The following video is part of our "Motley Fool Conversations" series, in which industrials editor and analyst Isaac Pino and industrials editor and analyst Brendan Byrnes discuss topics across the investing world.

In today's edition, Isaac and Brendan share their thoughts on Zipcar's recent earnings announcement. The company booked positive net income for the quarter, beating analyst expectations, but delivered a disappointing outlook. Isaac believes Zipcar has cornered a market where few competitors can encroach on its foothold. So, the upfront investment in this industry will pay off, but the question that remains is...when?