This chapter discusses Netflix's profitable ad-supported model, offering an alternative for subscribers. It also highlights Tesla's growth challenges, higher production expenses, and declining gross margins. The chapter mentions Tesla's cash reserves, cult of investors, and bold aspirations for fully autonomous cars.
Netflix’s premium tier is now nearly twice as expensive as it was a decade ago – is this pricing power or an effort to move more users to its new ad tier?
(00:14) Jason Moser and Matt Argersinger discuss: - Netflix’s price increases, and why the economics of its new advertising approach might be better than its subscriber business. - How making EVs affordable is eating into Tesla’s industry-leading margins. - The Craig Jelenik era at Costco and how the company is doing succession right.
(19:04) Motley Fool Money’s Deidre Woollard caught up with McKeel Hagerty, CEO of Hagerty about his company’s focus – insuring classic cars, as well as his favorite ride, and the unique ways Hagerty tries to reach new customers.
(32:11) Jason and Matt break down two stocks on their radar: Chipotle and Home Depot.
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Stocks discussed: NFLX, TSLA, COST, PLD, BX, TSM, HGTY, CMG, HD
Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, McKeel Hagerty, Deidre Woollard Engineers: Rick Engdahl, Chace Przylepa
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