The following video is part of our "Motley Fool Conversations" series, in which analysts John Reeves and Jim Mueller discuss topics across the investing world.

In today's video, Jim provides his thoughts on Netflix's upcoming earnings. He gives his thoughts on subscriber growth and recent talk about an acquisition. Finally, he concludes with the one thing he'll be focusing on.

Every now and again, we come across a stock that has us so excited we can hardly contain our investing enthusiasm. We've uncovered one such stock with so much promise that we've dubbed it: "The Motley Fool's Top Stock for 2012." We've created a special free report for investors to uncover this soon-to-be rock star. The report highlights a company that is revolutionizing commerce in Latin America, and you can get instant access to the name of this company. Thousands have already requested the report, which is free today, but it won't be forever, so click here to access it now.

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.