Dylan: Netflix is getting kind of expensive with a standard plan of, I think I'm paying 1550 right now and I don't want ads. So I guess my question is when does pricing power, when do they bump up against pricing power here and people start to balk at 18 $20 a month? He says that's the big concern. If they can't get fresh new content coming in, now they do have a lot of international content, which is great. Dylan: That isn't necessarily a subject to some of the, the writer strike and the actor strikes here in the US,. But that's, they need to continue to innovate into that content to be able to charge
International travel is back in a big way, and Netflix really wants you to choose between higher tiered plans or ad-supported.
(00:42) Ron Gross and Andy Cross discuss: - The reasons Netflix is doing away with its lowest paid offering. - What investors should make of the Johnson & Johnson/Kenvue splitoff. - Why concerns over Tesla’s tightening margins might be overblown - Trends in travel and consumer spending based on results from United, American, Discover, and American Express.
(19:04) Motley Fool Money’s Alex Friedman caught up with author David Meerman Scott about the lessons he and Hubspot co-founder Brian Halligan think businesses can borrow from the Grateful Dead.
(32:40) Ron and Andy break down two stocks on their radar: Toro and Mueller Industries.
Stocks discussed: NFLX, JNJ, KVUE, TSLA, AMEX, DFS, AAL, UAL, AXP
Host: Dylan Lewis Guests: Ron Gross, Andy Cross, Alex Friedman, David Meerman Scott Producer: Ricky Mulvey Engineers: Rick Engdahl
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