Tim Piers: Netflix's first quarter results, they seemed fully caffeinated as well. Shares are down 3% and there's a few things I want to get to with Netflix. It seems like the drop in the stock is tied at least partially to Netflix saying, hey, the crackdown on password sharing? Tim Piers: And yet I'm not too surprised by that, Chris. The tests look very good and I think there were a lot of good signs in this quarter.
What does it take to deliver huge returns over a two-decade time frame? (00:21) Tim Beyers discusses: - Netflix's 1st-quarter results - Why he believes the new ad-tier model is off to a strong start - What Ted Sarandos said on the call that many investors may have missed - The shuttering of DVD.com (13:33) Ricky Mulvey and Asit Sharma take a closer look at Monster Beverage, its eye-popping returns so far this century, and where it could go from here. Companies discussed: NFLX, MNST, ODFL Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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