The Motley Fool Canada

Netflix’s Biggest Threat Exposed (It’s Not HBO)

By: Iain Butler

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.

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 US members of Motley Fool Stock Advisor. Those investors lucky enough to have gotten in early would have made a killing.

Since they first recommended Netflix, the stock has skyrocketed by more than 20,000% and since they first recommended Marvel (later bought by Disney), the stock has gone up by more than 7,000%.

But according to Nielson, 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!

But 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.

That’s why at Motley Fool Canada, we’ve been busy looking for the next Netflix… the next Disney… and it’s why I’m writing to you today to talk about something I believe will change the way you invest forever.

Because I believe we have found the one “Netflix Killer” stock that just might give Netflix a run for its money.

More specifically, a rare and historically very profitable stock buy signal is flashing right now.

You see, David and Tom Gardner and myself independently research and pick our own stocks – what David and Tom pick has nothing to do with each other, and the same goes for my picks – they’re completely independent of Tom and David’s research.

However, every so often the three of us all land on the exact same stock.

Many of our colleagues at The Motley Fool have come to call this uncommon occurrence the “Critical Buy” sign.

It’s rare that all three of us formally agree on the exact same stock, but when it has happened, the results have been spectacular:

Shopify is up 2,644% since I agreed with Tom & David on it in March 2016
• MercadoLibre, which received the “Critical Buy” sign in January 2014, is up 1,329% since

Of course, none of us would ever describe this new “Critical Buy” stock as a “sure thing,” but the details behind this tiny little internet company are undeniably impressive:

It’s smaller than 1/84th the size of Google.
• Each one of our recommendations of its stock are crushing the market.
• Its young CEO has already stockpiled $575 million since its IPO.

This company stands to profit as more and more people ditch cable for streaming TV. And in fact, we 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, Tom, and myself 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 we’ve been pounding the table on this “Netflix Killer” stock I’ve begun to tell you about today – urging members of Motley Fool Canada’s 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 “Critical Buy” 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 personally show you the hard numbers behind this incredible stock – 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 this stock ONLY with members of Motley Fool Canada’s flagship investing service, Motley Fool Stock Advisor Canada.

Now, if you’re not familiar with the Stock Advisor Canada service, it’s an online investing service modeled closely after David and Tom’s award-winning stock-picking service in the U.S.

It’s loaded with easy-to-follow, monthly stock recommendations for individual investors here in Canada.

That’s right! Each and every month, tens of thousands of investors tune in to discover which stocks my team and I believe Canadian investors should strongly consider buying shares of today.

Which brings me back to the small, under-the-radar “Netflix Killer” company receiving our “Critical Buy” signal in today’s market…

Because I want as many investors as possible to potentially profit from this fast-growing stock, we’ve published a brand-new, comprehensive “buy” report inside Stock Advisor Canada that shows you exactly why I think this stock is a “Critical Buy.”

Even better, because I’m completely convinced you’ll be impressed by the exclusive research we’ve put together on this stock, I’ll make sure your Stock Advisor Canada 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 ultimately decide Stock Advisor Canada isn’t right for you!

That’s right – you can sign up for a year of Stock Advisor Canada 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.

I urge you to take action today and decide for yourself if you want to take advantage of this potentially once-in-a-generation buying opportunity.

Simply enter your email address below to access our secure signup page.

Returns updated daily. John Mackey, CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool’s board of directors. Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool’s board of directors. Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to its CEO, Mark Zuckerberg, is a member of The Motley Fool's board of directors. David Gardner owns shares of Alphabet (C shares), Amazon, Apple, Facebook, MercadoLibre, Netflix, and Walt Disney. Tom Gardner owns shares of Alphabet (C shares), Facebook, Netflix, and Shopify. Iain Butler owns shares of Shopify. The Motley Fool owns shares of Alphabet (C shares), Amazon, Apple, Facebook, MercadoLibre, Netflix, Shopify, and Walt Disney. The Motley Fool has a disclosure policy. Past performance is not a predictor of future results. Individual investment results may vary. All investing involves risk of loss.