Price Hikes or Push to Ad-Tier?

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 20 October 2023

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

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. To get our special Stock Advisor offer for podcast listeners, head to: fool.com/mfmdiscount 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	The prices are going up in Netflix, but the company might not actually want you to pay
0:08.6	him.
0:09.6	Motley for money starts now.
0:12.9	Everybody needs money.
0:21.3	That's why they call it money.
0:23.3	We're going to do a little rundown on the business of classic cars.
0:47.6	We have an update from one of the most important companies in the world, and of course we
0:51.0	have stocks on our radar.
0:52.6	But we are kicking off today with updates on three big time full stocks.
0:57.6	We're going to get the party started with Netflix.
1:00.0	Jason shares of the streamer up over 15% after it reported earnings and told the street,
1:05.6	yeah, prices are going up again.
1:08.2	Yeah, yeah.
1:09.2	I mean, you got to love it when a company can exercise pricing power.
1:12.8	And I think that Netflix's case, they are demonstrating that they can do that to a degree.
1:17.7	I think, you know, when you look back at it, I think for some, the interest
1:21.0	reduction of all of these new membership tiers was a thesis breaker in some cases,
1:26.3	right?
1:27.3	I mean, I do get that.
1:28.3	The argument for a long time for Netflix was it's simple, you know, you only have so
1:31.8	many choices.
1:32.8	You're paying just this small flat fee.
	...

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