Listen to a podcast, please open Podcast Republic app. Available on Google Play Store.
Nov 6, 2020
Apr 26, 2020
Episode | Date |
---|---|
Introducing the New Motley Fool Money
01:59
We're moving over to a new show! Here's a sneak peek of what to expect when Motley Fool Money goes daily on January 5, 2022.
|
Dec 31, 2021 |
Wildcard: The Stocks We've Learned the Most From
25:33
Nick, Emily, Jason, and Dylan get together to talk through the companies they've learned the most from, the stocks they've sold recently (and why!) and also where you can catch all of them with The Motley Fool's new audio offering in 2022. Stocks: MELI, SHOP, GME, BBY Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Dec 22, 2021 |
CG: The Long Goodbye
25:41
In this last iteration of Industry Focus Consumer Goods (don’t worry - we’re just moving to Motley Fool Money!), Emily Flippen and Asit Sharma revisit their 2021 consumer goods basket as well as reflect on lessons learned from investing in the industry at large. Stocks: Grocery Outlet (GO), Peloton (PTON), Beyond Meat (BYND), Dollar General (DG), and Sleep Number (SNBR) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Dec 21, 2021 |
Financials: Regulators Take a Closer Look at Buy Now Pay Later
20:28
On this week’s episode of Industry Focus: Financials host Jason Moser sits down with Motley Fool contributor Dan Caplinger. Tune in as they discuss why regulators are taking a closer look at the buy now pay later space. Then they wrap up the show with a listener question on where to put non-stock portfolio cash. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Dec 20, 2021 |
Tech: 2021 IPO Recap
26:39
We revisit all the new companies we talked about in 2021, look at the landscape of the IPO market in general, and zoom in on some of the most interesting debuts from the year. Stocks: OLO, KNBE, GLBE Listener survey: https://www.foolinsights.com/se/04BD76CC18830996 Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Dec 17, 2021 |
Energy: 2021 Year-in-Review + 2022 Predictions
26:11
Jason Hall and Matt DiLallo join the show to break down the defining energy themes of 2021 and share their predictions for 2022 Stocks Mentioned: PSX, DAR, VLO, KMI, WMB, ET, GTLS, BP, TTE, XOM, CVX, BKR, DVN, PXD, COP, EOG, TPIC, BAM Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Dec 16, 2021 |
Wildcard: BICO, Bioprinting, and Bioconvergence
26:03
We get back to Wednesday's healthcare roots with a rundown on BICO Group, a Sweden-based business that enables researchers and scientists to model, build, test, analyze and observe 3-D printed cells, tissues and organs. This company helps researchers reduce the time and cost of identifying potentially efficacious drugs and can help provide initial results on whether drug compounds are safe and effective before having to test them on animals or humans. We talk through the huge implications it could have for research in life sciences and personalized medicine and try to clear up some of the jargon around the company. Stocks: (OM:BICO) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Dec 15, 2021 |
CG: The Business of Haircare
26:01
Olaplex is a nearly $17 billion dollar hair care business that has made its name by combining science with influence. But does this recent IPO have what it takes to be the next best consumer goods business? Join Motley Fool analysts Sanmeet Deo and Emily Flippen as they discuss the tailwinds and challenges of investing in haircare. Stocks: Olaplex Holdings (NASDAQ: OLPX) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Dec 14, 2021 |
Financials: 5 Bold Predictions For 2022
18:54
In this week's edition of Industry Focus: Financials, we take a look back at the stock market predictions Fool.com contributor Matt Frankel made in December of last year and see how he did. And then, Matt and host Jason Moser discuss his 2022 predictions and why he thinks they have a good chance of actually happening. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Dec 13, 2021 |
Tech: 3 Tech Monopolies Not Named Facebook
25:42
We talk through the natural and curated monopolies that exist in the tech landscape and use three companies -- Alphabet, VeriSign, and Axon -- to explore the traits of businesses with incredibly strong market position and why they're so attractive. Stocks: AXON, GOOG, GOOGL, VRSN Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Dec 10, 2021 |
Energy: EV News (Chips, Batteries, SEC Investigations, and More!)
23:01
John Rosevear joins the show to break down the latest EV headlines. Stocks Mentioned: INTC, F, GFS, STLA, GM, TM, TSLA, LCID Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Dec 09, 2021 |
Wildcard: Interview with Latch Co-Founder and CEO Luke Schoenfelder
21:26
Wildcard Wednesday host Jason Moser sits down with Latch co-founder and CEO Luke Schoenfelder. Tune in as they talk about Latch's most recent quarterly results, the opportunities the company is focused on going forward, and much more! LTCH Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Dec 08, 2021 |
CG: Can Brilliant Earth be a Brilliant Stock?
28:53
Brilliant Earth is a digitally native jewelry business looking to redefine the shopping experience for engagement rings. But will consumers take to this digital experience? Join Asit Sharma and Emily Flippen as they discuss one of the newest jewelry businesses on the market today. Stocks: Brilliant Earth Group (NASDAQ: BRLT) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Dec 07, 2021 |
Financials: A Look at Nubank's Upcoming IPO
21:20
Brazilian fintech Nubank is set to go public at a valuation of as much as $40 billion. In this week's episode of Industry Focus: Financials, Jason Moser and Matt Frankel dig into Nubank -- what the company does, how has it grown, what is its market opportunity? Could this Buffett-backed fintech be a good fit for your portfolio? Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Dec 06, 2021 |
Tech: Dealing with Downturns
26:23
High growth stocks have taken a big haircut in the past few months after an incredible 2020. We talk about the factors affecting them, why the major indices haven't seen the same sell-off (hint: Big Tech), and how investors can keep their heads on straight while seeing so much red. Stocks: AAPL, AMZN, MSFT, GOOG, GOOGL, FB, Z, PLTR Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Dec 03, 2021 |
Energy: Finding Riches in Niches with XPEL
23:26
Motley Fool Analyst Auri Hughes joins the podcast to discuss XPEL, a rapidly growing business providing paint and window protection films to the automotive industry, among other applications. Stocks Mentioned: XPEL, MMM Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Dec 02, 2021 |
Wildcard: The One Mid-Cap You'd Have to Pry from my Cold, Dead Hands in 2022
26:49
Heading into the final month of the year, join Brian Stoffel as he shares with host Emily Flippen the one mid cap stock you’d have to pry from his cold, dead, hands. Stocks: Axon (NASDAQ: AXON) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Dec 01, 2021 |
CG: Chowing down on Chobani
25:36
Chobani is one of the most popular yogurt brands across the United States, but it's founder-led management team has a much bigger vision for its brand. As a consumer products leader for conscious consumers, how much of Chobani's growth is still yet to be found? Join Asit Sharma and Emily Flippen as they discuss this recent S-1 filing. Stocks: Chobani (to be listed NASDAQ: CHO) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Nov 30, 2021 |
Financials: An Interview With Lemonade Co-Founder Daniel Schreiber
30:35
Insurance disruptor Lemonade (NYSE: LMND) may not be one of the year's best stock performers, but there are big things happening in the business that could drive serious long-term shareholder value. In this special episode of Industry Focus: Financials, Lemonade's co-founder and co-CEO Daniel Schreiber joins Fool.com contributor Matt Frankel to discuss how the business has reached this point, why the Lemonade Car rollout is so exciting, and much more. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Nov 29, 2021 |
Wildcard: How Nuvei Is Modernizing Payments with Nuvei Founder Phil Fayer
28:29
Nuvei Founder, Chairman, and CEO Phil Fayer joins Fool Canada Analyst Nate Parmelee and Industry Focus Host Nick Sciple to discuss how Nuvei is working to achieve its purpose “to make our world a local marketplace.” Stocks Mentioned: NVEI Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Nov 24, 2021 |
CG: Can Salads be the Next Burrito?
27:32
In his Industry Focus debut, Motley Fool Analyst Sanmeet Deo joins Emily Flippen to look at fast casual salad chain Sweetgreen to help determine if investors should take a big bite out of this mouthwatering opportunity. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Nov 23, 2021 |
Financials: Are Bill.com and Lemonade Good Buys Now?
23:16
In this week's episode of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP, and host Jason Moser take a closer look at two stocks they bought last August, Lemonade (NYSE: LMND) and Bill.com (NASDAQ: BILL). Matt and Jason will dig into the stock performance of each one, how the businesses are doing, and more, to determine whether these stocks are still worth buying today. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Nov 22, 2021 |
Tech: UserTesting's S1
26:59
Ever wonder what customers actually think of the unboxing process, or where shoppers get stuck during check out on your site? UserTesting is a company focused on collecting customer insights for businesses to improve the usability of their products. Shares of the company just hit the market, and in this episode, we break down how this business is a huge beneficiary of where the world is going and how they'll have to educate the market to meaningfully grow. Stocks: USER Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Nov 19, 2021 |
Energy: Stem and the Future of Battery Storage
27:28
Jason Hall joins the show to take a look at Stem, Inc. and how it’s using software to stand out in the emerging market for battery storage technology. Stocks Mentioned: STEM, TSLA Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Nov 18, 2021 |
Wildcard: Bird is the Word?
27:07
We get a first look at recent SPAC debut Bird Global, the company known for its e-scooters and last mile mobility options.We talk through how changes to the company's fleet management has dramatically changed the Bird's financials over the past few years and how the company stacks up to more robust mobility offerings from Lyft and Uber. Stocks: BRDS, UBER, LYFT Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Nov 17, 2021 |
CG: The Controversy Nextdoor
28:21
Nextdoor may be the most controversial business to go public since WeWork’s failed listing, however, can Nextdoor’s new and experienced management team turn around this business given its history of bad publicity? Join Asit Sharma and Emily Flippen as they discuss if Nextdoor’s product is really better than you may think. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Nov 16, 2021 |
Financials: SoFi, Boston Omaha, and Marqeta Earnings Review
21:07
In this week's installment of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP®, and host Jason Moser dig into a trio of financial sector earnings. First, the pair talks about the latest results from high-growth fintech SoFi (NASDAQ: SOFI), and then pivots to slow-and-steady compounder Boston Omaha Corporation (NASDAQ: BOMN). Last but certainly not least, Frankel and Moser take a look at the latest numbers from card payment specialist Marqeta (NYSE: MQ). Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Nov 15, 2021 |
Tech: Palantir, DataDog, The Trade Desk
22:45
We try and keep up with tech earnings and check-in on three companies we regularly talk about -- Palantir, DataDog, and The Trade Desk. Tune in for a breakdown on how commercial revenue is poised to become a bigger part of the pie for Palantir, how DataDog keeps cruising along, and why ad tracking concerns shouldn't faze Trade Desk shareholders. Stocks: TTD, DDOG, PLTR Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Nov 12, 2021 |
Energy: How Kornit Digital is Revolutionizing Fashion
26:35
Kornit Digital CEO Ronen Samuel joins the show to share how Kornit’s print-on-demand technology is ushering in a new era of sustainable, on-demand, digital fashion Stocks Mentioned: KRNT, AMZN, BOO.L Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Nov 11, 2021 |
Wildcard: Digging Into Expensify's IPO
25:32
On this week’s episode of Industry Focus: Wildcard host Jason Moser sits down with Motley Fool Ventures Partner Brendan Mathews. Tune in as they take a closer look at the business of Expensify as it makes its debut as a publicly traded company! Stocks: EXFY Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Nov 10, 2021 |
CG: Life Time is Getting Back in Shape
27:22
After a dismal quarter from Peloton, investors seem convinced that fitness trends may be shifting back to pre-pandemic norms. Life Time Fitness is looking to capitalize on this sentiment by attracting members back to its resort-like gyms. However, does this old company revisiting public markets have the financial fortitude for your portfolio? Join Asit Sharma and Emily Flippen as they discuss in today’s show. Stocks: Life Time Group Holdings (NYSE: LTH) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Nov 09, 2021 |
Financials: 5 Earnings Reports You Need to Hear About
25:42
In this week's Industry Focus: Financials, Matt and Jason discuss the recent earnings reports from some of our favorite companies. They start with Square (NYSE: SQ), which declined after earnings despite strong results, and then pivot to retail REITs Simon Property Group (NYSE: SPG) and Tanger Factory Outlet Centers (NYSE: SKT). Then, they give a quick take on Berkshire Hathaway's (NYSE: BRK.A)(NYSE: BRK.B) latest results before ending with Zillow's (NASDAQ: Z)(NASDAQ: ZG) disappointing news. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Nov 08, 2021 |
Tech: Peloton, Pinterest, Roku Earnings
28:55
Earlier this year, we talked about how 2020 pulled a lot of growth forward and YoY comps might be tough for tech companies. We saw that in the results for Peloton, Pinterest, and Roku this week. But while some numbers might've been a bit disappointing for these businesses, the thesis for each is still very much in tact. We run through the quarterly numbers and explain why. Stocks: ROKU, PINS, PTON |
Nov 05, 2021 |
Energy: The Future of Home Rental with Invitation Homes Co-Founder Dallas Tanner
32:23
Invitation Homes Co-Founder, President, and CEO joins Industry Focus Host Nick Sciple and Motley Fool Canada Advisor Iain Butler to discuss how the rental home industry has changed in the past decade, how Invitation Homes has grown to become America’s largest home lessor, and where the company and its market are headed over the next 5 years. Stocks Mentioned: INVH, TSX:TCN Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Nov 04, 2021 |
CG: Diving into SEMrush
26:43
SEMrush is an online visibility management platform looking to become the new standard for marketing and search engine optimization worldwide. Join the Motley Fool’s Brian Stoffel and host Emily Flippen as they dive into this recent IPO on today’s Wildcard Wednesday show. Stocks: SEMrush Holdings (SEMR) |
Nov 03, 2021 |
Run from The Runway
26:41
Rent the Runway is looking to invent a designer cloud-based wardrobe for fashionistas across the world, but it’s financial picture paints a slightly different story. Join Motley Fool analysts Asit Sharma and Emily Flippen as they discuss the challenging business of resale and renting and if Rent the Runway has what it takes to turn business around. Rent The Runway Ticker: RENT. |
Nov 02, 2021 |
Financials: Mastercard, Visa, and Robinhood Earnings Review
26:39
On this week’s episode of Industry Focus: Financials host Jason Moser sits down with Motley Fool analyst Jason Hall. Tune in as they take a look at the most recent earnings reports from Mastercard, Visa, and Robinhood! |
Nov 01, 2021 |
Tech: Spotify and Alphabet Soar
29:34
We run through the strong earnings results from music streamer Spotify and ad giant Alphabet. Tune in for breakdowns on how we're even more confident in Spotify's ad strategy after pouring through the results, and how Google properties continue to defy the law of large numbers. Also, we touch on the Pinterest/PayPal deal that wasn't. Stocks: SPOT, GOOG, GOOGL, PINS, PYPL |
Oct 29, 2021 |
Energy: Defense Earnings Roundup
25:54
Description: Motley Fool Contributor Lou Whiteman joins the show to take a look at earnings reports from Lockheed Martin, Northrop Grumman, and General Dynamics, as well as the overall state of the defense industry today. Stocks Mentioned: LMT, NOC, BA, GD Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Oct 28, 2021 |
Wildcard: The Business of Remittances with Moneygram CEO Alex Holmes
36:33
Moneygram CEO Alex Holmes joins Industry Focus Host Nick Sciple and Motley Fool Contributor Luis Sanchez to take a look at the international remittance market (AKA sending money across borders), how cryptocurrency is playing a role in the market, and more! Stocks Mentioned: MGI Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Oct 27, 2021 |
CG: The Business of Candy
27:53
Get in the spirit for Halloween by joining Motley Fool analysts Asit Sharma and Emily Flippen as they break down the business of candy in today's episode of Industry Focus. Stocks: Tootsie Roll (TR), Nestle (NSRGY), Mondelez (MDLZ), Berkshire Hathaway (BRK.B) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Oct 26, 2021 |
Financials: An Interview With Howard Hughes Corporation CEO David O'Reilly
30:07
In this week's show, Fool.com contributor Matt Frankel, CFP®, sits down with David O'Reilly, CEO of The Howard Hughes Corporation (NYSE: HHC), one of the most interesting and unique real estate companies in the market. You'll hear what the company does, where O'Reilly sees the biggest opportunities, why the master-planned community business is so attractive, and much more. Stocks: HHC Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Oct 25, 2021 |
Tech: PayPal + Pinterest = PayPin? PinPal?
26:12
We talk about the rumor of the week -- Paypal's late stage talks to acquire Pinterest. The move would be a reach outside the payment company's core competency, but could unlock better monetization opportunities for Pinterest and give PayPal some digital real estate to explore marketplace and commerce activity. We're shareholders of both and talk about why the deal makes sense, why it might not make sense, and what to keep in mind if a company you own is getting bought. Stocks: PINS, PYPL Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Oct 22, 2021 |
Energy: The Future of the Warehouse with Mark Manduca, Chief Investment Officer at GXO Logistics
33:39
Special Guest Mark Manduca, Chief Investment Officer at GXO Logistics, joins the show to discuss GXO and how e-commerce, automation, and outsourcing are reshaping how companies get their products to market. Stocks Mentioned: GXO Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Oct 21, 2021 |
Wildcard: WeWork 2.0
27:47
WeWork will finally hit the public markets after BowX Acquisition Corp (BOWX) shareholders voted to bring the company public via SPAC. The company coming to the public markets looks a bit different than the one that pulled its IPO in 2019. We compare WeWork then and now, talk about leadership changes, the potential for the new WeWork, and the company's more realistic valuation. Stocks: BOWX, WE Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Oct 20, 2021 |
CG: Is NerdWallet Worth $5 Billion?
26:52
Personal finance site NerdWallet has filed a prospectus to go public, with reports indicating it could seek up to a $5 billion valuation. What should investors think about this business model? Join Asit Sharma and Emily Flippen as they discuss another upcoming IPO. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Oct 19, 2021 |
Financials: Big Banks 3Q Earnings Review
25:24
Earnings season is now underway, and we've seen the latest numbers from all of the big U.S. banks. In this installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel discuss third quarter results from JPMorgan Chase (NYSE: JPM), Bank of America (NYSE: BAC), Wells Fargo (NYSE: WFC), Citigroup (NYSE: C), and Goldman Sachs (NYSE: GS). Hear which bank had the best quarter, and what stocks Jason and Matt are keeping an eye on this week. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Oct 18, 2021 |
Tech: Informatica, Informally
27:36
We take a listener suggestion and look at Informatica, a company that makes it easy for businesses to use AI to integrate, manage, and parse data so that customers can do something useful with it. The name might be familiar to long-time tech investors -- it was public for over 15 years before being taken private. We explain the company's history, transition to the subscription model, and leadership changes as it prepares for a second act on the market. Stocks: INFA Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Oct 15, 2021 |
Energy: Foolishly Investing in Renewable Energy
25:01
Jim Mueller, Advisor for The Motley Fool’s Energy Insider service, joins the show to share his approach to investing in renewable energy. Stocks Mentioned: SHLS Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Oct 14, 2021 |
Wildcard: Interview with The Glimpse Group CEO Lyron Bentovim
21:06
On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser sits down with Co-Founder and CEO of The Glimpse Group Lyron Bentovim. Tune in as they talk about the company's unique strategy, how AR and VR are being used across industries, and what's the deal with the metaverse? Stocks: VRAR Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Oct 13, 2021 |
CG: iFit is Getting in Shape for Public Markets
27:52
Peloton-rival iFit is a decades-old business looking to reinvent itself as the leader in connected at-home fitness. But how does its metrics stack up in the crowded industry? Join Asit Sharma and Emily Flippen as they breakdown iFit’s S-1 in anticipation of a potential future listing. Stocks: Peloton (PTON), iFit (N/L: IFIT) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Oct 12, 2021 |
Financials: Looking Ahead to Third Quarter Bank Earnings
21:53
With bank earnings set to start hitting the wire this week, host Jason Moser and Fool.com contributor Matt Frankel, CFP, take a look back at how the major U.S. banks fared in the second quarter. They also take a look at some of the biggest news stories about JPMorgan Chase (NYSE: JPM), Bank of America (NYSE: BAC), and Wells Fargo(NYSE: WFC), and give a rundown of what they'll be watching in the third quarter results. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Oct 11, 2021 |
Tech: Price Targets, Resources, PFOF
29:31
We dip into the mailbag and tackle topics like analyst price targets, the best resources for new tech investors, and the hot button issue of payment for order flow and how it affects incentives between brokers and market makers. Stocks: MSFT, AAPL, HOOD Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Oct 08, 2021 |
Energy: What to Do with Fossil Fuel
28:47
Jason Hall and Tyler Crowe join the show to dive into where we sit in the energy capital cycle and share a handful of stock picks that could be winners in fossil fuels over the next several years. Stocks Mentioned: FANG, PSX, TTE, CNQ Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Oct 07, 2021 |
Wildcard: De-risking Fraud with Riskified
28:16
Riskified is an eCommerce management system that allows businesses to outsource the risk of fraud associated with digital purchases. Join the Motley Fool’s Brian Stoffel as he breaks down the business model, Riskified’s proprietary AI system, and its risks in today’s episode. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Oct 06, 2021 |
CG: Peeking at the Future for Eyewear
26:41
Warby-Parker is one of the most successful direct-to-consumer eyewear specialists in the world. Join Motley Fool analysts Asit Sharma and Emily Flippen as they frame up what success could look like for this recently public company in the future. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Oct 05, 2021 |
Financials: Google Abandons Its Banking Plans, and (Surprise) Homes Are Getting Less Affordable
23:15
We recently learned that Google (NASDAQ: GOOGL)(NASDAQ: GOOG) is abandoning plans to create its own bank accounts, and Industry Focus host Jason Moser and Fool.com contributor Matt Frankel, CFP, discuss what investors need to know. Also, despite rising wages and lower interest rates, home affordability in the U.S. is at its worst level since the financial crisis. And finally, Frankel discusses why SoFi (NASDAQ: SOFI) is the stock he's most excited to read third quarter earnings from in the coming weeks. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Oct 04, 2021 |
Tech: Blend's CEO Nima Ghamsari
29:27
Earlier this summer, we broke down Blend Labs S1 and explained the company's role as the infrastructure for financial services industry. CEO Nima Ghamsari joined the show to talk about how the company fits into the financial services ecosystem and why he thinks the usage-based software model is the future. Stocks: BLND Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Oct 01, 2021 |
Energy: Under-the-Radar Aerospace Stocks
22:28
Lou Whiteman joins the show as we answer a question from the listener mailbag and take a look at 3 under-the-radar aerospace stocks Stocks Mentioned: HWM, BLL, HEI, TDG, BRK.A, BRK.B, HXL Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Sep 30, 2021 |
Wildcard: Daniel Yergin on the New Map for Energy
26:59
Pulitzer prize winning author and renowned expert in energy and international relations returns to the show to discuss the state of energy markets and his book The New Map: Energy, Climate, and the Clash of Nations . Topics include: surging oil prices, natural gas shortages, China’s energy crunch, and more. Stocks Mentioned: TSLA, BP Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Sep 29, 2021 |
CG: Can On Holdings Get its Foot in the Door?
28:24
Did you think we were done with footwear IPOs? Think again! The market is hot for performance apparel, and On Holdings is the newest public business looking to capitalize. Join Asit Sharma and Emily Flippen as they continue the footwear discussion in today’s episode over On Performance running shoes. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Sep 28, 2021 |
Financials: Digging Into Recent Fintech IPO Remitly
22:27
Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, take a deep dive into Remitly (NASDAQ: RELY), a cross-border payments company that just went public last week. The paid discusses what Remitly does, how it makes money, its market opportunity, and much more, so check out the discussion to see if it could be a stock to put on your radar. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Sep 27, 2021 |
Tech: What Do The Apps Say?
30:52
We take a look at other industries through the lens of the app store to explore how mobile apps fit into the direction and strategy for companies. Plus, Dylan explaining the obvious aha moment of the phone being the remote control for his life. Stocks: CMG, SBUX, MCD, UBER, ETSY, SQ Reach us by Email @ IndustryFocus@fool.com |
Sep 24, 2021 |
Energy: EV News Update (Lucid, Rivian, Ford, GM, China, and more!)
27:59
Motley Fool Auto Analyst John Rosevear returns to the podcast to break down EV stories, including Lucid’s 520-mile range vehicle, Rivian’s EV truck beginning production, Ford’s deal with Tesla’s former CTO, and more! Stocks Mentioned: LCID, F, GM, NIO, XPEV, TSLA Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Sep 23, 2021 |
Wildcard: Breaking Down CRISPR Technology
19:04
Tune in for Motley Fool Advisor Karl Thiel’s debut on Industry Focus as our resident biotech expert discusses the advances and challenges of CRISPR gene-editing technology, as well as how investors should be thinking about the space. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Sep 22, 2021 |
CG: AllBirds is Soaring into Public Markets
30:58
As a sustainable footwear brand with a cult following, AllBirds has reinvented what it means to be a digitally native apparel retailer. In this episode of Industry Focus, Motley Fool Analysts Asit Sharma and Emily Flippen take a look through AllBird’s S-1 to determine if the business has more staying power beyond it’s high-end brand. Stocks: AllBirds (to be listed: BIRD) |
Sep 21, 2021 |
Financials: A Deep Dive Into Compass
23:48
In this week's episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, take a closer look at real estate disruptor Compass (NYSE: COMP), which went public earlier this year. Hear Jason and Matt talk about what compass does, its strengths, the management team, and whether it can have a bright future even as iBuying gains traction. |
Sep 21, 2021 |
Tech: Toast to Toast?
27:06
We talk about a sneaky-big tech company helping restaurants take their operations and systems digital -- Toast! Listen in for a breakdown of how the company has grown from a humble point-of-sales solution into a robust offering aimed at making life easier for restaurateurs, staff, and customers. Stocks: TOST Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Sep 17, 2021 |
Energy: Solar Energy’s 'Growthery' Future
27:46
Jason Hall joins the podcast to discuss the Department of Energy’s Solar Futures Study and discuss ways to invest in solar energy’s future. Stocks Mentioned: FSLR, SEDG, ENPH, CWEN, CWEN.A, NEP, BEP, BEPC Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Sep 16, 2021 |
Wildcard: Investing in China with Esoterica Capital Senior Analyst Kai Zhang
29:11
Wildcard Wednesday host Jason Moser sits down with Esoterica Capital Senior Analyst Kai Zhang. Tune in as they talk about the current regulatory environment in China, how investors should view opportunities in the region and much more! Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Sep 15, 2021 |
CG: America's Favorite Publicly Traded Convenience Store
23:59
Casey's General Store is a midwestern favorite, serving fuel, food, and groceries to rural and suburban communities across sixteen states. But is Casey's the best convenience store, or just the only one available? Join Emily Flippen and Asit Sharma as they break down this classic retailer and discuss what the future may hold for its business. Stocks: Casey's General Store (CASY) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Sep 14, 2021 |
Financials: Affirm's Stellar Quarter and PayPal's Own Buy-Now-Pay-Later Ambitions
26:13
On the heels of its recently-announced partnership with Amazon (NASDAQ: AMZN), buy-now-pay-later company Affirm (NASDAQ: ARFM) just released some pretty impressive results. And elsewhere in the BNPL space, PayPal (NASDAQ: PYPL) just announced its acquisition of a leader in the Japanese market that could have global implications for the business. Plus, host Jason Moser and Fool.com contributor Matt Frankel, CFP, each discuss a stock they have on their watch list right now. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Sep 13, 2021 |
Tech: Freshworks, Fresh S1?
25:04
We dig into helpdesk and CRM software company Freshworks. After having a subpar customer experience a decade ago, CEO Girish Mathrubootham built a tool to help businesses better manage and centralize their customer interactions. We talk about the company's torrid growth and the competition it might face from the big dogs. Stocks: FRSH Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Sep 10, 2021 |
2000th Episode Special
29:23
ll the Industry Focus hosts come together to celebrate the 2000th episode of the podcast. Topics include lessons learned from the podcast, the story that made the biggest impact on the hosts, most recent stock buys, and more! Stocks Mentioned: GME, TSLA, GTLS, AI, SPOT, NNI Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Sep 09, 2021 |
Wildcard: The Longview on Heartflow
27:00
Today we explore a tech company focused on heart health -- HeartFlow! The company uses medical imaging to create more complete models of patient cardiovascular systems, a non-invasive technology aimed are improving treatment and reducing unnecessary procedures and costs. The SPAC is set to come public later this year, tune in to find out if we'll be buying. Stocks: LGV, HFLO Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Sep 08, 2021 |
CG: Should You Take a Stake in the Business of Outdoor Grilling?
31:27
Weber is the preeminent decades-old outdoor grilling business that enthusiasts love. Traeger is the up-and-coming disruptor looking to convert every grill master into a wood pellet grill owner. Which of these newly public businesses is setting itself a part from the competition? Join Motley Fool analysts Asit Sharma and Emily Flippen as they discuss these questions and more in today’s episode. Stocks: Weber (WEBR), Traeger (COOK) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Sep 07, 2021 |
Tech: 3 Stocks We Just Bought
28:34
We talk our own book on today's show, bringing you three different companies we've added to our own portfolios over the past few weeks. Tune-in for breakdowns on Spotify's ad business, why Lemonade not taking Jason as a customer on was a good thing, and how Etsy is keeping e-commerce crafty. Stocks: SPOT, ETSY, LMND Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Sep 03, 2021 |
Energy: Desktop Metal CPO Arjun Aggarwal Talks 3D Printing
30:49
Desktop Metal CPO Arjun Aggarwal joins the show to discuss 3D printing and Desktop Metal’s aim to help it cross the chasm from prototyping parts to full-scale mass production. Stocks Mentioned: DM Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Sep 02, 2021 |
Wildcard: Ziprecruiter IPO Breakdown
27:50
Asit Sharma joins the show to break down Ziprecruiter’s direct listing
Stocks Mentioned: ZIP Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Sep 01, 2021 |
CG: Humbling Ourselves with Retail Earnings
27:34
Motley Fool analysts Asit Sharma and Emily Flippen break down two recent retail earnings reports and discuss how the businesses are performing, their expectations for the future, and where they’ve each gone wrong in their past analysis. Stocks: Dicks Sporting Goods (DKS), Best Buy (BBY) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Aug 31, 2021 |
Financials: 2 Fintech Stocks That Soared This Week
24:12
In this week's installment of Industry Focus, host Jason Moser and Fool.com contributor Matt Frankel, CFP, discuss why Bill.com's (NYSE: BILL) earnings sent the already high-flying stock soaring. Plus, Affirm (NASDAQ: AFRM) wins the buy-now-pay-later lottery with a new partnership with Amazon.com (NASDAQ: AMZN). We'll break down the key takeaways from these stories and much more! Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Aug 30, 2021 |
Tech: Crypto + A Foolish Portfolio
31:05
This episode features a session from our recent member event FoolFest! Motley Fool Germany analyst Bernd Schmid walks host Kate Herman through his outlook on crypto -- the opportunity, most interesting applications, and how to tell pretenders from contenders as investment opportunities. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Aug 27, 2021 |
Energy: Home Depot + Lowe’s Earnings
25:53
Motley Fool Analyst John Rotonti returns to the show to take a look at Home Depot and Lowe’s recent earnings reports. Stocks Mentioned: HD, LOW Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Aug 26, 2021 |
Wildcard: Hims and Hers
33:38
Today we go into a consumer brand and telehealth provider: Hims and Hers. They've developed direct relationships with consumers, making it easier to access generic drugs and wellness products in the men's and women's health space. They're expanding into new segments, including mental health, while bringing down barriers. We talk about how this model has lead to ridiculously high margins, but also competition, and how we're looking at the company's prospects. Stocks: HIMS Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Aug 25, 2021 |
CG: Checking in on the Fashion E-Tailers
26:23
From luxury goods to second-hand resale, online retailers can do it all. But how are they faring mid-year? Join Motley Fool analysts Asit Sharma and Emily Flippen as they discuss some of the most popular fashion e-tailers on the market. Stocks: Poshmark (POSH), Revolve (RVLV), ThreadUp (TDUP), FarFetch (FTCH), The RealReal (REAL) |
Aug 24, 2021 |
Financials: Robinhood Earnings and a SPAC Disappointment
22:46
Here's the top stories from the financial sector this week. Intro: In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, dig into the first earnings report Robinhood (NASDAQ: HOOD) has issued as a public company. Also, we recently learned Wells Fargo (NYSE: WFC) reversed course on a not-so-popular adjustment to its business, and Matt thinks it's a welcome change. Finally, Bill Ackman's mega-SPAC Pershing Square Tontine Holdings (NYSE: PSTH) has made a major strategy change, and it could be time for investors to move on.
|
Aug 23, 2021 |
Tech: Free Investing Tools
33:54
Today we take a break from talking about specific companies to loop listeners in on our go-to free resources for information on companies. We give a rundown of our favorite primary and secondary resources for information and spend some time talking about the decision that leveled the playing field for the average investor. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Aug 20, 2021 |
Energy: Palantir Earnings
24:27
Lou Whiteman joins the show to take a look at Palantir earnings, their gold purchase, and more! Stocks Mentioned: PLTR, BAH, SAIC, LDOS Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Aug 19, 2021 |
Wildcard: Interview with Latch Co-Founder and CEO Luke Schoenfelder
21:26
Wildcard Wednesday host Jason Moser sits down with Latch co-founder and CEO Luke Schoenfelder. Tune in as they talk about Latch's most recent quarterly results, the opportunities the company is focused on going forward, and much more! LTCH Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Aug 18, 2021 |
CG: Going Bananas for Dole
26:42
As a global leader in fresh fruit and vegetables, Dole is headed to public markets (and is planning on bringing a long history of dividends with it). Join Asit Sharma and Emily Flippen as they discuss the business of produce and if Dole is an attractive investment to consider for dividend and growth investors alike. Stocks: Dole (NYSE: DOLE) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Aug 17, 2021 |
Financials: Earnings From 2 Of Our Favorite Small Caps and More
21:25
In this week's episode of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP, and host Jason Moser dig into the latest results from Boston Omaha (NASDAQ: BOMN) and Latch (NASDAQ: LTCH), two of their favorite small cap stocks to follow. Plus, Frankel gives his take on the merger of top gaming REITs VICI Properties (NYSE: VICI) and MGM Growth Properties (NYSE: MGP). Finally, you'll hear why Frankel is keeping an eye on 23andMe (NASDAQ: ME) this week, while Moser is looking at fintech disruptor SoFi (NASDAQ: SOFI). Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Aug 16, 2021 |
Tech: Wix, Squarespace, Trade Desk
25:51
We've got quarterly updates from companies we've talked about plenty on the show -- Squarespace, Wix, and The Trade Desk.In the show, we explore the stellar results from each business, and why they didn't seem to matter to the market. Stocks: TTD, SQSP, WIX Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Aug 13, 2021 |
Energy: How Procore Is Changing Construction (w/ Founder and CEO Tooey Courtemanche)
31:48
Procore, a leading provider of construction management software, recently came public back in May 2021. Today, Procore Founder and CEO Tooey Courtemanche joins the show to share how Procore is bringing construction into the 21st century. Stocks Mentioned: PCOR, SHOP, SNOW, MSFT Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Aug 12, 2021 |
Wildcard: PLBY Not Playboy w/ PLBY Group CEO Ben Kohn
27:25
PLBY Group CEO Ben Kohn joins the show to discuss how he and his team are transforming Playboy from a content company focused on selling to men into a lifestyle brand primarily selling products to women. Stocks Mentioned: PLBY, VSCO Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Aug 11, 2021 |
CG: Is DLO more JLo or Oh-no?
46:05
dLocal is one of the newest global payment processors to excite investors with its public offering. But does dLocal have the chops to succeed in an increasingly competitive space? Join Asit Sharma and Emily Flippen as they discuss if DLO’s risks outweigh its returns. Stocks: dLocal (NASDAQ: DLO) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Aug 10, 2021 |
Financials: Berkshire Hathaway's Business Bounces Back
25:29
On this week's episode of Industry Focus: Financials, host Jason Moser and longtime Fool.com contributor Matt Frankel, CFP, dive into Berkshire Hathaway's (NYSE: BRK.A)(NYSE: BRK.B) latest earnings and the key points investors need to know. Also, Matt and Jason answer a listener question about using bonds as an alternative to savings accounts, and they give listeners two stocks to watch in the coming week and beyond. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Aug 09, 2021 |
Tech: Fiverr Slumps, MercadoLibre Keeps Rolling
28:39
The two companies went in opposite directions after reporting strong results. We talk through why the freelance marketplace operator and Latin American e-commerce giant are both doing just fine. Stocks: MELI, FVRR Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Aug 06, 2021 |
Energy: Biden's EV Executive Order & Big Auto Earnings
38:45
Nick Sciple and John Rosevear break down Biden's EV executive order and take a look at earnings for Ford, GM, BMW, Ferrari, and more! Stocks: F, GM, BMWYY, RACE, TSLA Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Aug 05, 2021 |
Wildcard: Should Investors Pick Apart AppHarvest?
30:01
As one of the newest businesses at the forefront of AgTech, AppHarvest (APPH) has the ambitious goal to revolutionize the way the United States supplies its produce. Join Motley Fool analysts Clay Bruning and Emily Flippen as they present their bullish and bearish thesis for the business and discuss if the risks are worth the reward. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Aug 04, 2021 |
CG: Seltzer and Stocks
44:59
Last week proved to be a week of reckoning for many consumer-facing brands, including Boston Beer and Pinterest who each saw their stocks cut by a quarter after weaker-than-expected earnings reports. Has the market overreacted to these stock market darlings? Or was their decline on lofty valuations inevitable? Join Motley Fool analysts Asit Sharma and Emily Flippen as they discuss. Stocks: Boston Beer (SAM), Constellation Brands (STZ), Pinterest (PINS), Upwork (UPWK) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Aug 03, 2021 |
Financials: PayPal, Square, and 3 New SPAC Deals to Watch
37:24
Earnings season is now well underway, and not only have we heard from two of our favorite fintech heavyweights, PayPal (NASDAQ: PYPL) and Square (NYSE: SQ), but we also learned that Square is making a monster acquisition. Plus, Fool.com contributor Matt Frankel, CFP, discusses three recently announced SPAC deals he's watching -- Nextdoor, Vacasa, and Sky Harbour. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Aug 02, 2021 |
Tech: Checking in on Pinterest, Upwork and Microsoft
39:24
It's earnings season and we're catching up on new results from some heavily followed Fool stocks. We explore the numbers behind Pinterest's 20% dip post earnings, how Upwork is finding accelerating growth, and why Microsoft could become the world's largest company some day. Stocks: PINS, UPWK, MSFT Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Jul 30, 2021 |
Energy: July 2021 News Roundup -- What’d I Miss
33:45
With Nick returning from his honeymoon, Lou Whiteman joins the show to bring us up to speed on stories we missed in July, including Boeing, Lockheed Martin, Tesla, and XPO Logistics earnings. Stocks Discussed: BA, LMT, TSLA, XPO, GXO Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Jul 29, 2021 |
Wildcard: The Hidden Power Individual Investors Hold
24:31
Last week was FoolFest, our annual (this year virtual) event open to all Motley Fool US premium members. Today we're bringing you on of our favorite sessions from the event -- Retail Rise Up: The Hidden Power Individual Investors Hold. Analysts Bill Mann, Maria Gallagher, and Alyce Lomax walked through the advantages average folks have as investors and the growing power and influence retail investors hold in the market. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Jul 28, 2021 |
CG: Finding a Focus on Fit
44:02
As the largest direct-to-consumer retailer of plus-size women’s clothing in the US, Torrid is looking to change the way consumers think about making clothing purchases. But is Torrid revolutionary or just rehashing the past? Join Motley Fool Analysts Asit Sharma and Emily Flippen as they dive into this recent IPO. Stocks: Torrid Holdings (NYSE: CURV) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Jul 27, 2021 |
Financials: The Current State of Real Estate with Matt Argersinger
25:24
On this today’s episode of Industry Focus: Financials host Jason Moser sits down with Millionacres Lead Advisor Matt Argersinger. Tune in as they discuss how investors should view the real estate market today, the future of commercial real estate, some of Matt's favorite stocks in the space, and much more! Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Jul 26, 2021 |
Tech: Blend and the Simplification of Consumer Finance
36:05
If you've bought a home or refinanced in the past few years, you may have interacted with Blend and not even realized it! The newly public company is focused on bringing consumer financial products like mortgages and auto loans into the 21st century with digital-first options. Easy uploads, fast pre-approvals, it all sounds great. We talk through the business and see how it stacks up. Stocks: BLND, RKT Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Jul 23, 2021 |
Energy: Investing in Africa
26:17
Africa resident and Millionacres analyst Tyler Crowe joins Motley Global Partners Advisor Bill Mann and Industry Focus Host Nick Sciple for an introduction to the African economy and a look at some of the trends that are setting the continent up to become one of the world’s fastest growing regions. Stocks Mentioned: JMIA, AMT, NSRGY, VOD, ORAN, BUD, UL, PYPL Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Jul 22, 2021 |
Wildcard: Interns, Earnings and Stock Pitches!
31:01
On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser sits down with two of The Motley Fool's summer investing interns, Zane Fracek and Graham Haederle. Tune in as they discuss the latest earnings reports from Intuitive Surgical and Chipotle as well as the two stocks they recently pitched to the The Fool's investing team! Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Jul 21, 2021 |
CG: Returning to Restaurants
36:13
Motley Fool intern Haddiya Noor joins the show to chat about how the restaurant industry has handled the pandemic, including how it’s dealing with changing consumer trends as well as the current labor shortage before diving into a handful of businesses.
Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Jul 20, 2021 |
Financials: Second Quarter Bank Earnings Recap
27:08
We've now heard from all of the big banks, so on this week's Industry Focus: Financials, Matt and Jason are digging into the results. They're diving into the latest numbers from JPMorgan Chase (NYSE: JPM), Bank of America (NYSE: BAC), Wells Fargo (NYSE: WFC), and Goldman Sachs (NYSE: GS). Plus, we just learned that Bill Ackman's SPAC deal isn't going to happen, so what does it mean for Pershing Square Tontine Holdings (NYSE: PSTH) and its shareholders? Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Jul 19, 2021 |
Tech: 8 2021 IPOs in 40 Minutes
38:53
Almost a quarter of our shows so far in 2021 have been breakdowns of newly public companies. On today's show, we revisit all the businesses we looked at in the first half of the year, get up to speed on their latest results, and talk about which ones are our favorites. Stocks: OLO, PATH, S, GLBE, SQSP, KNBE, RAAC, AFRM. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Jul 16, 2021 |
Energy: NPR’s Jacob Goldstein on Bitcoin, Inflation, and the Economy
33:33
NPR’s Jacob Goldstein returns to the show for a wide-ranging conversation with Jason Hall and Nick Sciple about the cryptocurrency market, inflation, housing, and more. Investments Discussed: Bitcoin Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Jul 15, 2021 |
Wildcard: The Next Nano-X, But With Less Risk
28:03
HyperFine is looking to head to public markets with the lofty goal of disrupting the MRI market with the first FDA-approved portable MRI machine. Join Brian Feroldi and Emily Flippen as they break down HyperFine’s roadshow and unpack this recent SPAC. Stocks: HealthCor Catalio Acquisition Corp (HCAQ) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Jul 14, 2021 |
CG: Has Crocs Overcome Getting off on the Wrong Foot?
42:14
Crocs is perhaps the most controversial footwear brand of all time, creating both blind loyalists and uncompromising cynics. Regardless of what side of the fence you may fall on, Crocs have skyrocketed in popularity over the past few years as brand deals, endorsements, and Gen Z flocked to the Croc. Join Motley Fool Analysts Asit Sharma and Emily Flippen as they take a look at where Crocs has been and if the best is still yet to come. *** Editor's note: In the podcast and in the accompanying transcript below, our analysts described Croc's Croslite formulation as "patented." This was an error. Croc's croslite formulation is proprietary, but not patented. Stocks: Crocs (CROX) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Jul 13, 2021 |
Financials: Earnings Season, SPACs, and More
34:11
Wells Fargo (NYSE: WFC) recently decided to shut down its personal lines of credit business. Why did the bank make this move, and is it unfair to customers? Plus, SPACs are back in the news after Virgin Galactic's (NYSE: SPCE) successful flight with founder Richard Branson. Plus, host Jason Moser and Fool.com contributor discuss what they'll be watching as banks report their earnings later this week. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Jul 12, 2021 |
Tech: Bienvenu Duolingo!
33:14
We talk Duolingo (and a bit of Spanish and French) on today's episode. Listen in for a breakdown of how this app uses the freemium model to make language education easy and accessible, whether the company's books look bien or mal, and why the CEO's track record is something to be excited about. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Jul 09, 2021 |
Energy: Is Linde lindy?
33:21
Motley Fool Senior Analyst John Rotonti joins the podcast to break down the industrial gas industry and the case for investing in industrial gas giant (and Dividend Aristocrat) Linde. Stocks Discussed: LIN, APD, AIQUY Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Jul 08, 2021 |
Wildcard: Can These Stocks Deliver 10x Returns?
35:08
Join Brian Feroldi as he walks you through three small cap healthcare companies that may have flown under your radar with the aim of answering the question every investor wants to know: can this business result in 10x returns?
Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Jul 07, 2021 |
CG: The Next Decade of Dating
45:16
Join Analysts Asit Sharma and Emily Flippen as they take a look at the online dating industry, including dating trends coming out of the coronavirus pandemic as well as two of the biggest competitors: Match Group (MTCH) and Bumble (BMBL) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Jul 06, 2021 |
Energy: Canada Day Special
34:21
The Motley Fool Canada’s Iain Butler and Jim Gillies join the podcast for a special Canada Day edition of Industry Focus. We give an overview of the Canadian stock market, share a few Canadian stocks to watch, and more! Stocks Discussed: BB, SHOP, RY, BAM, TSE: BAM.A, TSE: ENGH, LULU, TSX:CSU.TO, CNSWF, TSX:CMG, ABCL Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Jul 01, 2021 |
Wildcard: The Race for Space with Author Christian Davenport
28:08
On this week’s episode of Industry Focus: Wildcard Wednesday catch host Jason Moser's full interview with Washington Post space reporter and author of "The Space Barons" Christian Davenport as they talk about Jeff Bezos, Elon Musk, and the business of space! Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Jun 30, 2021 |
CG: Raking in the Dough with Krispy Kreme
44:29
After a five-year hiatus from public markets, Krispy Kreme has filed an S-1 and is ready to sell more than its doughnuts to investors. But has this special treat gone cold? Join Asit Sharma and Emily Flippen as they unpack this 83 year old business and discuss if you should buy it’s stock… or just stick to its original glazed. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Jun 29, 2021 |
Financials: Big Banks Passed Their Stress Tests and Visa Makes a Major Acquisition
31:19
The Federal Reserve recently announced that all 23 banks subject to the 2021 stress tests passed with flying colors, clearing the way for dividend increases and new buyback plans. Plus, Visa (NYSE: V) is planning to acquire another open banking startup after its previous attempt to acquire Plaid didn't work out. Host Jason Moser and Fool.com contributor Matt Frankel, CFP, discuss these top stories and more on this week's episode. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Jun 28, 2021 |
Tech: 3 Tech Stocks Down Big. Should They Be?
35:19
We dive into three Fool favorites that have been hit hard over the past few months -- Appian, Airbnb, and The Trade Desk.We unpack the business results for these three companies and why the recent declines are more a reflection of rapid share price appreciation than anything else. Stocks: APPN, ABNB, TTD Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Jun 25, 2021 |
Energy: The Lordstown Motor Saga, Solid State Batteries, Amazon, and More
31:26
Motley Fool Auto Specialist John Rosevear joins the show to break down the whirlwind of bad news that’s hit Lordstown Motors over the past month and share his thoughts on a variety of other auto-related news, including the Solid Power SPAC, GM’s Texas joint venture with Shell in EV charging, Audi’s EV plans, and Amazon’s relationship with Plus Trucking. Stocks Discussed: RIDE, NKLA, F, RDS-A, RDS-B, DCRC, TM, AUDVF, AMZN, HCIC, TSLA Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Jun 24, 2021 |
Wildcard: Qualcomm Is Making Big Investments in 5G
21:06
On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser chats with Qualcomm principal engineer Rajat Prakash about Qualcomm's investments in 5G, the areas he's most excited about in the space today, and much more! Stocks: Qualcomm (QCOM) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Jun 23, 2021 |
CG: More than Just a Lottery Cricut
44:43
Cricut may seem like just another hardware business waiting to be knocked off, but this creatively-focused platform is attempting to generate an ecosystem that may rival some of the stickiest in the world. Join Motley Fool analysts Yasser El-Shimy and Emily Flippen as they break down this relatively recent IPO and discuss what investors should be considering before adding it to their own portfolios. Stocks: Cricut (CRCT) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Jun 22, 2021 |
Financials: Inflation Concerns and a Very Large SPAC Deal
37:58
Billionaire investor Bill Ackman recently announced that the mega-SPAC deal where Pershing Square Tontine Holdings (NYSE: PSTH) is acquiring 10% of Universal Music is now official, and we have some new details. And after a volatile week in the markets triggered by the Federal Reserve meeting, many investors are concerned about inflation. In this week's Industry Focus: Financials, Matt Frankel and Jason Moser break down the inflation numbers, what's causing it, and how it could affect your investments. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Jun 21, 2021 |
Tech: Piecing Together Confluent
28:17
Today we tackle a company squarely focused on data -- Confluent. They focus on data streams, allowing businesses to connect, analyze, and integrate data in real-time. We break down why it checks a lot of the boxes in our investing approach and why the company is going to have to educate the market. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Jun 18, 2021 |
Energy: Tracy Shuchart (@Chigrl) On Oil and Commodities
28:00
Energy and commodities expert Tracy Shuchart joins the show to share her thoughts on oil, gas, commodities and more. She shares why she thinks the ESG narrative is overplayed and where opportunities could lie in commodities. Check out more of her work on her Twitter account or subscribe to her newsletter.
Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Jun 17, 2021 |
Wildcard: The LinkedIn Of Healthcare
37:39
Whether you think it is more like Facebook or LinkedIn, there’s no denying that Doximity is making a name for itself in digitizing the world of medicine. Join the Motley Fool’s Brian Feroldi and Emily Flippen as they break down this new healthcare IPO. Stocks: Doximity (DOCS) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Jun 16, 2021 |
CG: DingDong's IPO May Ring Investors' Bell, But Miss Fresh Is Already Stale
48:32
Join Motley Fool analysts Emily Flippen and Asit Sharma as they take a big bite out of the Chinese grocery delivery market and break down two recent F-1s, DingDing and Miss Fresh. Stocks: DingDong MaiCai (DDL), MissFresh (MF) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Jun 15, 2021 |
Financials: Warren Buffett Doubles Down on Brazil and U.S. Consumers Are Spending More Than Pre-COVID
30:23
We recently learned that Berkshire Hathaway(NYSE: BRK.A)(NYSE: BRK.B) is investing $500 million in a Brazilian fintech startup, following up on its successful investment in StoneCo (NASDAQ: STNE) a few years ago. Plus, Bank of America (NYSE: BAC) CEO Brian Moynihan says that consumer spending is 20% higher than it was before the pandemic, and Fool.com contributor Matt Frankel thinks it could have big implications for the financial sector. Frankel and host Jason Moser also discuss the latest mall REIT to file for bankruptcy, and each reveal one stock they're watching this week. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Jun 14, 2021 |
Tech: Cybersecurity + AI = SentinelOne
32:25
We break down the prospectus from soon-to-be-public cybersecurity company SentinelOne. The company uses AI for endpoint security, aiming to protect enterprise clients and prevent massive breaches.In the show, we explain what they do, where they stand in the industry, and how they stack up to competitor Crowdstrike. Stocks: S, CRWD Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Jun 11, 2021 |
Energy: Bezos, Battleships, and Boeing
23:31
Lou Whiteman joins the show to break down Jeff Bezos’s upcoming trip to space and what it means for other space barons like Elon Musk and Richard Branson. In addition, we take a look at the state of the defense industry and check-in on Boeing news. Stocks Mentioned: SPCE, HII, BA, EADSY Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Jun 10, 2021 |
WIldcard: Legal Tech IPOs (LegalZoom + Intapp)
46:20
Motley Fool Analyst Asit Sharma joins the show to break down the S-1 filings for LegalZoom and Intapp, legal tech companies targeting very different segments of the market. Stocks Mentioned: LZ, INTA (Proposed Tickers) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Jun 09, 2021 |
CG: Can Vimeo be the Video of the Future?
49:38
For many investors, Vimeo is associated with a half-baked attempt to usurp Alphabet’s ubiquitous YouTube. However, now that Vimeo has hit public markets, it has a bigger plan: becoming a software service for the masses. Join analysts Emily Flippen and Asit Sharma as they break down this old name and its new business.
Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Jun 08, 2021 |
Financials: A Fintech IPO to Watch and a Very Complex SPAC Deal
30:38
In this week's installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, take a closer look at recent fintech IPO Flywire (NASDAQ:FLYW) and why it could be a smart stock for investors to keep on their radar. Plus, we recently received some details about $4 billion SPAC Pershing Square Tontine Holdings' (NYSE: PSTH) potential deal, and to say that it is complex would be an understatement. And finally, QTS Realty (NYSE: QTS) is being taken private, and Matt and Jason discuss why there's so much excitement in the data center space right now. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Jun 07, 2021 |
Tech: The Industry Powering the Digital Revolution
33:06
Analysts Jason Hall and John Rotonti guest host this episode on the semiconductor industry. Listen in for a breakdown of how semiconductors are made, the major players throughout the value chain, and the most investable ideas in the space. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Jun 04, 2021 |
Energy: Dividends and a Pipeline Bidding War
19:28
The Motley Fool Canada’s Nate Parmelee joins the show to break down the pipeline industry and look at an ongoing bidding war between Pembin Pipeline and Brookfield Infrastructure for ownership of the pipeline assets of Inter Pipeline Stocks Mentioned: KMI, PBA, BIP, BIPC, BRK.A, BRK.B, IPL, EPD, OKE Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Jun 03, 2021 |
Wildcard: Trying on Figs
52:57
In true wildcard fashion, today we tackle an industry we've never discussed on the podcast -- healthcare apparel. We break down the recently public Figs, a company with a modern, more customer-first approach to the classic scrubs healthcare professionals wear. Listen in for why Figs financials make it look like a software company and the two big numbers that caught our eye going through the company's prospectus. Stocks: FIGS Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Jun 02, 2021 |
CG: Turning Trash into Treasure
53:33
As one of the best performing stocks over the past decade, Trex has managed to fuel growth by converting wood decks to composite and convincing homeowners to invest in the Trex brand. But can Trex post another 800%+ gains over the next five years? Join Motley Fool analysts Asit Sharma and Emily Flippen as they break down Trex’s business and discuss its potential for long-term market-beating returns. Stocks: Trex (TREX) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Jun 01, 2021 |
Tech: Hip to Be Squarespace?
48:01
We work our way through all-in-one digital and commerce platform Squarespace. In the show, we breakdown the company's massive user base, why growth is generally fueled by new users, and how the company stacks up to Wix, Shopify, and BigCommerce. Stocks: SQSP, WIX, SHOP, BIGC Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
May 28, 2021 |
Energy: Ford’s Electric Vehicle Strategy
29:54
On Wednesday, Ford held its 2021 Capital Markets Day, outlining its Ford+ strategy for the future of the business, including details on its electric vehicle plans. Motley Fool Senior Auto Analyst John Rosevear joins the show to break down what we learned at Ford’s event and what it means for the electric vehicle industry. Stocks Mentioned: F, GM, TSLA, RIDE Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
May 27, 2021 |
Wildcard: An Interview with AppHarvest Founder and CEO Jonathan Webb
29:53
On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser chats with AppHarvest Founder and CEO Jonathan Webb about the growing opportunity in the agtech space, what makes AppHarvest unique, his vision of the future of farming, and much more. We hope you enjoy their discussion! Stocks: APPH Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
May 26, 2021 |
CG: Revisiting our Pandemic Winners and Losers
40:16
Motley Fool analysts Asit Sharma and Emily Flippen hold a quick-fire discussion over seven consumer goods companies that have recently reported earnings and discuss how their guidance (or lack thereof) may impact investor expectations in the second half of 2021.
Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
May 25, 2021 |
Financials: Inflation, Cryptocurrencies, and Fintech IPOs
31:18
Here's the latest from around the financial sector. Intro: Inflation is on the rise, and there are investor fears that it could get out of control. How should you position your portfolio to thrive in an inflationary environment? Are cryptocurrencies inflation hedges, or are you better off with stocks or precious metals? And one of our favorite fintechs, SoFi, is set to finally go public via merger with Social Capital Hedosophia Holdings V (NYSE: IPOE). Jason and Matt talk about the latest results from the business, as well as what investors should expect when the SPAC merger is finalized. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
May 24, 2021 |
Tech: Stocks That Roared Back
48:54
Today we check in on three companies that at various points over the past few years were down 80% from highs, but roared back to give investors multibagger returns.Listen for breakdowns of how Upwork, Snap, and Twitter transformed, and the lessons we've taken away from each company's rise. Stocks: SNAP, UPWK, TWTR Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
May 21, 2021 |
Energy: Why NVR Is a Top Homebuilding Stock
29:42
Motley Fool Analyst John Rotonti joins the show to discuss the U.S. housing market and why he thinks NVR could be a top-performing stock over the next 5 years. Stocks Mentioned: NVR Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
May 20, 2021 |
Wildcard: DraftKings CEO Jason Robins on The Business of Sportsbetting
28:38
DraftKings Co-founder and CEO Jason Robins joins the show to discuss the online betting landscape and where his company fits in. Topics include: the founding of DraftKings, how the business has changed since the Supreme Court’s gamblling decision three years ago, the collision of gambling and content, and more! Stocks Mentioned: DKNG, PENN Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
May 19, 2021 |
CG: Honestly Great or an Honest Mistake?
38:17
The Honest Company is a small but growing consumer goods business focused on serving the needs of discerning new parents. But should you buy the stock or just the products? Join the Fool’s Brian Feroldi and Emily Flippen as they break down if The Honest Co can earn investors an honest penny. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
May 18, 2021 |
Financials: Upstart Earnings, Financial Inclusion, and Cash-Rich Companies
35:30
Lending technology disruptor Upstart (NASDAQ: UPST) recently reported earnings that were extremely impressive, but will the company be able to replicate its success in the high-potential auto lending industry? And, we recently learned that JPMorgan Chase (NYSE: JPM) and other major banks will start issuing credit cards to consumers without FICO scores. Also, host Jason Moser and Fool.com contributor Matt Frankel, CFP, discuss the wave of share buybacks so far in 2021, and discuss two stocks on their radar now. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
May 17, 2021 |
Tech: Watch List Earnings Roundup
44:50
We run through earnings updates from thee companies on Dylan's watch list -- restaurant tech company Olo, "The Amazon of Africa" Jumia, and finsurance player Lemonade. Stocks: OLO, LMND, JMIA Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
May 15, 2021 |
Energy: Palantir, Virgin Galactic, and Transdigm Earnings Breakdown
26:55
Lou Whiteman joins the show to break down earnings from Palantir, Virgin Galactic, and Transdigm. In addition, Lou and Nick share their thoughts on the Colonial Pipeline shutdown. Stocks Mentioned: PLTR, SPCE, TDG Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
May 13, 2021 |
Wildcard: Is Nelnet a Hidden Gem?
36:05
Motley Fool Canada joins the podcast to discuss Nelnet. Most think of Nelnet as just a student loan servicer, but the company has even more to offer. Viewed on a sum-of-its parts basis, Nelnet appears to offer a compelling value today. Stocks Mentioned: NNI, BLKB, SQ Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
May 12, 2021 |
CG: Should Investors be Sweating Peloton?
35:12
Despite a solid quarter, Peloton has fought an uphill battle against mismanagement, treadmill recalls, and even data privacy leaks. Join Motley Fool analysts Asit Sharma and Emily Flippen as they circle back around on Peloton and discuss just how critical Peloton’s recent struggles are to its long-term thesis. Stocks: Peloton (PTON) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
May 11, 2021 |
Financials: It's Crypto Monday!
32:34
On this week’s episode of Industry Focus: Financials host Jason Moser and The Motley Fool's Dan Caplinger dig into the crypto market to discuss more about the evolution of the space, puts and takes of the various instruments available today, ways to invest beyond the tokens themselves and much more! Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
May 10, 2021 |
Tech: Square’s Bitcoin Bump
38:21
We have fresh earnings results from MercadoLibre, Square, and Etsy. We break down how Bitcoin was a huge driver for Square this quarter, why digital payments is becoming an unavoidable part of the thesis for MercadoLibre, and why Etsy sunk on seemingly strong results. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
May 07, 2021 |
Energy: GM Earnings, Argo’s Autonomy News, and More
34:37
John Rosevear joins the show for a look at this week’s auto news. Topics include GM earnings, ArgoAI’s new Lidar announcement, Stellantis earnings, and more! Stocks Mentioned: GM, F, STLA, TSLA, LAZR, OUST, VLDR Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
May 06, 2021 |
Wildcard: The Next Intuitive Surgical?
32:00
Brian Feroldi brings another innovative healthcare company to the show -- Vicarious Surgical. The robotic surgery company will come public via a SPAC with D8 Holdings, we talk through the robotic surgery market, how the company's planned technology stacks up to the business that created the space, Intuitive Surgical, and what investors need to keep in mind with investing in pre-revenue businesses. Stocks: ISRG, DEH Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
May 05, 2021 |
CG: Wow, No Cow!
46:24
As the largest oatmilk company in the world, Oatly has taken the alternative milk world by storm. Now, Oatly is setting its sights on financial markets. Join Asit Sharma and Emily Flippen as they breakdown Oatly’s F-1 and determine if investors should take a big gulp of this unique consumer goods company. Stocks: Oatly (planned NASDAQ: OTLY) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
May 04, 2021 |
Financials: 5 Key Takeaways From Berkshire Hathaway's Annual Meeting
39:02
Berkshire Hathaway's (NYSE: BRK.A)(NYSE: BRK.B) 2021 annual meeting may have been virtual for the second year in a row, but it certainly didn't disappoint. In this installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, discuss five things from the meeting that investors need to hear. Plus, Moser and Frankel discuss the latest results from Capital One (NYSE: COF), SVB Financial (NASDAQ: SIVB), and American Express (NYSE: AXP). Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
May 03, 2021 |
Tech: Stellar Earnings From Amazon, Facebook, and Shopify
39:42
Tons of tech companies have released earnings in the past few weeks -- we break down recent results from three Fool favorites: Amazon, Shopify, and Facebook. In the episode, we talk through the truly staggering top line growth numbers from the tech titans, and why everything seems to be coming up aces at Shopify. Stocks: SHOP, AMZN, FB Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Apr 30, 2021 |
Energy: Earnings Roundup (Enphase, Tesla, Nucor, UPS)
32:55
Earnings season is in full swing! This week, Jason Hall joins the show to share his thoughts on earnings reports from Enphase, Tesla, Nucor, and UPS. Stocks Mentioned: ENPH, TSLA, NUE, STLD, UPS Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Apr 29, 2021 |
Wildcard: 5G & the Digital Economy with Esoterica Capital's Bruce Liu
46:37
On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser chats with Esoterica Capital CEO Bruce Liu about 5G, the digital economy, chip shortages, valuations, stocks he likes, and much more. We hope you enjoy their conversation! To learn more about Esoterica Capital visit www.esotericacap.com. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Apr 28, 2021 |
CG: Amazon Roll-upperators
42:14
Join Motley Fool Analysts Asit Sharma and Emily Flippen as they dig into the business of “aggregating Amazon”, and the small private and public companies creating a $200 billion industry from the ground up.
Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Apr 27, 2021 |
Financials: Big Bank Earnings Recap -- Prepare to Be Impressed
40:02
We recently got a look at first quarter results from JPMorgan Chase (NYSE: JPM), Bank of America (NYSE: BAC), Citigroup (NYSE: C), Wells Fargo (NYSE: WFC), and Goldman Sachs (NYSE: GS). And all five beat estimates for revenue and earnings. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, discuss the strong numbers and what investors need to know. Also, we speak with Nick Ludlum, senior vice president with CTIA about impact the 5G rollout will have here in the U.S., the state of the digital economy, and much more. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Apr 26, 2021 |
Tech: A New Play on Cybersecurity
30:11
Today we explore Knowbe4, a newly public company in the cybersecurity industry. This business is part tech/part consulting, and has the books to earn a spot on your watch list. We talk through the numbers and explain why management and company culture are the real things to be excited about with this biz. Stocks: KNBE Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Apr 23, 2021 |
Energy: SpaceX to the Moon + A Railroad Bidding War
24:54
Motley Fool Contributor Lou Whiteman returns to the podcast to break down SpaceX winning the NASA contract to return humans to the moon, the Mars helicopter Ingenuity, and Canadian National Railway challenging Canadian Pacific’s bid to acquire Kansas City Southern Railroad. Stocks Mentioned: SpaceX (Private), LDOS, CNI, CP, KSU Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Apr 22, 2021 |
Wildcard: Can 10x Genomics 10x?
31:36
In today’s healthcare focused episode, Motley Fool analysts Maria Gallagher and Emily Flippen discuss the prospects for 10x Genomics, a healthcare tech company looking to reform the way researchers discover single cell gene expression. Stocks: 10x Genomics (NASDAQ: TXG)
Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Apr 21, 2021 |
CG: Getting Blunt About Cannabis Stocks
35:58
Motley Fool contributor and resident cannabis expert Keith Speights joins host Emily Flippen as they celebrate 4/20 by talking about how investors should (and shouldn’t!) get invested in marijuana, as well as some of their favorite ideas for all types of listeners.
Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Apr 20, 2021 |
Financials: Beyond the Tank: An Interview With Shark Tank's Robert Herjavec and Daniel Lubetzky
30:34
Many of our listeners are familiar with Shark Tank, but how does the TV show compare to real-life private equity investing? In this week's installment of Industry Focus: Financials, long-time Shark Tank star Robert Herjavec and guest Shark and Kind founder Daniel Lubetzky join Fool.com contributor Matt Frankel, CFP, for a look into their investment styles and much more. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Apr 19, 2021 |
Tech: Checking in on 2020 IPOs
40:54
We circle back on three companies we profiled months ago when their prospectuses first became available -- C3.ai, Snowflake, and ZoomInfo. Tune in to hear how each have lived up to heady expectations, why two have stumbled, and why ultimately all three businesses remain interesting companies for your watch list. Stocks: SNOW, ZI, AI Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Apr 16, 2021 |
Energy: EV Charging
30:26
By overwhelming listener demand, this week we’re breaking down the EV charging industry. Motley Fool Advisor Seth Jayson joins the show to give an introduction to the basics of EV charging and share his thoughts on how to invest in the space. Seth’s EV Slides/Notes Referenced on the Podcast Stocks Mentioned: CHPT, TSLA, SIEGY, VWAGY, BLNK, GM, F Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Apr 15, 2021 |
Wildcard: Brett Perlman on Blackouts and the Future of Texas Energy
31:44
Brett Perlman, CEO of the Center for Houston’s Future, joins the show to discuss the past, present, and future of energy production and the energy grid in Texas. Brett shares why Texas could have the potential to become a hub for clean energy technology like hydrogen and carbon capture. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Apr 14, 2021 |
CG: Checking in With At-Home Fitness
45:12
Is at-home fitness going the distance? Join Motley Fool analysts Asit Sharma and Emily Flippen as they discuss six companies, each with their own unique take on tackling the fitness industry. Stocks: Peloton (PTON), Affirm (AFRM), Lululemon (LULU), Garmin (GRMN), Nike (NKE), Planet Fitness (PLNT) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Apr 13, 2021 |
Financials: 3 Key Takeaways From Jamie Dimon's Annual Letter
30:37
Next to Warren Buffett, nobody's annual letters to shareholders are as closely watched as JPMorgan Chase(NYSE: JPM) CEO Jamie Dimon. Dimon tackled many topics in his 66-page letter, but we found his commentary on fintech, bank regulations, and working in offices. In this week's installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, discuss what Dimon said and what it could mean to investors. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Apr 12, 2021 |
Tech: The Next Snowflake?
27:24
Today we talk about UiPath, a soon to be public company that private investors have fawned over the past few years. We talk about how the company serves the RPA market, the insane growth rates the business is posting, and why UiPath reminds us both of another recent IPO — Snowflake. Stocks: PATH, SNOW Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Apr 09, 2021 |
Energy: Biden’s Infrastructure Proposal
26:33
Jason Hall joins the show to break down President Biden’s infrastructure plan, discuss potential winners and losers, and how to think about legislative action when establishing an investment thesis. Stocks Mentioned: VMC, NVEE, STLD, BRK-A, BRK-B Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Apr 08, 2021 |
Wildcard: Nanox and Understanding the Risk/Reward Spectrum
34:50
We check back in on Nanox -- the Tesla of medical imaging -- after big news came out about its single source Nanox.ARC digital x-ray technology getting 510(k) clearance from the FDA. Then we use the company to explore the risk/reward spectrum and the tradeoff of upside vs. certainty with an investment. Stocks: NNOX Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Apr 07, 2021 |
CG: Heading Back to School with Coursera
48:51
Coursera is one of the newest ed-tech stocks on the market today, but is it a course worth buying? Join Motley Fool Analysts Asit Sharma and Emily Flippen as they study up on the evolution of higher education. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Apr 06, 2021 |
Financials: Upstart's 250% Gain, Coinbase's Public Debut, and the SPAC Slowdown
30:57
Fintech lender Upstart (NASDAQ: UPST) has delivered a year-to-date gain of about 250%, but it isn't just because of earnings. In this episode of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP, and host Jason Moser discuss why the stock has performed so well. Plus, we now have an official date for the upcoming Coinbase direct listing. And finally, there has been a massive slowdown in the SPAC world in recent weeks, so why are we seeing such a sudden lack of interest? Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Apr 05, 2021 |
Energy: Blue Collar Technology
43:48
When you think technology, you probably don’t think John Deere and Caterpillar, but these two businesses have been quietly building meaningful technology businesses. Luis Sanchez joins the podcast this week to break down what both businesses are doing in technology, as well as take a high level view of what it means to be a “tech company” in 2021. Stocks Mentioned: DE, CAT Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Apr 01, 2021 |
Wildcard: The Future of the Massive Home Furnishings Market
33:32
On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser and VP of Motley Fool Ventures Brendan Mathews take a closer look at how Wayfair is shaping the future of the massive home furnishings market and what Bed Bath & Beyond is doing to remain a part of it. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Mar 31, 2021 |
CG: Are These Boots Made For Walking?
42:27
BootBarn’s boots may be made for walkin’, but is BootBarn’s stock made for buyin’? Join Motley Fool analysts Asit Sharma and Emily Flippen as they take a listener’s question and talk about this rapidly expanding boot business. Stocks: BootBarn (NYSE: BOOT) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Mar 30, 2021 |
Financials: IPOs, SPACs, and Bank Buybacks
32:45
Banks were forced to stop buying back shares when the pandemic started, but recent commentary from Treasury Secretary Janet Yellen and the Federal Reserve indicate there could be better time ahead. And thanks to fintechs SoFi and Robinhood, it could get easier to buy shares of the hottest IPOs. And we just learned that WeWork is finally going public -- via SPAC. In this week's episode, Fool.com contributor Matt Frankel, CFP, and Industry Focus host Jason Moser take a closer look into these stories and what investors need to know. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Mar 29, 2021 |
Tech: Microsoft Sows Gaming Discord
25:23
Rumors swirled this week that Microsoft is interested in buying gaming communications platform Discord for $10 billion. We break down how Discord fits into Microsoft's gaming ambitions, what the service could look like under their umbrella, and what separates Discord from Teams competitor Slack. Stocks: MSFT, WORK Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Mar 26, 2021 |
Energy: KSU and CP’s Record Railroad Merger + Trouble in the Suez
24:09
Motley Fool Contributor Lou Whiteman joins the podcast this week to break down the record-setting merger between Kansas City Southern and Canadian Pacific Railway and to take a look at how a blockage in the Suez Canal could impact global trade. Satellite View of Ever Given in the Suez Canal Stocks Mentioned: KSU, CP Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mar 25, 2021 |
Wildcard: Can you sleep easy with these growth stocks?
35:26
Join the Motley Fool’s Brian Feroldi and Emily Flippen as they talk about three companies that are trying to treat sleep apnea. Stocks: RedMed (RMD), Inspire Medical (INSP), Vivos Therapeutics Stocks: VVOS Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mar 24, 2021 |
CG: ThreadUP and the Business of Digital Resale
48:03
ThreadUP is headed to public markets, looking to help investors capitalize on the multibillion-dollar a year opportunity in digital resale and thrift. But is ThreadUP the next Real Real… or the next Poshmark? Join Analysts Emily Flippen and Asit Sharma as they break down ThreadUP’s S-1. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mar 23, 2021 |
Financials: An Interview with AppHarvest President David Lee
24:52
In the fourth and final week of our four-part SPAC series on Industry Focus: Financials, host Jason Moser sits down with David Lee, President of AppHarvest to chat about the business, its journey to the public markets via SPAC, and the roles technology and 5G are playing in the burgeoning ag tech movement. Stocks: APPH Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mar 22, 2021 |
Tech: 50 Shades of Berkshire Grey
29:58
We get on the SPAC train with a rundown of Berkshire Grey, the automation and software company being acquired by Revolution Acceleration Acquisition Corp. In the episode, we break down the HUGE growth story Berkshire is presenting to investors and the impressive pedigrees from company management and Revolution's investing team. Stocks: RAAC, AMZN Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mar 19, 2021 |
Energy: Volkswagen and BMW Have Big EV Announcements, Lordstown Faces Down a Shortseller
40:05
Motley Fool Auto Specialist John Rosevear joins the show to break down the latest round of EV announcements from Volkswagen and BMW, as well as take a look at Hindenburg Research’s short report calling out EV startup Lordstown Motors. Stocks Mentioned: VWAGY, BMWYY, RIDE, TSLA, GM, F, TM, WKHS Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mar 18, 2021 |
Wildcard: Investin’ in Wrasslin’
42:14
Since taking the helm of the predecessor to the WWE in 1982, Vince McMahon has built a global powerhouse in sports entertainment, virtually monopolizing his industry. Today, the company is at a turning point in its business, as cable gives way to streaming as the primary means to deliver content. Motley Fool analysts Bill Mann and Jim Gillies join host Nick Sciple to break down WWE’s business and discuss why it could make a compelling investment today.
Stocks Mentioned: WWE, DIS, CMCSA Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mar 17, 2021 |
CG: Getting in the Game with Coupang
46:35
Coupang (CPNG) is the largest e-commerce business in Korea, but is its comparison to Amazon overdrawn? Join Motley Fool analysts Asit Sharma and Emily Flippen as they break down one of the newest digital retail companies on the market. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mar 16, 2021 |
Financials: 3 SPACs That Should Be on Your Radar
34:45
In the third week of our four-part SPAC series on Industry Focus: Financials, Fool.com contributor Matt Frankel and host Jason Moser dive into three SPACs that could be very interesting for investors in the coming months and years. First, the paid discusses VG Acquisition Corporation(NYSE: VGAC) and why its pending acquisition of 23andMe is so exciting. Next, Matt and Jason take a closer look at the most high-profile SPAC merger of 2021 (so far) with Churchill Capital IV (NYSE: CCIV) and its acquisition of Lucid Motors. And finally, with a war chest of more than $4 billion, Pershing Square Tontine Holdings (NYSE: PSTH) has some interesting possibilities.
Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mar 15, 2021 |
Tech: Global-E - International Stock of Mystery
37:17
Another S-1 show, another profitable high growth tech stock. What? You heard right, in this episode we walk through Global-E's prospectus and explain how the company makes international e-commerce a breeze for businesses. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mar 12, 2021 |
Energy: Copart -- Making Money From Totaled Cars
33:48
We all know someone who’s had their car totaled. It’s no fun, but did you know there are businesses built entirely around buying and selling cars after they’re totaled? This week, Motley Fool Contributor Luis Sanchez joins the show to take a look at Copart and how the automotive auction industry profits from totaled cars.
Stocks Mentioned: CPRT, KAR, IAA, CVNA, VRM Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mar 11, 2021 |
Wildcard: Interview with Steel Sky Ventures' Maria Velissaris and Buffy Alegria
26:15
Today, Kristine Harjes of Motley Fool Ventures hosts our Wildcard Wednesday episode. She interviews Maria Velissaris and Buffy Alegria, Managing Partners of Steel Sky Ventures. They discuss the origins of Steel Sky Ventures, investing across the spectrum of women's health indications and in technology infrastructure that supports new and innovative care delivery models. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mar 10, 2021 |
CG: Cashing in on CoinBase
44:25
As one of the largest cryptoasset platforms in the world, CoinBase is gearing up to hit public markets through a direct listing. Join Motley Fool Analyst Asit Sharma and Emily Flippen as they sift through CoinBase’s business and attempt to demystify an emerging asset class taking the world by storm. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mar 09, 2021 |
Financials: An Interview With Latch's CEO and 2 Other SPACs On Our Radar
36:00
In this week's installment of Industry Focus: Financials, we have week two of our four-part series on SPACs. The show starts with Fool.com contributor Matt Frankel, CFP, interviewing Luke Schoenfelder, CEO of property technology company Latch, which recently announced plans to go public via TS Innovation Acquisition (NYSE: TSIA). Then, Matt and host Jason Moser take a closer look at two other blank check companies on their radar. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mar 08, 2021 |
Tech: Tumultuous Tech Tumble
31:31
Banner results from 2020 darlings haven't turned into strong 2021 returns.We talk about the tech landscape in 2021, how a recovery economy affects high growth businesses, and look at earnings results from MercadoLibre, Zoom, and Cloudflare. Stocks: MELI, ZM, NET Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mar 05, 2021 |
Energy: AerCap Earnings and Buffett’s Annual Letter
34:30
Motley Fool Canada Advisor Jim Gillies joins the podcast to share his thoughts on aircraft lessor AerCap Holdings following its recent earnings report and on Berkshire Hathaway CEO Warren Buffett’s annual letter to shareholders. Stocks Mentioned: AER, BRK.A, BRK.B Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mar 04, 2021 |
Wildcard: Swinging for the Fences in Healthcare!
36:23
On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser and The Motley Fool's Brian Feroldi take a closer look at 3 companies in the healthcare space that possess many of the characteristics of investments that have the potential to offer patient investors 10X returns! Stocks: DMTK OM TMDX Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mar 03, 2021 |
CG: FarFetch and the Business of Luxury E-tailing
44:21
Motley Fool analyst Yasser El-Shimy makes his Industry Focus debut as he joins host Emily Flippen to talk about one of the largest and most successful e-retailer of luxury goods: Farfetch (FTCH). Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mar 02, 2021 |
Financials: An Interview With Payoneer's CEO and 2 SPACs We're Watching
44:01
In this week's installment of Industry Focus: Financials, Fool.com contributor and SPAC investor Matt Frankel interviews Scott Galit, CEO of Payoneer, a fintech disruptor that recently agreed to go public via merger with FTAC Acquisition(NYSE: FTOC). Then, Frankel and host Jason Moser discuss two other SPACs investors might want to put on their radar -- one value-seeking SPAC that just agreed to take a data center operator public, and one SPAC sponsored by a retail heavyweight that just launched. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mar 01, 2021 |
Tech: Whoa Olo!
35:53
We're back on the S-1 hunt, this time looking at the books for Olo, a SaaS provider that helps big brand restaurants stand up their digital storefronts and make delivery happen. It's a high growth business in a booming market and it's surprisingly profitable. We explain why it'll be near the top of our watch lists once it is public. Stocks: OLO Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Feb 26, 2021 |
Energy: Gold, Bitcoin, and You
35:54
This week, Jason Hall and Anand Chokkavelu join the podcast to discuss the role gold, bitcoin, and other so-called “alternative” assets can play in an individual investor’s portfolio.
Stocks/Cryptocurrencies Mentioned: Bitcoin Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Feb 25, 2021 |
Wildcard: Is Clover Health a Disruptor or Distractor?
41:16
Clover Health (NASDAQ: CLOV) has been one of the most controversial Medicare insurance providers since being brought public by Social Capital and Hedosophia. In this Wildcard episode, Motley Fool contributor Jason Hall and analyst Emily Flippen discuss Clover’s business, its unique value proposition, and then debate if the controversial short-seller report should have investors running for the door. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Feb 24, 2021 |
CG: Gettin’ Head Rover Heels
50:46
As a platform for pet services such as dog boarding and cat sitting, Rover has made a name for itself among a growing number of pet parents across the United States. But does this small company have what it takes to make it as a public investment? Fool Analysts Asit Sharma and Emily Flippen break down this business before it hits markets. Stocks: Nebula Carvel Acquisition Corp (NASDAQ: NEBC), Rover (N/L: ROVR) Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Feb 23, 2021 |
Financials: Here's What Warren Buffett Has Been Buying and Selling
39:57
In this week's installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a look at the latest 13-F filing from Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B) to see what stocks Warren Buffett and his team have been buying and selling. Plus, Paycom (NASDAQ: PAYC) had a decent quarter but the stock is down, so Jason takes a closer look at the numbers. And finally, Matt's pick for the best financial stock of 2021, Wells Fargo (NYSE:WFC) has been firing on all cylinders -- could there be more room to climb? Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Feb 22, 2021 |
Tech: 3 Monster Earnings Reports
29:44
We've finally got full-year figures from Shopify, Twilio, and Palantir -- three businesses that had absolutely banner 2020s. We explore Shopify's growth acceleration, Palantir's commercial efforts paying off, and Twilio's rising cash hoard. Stocks: TWLO, SHOP, PLTR Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Feb 19, 2021 |
Energy: The Texas Blackouts
24:48
Motley Fool Contributor Jason Hall joins the show to break down what happened with the blackouts in Texas and potential impacts it could have across the energy and industrial sectors.
Stocks Mentioned: LGIH, PGE, OXY, CVX, PAA Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Feb 18, 2021 |
Wildcard: Bumble, Match, and the Online Dating Market
41:38
Online dating is taking over the world. This week, Luis Sanchez and Meilin Quinn join the podcast to discuss the online dating trend and two of its biggest players: Bumble and Match Group.
Tyro Partners 2019 Dating Paper Stocks Mentioned: BMBL, MTCH Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Feb 17, 2021 |
CG: Curious About CuriosityStream
44:24
CuriosityStream (NASDAQ: CURI) is one of the newest video-on-demand subscription services to hit the public markets, but it is the best? Join Motley Fool analysts Asit Sharma and Emily Flippen as they talk about this unique play on subscription streaming and if CuriosityStream has piqued their portfolio’s curiosity. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Feb 16, 2021 |
Tech: Twitter's Uber-good Quarter Crosses the Blackline
33:41
We make sense of a flood of tech earnings, with check-ins on recent results from Uber, Blackline, and Twitter. Listen in for explanations on how meal delivery saved Uber's bacon in 2020, what's behind Twitter's recent surge, and how a sleepy accounting software business keeps putting up great returns. Stocks: UBER, TWTR, BL Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Feb 12, 2021 |
Energy: David Gardner Talks Rulebreakers in Energy & Industrials
47:43
Motley Fool Co-Chairman, Chief Rulebreaker, and host of the Motley Fool’s Rulebreaker Investing Podcast joins the show to discuss his approach to investing and several energy and industrials themes Nick identified in David’s Stock Advisor and Rulebreakers picks. Stocks Mentioned: CNI, WM, DAR, TSLA, PRLB, NEE, SEDG Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Feb 11, 2021 |
Wildcard: Checking in on 2020 HC IPOs
31:34
We're back with another check-in on new companies discussed last year! In this episode we look at results from GoodRx, Inari, and Amwell. Stocks: AMWL, GDRX, NARI Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Feb 10, 2021 |
CG: Falling Back in LoveSac
42:55
For many investors, LoveSac (NASDAQ: LOVE) may conjure images of stained bean bags or low-end malls, but this reformed retailer of “sacs” and “sactionals” has completely reinvented its image and business over the past few years. Join Asit Sharma and Emily Flippen as they discuss if they love LoveSac enough to add it to their watchlist. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Feb 09, 2021 |
Financials: Bill.com Earnings, Lemonade's New Product, and the Latest Fintech SPAC IPO
39:06
Several months ago, we did an episode of Industry Focus: Financials about two stocks we planned to add to our portfolios at the time -- Bill.com (NASDAQ: BILL) and Lemonade (NYSE: LMND). Well, Bill.com just demolished earnings expectations and Lemonade has rolled out its new term life insurance product, so it's time for another look. Plus, Jason and Matt take a look at Payoneer, the latest Fintech company to go public via SPAC merger, they look at some of the most heavily shorted financial and real estate stocks and tell listeners why General Motors (NYSE: GM) and Affirm (NASDAQ: AFRM) are on the top of their watch lists this week.
Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Feb 08, 2021 |
Tech: Twilio CEO Jeff Lawson
29:32
Today we bring you a conversation from our member livestream Motley Fool Live. Stocks: TWLO Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Feb 05, 2021 |
Energy: SpaceX News, Boeing's Troubles & UPS Earnings
24:25
It’s a grab bag of topics on this week’s episode as Lou Whiteman joins the show to break down the good and bad news that’s coming out of SpaceX, the latest plane troubles, at Boeing, UPS earnings, and more. Listen to the end to hear about Lou and Nick’s favorite shipping/logistics stock: XPO Logistics. Stocks Mentioned: BA, UPS, FDX, XPO, AMZN Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Feb 04, 2021 |
Wildcard: The Gang Digs Into A New Healthcare IPO
24:02
Wildcard Wednesday host Jason Moser and The Motley Fool's Brian Feroldi take a closer look at Ortho Clinical Diagnostics' debut on the public markets to see if this healthcare stock is one worth watching. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Feb 03, 2021 |
CG: BarkBoxing up the Right Tree
32:30
Join the Motley Fool’s Brian Feroldi and Emily Flippen as they talk about one of the newest pet plays on the market today: BarkBox. Can this pet subscription box business break out of the confines faced by other subscription businesses? Feroldi and Flippen break down BarkBox's unit economics and more on today’s episode. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Feb 02, 2021 |
Financials: Robinhood, SoFi, and 2 IPOs We're Watching
34:48
In this installment of Industry Focus: Financials, Fool.com contributor and host Jason Moser give their take on the short squeeze situation, as well as the issues surrounding Robinhood's decision to limit trading in several high-volume tickers. Plus, we'll dive into the upcoming IPO of Latch, which is going public via SPAC merger with TS Innovation Acquisition (NYSE: TSIA), as well as Loan Depot's IPO, which will be the latest in a string of high-profile mortgage IPOs. Plus, we answer a listener question on Coinbase, and share two stocks we're watching this week.
Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Feb 01, 2021 |
Tech: 2020 IPOs Part 2 - JFrog, BigCommerce, ZoomInfo
21:54
This Friday we have another episode bringing the stories of 2020 S-1 shows to the present. Tune-in for updates on JFrog, BigCommerce, and ZoomInfo. Stocks: BIGC, JFROG, ZI Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Jan 29, 2021 |
Energy: Investing in Agriculture
24:36
By listener demand, this week we’re discussing agriculture stocks. Lou Whiteman joins the show to give an overview of the industry, and we share some agriculture stocks on our radar. Stocks Mentioned: CTVA, BAYRY, LAND, NOVS Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Jan 28, 2021 |
Wildcard: Can GAN Win?
33:33
On this Wildcard Wednesday, Motley Fool Analyst Clay Bruning and Host Emily Flippen talk about a small and under-the-radar play on digital gaming: Gan Limited. Stocks: Gan Limited (GAN) Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Jan 27, 2021 |
CG: Consumer Gaming with Corsair
43:17
Corsair (NASDAQ: CRSR) is one of the newest and most exciting plays in the world of high-end gaming. But is this reformed business the next best thing? Or will its reliance on hardware keep it down? Join Host Emily Flippen and Asit Sharma as they break down this interesting provider of tech gear for professional and amateur gamers alike. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Jan 26, 2021 |
Financials: 2 Recent IPOs to Watch and 2 More We're Waiting For
35:38
In this week's episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, are doing an IPO roundup. First, they dive into two companies that have recently gone public -- homebuilder Dream Finders Homes (NYSE: DFH) and fintech company Affirm (NASDAQ: AFRM). Then, they'll take a closer look at what we know about upcoming IPOs for cryptocurrency exchange Coinbase and mortgage lender HomePoint Capital. Finally, Matt and Jason share why they're watching Tanger Factory Outlet Centers (NYSE: SKT) and Ameris Bancorp (NASDAQ: ABCB) ahead of their earnings announcements this week. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Jan 25, 2021 |
Tech: Looking Back on 2020 IPOs
42:52
We love our S-1 shows, but last year we did so many that we didn't have much of a chance to check in on the companies once they went public! Today we get folks up to speed on Palantir, Snowflake, Shift4 Payments and Asana. Stocks: PLTR, SNOW, ASAN, FOUR Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Jan 22, 2021 |
Energy: 2021 Dividend Stocks
36:13
Motley Fool Contributor Matt DiLallo returns to the show to review our 2020 dividend stock picks and share some dividend stocks to consider in 2021 Stocks Mentioned: BIP, BIPC, EPD, NEE, BEP, BEPC, CWEN, CWEN.A, LAND Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Jan 21, 2021 |
Wildcard: Money with Jacob Goldstein of NPR’s Planet Money
01:01:29
What is money? Where does it come from? And how did it end up the way it is today? NPR’s Jacob Goldstein joins Jason Hall and Nick Sciple this week to discuss his work on the Planet Money podcast and his new book Money: The True Story of a Made-Up Thing. Topics include: how Planet Money selects and develops podcast topics, where money comes from, bitcoin, the future of money, and more! Securities Mentioned: Bitcoin Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Jan 20, 2021 |
CG: Our 2021 Consumer Goods “Shopping” Basket
45:27
Join The Motley Fool’s Asit Sharma and Host Emily Flippen as they put their top five consumer goods companies for 2021 and beyond in their “shopping basket” and personal portfolios. Stocks: Sleep Number (SNBR), Grocery Outlet (GO), Beyond Meat (BYND), Peloton (PTON), Dollar General (DG) Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Jan 19, 2021 |
Financials: An Early Look at Bank Earnings and 2 Big Fintech Stories to Watch
26:19
In this episode of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP, and host Jason Moser take a look at fourth quarter earnings from Wells Fargo (NYSE: WFC), JPMorgan Chase (NYSE: JPM), and Citigroup(NYSE: C). They also dive into Walmart's (NYSE: WMT) announcement that it plans to launch a fintech startup, as well as the scrapped merger plans between Visa (NYSE: V) and Plaid. Finally, hear why Goldman Sachs (NYSE: GS) is on Matt's radar this week, while Jason has his eye on a certain streaming giant. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Jan 18, 2021 |
Tech: A ffirm Bull Thesis
41:32
Stocks: AFRM Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Jan 15, 2021 |
Energy: Underappreciated Auto Stocks
37:18
Motley Fool Contributor John Rosevear joins the show to break down 2 under-appreciated automotive stocks right now: Magna International and General Motors.
Stocks Mentioned: MGA, GM Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Jan 14, 2021 |
Wildcard: 3 Top Healthcare Stocks for 2021
35:48
Healthcare will not be forgotten! We round out last week's top stocks for 2021 theme with a wildcard day dedicated to healthcare.Tune-in for breakdowns of two profitable high-growth healthcare companies and a Fool favorite that looks like it has a lot more green field ahead of it. Stocks: SMLR, PGNY, TDOC Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Jan 13, 2021 |
CG: Posh b’Gosh
45:51
Poshmark (NASDAQ: POSH) has filed its S-1 and is looking to go public on January 13th. But how does this social-media driven resale marketplace compare to others? Join Asit Sharma and Emily Flippen as they break down Poshmark’s business and discuss if this new IPO is worth a second look. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Jan 12, 2021 |
Financials: 2 Fintech IPOs to Watch
33:41
Personal lending technology company Upstart (NASDAQ: UPST) went public a month ago and it's stock has nearly doubled since. In this week's Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP, and host Jason Moser discuss what Upstart does and why investors are so excited. Then, the pair take a closer look at fintech startup SoFi, which is getting set to go public via a SPAC merger with Social Capital Hedosophia Holdings V (NYSE: IPOE). And last but not least, we discuss the recent correction in bitcoin and other cryptocurrencies, and why Matt and Jason aren't likely to buy bitcoin anytime soon. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Jan 11, 2021 |
Tech: Top Stocks for 2021
33:12
We kick off 2021 with our favorite stocks for the upcoming year (but really decade) and a look back at 2020 -- our biggest winners, regrets, and the lessons from the past year. Stocks: PINS, MELI, AAXN Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Jan 08, 2021 |
Energy: Top Stocks for 2021
42:11
We’re continuing our Theme Week on Top Stocks for 2021 with Jason Hall and Nick Sciple each sharing 2 of their favorite stocks for 2021. Texas Pacific Land Trust Podcast Stocks Mentioned: BIP, BIPC, NVEE, BRK.B, BRK.A, TPL Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Jan 07, 2021 |
Wildcard: 2 More Top Stocks for 2021
30:12
Wildcard Wednesday our theme week continues as host Jason Moser and Motley Fool Ventures Vice President Brendan Mathews dive into 2 more stocks they think investors should have at the top of their list for 2021! Stocks: WDAY, MASI Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Jan 06, 2021 |
Consumer Goods: Top Stocks for 2021
38:55
To kick off the first week of 2021, Asit Sharma and Emily Flippen each discuss their top picks in the consumer goods industry for the next year and beyond. Stocks: Sleep Number (SNBR), AirBnB (ABNB) Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Jan 05, 2021 |
Financials: 1 Bank Stock to Watch in 2021
27:37
Wells Fargo (NYSE: WFC) has underperformed the financial sector for years, and for good reasons. From its numerous scandals to the asset-cap penalty that prevents the bank from growing, Wells Fargo was hurting before the pandemic. And as the only big bank without a large investment banking operation to help offset the negative effects of the COVID-19 pandemic, Wells Fargo got hit harder than most in 2020. But on this week's installment of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP, tells host Jason Moser why he thinks this could be a great value investment as we head into the New Year. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Jan 04, 2021 |
Energy: 2020 Energy and Industrials EOY Roundtable
59:09
2020 is coming to an end, and we’ve got Motley Fool Contributors Jason Hall, Matt DiLallo, and Lou Whiteman joining the show to break down the year that was and look forward to what’s coming in 2021. Topics include: Headlines for Energy/Industrials in 2020, Trends that will change and stay the same in 2021, overlooked stories from 2020, our favorite stock picks (both in the energy/industrials space and outside it), and more! Stocks Mentioned: BRK.A, BRK.B, MTCH, RDFN, LMND, GE, AER, FDX, XPO, CWEN, CWEN.A, PSX, BOMN, MGNI, TTD Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Dec 31, 2020 |
Wildcard: Five questions investors should ask themselves in 2021
53:55
Should investors buy with margin? What's going on with Bitcoin and China? What 2021 IPOs should investors have on their radars? And how should we keep our investments grounded for the next year? Join The Motley Fool’s Asit Sharma and Emily Flippen as they answer the five questions investors should ask themselves as they enter the new year. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Dec 30, 2020 |
CG: The Best and Worst Of 2020 Consumer Goods
34:16
Join Brian Feroldi and Host Emily Flippen as they break down some of the best - and worst! - performing consumer goods businesses in 2020. Stocks: Kirkland's (NASDAQ: KIRK), GrowGeneration (NASDAQ: GRWG), Celsius Holdings (NASDAQ: CELH), Designer Brands (NYSE: DBI), Express (NYSE: EXPR), Royal Caribbean (NYSE: RCL), Norwegian Cruise Lines (NYSE: NCLH), Carnival (NYSE: CCL). Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Dec 29, 2020 |
2020 Recap: Financial Sector Edition
32:59
In this week's episode of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP, and host Jason Moser take a look back on the most turbulent and interesting year in recent history. They discuss the year's biggest stories, companies that surprised them, CEOs who stood out, and more. Plus, we'll take a look back at the "bold predictions" article Matt published last December to see how things turned out Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Dec 28, 2020 |
Wildcard: The 2020 IF Host Holiday Roundtable
01:00:09
It’s Christmas week, and we’ve got all the Industry Focus Hosts together to discuss the year that was 2020. Topics include: Sector headlines for 2020, Things to Watch for 2021, Investing Lessons from 2020, Things We Got Wrong, New Years Investing Resolutions, and Our Favorite Stocks Right Now. No Industry Focus on 12/24, 12/25. Shows will resume on 12/28 Stocks Mentioned: NCNO, DOCU, AAXN, MTCH, TSLA, PTON, PYPL, SQ, XOM Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Dec 23, 2020 |
CG: Pandemic Pets
21:46
It should come as no surprise that the pandemic has accelerated growth in the pet industry. It should come as even less surprise that e-commerce pet retailers, like Chewy, have been natural beneficiaries of this growth. What may come as a surprise, however, is a recent company’s plan to IPO. Should investors be excited about PetCo’s S-1? Join Asit Sharma and Emily Flippen as they talk about Chewy’s latest quarter and if investors should be drooling over PetCo. Stocks: Chewy (CHWY), PetCo (N/L: WOOF) Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Dec 22, 2020 |
Financials: Mr. Wonderful is All-In on Financial Literacy
31:49
This week's installment of Industry Focus: Financials is a special one. Kevin O'Leary, Shark Tank star, entrepreneur, and financial literacy advocate joins host Jason Moser and Fool.com contributor Matt Frankel, CFP on the show to talk about his new investment app Beanstox (available on Google Play or on the App Store). O'Leary talks about why we have such a problem with financial literacy in the United States, how the COVID-19 pandemic has transformed the business world, and much more. You don't want to miss this one. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Dec 21, 2020 |
Tech: Best Tech Stocks of 2020
35:38
We run through the biggest winners year-to-date in the tech sector, explain what drove them to multibagger status in 2020, and debate whether the good times will continue Stocks: JMIA, EXPI, APPS, FVRR, OSTK, VERI Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Dec 18, 2020 |
Energy: Quantumscape, Luminar, and Investing in Auto Tech
36:31
Motley Fool Senior Auto Analyst John Rosevear joins the show to break down two hot IPOs in the automotive space, Quantumscape and Luminar. We discuss Quantumscape’s recent revelation about its solid state battery technology, take a look at what Luminar is doing in Lidar, and we break down the investment prospects for both. Finally, John shares the trends he’ll be watching for in autos as we head into 2021. Stocks Mentioned: QS, LAZR, TM, VWAGY, VLDR, INTC, GM, F, TSLA, NIO, CGRO, IPV Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Dec 17, 2020 |
Wildcard: The Onset of Outset
42:45
We unpack a recent S-1 from dialysis disruptor Outset Medical. This business is trying to bring treatment into patient homes and dramatically bring down the costs in a market worth over $70 billion. Stocks: OM Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Dec 16, 2020 |
CG: Has StitchFix Been Fixed?
23:05
Up nearly 70% in the past week alone, StitchFix’s most recent quarter has many investors feeling like they may have missed out on this e-commerce clothing retailer. But is StitchFix really fixed? Or is the sudden stock rise a product of something else entirely? Join Asit Sharma and Emily Flippen as they discuss what the future could hold for StitchFix. Stocks: StitchFix (SFIX) Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Dec 15, 2020 |
Financials: A Deep Dive Into nCino and the Silicon Valley Tech Exodus
31:42
In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a deep dive into banking SaaS company nCino(NASDAQ: NCNO). Then, Frankel discusses why tech companies like Oracle(NASDAQ: ORCL) and Hewlett Packard (NYSE: HPE) are leaving Silicon Valley and how investors can play it. Finally, Frankel discusses why leading self-storage operator Public Storage (NYSE: PSA) is on his radar this week, while Moser has his eye on Korn Ferry (NYSE: KFY). Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Dec 14, 2020 |
Tech: Road Blocks for ROBLOX?
34:45
Today we talk about a company that might make it a little easier to get your kids interested in investing -- Roblox! The company is behind an immersive world and game development platform that's wildly popular with kids under 13. We talk about the company that has built itself around play and whether it's watch-list worthy once shares come public. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Dec 11, 2020 |
Energy: Huge Tracts of Land
28:17
This week, we’re discussing Texas Pacific Land Trust and St. Joe, two of the biggest landowners in Texas and Florida, respectively. Both of these businesses have a history tracing back to famous asset bubbles from over 100 years ago. Today, TPL provides an interesting opportunity to invest in U.S. oil and gas production in the Permian Basin. Meanwhile. St. Joe allows shareholders to invest in the growing de-urbanization trend by offering exposure to coastal property under development on the Florida panhandle. Motley Fool Contributor Luis Sanchez joins the podcast this week to discuss the investing case for these two unique businesses. Stocks Mentioned: TPL, JOE Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Dec 10, 2020 |
Wildcard: Butterfly-ing into the Markets
39:16
As one of the newest companies looking to go public via a special purpose acquisition corporation, or SPAC, Butterfly Network [SPAC parent, Longview Acquisition Corp (NYSE: LGVW)] is reinventing the way we conduct ultrasounds. By replacing bulky and expensive machines with portable semiconductor based handheld devices, Butterfly Networks is looking to serve the 2/3rds of the world’s population that doesn't have access to ultrasound technology. But can this concept walk the walk? Join Brian Feroldi and Emily Flippen as they discuss if this SPAC is worth your cash. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Dec 09, 2020 |
CG: Rotating into Revolve
27:53
Revolve’s clothing platform may not be “off-the-rack”, but can this high-end fashion retailer compete to win its Gen Z audience even during a global pandemic? Join Asit Sharma and Emily Flippen as they take a look at this small but thriving retailer. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Dec 08, 2020 |
Financials: LivePerson Founder and CEO Rob LoCascio on BELLA and the Future of Banking
35:17
Financials host Jason Moser sits down with the Founder and CEO of LivePerson, Rob LoCascio. Tune in as Jason and Rob talk about BELLA and the future of banking, the state of retail and conversational AI's role, and Rob shares some thoughts on what the late Tony Hsieh meant to him in his entrepreneurial journey. To learn more about BELLA and compassionate banking visit www.bellaloves.me. Stocks: LPSN Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Dec 07, 2020 |
Tech: C3.AI IPO
32:56
Don't be fooled by the odd name, this enterprise AI business is interesting. Led by tech veteran Thomas Siebel, C3.AI gives businesses the keys to artificial intelligence and a host of industry-specific apps. We break down the huge opportunity in front of this business, the customer concentration risks, and the things that give us confidence investing in a black box technology like AI. Stocks: AI Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Dec 04, 2020 |
Energy: Bottom Fishing and Trend Chasing ft. Exxon, Fuel Cells, and More
38:07
Motley Fool Contributor Jason Hall joins the show to break down Exxon’s $20 billion writedown, high-flying clean energy stocks, and when (and when not) to buy the dip in a stock that’s been beaten down and to buy stocks trading at their highs. Stocks Mentioned: XOM, BE, PLUG, BLDP, FCEL, BLNK, SBE, TPIC, MTCH Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Dec 03, 2020 |
Wildcard: Investing in the Subscription Economy
35:12
Wildcard Wednesday host Jason Moser and MyWallSt Head Analyst Rory Carron dive into the subscription economy. Markets including media, retail, and insurance present some compelling opportunities for investors. There are even a few IPOs on the horizon worth watching as well as areas to avoid. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Dec 02, 2020 |
CG: Is Black Friday Over?
30:31
The combined sales of Black Friday and Cyber Monday in 2020 are shaping up to be the biggest shopping day in recent history. At the same time, the United States is facing unprecedented unemployment and uncertainty. What should consumer good investors make of this shopping holiday? And is Black Friday really dead? Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Dec 01, 2020 |
Financial: Crypto-Mania is Back, and Retail REITs Are Too
33:15
PayPal (NASDAQ: PYPL) recently joined Square (NYSE: SQ) in allowing its users to buy, sell, and hold cryptocurrencies. But this could just be the starting point, as PayPal plans to allow users to pay with digital currencies at its 26 million merchant partners. In today's Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the latest developments. Then, Matt revisits his "Retail Isn't Dead" basket from earlier in 2020, and the pair take a look at a cryptocurrency-focused bank. You'll hear all this and more on this week's episode. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Nov 30, 2020 |
Wildcard: Jeans Post-Vaccine
47:49
Motley Fool Contributor Asit Sharma returns to the show to update us on blue jeans stocks (last discussed on our 11/26/19 episode) and take a look at how a vaccine might impact retail at large. In addition, Asit and Nick share some retail investments on their radar as we head into 2021. Reminder: There will be no Industry Focus episode on Thursday OR Friday this week, due to the Thanksgiving holiday. Stocks Mentioned: LEVI, KTB, KSS, GME, REAL, WMT, JWN Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Nov 25, 2020 |
CG: Doubling Down on DraftKing
26:58
Join Motley Fool contributor Asit Sharma and host Emily Flippen as they break down the landscape for DraftKing (DKNG) in the wake of this month’s election in which three states legalized some form of sports betting. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Nov 24, 2020 |
Financials: Digging Into Affirm's S-1 and What Buffett's Been Buying and Selling
34:50
On this week’s episode of Industry Focus: Financials host Jason Moser and Motley Fool analyst John Maxfield dive into fintech company Affirm's recent S-1 filing to go public to get a better understanding of the business and what investors need to know. Then they wrap up the show with a look at some of the noteworthy recent purchases and sales in Berkshire Hathaway's investment portfolio! Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Nov 23, 2020 |
Tech: Air B and Buy?
37:50
Any time a unicorn files to go public, the market takes notice. Earlier this year, Airbnb filed paperwork to go public, and earlier this week, the public got their first look at the rental marketplace company’s financials. We break down what we know about Airbnb’s business and how the company could be a huge gig economy winner. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Nov 20, 2020 |
Energy: What to Make of Vaccine News?
26:38
After months of waiting and hoping, we’ve seen lots of positive vaccine news in the last two weeks. Enough to where many are seeing the pathway out of the COVID-19 pandemic. What does that mean for stocks? Motley Fool Contributor Lou Whiteman joins the show to update us on how the situation changes the situation for a number of companies we’ve discussed this year in the aerospace industry. Stocks Mentioned: PFE, MRNA, LUV, AAL, DAL, SAVE, UAL, AER, BA, TDG, RTX, HEI Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Nov 19, 2020 |
Wildcard: Retail Earnings & Special Dividends
42:46
Costco shareholders got a surprise this week, they'll be getting a special $10 per share dividend thanks to the company's strong balance sheet. We unpack the payment and how the company is slowly shaping up to be a future dividend aristocrat. Then we talk through recent results from Walmart, Target, Lowe's, Home Depot, TJX, and Kohl's and offer up takeaways for folks watching the retail space. Stocks: WMT, TGT, LOW, HD, TJX, KSS, COST Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Nov 18, 2020 |
CG: Digging into DoorDash’s S-1
40:46
Join Jason Hall and Emily Flippen as they pig out on the newest S-1: DoorDash (DASH). Does the largest food delivery platform in the United States have what it takes to make mouthwatering returns? We’re not quite sure we can stomach it. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Nov 17, 2020 |
Financials: A Closer Look at Capital One
31:26
Capital One Financial (NYSE: COF) is one of the more unique U.S. banks, with an innovative approach to branch-based banking and a credit card focused lending operation. In this week's Industry Focus: Financials show, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a closer look at how the business works and what investors need to know. Plus, hear why Frankel has his eye on Simon Property Group (NYSE: SPG) this week, while Moser thinks Target (NYSE: TGT) could be worth a look. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Nov 17, 2020 |
Tech: Tim B's Process
49:02
Longtime Fool analyst and Cloud Disruptors 2020 lead advisor Tim Beyers joins the podcast to walk listeners through his process for evaluating tech companies. Tune in to hear about how Tim starts with the product and users, and then works his way through some of the more conventional items like leadership, incentives, financials, and valuation. Stocks: FSLY, TWLO, SNOW, MDB Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Nov 13, 2020 |
Energy: Catching Up with Redfin
28:09
Motley Fool Analyst Tim Beyers joins the show to update us on Redfin, the tech-enabled real estate brokerage working to disrupt the industry. We discuss what Redfin does, how the company has adjusted to the pandemic, its recent earnings report, iBuyin and more! For those interested in listening to our 05/23/19 episode discussing Redfin, you can listen here: web / Spotify / Apple Podcasts Stocks Mentioned: RDFN, ZG, Z Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Nov 12, 2020 |
Wildcard: The Future of Fitness is Connected and Community
35:35
On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser and MyWallSt Head Analyst Rory Carron dive into the future of fitness. Companies like Peloton, Apple, Lululemon, and more are shaping a new paradigm of how people all over the world are keeping fit which means plenty of opportunities for investors on the horizon. Stocks: PTON AAPL LULU FIT Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter TwitterReach us by Email @ IndustryFocus@fool.com |
Nov 11, 2020 |
CG: Biden’ our Time Until a Vaccine
41:12
The Motley Fool’s Asit Sharma and Host Emily Flippen take a look at major consumer goods industries and companies in light of recent advances in the push for an effective coronavirus vaccine. Stocks: Carnival Cruise (CCL), Norwegian Cruise (NCL), Royal Caribbean (RCL), Marriott International (MAR), Chipotle (CMG), Dunkin’ Brands (DKNG), Darden Restaurant (DRI), Walmart (WMT), Target (TGT), Costco (COST), Disney (DIS), Etsy (ETSY), Ollie’s Bargain Outlet (OLLI) Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter TwitterReach us by Email @ IndustryFocus@fool.com |
Nov 10, 2020 |
Financials: Why Are Bank Stocks and REITs Soaring on the Vaccine News?
43:30
The positive COVID-19 vaccine news just released by Pfizer (NYSE: PFE) sent the stock market soaring, but to the surprise of many investors, real estate investment trusts, or REITs, and bank stocks are some of the best performers. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss why mall REITs like Simon Property Group (NYSE: SPG) are soaring by more than 20% on the news and some of the biggest U.S. banks, including JPMorgan Chase (NYSE: JPM), Bank of America (NYSE: BAC), and Wells Fargo (NYSE: WFC) are up by double digits as well. And let's not forget that we're still in earnings season -- we'll also discuss what investors should know about the latest results from Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B), Square (NYSE: SQ), PayPal (NASDAQ: PYPL), and more. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter TwitterReach us by Email @ IndustryFocus@fool.com |
Nov 09, 2020 |
Tech: Five Up on Work
26:17
After Upwork's huge quarter, we check in on the freelance and gig economy marketplaces. It's a fascinating space -- Upwork is bigger, should enjoy network effects, and has scale, but Fiverr has come in, gobbled up share, and put up killer returns for shareholders in the process. Stocks: FVRR, UPWK, DOCU Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter TwitterReach us by Email @ IndustryFocus@fool.com |
Nov 06, 2020 |
Energy: A Defense Stocks Basket
34:06
Motley Fool Contributor Lou Whiteman joins the show to take a look at the defense industry and share picks for a defense stocks basket. Basket: NOC, LHX, BAH, KTOS Honorable Mention: GD Other Tickers Mentioned: LMT, CACI Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter TwitterReach us by Email @ IndustryFocus@fool.com |
Nov 05, 2020 |
Wildcard: The Tattooed Chef -- Mouthwatering or Malarkey?
27:50
Take a reprieve from the election and eat your feelings with this episode of Industry Focus where the Motley Fool’s Brian Feroldi and Emily Flippen dig into the latest and greatest plant-based food company: The Tattooed Chef (TTCF). As one of the latest companies to go public via a SPAC in 2020, Feroldi and Flippen discuss the merits of this unique and vertically integrated food production company and if they’re interested in adding it to their portfolios today. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Nov 04, 2020 |
Election Special: The Final Countdown
38:21
In today’s episode, Host Emily Flippen and Asit Sharma take a friendly and Foolish look at the upcoming election, breaking down three scenarios: industries they believe would benefit from a Biden win, others that could benefit from a Trump reelection, and finally a company whose attractive opportunity is unchanged as a result of the election. Stocks: AMZN, ADSK, TWTR, GOOG, NYT, CCL, CUK, RCL, NCLH, UNP, DE, MLM, CHRW, PFE, MRK Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Nov 03, 2020 |
Financials: Visa and Mastercard Earnings, Square's Next Business, and Mall Bankruptcies
30:24
In this week's installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP dive into the latest results from Visa (NYSE: V) and Mastercard (NYSE: MA), both of which saw earnings decline sharply despite strong payment volume. Plus, Square (NYSE: SQ) is reportedly trying to make a move into the tax preparation business, and two mall REITs just filed for bankruptcy as the pandemic continues. And finally, hear why Matt is keeping a close eye on Berkshire Hathaway (NYSE: BRK.A) this week while Moser is watching Bill.com (NASDAQ: BILL) Stocks: V, MA, SQ, BRK.A, BILL Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Nov 02, 2020 |
Tech: Pinterest Pops, Spotify Drops
29:04
We recap results from two Fool favorites -- Pinterest and Spotify! The monetization train just keeps chugging along for Pinterest, revenue was up almost 60% and the company added users in the U.S. and internationally. Wall Street wasn't quite as happy with numbers from Spotify, but some comments from management point to some interesting developments to watch in the coming months. Stocks: PINS, SPOT Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Oct 30, 2020 |
Energy: Where ESG Impact Falls Short with Will Thomson of Massif Capital
54:11
Will Thomson returns to the show to discuss Massif Capital’s recent paper on how ESG funds are failing to invest in the resources and companies necessary to drive a clean energy transition. We also discuss potential investment opportunities in some of these underappreciated areas. Sectors discussed include: lithium, copper, rare earth metals, electric utilities, SPACs, and more. Stocks Mentioned: VWDRY, RWEOY, NEE, TRQ, LAC, FVAC, TSLA, TSX:IVN Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Oct 29, 2020 |
Wildcard: The Business of Video Games with Joost van Dreun
01:13:04
In recent decades, the video game industry has experienced incredible growth, surpassing film and music to become the most valuable form of entertainment in the world. What has driven this growth and what comes for the interactive entertainment industry? Video game researcher, professor, and investor Joost van Dreunen joins the podcast to answer those questions and more! If you’d like to learn more about the video game industry, make sure to check out Joost’s recent book One Up: Creativity, Competition, and the Global Business of Video Games. Stocks Mentioned: AAPL, MSFT, NTDOY, EA, FB, GOOG, GOOGL, AMZN, ATVI, ZNGA, GME, TCEHY, BILI, HUYA, DOYU Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Oct 28, 2020 |
CG: Revenge of the Lifestyle Stocks
39:15
YETI, Dick’s, Thor Industries… Investors were only lukewarm on these stocks last year. But COVID has changed everything. Join Motley Fool contributor Asit Sharma and host Emily Flippen as they discuss these three diverse companies and answer the inevitable question of what happens when life returns to normal for each company. Stocks: YETI, DKS, THO Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Oct 27, 2020 |
Financials: Earningspalooza Rolls On, JP Morgan Chase Puts Square in its Sights, & More!
39:12
Financials host Jason Moser and Motley Fool analyst John Maxfield cover the latest earnings reports from LiveOak Bank, Ameris Bancorp, and American Express. Then they take a look at JP Morgan Chase's efforts to take on Square as well as the news that more banks are releasing reserves and what that could mean for investors! Stocks: AXP LOB ABCB SQ PYPL JPM Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Oct 26, 2020 |
Tech: Anti-Trust and Snap's Back
36:57
The Department of Justice filing an anti-trust lawsuit against Alphabet property Google was the tech story of the week. We unpack the DOJ's case, Google's response, and what shareholders should make of all of it. Then we talk about how Snap has quietly become a market beating stock and whether our opinion of the business has changed. Stocks: SNAP, GOOG, GOOGL Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Oct 23, 2020 |
Energy: The 737 Max Returns and The Best Way to Invest in An Air Travel Recovery
23:34
This week, Motley Fool Contributor Lou Whiteman joins the show to take a look at the upcoming return of the Boeing 737 Max and to discuss the aircraft leasing, which we think is the best way to invest in an air travel recovery. In particular, the conversation focuses on AerCap Holdings (AER), the world’s largest owner of commercial aircraft. We hope you’ll enjoy our conversation. Stocks Mentioned: BA, LUV, AAL, UAL, AER, GE, AL Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Oct 22, 2020 |
Wildcard: Health to 10X Wealth
42:34
We're back with another basket of stocks that look like they may have 10X potential! Brian Feroldi joins the podcast to talk about why Trupanion, Semler Scientific, and Dermtech are healthcare businesses with big markets in front of them. Stocks: SMLR, DMTK, TRUP Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Oct 21, 2020 |
CG: Is it Game On for GameStop?
49:11
Gamestop (GME) has consistently been referred to as “the next Blockbuster” - with more shares sold short than issued, it’s been easy to make a bear case against the company. However, what happens when the bear case doesn’t pan out? Join Hidden Gems Canada Advisor Jim Gillies and Host Emily Flippen as they break down the bull case for GameStop and discuss why this legacy retailer may be breathing new life into its forgotten business. Stocks: GME Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Oct 20, 2020 |
Financials: Bank Earnings Recap: Who Are the Financial Sector Winners?
28:34
In this week's episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP dive into earnings from JPMorgan Chase (NYSE: JPM), Wells Fargo (NYSE: WFC), Goldman Sachs (NYSE: GS), Morgan Stanley (NYSE: MS), and Bank of America (NYSE: BAC) to look for the important points and trends investors need to know. And don't forget earnings season is just getting started -- hear why Matt is keeping his eye on Live Oak Bancshares (NYSE: LOB) and Jason is watching Ameris Bancorp (NASDAQ: ABCB). Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Oct 19, 2020 |
Tech: Apple, Amazon, and K-Pop
30:47
We recap Apple's recent iPhone event, talk about the data from Prime Day, and talk about an unlikely IPO -- Big Hit Entertainment -- the business behind K-Pop megagroup BTS. Stocks: AAPL, AMZN Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Oct 16, 2020 |
Energy: Defense Investing? It’s Classified
23:14
Last month, the U.S. Air Force revealed a prototype for a next generation fighter jet, unveiling a program that had been kept secret throughout its development. What issues do investors face when dealing with classified programs such as this? How should an investor analyze a business that does classified work? Motley Fool Contributor Lou Whiteman joins the show this week to discuss these topics and more! Stocks Mentioned: MANT, LDOS, BAH, PLTR, LMT, BA, NOC Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Oct 15, 2020 |
Wildcard: Is It Game On for Unity Software?
29:27
On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser and Motley Fool advisor Tim Beyers dive into a fresh IPO in Unity Software to talk more about the business, the markets it's pursuing, what investors need to know and much more! Stocks: U TCEHY ADSK Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Oct 14, 2020 |
CG: 2020’s Top Trends in Consumer Goods
45:50
Join Motley Fool contributor Asit Sharma and host Emily Flippen as they discuss four of the most pervasive trends in consumer goods that we’ve seen break out in 2020. Stocks: Etsy (ETSY), Fiverr (FVRR), Proctor & Gamble (PG), Pepsi (PEP), Target (TGT), Kohls (KSS), Chewy (CHWY), Wayfair (W), Carvana (CVNA) Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Oct 13, 2020 |
Financials: Venmo's New Credit Card, Square's New Investment, and a Preview of Bank Earnings
29:45
In this week's installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a closer look at the new Venmo credit card, what makes it unique, and why it could be a win for both PayPal (NASDAQ: PYPL) and Synchrony Financial (NYSE: SYF). Also, the pair takes a look atSquare's (NYSE: SQ) recently-announced investment in bitcoin. And finally, with earnings season upon us, hear what to watch as Wells Fargo (NYSE: WFC), Goldman Sachs (NYSE: GS), and Bank of America (NYSE: BAC) report third quarter results later this week. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Oct 12, 2020 |
Tech: Asana La Vista
32:04
You may not recognize the name Asana, but I’m guessing you know the name Dustin Moskovitz. The Facebook co-founder was depicted in 2010s The Social Network and was at one point the youngest self-made billionaire in the world. Moscovitz didn’t rest on his Facebook riches, though. He left the company in 2008 to form the collaboration software company Asana. On this episode, we dive deep into Moscovitz’s second act in the tech space and whether it might belong on your watch list. STOCK: ASAN Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Oct 09, 2020 |
Energy: Investing in Steel in 2020
27:20
This week, we dive into the Industry Focus mailbag to answer a listener question on the steel industry. Motley Fool Contributor Tyler Crowe joins the show to break down the state of the industry today and take a look at Cleveland Cliffs, a company that’s poised to become North America’s largest integrated steel producer. Stocks Mentioned: CLF, MT, NUE Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Oct 08, 2020 |
Wildcard: SPACs 102
37:20
Back in July, Luis Sanchez joined the podcast to discuss the SPAC craze and why it was so hot. Since then, SPACs have become even more omnipresent in investing discussions. This week, Nick and Luis dive deeper into investing in SPACs, discuss SPAC companies backed by Bill Ackman and Chamath Palihapitiya, and Luis shares some of his favorite pre-deal and post-deal SPACs right now. Check out our July SPAC Podcast here: Apple/Spotify/Web Stocks Discussed: IPOB, IPOC, PSTH, ENPC, ENPC.U, GOAC, FEAC Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Oct 07, 2020 |
CG: Saying Goodbye to More than Just Movies
29:39
In this episode of Industry Focus (pre-recorded 9/28) Motley Fool contributor Dan Kline joins host Emily Flippen to take a look at how the movie industry has changed in light of the pandemic. Are studios right to withhold blockbuster releases? Can theater chains survive 2020? Additionally, Dan and Emily discuss an important update for our podcast listeners. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Oct 06, 2020 |
Financials: A Deep Dive into eXp World Holdings
33:21
Jason and Matt take a closer look at this fast-growing real estate disruptor. Intro: We all know that Zillow (NYSE: Z)(NYSE: ZG) and Redfin (NASDAQ: RDFN) are disruptors in the real estate world, but you may not have heard of eXp World Holdings (NASDAQ: EXPI) yet. A real estate broker and provider of cloud-based platforms for agents, eXp is growing rapidly and plans to keep expanding its reach around the world. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a closer look at this interesting and innovative company. Plus, hear why Frankel thinks bargain hunters should keep their eye on EPR Properties (NYSE: EPR) while Moser is watching PayPal (NASDAQ: PYPL) after the announcement of its Venmo-branded credit card. Stocks: Z, ZG, RDFN, EXPI, EPR, PYPL Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Oct 05, 2020 |
Tech: 2020's Most Controversial Tech Stock
34:48
The wait is over! After years of speculation about Silicon Valley's most secretive company, we now have our first look at Palantir's books. We run the company through the standard check-list and explain why it's different than any software stock we've discussed before. |