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Industry Focus

Wildcard: Investing in the Subscription Economy

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

4.6854 Ratings

🗓️ 2 December 2020

⏱️ 35 minutes

🧾️ Download transcript

Summary

Wildcard Wednesday host Jason Moser and MyWallSt Head Analyst Rory Carron dive into the subscription economy. Markets including media, retail, and insurance present some compelling opportunities for investors. There are even a few IPOs on the horizon worth watching as well as areas to avoid.

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Transcript

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0:00.0

Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day.

0:11.0

I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seidful. I'm

0:14.7

Dylan Lewis. And today we're talking financials. Today we're talking

0:18.2

consumer goods. Wild-Carp! Wednesday. And we're talking energy. and today we're talking tech.

0:24.0

Let's dive in.

0:27.0

It's Wednesday if you said for second,

0:29.0

I'm your host Jason Moser on this week's Wild Card Wednesday show.

0:32.0

We're digging into the subscription economy.

0:33.7

We'll talk about the markets and the companies within those markets investors

0:37.3

should keep their eyes on and maybe one or two that you shouldn't.

0:40.3

Joining me this week is head analyst with My Wall Street where their aim is to help you own your financial future. Through investing, you can learn more about them at my Wall Street.com and you can follow him on Twitter at R-O-R-Y-C-A-R-O-N.

0:57.0

That's right, it's Rory Karen.

0:59.0

Roy, great to have you back.

1:00.0

Oh, thank you so much for having me back.

1:02.0

Yeah, man, well, you know, it sounds like we've got a fun discussion teed up for this week here.

1:07.8

We've been talking over the past couple of

1:13.2

weeks about the subscription economy about all of these different services that have really come to the

1:14.6

forefront of not only our lives as consumers but really our lives as investors

1:19.4

too. We've seen through the years the several years that were a handful of subscription businesses out there or automatic for a lot of folks. I mean thinking things like Costco or Netflix.

1:30.0

And as the secret got out, more companies

1:33.0

started pursuing subscriptions.

1:34.3

And now it really does seem like our lives

...

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