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Jason Moser discusses Netflix's new advertising approach while Matt Argersinger talks about how making EVs affordable is impacting Tesla's margins. Also, the podcast explores the Craig Jelenik era at Costco, Hagerty Insurance Agency's focus on insuring classic cars, and stock analysis of Chipotle and Home Depot.
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Quick takeaways
- Hagerty Insurance focuses on insuring classic cars and actively engages with the community through events and sponsorships.
- Chipotle Mexican Grill's continuous price hikes and expansion of digital offerings will be closely monitored for their impact on customer behavior and financial performance.
Deep dives
Hagerty Insurance serves the classic car community through events and media
Hagerty Insurance, a company specializing in insuring classic cars, has a long history in the niche market. They started by insuring wooden boats and eventually expanded into classic cars. Events play a crucial role in the classic car community, allowing enthusiasts to come together and share their passion. Hagerty recognizes this and actively participates in events and sponsors car auctions. The company also offers a membership model called the Hagerty Drivers Club, which provides additional benefits and engagement opportunities for car lovers. With the recent surge in boat purchases, Hagerty is witnessing a growing market for classic cars and continues to cater to the needs of this community.
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