According to Motley Fool, there is 1 company “that Netflix really fears (it’s not HBO)”, any ideas?Motley Fool teased this on Feb 3rd
”What Netflix Really Fears (It’s Not HBO)
With Netflix reaching $15 billion in revenue in 2018, that still leaves $2.58 trillion left over. And according to Nielsen, 57% of Americans rank the variety of content as a service’s most important feature.
Which is bad news for Netflix, as it’s losing shows from NBC, Disney, and Warner Media, which all launched their own streaming services.
If you think Disney is the one stock to own, we think you’re missing the big picture; the real “Netflix Killer” is still lurking out there.”
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Hmm, not many clues there. Iqiyi (IQ) ?
Just had a teaser from motley fool on this today. I am curious, but I don’t need another trial subscription from the fools. #following
I haven’t seen any teases for this “Netflix Killer” that include any clues, but I’d be surprised if it’s not yet another Fool pitch for The Trade Desk as a way to play off of their exposure to advertising in streaming media, since many of the streaming competitors are ad-supported. Just a guess, though, if you’ve got an ad or pitch that has any clues please send it along.
The full ad reads:
What Netflix Really Fears (It’s Not HBO)
By: Eric Bleeker
Unless you’ve been living under a rock for the past couple of months, you’ve seen that the future of entertainment is already here, and it’s challenging Netflix’s dominance of your screen!
You see, research firm PwC anticipates revenue from media and entertainment will reach an estimated $2.6 trillion by 2023. According to Nielsen Ratings, U.S. adults spend an average of 11 hours and 27 minutes per day connected to media.
With Netflix reaching $15 billion in revenue in 2018, that still leaves $2.58 trillion left over.
It’s hard to believe, but 2018 also marked the 25-year anniversary of the founding of The Motley Fool by two legendary investors, David and Tom Gardner.
In that time, anticipating the impact streaming would have, Tom and David recommended Netflix early on to members of Motley Fool Stock Advisor. Those investors lucky enough to have gotten in early would have made a killing.
Since we first recommended Netflix, investors have seen an amazing 19,911% in returns; and since we first recommended Marvel (later bought by Disney), investors have seen 7,792% in returns.
According to Nielsen, 57% of Americans rank the variety of content as a service’s most important feature.
Which is bad news for Netflix, as it’s losing shows from NBC, Disney, and Warner Media, which all launched their own streaming services. These are major “bingeable” shows such as The Office and Friends.
Even Netflix CEO Reed Hastings said he would be a Disney+ subscriber!
If you think Disney is the one stock to own, we think you’re missing the big picture; the real “Netflix Killer” is still lurking out there.
But Tom and David aren’t resting on their laurels. In fact, they are looking for the next Netflix… the next Disney… And just like they uncovered Netflix while you were still paying late fees at Blockbuster, they have found the one “Netflix Killer” stock that just might give Netflix a run for its money.
But I’m not here to throw David and Tom a victory parade or make you feel depressed if you missed out on any of those huge gains…
Instead, I’m writing to you today to talk about something I believe will change the way you invest forever.
More specifically, a rare and historically very profitable stock buy signal is flashing right now.
You see, David and Tom Gardner independently research and pick their own stocks – what David picks has nothing to do with what Tom picks, and vice versa.
However, every so often the two of them will land on the exact same stock.
Many of us around the office have come to call this formal agreement between these two legendary investors the “Ultimate Buy” sign.
It’s rare that David and Tom formally agree on the exact same stock – it’s happened only 23 times over the entire history of Motley Fool Stock Advisor.
But when it has happened, the results have been spectacular:
Netflix is up 13,079% since Tom agreed with David on it in June 2007.
Tesla, which received the “Ultimate Buy” sign in November 2012, is up 2,322% since then.
In fact, across the 23 stocks David and Tom have agreed on… the average return is an astounding 878.16%… crushing the S&P 500 by more than 10x!
Of course, neither David nor Tom would ever describe this stock as a “sure thing,” but the details behind this tiny little internet company are impressive:
It’s smaller than 1/84th the size of Google.
Each one of David’s and Tom’s recommendations of its stock is crushing the market.
Its young CEO has already banked $575 million on this stock since its IPO.
This company stands to profit as more and more people ditch cable for streaming TV. And in fact, David and Tom believe this company’s crucial technology could represent the final nail in the coffin for traditional cable.
Now this isn’t some competitor to Netflix, Hulu, or Amazon Prime Video, as you might expect. Instead, this company sits in the middle of the advertising market, which is more than 10x bigger than the online streaming industry.
In an interview with Tom Gardner and his team, this company’s CEO called the current moment “the most exciting in the history of advertising.”
Of course, any CEO could say that simply to build up hype and push the company’s stock price higher… but this CEO is putting his money where his mouth is.
He’s betting his fortune – $575,715,640 to be exact – on what he’s calling cable TV’s “ticking time bomb.”
And here’s the real kicker…
Despite this company’s jaw-dropping success over the past few years, most investors have still never even heard this company’s name!
That’s right – while everyone on CNBC and in The Wall Street Journal is busy talking about blue-chip stocks like Apple and Facebook, this significantly smaller (yet faster-growing!) company is flying almost completely under the radar.
And while most investors have been busy pouring more money into only these well-known tech stocks, David and Tom have been doing what the world’s greatest investors do — looking for the NEXT stock that could deliver returns of +1,000%, +2,000%, or even +5,000%.
That’s why they’ve been pounding the table on this “Netflix Killer” stock I’ve begun to tell you about today – urging members of The Motley Fool investment community to buy shares before they potentially skyrocket.
Look, I understand this all may sound too good to be true, but the returns for “Netflix Killer” stocks have simply been too good to ignore – and there’s no guarantee that the investing world will ever see this buy signal flash again.
Which is exactly why I want to show you the hard numbers behind this incredible stock and invite you to hear more about this strategy directly from David and Tom and their team of analysts – that way, you can decide for yourself if you want to buy shares of this fast-growing company for your portfolio.
There’s just one catch:
I’m sharing the details of the stock ONLY with members of The Motley Fool’s flagship investing service, Motley Fool Stock Advisor.
Now, if you’re not familiar with Motley Fool Stock Advisor service, it’s the award-winning online investing service David and Tom created to provide easy-to-follow, monthly stock recommendations to individual investors.
That’s right! Each and every month, over 400,000 investors tune in to discover which stocks David and Tom Gardner believe investors should be buying shares of today.
Which brings me back to the small, under-the-radar company receiving the “Netflix Killer” signal in today’s market…
Because David and Tom want as many investors as possible to potentially profit from this fast-growing stock, they’ve published a brand-new, comprehensive “buy” report inside Stock Advisor that shows you exactly why this stock is a “Netflix Killer.”
Even better, because I’m completely convinced you’ll be impressed by the exclusive research they’ve put together on this stock, I’ll make sure your one-year Stock Advisor membership is backed by a 30-day 100% membership-fee-back guarantee that allows you to get your money back if you aren’t impressed or you ultimately decide Stock Advisor isn’t right for you!
That’s right – you can sign up for a year of Stock Advisor today, get the full details on this “Netflix Killer” stock, and then get your full membership fee back within 30 days if you aren’t completely satisfied.
This is your chance to get in early on what could prove to be a very special investment recommendation.
Think about how many investing trends you’ve missed out on even though you knew they were going to be big.
Don’t let that happen again. This is your chance to get in early.
Yep, that’s TTD
mystery solved! if only I had purchased TTD when you analyzed them a while back.