The following video is part of our "Motley Fool Conversations" series, in which technology editor/analyst Andrew Tonner and analyst Isaac Pino discuss topics across the investing world.

In today's edition, Isaac and Andrew discuss the upstart car sharing company Zipcar. In 2011, Zipcar's stock performance was unimpressive. However, the company's strategic advantages in this budding industry should payoff for patient shareholders. As a first-mover, Zipcar shares much in common with Netflix, another company based on collaborative consumption that disrupted an entire industry. As car sharing takes off, Zipcar's stock should accelerate nicely.

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