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.

Isaac Pino owns shares of Zipcar. Andrew Tonner owns no shares of the companies listed above.  The Motley Fool owns shares of Costco Wholesale, Ford and Zipcar. Motley Fool newsletter services recommend Costco Wholesale, Ford, Netflix and Zipcar. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.