Monster Beverage = Monster Stock

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 19 April 2023

⏱️ 27 minutes

🔗️ Recording | iTunes | RSS

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Summary

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

Transcript

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0:00.0	The Netflix Announces the End of an Era.
0:07.9	Hotly full of money, it starts now.
0:21.2	I'm Chris Hill, joining us today, our man in Colorado.
0:24.2	Motley Full Senior Analyst, Tim Pires.
0:26.3	Thanks for being here.
0:27.6	Thanks for having me, fully caffeinated,
0:29.5	ready to go here.
0:30.7	Lots of movies.
0:32.4	Lots of movies.
0:33.0	Netflix, first quarter results, they seemed fully caffeinated
0:36.5	as well.
0:38.3	Shares are down 3%.
0:40.2	And there's a few things I want to get to with Netflix.
0:44.8	I'm curious if you are at all surprised by the reaction
0:49.3	of what's happening with the stock today,
0:52.8	because this really did seem like a good quarter.
0:56.2	It seems like the drop in the stock is tied,
1:00.2	at least partially to Netflix saying,
1:02.7	hey, the crackdown on password sharing?
1:06.3	Yep, yeah, that's coming three months later
1:08.8	than we originally said.
1:11.0	Yeah, and yet I'm not too surprised by that, Chris.
	...

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