
Me & The Market Goliath Podcast’s FIRST podcast episode of 2023 has just been released!
We brought back Daniel Shvartsman, Co-host of Akram’s Razor, Former Investing.com VP of Content and ex- Seeking Alpha Director of Marketplace to talk about the subscription economy.
Here are a few questions covered in this episode:
Youtube version: https://www.youtube.com/watch?v=iX8B-pREHkg&t=1880s
Episode Timestamps:
(00:00) Introduction
(00:40) Investment returns since we last spoke
(03:00) Has Daniel's investment philosophy changed over time?
(05:36) How have companies benefited from the subscription economy?
(10:40) How does a subscription-based business model create shareholder value?
(11:53) How would Daniel run a subscription-based business model?
(14:10) What do subscription businesses care about?
(17:00) Subscription economy risks
(19:08) Tug of war between price sensitivity and Salesforce
(22:09) Is a subscription business sustainable?
(23:45) Netflix and aftermath of password crackdown
(28:12) Disney+ copying Netflix on password crackdown
(30:23) Future developments for the subscription economy
(34:01) Do we ourselves subscribing to more AI softwares?
(34:15) Why AI haven't been super helpful
(35:50) Is AI worth investing?
(38:07) Artificial intelligence might not be easy to teach?
(41:00) Bundling AI with subscription model
(43:32) Daniel's investment mistakes in the past
(47:34) Daniel is the founder of A Short Investing Guide and learnings
Listen now on Spotify or on Apple Podcasts. Youtube version available too! Link in bio.
Follow Kelvin Han (Podcast Host):
X (Twitter) : KelvinMMGoliath
Me & The Market Goliath Podcast X (Twitter) : @Memarketgoliath
Instagram: Mmarketgoliath
Youtube: Me & The Market Goliath Podcast
Follow Daniel Shvartsman:
Website: shortinvestingguide.com
Youtube: shortinvestingguide
Instagram: instagram.com/danshvartsman
X (Twitter): https://twitter.com/DanielShortman
Threads: Threads.net/danshvartsman
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