the Summer

Which stock will have the best ice cream and beach season? (00:21) Anand Chokkavelu, Jason Hall, and Matt Frankel discuss: - Jason’s and Matt’s picks for the stock of the summer. - “News or Noise...

3 Jun 202516min

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