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(2096)

Stocks for the Road

Stocks for the Road

If you’re looking for a stock that’s been a multi-bagger over the past five years, then check the gas station next to a Walmart.  Mary Long caught up with Motley Fool Canada’s Jim Gillies for a look ...

15 Sep 202424min

Amazon Can’t Be Contained

Amazon Can’t Be Contained

40% of everything sold online in the United States is through Amazon. Its web services division owns almost a third of the worldwide cloud infrastructure. Amazon is a goliath. Dana Mattioli is an in...

14 Sep 202431min

Rich Signals from Berkshire

Rich Signals from Berkshire

Normally people love reaching a milestone – but Berkshire Hathaway hitting $1T might’ve triggered a different kind of thinking for Warren Buffett and his lieutenants. (00:21) Jason Moser and Matt Arg...

13 Sep 202440min

Easy Money Returns

Easy Money Returns

The European Central Bank cut rates this week and the Fed is expected to cut rates next week. When money gets cheaper, the party gets started. (00:21) David Meier and Ricky Mulvey discuss: - OpenAI’s...

12 Sep 202434min

Southwest Changes Seats

Southwest Changes Seats

The airline is keeping its CEO, but losing a large chunk of its board. In the fight with Elliott Management, who’s winning?(00:21) Bill Mann and Mary Long discuss: Proposals for the US to develop a s...

11 Sep 202426min

How Starbucks Can Turn Around

How Starbucks Can Turn Around

Brian Niccol, the former CEO of Chipotle, began leading Starbucks earlier this week. Transforming the coffee shops back into third places will be a tough task. (00:21) Jim Gillies and Ricky Mulvey di...

10 Sep 202430min

Apple’s “Glowtime” Event, AI Ambitions

Apple’s “Glowtime” Event, AI Ambitions

Big tech takes center stage with Apple’s annual iPhone event and Google’s latest anti-trust case. What do they say about where tech’s been and where it’s going?  (00:21) Jason Moser and Dylan Lewis d...

9 Sep 202431min

Mailbag with Tom Gardner

Mailbag with Tom Gardner

Today’s show is a cut of our members-only podcast, Stock Advisor Roundtable. Motley Fool co-founder and CEO Tom Garnder answers member questions about: - Finding multi-baggers. - Under the radar oppo...

8 Sep 202424min

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