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(2146)

David Gardner, The Case for Rational Optimism

David Gardner, The Case for Rational Optimism

You don’t have to look far to find a lot to worry about. But, a long-term bet on negativity is a bet against history. David Gardner is a co-founder and Chief Rule Breaker at The Motley Fool. Ricky Mu...

11 Jan 202545min

Amazon and Disney See Ad Dollars

Amazon and Disney See Ad Dollars

Disney’s streaming numbers show ad-supported tiers are a hit with consumers, and Amazon takes aim at the approach that made Google’s ad business ubiquitous online. (00:39) Ron Gross and Jason Moser ...

10 Jan 202540min

The Future According to Jensen Huang

The Future According to Jensen Huang

It’s Nvidia’s world, and we’re just living in it. (00:14) David Meier and Mary Long discuss Jensen Huang’s CES keynote, plus: - All “the cool stuff that’s coming,” from personal supercomputers to self...

8 Jan 202530min

The WWE's Premiere on Netflix

The WWE's Premiere on Netflix

Last year, Netflix reportedly spent more than $5 billion for a 10 year rights agreement with the WWE. Last night was the first chapter for viewers. (00:14) Nick Sciple and Ricky Mulvey discuss - The b...

7 Jan 202533min

How To Get Started Investing

How To Get Started Investing

If your resolution involves the word “investing,” you’ve come to the right place. Mary Long talks with a handful of Fools and analysts about: Investing origin stories. Recommended materials for a D...

7 Jan 202531min

Unbundle, Re-Bundle, Sell Ads

Unbundle, Re-Bundle, Sell Ads

Everything old is new again in streaming, and it’s about to get a lot tougher for upstarts to step into online video and advertising. (00:14) Tim Beyers and Dylan Lewis discuss: - Comcast’s push in...

6 Jan 202525min

OpenAI’s Magic Number? $100B

OpenAI’s Magic Number? $100B

Money is the major milestone for how OpenAI and Microsoft are thinking about the holy grail of artificial intelligence – AGI. (00:45) Asit Sharma and Bill Mann discuss: - Microsoft and OpenAI’s odd...

3 Jan 202540min

2025 Goals: Invest Better, Budget Smarter

2025 Goals: Invest Better, Budget Smarter

Almost 70% of Americans have a financial resolution for the New Year. What’s yours? (00:14) Tim Beyers and Ricky Mulvey discuss: - How newer investors can get started. - Past market performance, pocke...

2 Jan 202533min

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