Netflix won the streaming wars, Pimp my Portfolio with Luke Laretive & we debate Novo Nordisk or Eli Lilly

10 snips

Feb 16, 2025

In this discussion, financial expert Luke Laretive takes a deep dive into the streaming wars, declaring Netflix the victor over Disney. He also analyses the competitive landscape of GLP-1 drugs, weighing Eli Lilly against Novo Nordisk. Luke shares insights on how market trends are affecting Australian offices and discusses the potential impacts of sports victories on stock markets. Finally, he provides tailored portfolio strategies, emphasizing the importance of diversification and adapting to changing market dynamics.

Ask episode

AI Snips

Chapters

Transcript

Episode notes

INSIGHT

Netflix Wins Streaming Wars

Netflix has emerged victorious in the streaming wars, boasting triple the subscribers of its closest competitors.
Their success is evident in their impressive subscriber growth, pricing power, and lower churn rate.

INSIGHT

Netflix's Low Churn Rate

Netflix's churn rate is remarkably low at 2%, significantly outperforming competitors like Disney+, Apple TV+, and Peacock.
This indicates strong customer loyalty and engagement with Netflix's content.

INSIGHT

Netflix's Global Content Strategy

Netflix invests heavily in international content, with 50% of its spending allocated outside the US.
This global approach allows Netflix to produce diverse content at a lower cost compared to competitors like Disney.

Get the Snipd Podcast app to discover more snips from this episode

Get the app

Call the fight, it is over: Netflix has won the streaming wars.

Tune in to today's episode to hear the latest news from Netflix, Disney and the streaming industry that has led us to the conclusion that the fight is over.

That's not all we cover in another big episode:

Luke Laretive returns for another Pimp my Portfolio
We debate Novo Nordisk v Eli Lilly - which would we buy?
The latest data shows Australian offices aren't recovering
Does Philly's Superbowl win spell danger for the markets?

—------

Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.

—------

Keep up with the news moving markets with the Equity Mates daily email and podcast:

Sign up to our daily email to get the news delivered to your inbox at 6am every weekday morning
Prefer to hear the news? We've turned our email into a podcast using AI - listen on Apple or Spotify

—------

Want more Equity Mates?

Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
Watch Equity Mates on YouTube
Pick up our books: Get Started Investing and Don’t Stress, Just Invest
Follow us on social media: Instagram, TikTok, & LinkedIn

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

—------

Equity Mates Investing is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.