Where the Money Is 09.16.2014

Industry Focus

The Motley Fool

Interview, Money, Consumergoods, Business, Businessnews, Ceo, Technology, Investing, Stocks, Energy, Fool, Financial, Economy, Healthcare, News, Banking, Motley, Tech, Business News, Investments

4.6 • 854 Ratings

🗓️ 16 September 2014

⏱️ 12 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Consumer Goods analysts Nathan Hamilton and Sean O'Reilly talk Netflix's (nearly non-existent) competitors, Disney's high capital expenditures, and Nike as a high-growth company.

Transcript

Click on a timestamp to play from that location

0:00.0	We're talking movies, Jordans, and Mickey Mouse. This is the Consumer Goods Edition of
0:05.4	Where the Money is.
0:07.0	Welcome to the show everyone.
0:11.4	How's going Nathan?
0:12.4	Good, good.
0:13.0	So I have a question.
0:14.0	Is Mickey Mouse wearing Air Jordan's while watching movies?
0:18.4	Or how's that working?
0:19.4	That was Space Jam.
0:20.3	OK.
0:21.3	That was Space Jam, you're right. Was Mickey Mouse in Space Jam?
0:24.0	No, it was Bugs Bunny.
0:26.0	Yeah, well, yeah, anyway.
0:28.0	Space Jam too with Mickey.
0:30.0	Exactly.
0:31.0	So interesting news happening this week.
0:33.6	I know we're going to talk a little bit about Netflix on Disney and also Nike.
0:39.6	Just starting off here, we just wanted to look into, you know, what you think Netflix is, essentially
0:46.5	competition is at this point. And I know you have some views on this.
0:50.3	Yeah, so there's a couple of ways you can look at it, but when you think about it, is there anybody
0:55.3	that is a direct competitor to Netflix? Because like, you know, Koch has their Pepsi, but they both sell
1:01.0	sodas, they're both in the same
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.