Netflix shares fall more than 20% as increasing competition from Disney, Apple, and HBO Max (among others) cut into subscriber growth. Peloton's stock fell 25% on Thursday on reports of halted production and potential layoffs. United and American Airlines express optimism about increased travel in the spring and summer. And for the second quarter in a row Procter & Gamble flexes its pricing power muscles. Andy Cross and Ron Gross analyze those stories, Amazon's new clothing store, Winnebago's new EV, and share two stocks on their radar: Restoration Hardware and Intellia Therapeutics. Aaron Bush discusses the shifting landscape in the video game industry, the move to create ecosystems (instead of merely publishing games), and shares why he believes Roblox could be one of the defining consumer companies of the 2020s. Want 15 more stock ideas? They're included in our free Investing Starter Kit. Just click over to www.fool.com/StarterKit to get your copy. Stocks: NFLX, T, DIS, AAPL, MSFT, ATVI, META, PTON, AAL, UAL, PG, RBLX, AMZN, WGO, TSLA, RH, NTLA Host: Chris Hill Guests: Andy Cross, Ron Gross, Aaron Bush Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

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“What did the council decide on item 42?” — answered with the speaker and the moment.