Industry Focus
By The Motley Fool
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Subscribers: 699
Reviews: 2
Nov 6, 2020
Apr 26, 2020
Description
| Episode | Date |
|---|---|
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Oct 02, 2020 |
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Energy: A Renewable Energy Basket
39:14
Motley Fool Contributor Jason Hall joins the show to share 5 picks for building a renewable energy basket. We also discuss what we look for in a renewable energy investment and a few stocks that missed the list. Stocks Discussed: BEP, BEPC, AY, VWDRY, TPIC, NEE, FSLR, SPWR, ENPH, SEDG Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Oct 01, 2020 |
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Wildcard: Cruisin' into the New Year?
34:27
For this Wildcard Wednesday, we're taking a look at the increasingly wild industry of cruise lines. Join Motley Fool contributor and professional cruiser Dan Kline as he digs into how the industry has coped in the wake of the current pandemic and if now is the time to start buying before ultimately answering the question that we know is on the top of all of our listeners minds: Dan has a cruise booked for January, will it happen? Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Sep 30, 2020 |
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CG: Costco and the Beauty of Membership-Based Retail
34:21
Warehouse clubs have dominated the landscape for consumers this year, from bulk purchases of toilet paper to drowning our loneliness in discount liquor. But one warehouse retailer stands above the rest. What makes the Costco experience special? And how does it compare to BJs and Sams Club? Join Motley Fool's Dan Kline and Emily Flippen to uncover the economics of the membership-based retail experience. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Sep 29, 2020 |
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Financials: A Fall Financials Check-In and an Exciting New Fool Service
22:59
On today's Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a look back at the first nine months of 2020, and more importantly, discuss what they're watching for the rest of the year. Hear what stocks they've bought recently, what the election could mean to your portfolio, and why third quarter bank earnings could be the most important yet, and more. Plus, Frankel gives listeners a rundown of the new Real Estate stock investing service from The Motley Fool's sister company Millionacres, and why now could be an especially great time to invest in this beaten-down sector. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Sep 28, 2020 |
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Tech: Bargain Bin Buys and Bottomed Out Businesses
31:27
After spending the past few weeks running through software stocks with nosebleed valuations, we're bringing it back down to earth with some cheap stocks to watch.We run through how we think about "cheap" and why IBM, Intel, Blackberry, and Electronic Arts might be interesting for folks looking to avoid the high flyers.Stocks: IBM, INTC, BB, EA Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Sep 25, 2020 |
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Energy: The Nikola Saga
25:44
It’s been a wild 6 months for Nikola Motors, going from the leader of the EV SPAC boom to having its stock cut in half following the publication of fraud allegations in a shortseller report authored by Hindenburg Research. Motley Fool Senior Auto Analyst John Rosevear joins the show to break down the Nikola saga from start to finish and share his thoughts on where the business might go from here.
Stocks Mentioned: NKLA, GM, CNHI, BP, TSLA Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Sep 24, 2020 |
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Wildcard: GoodRx - Prescription for Profit?
35:48
What if I told you there's a business growing sales over 40% with 90%+ gross margins and it's profitable?Today we dive into prescription middleman and recent IPO GoodRx.Stocks: GDRX Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Sep 23, 2020 |
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CG: A discount winner and a beverage contender.
37:09
Ollie's Bargain Outlet has been one of the big success stories of the pandemic which has brought some attention to the sometimes overlooked retailer. Keurig Dr. Pepper also sometimes flies under the radar and the current health crisis has also shined a light on the beverage brand. Emily Flippen is joined by Daniel Kline on this episode of Industry Focus: Consumer Goods to take a look at the discount store and to tell you how the beverage maker is doing and whether K-Cup sales exploded while we're all stuck at home. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Sep 22, 2020 |
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Financials: Is This Real Estate SaaS Company Worth Buying?
33:44
In this week's episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a closer look at AppFolio (NASDAQ: APPF), a software-as-a-service company that offers a subscription-based solution for the property management industry. Plus, hear why Matt has Bank of America (NYSE: BAC) at the top of his watch list this week, while Jason is looking closely at Darden Restaurants (NYSE: DRI) ahead of earnings. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Sep 21, 2020 |
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Tech: JFrog and the September Blizzard
30:44
Snowflake wound up getting all the headlines this week, but another company hopped into the market -- JFrog.This dev ops business needs some decoding, we break down who they are and what they do, why their financials are incredibly attractive and whether it might be worth its rich valuation.Stocks: FROG Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Sep 18, 2020 |
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Energy: Daniel Yergin on Energy, Climate, and Geopolitics
47:01
This week’s guest is Daniel Yergin, Pulitzer prize winning author and renowned expert in energy, international relations, and economics. We discuss his latest book is The New Map: Energy, Climate, and the Clash of Nations (available now). Topics include: the growing conflict between the U.S. and China, how U.S. shale has impacted international relations, what the coming energy transition might look like, technologies that will impact the future of energy, how the COVID-19 pandemic has impacted energy markets, and more. We hope you’ll enjoy our conversation. Stocks Mentioned: TSLA, BP Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Sep 17, 2020 |
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Wildcard: Has Teladoc Health Met Its Match?
30:53
On this week’s episode of Industry Focus: Wildcard Wednesday, telemedicine is having a big year so far and host Jason Moser and Motley Fool analyst Brian Feroldi dig into AmWell's recent S-1 filing as the company prepares to go public and stake its claim on this growing market opportunity. AMWL TDOC LVGO Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Sep 16, 2020 |
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CG: Overlooked and Overstocked
28:51
Join Motley Fool Contributor Dan Kline and Host Emily Flippen to discuss a motley collection of retail stocks that have largely been overlooked by the market, despite dramatic years. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Sep 15, 2020 |
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Financials: Buffett's IPO Investment and Citigroup's Next CEO
25:05
In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the recent news that Citigroup (NYSE: C) CEO Michael Corbat will be stepping down in 2021 and current President Jane Fraser will be taking his place, which will be the first time a woman has been CEO of a mega-bank. Plus, we recently learned that Warren Buffett's Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B) will be taking a stake in Snowflake's upcoming IPO. And finally, the pair tells listeners why Walker & Dunlop (NYSE: WD) and Adobe (NASDAQ: ADBE) are on their radar this week. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Sep 14, 2020 |
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Tech: The "Other, Other, Other" Zoom
39:19
There are too many Zooms to count in the public markets. While Zoom Video Communications has been one of the stars of the past few months, today we switch our gaze to ZoomInfo Technologies (ZI) - a SaaS business that provides companies with organizational information. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Sep 11, 2020 |
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Energy: Boeing Gets More Bad News + Checking in On Air Travel
29:16
Boeing received another blow this week as stories emerged of issues affecting its 787 Dreamliner, adding to the woes the company faced with the 737 Max aircraft. Motley Fool Contributor Lou Whiteman joins the podcast to explain what this latest news means for Boeing and to discuss the current state of airlines and air travel. Stocks Mentioned: TSLA, BA, DAL, LUV, UAL, AAL, SAVE Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Sep 10, 2020 |
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Wildcard: 3 Med-Tech Sizzlers
29:58
Revisiting one of our most popular Healthcare episodes from 2019, join Motley Fool contributor Brian Feroldi and Host Emily Flippen as they take a look at some of the most interesting companies improving healthcare through technology, Schrodinger (NASDAQ: SDGR), Simulations Plus (NASDAQ: SLP), and Veeva Systems (NYSE: VEEV). Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Sep 09, 2020 |
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CG: Etching out the Future for Etsy
29:35
Etsy (NASDAQ: ETSY) made headlines last week after it beat out Tesla for addition to the S&P500. Was the addition justified? Join Motley Fool contributor Dan Kline and host Emily Flippen as they discuss the business basics of Etsy, what makes the company special, and if Etsy is worthy of a position in your portfolio today. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Sep 08, 2020 |
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Tech: Your Stock Questions
29:43
We hit the mailbag to do a lightning round of stock talk. Listeners wrote in on Square, Nutanix, Gravity, we explain what's going on with these businesses and what we expect from them going forward. Plus we tackle a tough question about tracking down management info on foreign companies. Stocks: GRVY, SQ, NTNX, PYPL Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Sep 04, 2020 |
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Energy: Corporate Denial Campaigns with Barbara Freese
42:55
For generations, businesses faced with evidence that their products cause harm to consumers have used public relations campaigns to deny culpability. This week’s guest is Barbara Freese, author of the recent book Industrial Strength Denial: Eight Stories of Corporations Defending the Indefensible, From the Slave Trade to Climate Change. Our conversation delves into corporate denial campaigns in the British slave trade, the fossil fuel industry, the tobacco industry, and more, as well as what changes we can make to make corporate denial less likely.
Stocks Mentioned: XOM, BP, GM, F Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Sep 03, 2020 |
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Wildcard: Berkshire Hathaway and the Power of Quality Shareholders w/ Lawrence Cunningham
01:06:07
Warren Buffett just turned 90, announcing a $6 billion investment in five major Japanese trading firms nearly simultaneously. Law professor, corporate governance expert, writer, and Berkshire Hathaway scholar Lawrence Cunningham joins the show to discuss Berkshire’s latest investments, Buffett’s legacy, and how businesses like Berkshire attract quality shareholders. Additional topics include: Constellation Software, succession at Berkshire, ESG investing, and more. Professor Cunningham’s latest book, Quality Shareholders: How the Best Managers Attract and Keep Them is available later this Fall. Stocks Discussed: BRK.A, BRK.B, DHR, MKL, JEF, GHC, CNSWF, FRFHF Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Sep 02, 2020 |
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CG: More Tales from the Retail Frontier
35:21
In this episode of Industry Focus, Dan Kline joins Host Emily Flippen to break down some of the retailers that are foraging at the front of their own frontiers. These retailers are evolving in unexpected ways, but are all their moves scouting their own paths? Or are they just digging their own graves? Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Sep 01, 2020 |
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Financials: 2 Fintech Stocks We're Ready to Buy Now
30:28
In this installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP wish a very happy 90th birthday to Warren Buffett, and share some of the greatest lessons we've learned from him over the years. Then, Frankel discusses why recent IPO Lemonade (NASDAQ: LMND) is at the top of his buy list right now, despite being a very young business in a competitive market, and Moser discusses why he's about ready to pull the trigger on Bill.com (NASDAQ: BILL). Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com
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Aug 31, 2020 |
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Tech: There’s No Business Like SNOW Business
36:51
While the market has been crazy, it hasn't kept new entrants from joining. Today we talk about one of 2020s most hotly anticipated IPOs -- Snowflake. The company has big frenemies in the cloud space and a stellar net revenue retention figure, we unpack it all to see whether it's worth buying when it goes public. Stocks: SNOW, AMZN, GOOG, GOOGL, MSFT Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com
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Aug 28, 2020 |
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Energy: EV IPO Mania
40:52
2020 has been a massive year for electric vehicles. Tesla and Nio have made new to all time highs, and Nikola Motor helped kick off an epic SPAC boom this summer. While Nikola Tesla’s namesake companies have dominated the headlines, we’ve seen a number of smaller EV companies come public, or announce plans to do so. At the same time, the market has rediscovered some EV-related stocks that had been public for years. Motley Fool Senior Auto Analyst John Rosevear joins the show this week to help shed some light on some of these less well-known EV players. Stocks Mentioned: XPEV, LI, HCAC.U (Future CNOO), DPHC (Future RIDE), WKHS, NIO, TSLA, GM, VWAPY, SHLL Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com
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Aug 27, 2020 |
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Wildcard: The Tesla of Medical Imaging?
33:57
Today we bring you one of the riskiest companies we’ve ever discussed on the show -- Nanox. This imaging company is trying to upend the industry by giving its products away for FREE. We talk about the potentially transformational technology and business model behind the company. |
Aug 26, 2020 |
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CG: Serving the Underserved: Looking at Underrated Consumer Goods Companies
37:05
We’ve taken a look at some of the most prolific and popular consumer goods stock since the outbreak of COVID-19, but what about some underserved winners? Join Host Emily Flippen and Motley Fool Contributor Dan Kline to “serve the underserved” and take a deeper look at some of the most underrated consumer goods companies on the market today. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Aug 25, 2020 |
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Financials: Splits, Shorts, and Refinances: What Investors Need to Know
31:47
Tesla (NASDAQ: TSLA) and Apple (NASDAQ: AAPL) are about to split their stocks, and both have been rocketing higher since making their announcements. Is a split really a meaningless numbers game, or does it add actual value for investors? Also, reports are showing that short-selling is at a 15-year low, and host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss what it means for the stock market and investors in general. Finally, the pair discusses an unpopular cost increase set to hit mortgage refinancers, and talk about why Rocket Companies (NYSE: RKT) and Bill.com (NASDAQ: BILL) are on their radar this week. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Aug 24, 2020 |
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Tech: Valuation, TAM, Margin of Safety, and More!
37:49
We go into the Twitter mailbag to talk about different ways to look at a company's valuation, how to gut-check huge total addressable market figures, and ways to bring margin of safety thinking into your investment decisions. Stocks: AMZN, PINS, UBER Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Aug 21, 2020 |
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Energy: Down with Coal, Up with Renewables
30:08
According to the U.S. Energy Information Administration (EIA), 2020 is projected to be the first year the United States will produce more electricity derived from renewable sources will that it produces with coal. What does that mean for investment opportunities in renewable energy? Motley Fool contributor Jason Hall joins the show to share his take, as well as his elevator pitch for Vestas Wind Systems.
Stocks Mentioned: VWDRY, BEP, BEPC, AY, CWEN, CWEN.A Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Aug 20, 2020 |
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Wildcard: China Tech w/ Rui Ma of TechBuzz China
52:14
Chinese tech is in the news lately, with President Donald Trump teasing bans of Chinese apps. Special guest Rui Ma, co-host of the TechBuzz China podcast, joins The Motley Fool’s Ben Ra and Nick Sciple to discuss the state of Chinese tech today, paying special attention to fast-growing Chinese tech companies Pinduoduo and Bytedance (parent company of TikTok).
Stocks Mentioned: PDD, TCEHY, BABA Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Aug 20, 2020 |
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CG: Breaking Down the Earnings Barriers: Walmart, Home Depot, and Kohls
32:53
In this episode of Industry Focus: Consumer Goods, Dan Kline, and Emily Flippen discuss strong earnings report across the consumer goods industry including Walmart, Home Depot, and Kohls, plus give an earnings preview for Target. How has foot traffic improved Home Depots sales, and is it sustainable? Plus, what does a premium Walmart subscription mean for Walmart’s growth in the future? Dan and Emily tackle these questions and more in 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 |
Aug 18, 2020 |
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Financials: Here's What Warren Buffett is Buying and Selling
33:17
Warren Buffett-led conglomerate Berkshire Hathaway (NYSE: BRK.A)(NYSE:BRK.B) recently released its latest snapshot of its stock portfolio, and to say that the second quarter was an active one would be an understatement. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the Oracle of Omaha's latest moves, including dramatic reductions in JPMorgan Chase (NYSE: JPM), Wells Fargo (NYSE: WFC), and other bank stocks, as well as an addition to Berkshire's favorite REIT, STORE Capital (NYSE: STOR). And with the addition of Barrick Gold (NYSE: GOLD), has Buffett changed his tune on precious metals? Plus, the pair discusses the current record-low mortgage rate environment and whether it might make sense to refinance your home. All this and our latest stocks to watch on this week's installment! Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Aug 17, 2020 |
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Tech: 10X Stocks
38:08
Who doesn't love seeing their money multiply? On this episode, we talk about what makes a multibagger and three companies -- RedViolet, Endava, and Magnite -- that have 10X potential. Stocks: MGNI, RDVT, DAVA Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Aug 14, 2020 |
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Energy: Brookfield Renewable Energy and Where to Look for Renewable Energy Stocks
25:04
By overwhelming listener demand, we’re covering Brookfield Renewable Energy (Partners & Corporation) as well as where we look for renewable energy investments and why. Motley Fool Contributor Jason Hall is this week’s guest. Stocks Mentioned: BEP, BEPC, BIP, BIPC, AY, CWEN, CWEN.A Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Aug 13, 2020 |
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Wildcard: Chinese Gaming
24:53
This week, Motley Fool Advisor Aaron Bush, of MasterTheMeta fame, joins Host Emily Flippen to break down how the gaming landscape in China has evolved in the wake of new geopolitical tension. What does the future hold for the largest gaming company in the world? What would a merger of equals mean for the streaming landscape in the Middle Kingdom? Tune in to find out! Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Aug 12, 2020 |
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CG: Uncovering the Un-Carrier
34:26
T-Mobile has officially overtaken AT&T to become the nation’s second largest carrier - but what does this mean for the company branded as the “un-carrier” and telecoms at large? Join Host Emily Flippen and Motley Fool Contributor Dan Kline to unpack T-Mobile’s recent news as well as take a retrospective look at what has made T-Mobile such a formidable competitor. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Aug 11, 2020 |
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Financials: Insurance Earnings and Interest Rates, Oh My!
44:39
On this week’s episode of Industry Focus: Financials host Jason Moser chats with Motley Fool analysts Dan Caplinger and Jason Hall about recent earnings reports from Berkshire Hathaway and Markel as well as what the current interest rate environment means for investors looking to maximize returns on cash! BRK.B MKL Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Aug 10, 2020 |
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Tech: Top Stocks of 2020
32:48
It's been a good year to be in tech. The Tech heavy NASDAQ has put up over 20% YTD returns, while the S&P 500 has been relatively flat. But some names in tech have put those returns to shame. On this episode we run through four of the best performing tech stocks YTD and debate whether their runs could continue.Stocks: OSTK, ACMR, FVRR, FSLY Check out more of our content here: |
Aug 07, 2020 |
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Energy: What College Football Can Teach Us About Investing
32:17
Sports have been a constant topic of discussion this year. Will they play? How will they handle COVID? This week, we ask a couple of different questions: (1) What can sports, specifically college football, teach us about investing? and (2) How might cancellation (or limitation to college play to only in-conference games) impact the economy? Jason Hall joins the show to help answer these questions and more. Whether you like college football or not, we hope this episode inspires you to look for investing lessons in some of your favorite hobbies and pastimes. You’ll be surprised at what you can learn if you stop and look around. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Aug 06, 2020 |
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Wildcard: A Conversation with LivePerson Founder and CEO Rob LoCascio.
31:00
Wildcard Wednesday host Jason Moser chats with Founder and CEO of LivePerson Rob LoCascio. Make sure to tune in as they talk more about LivePerson's most recent quarterly results, the company's business during the pandemic, how its Conversational Cloud platform is changing the consumer experience and much more! LPSN Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Aug 05, 2020 |
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CG Bonus Episode: Planet Fitness Earnings Review
13:04
Back as promised! Host Emily Flippen welcomes back Motley Fool contributor Dan Kline to follow-up on yesterday’s discussion on Planet Fitness in light of the company’s most recent earnings report. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Aug 05, 2020 |
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CG: Pre-Earnings Planet Fitness Deep Dive
40:48
Motley Fool contributor Dan Kline joins Host Emily Flippen to take a deep dive into one of the hottest fitness stocks on the market today, and no, it’s not Peloton. Planet Fitness has struggled as the pandemic forced many of its clubs to close down, but does the work-from-home trend benefit or hurt this discount gym over the long term? Join us as we take a deeper look at Planet Fitness ahead of its earnings report on the 4th. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Aug 04, 2020 |
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Financials: PayPal Earnings, Apple's Latest Acquisition, and More
23:28
In this week's installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a look at PayPal's (NASDAQ: PYPL) excellent second quarter, as well as the latest results from SVB Financial (NASDAQ: SIVB). Plus, Apple (NASDAQ: AAPL) recently announced an acquisition of a startup that turns iPhones into payment terminals (sound familiar?). Finally, as earnings season continues in full swing, hear what the pair are watching as Square (NYSE: SQ) and Bill.com (NASDAQ: BILL) report 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 |
Aug 03, 2020 |
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Tech: Apple Splits, Pinterest Soars
28:58
It's earnings season! We dive into the results from one of the largest companies in the world, Apple, and a Fool Favorite Pinterest. To take our very brief survey go to http://mot.ly/survey. Thanks for helping us out!Stocks: AAPL, PINS Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Jul 31, 2020 |
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Energy: An Intro to Options
51:09
Options have surged in popularity this year, with many retail investors dabbling in them for the first time. What are options and how can you use them Foolishly? Foolish options Gurus Jim Gillies and Jim Mueller join the show to discuss the basics of option, mistakes to avoid, and a couple options strategies that are appropriate for beginners. To sign up for and learn more about Total Income email Jim at jmueller@fool.com directly.
Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Jul 31, 2020 |
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Wildcard: Kodak's Back
27:19
Shares of Kodak are up over 1000% this week on the news that the camera company received a $700 million loan to build out capabilities to manufacture active pharmaceutical ingredients. The news is a shot in the arm for a struggling business and a move that brings key operations onto U.S. soil. We talk about that, plus all-you-can-fly passes in China and whether they could make their way to the U.S. Stocks: KODK Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Jul 29, 2020 |
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CG: Retail Bankruptcies: Round 3
38:00
Motley Fool contributor Dan Kline joins Host Emily Flippen to take a look back at the retail bankruptcy scorecard for the third time since the COVID-19 pandemic shook the world. While bankruptcies themselves are important to discuss, it begs the question: where has discretionary spending moved, if not towards these retailers? Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Jul 28, 2020 |
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Financials: Buffett's Latest Investment and Some Financial Sector Earnings
29:21
We recently learned that Warren Buffett invested another $800 million of Berkshire Hathaway's (NYSE: BRK.A)(NYSE: BRK.B) capital in Bank of America (NYSE: BAC), and in this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss what we know and what it could mean for investors. Plus, the pair discusses the latest results from American Express (NYSE: AXP) and Ameris Bancorp (NYSE: ABCB) and looks ahead to earnings from Markel (NYSE: MKL) and Mastercard (NYSE: MA) 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 |
Jul 27, 2020 |
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Tech: Sea Limited Soars
32:05
Up over 800% since the beginning of 2019, Sea Limited is one of the hottest little-known tech companies out there. In this episode, TMF Premium analyst Joey Solitro walks us through the bull case. Stocks: SE, MELI Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Jul 24, 2020 |
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Energy: Energy Transitions and Value Investing with Will Thomson of Massif Capital
53:44
With the world poised to transition toward carbon-free energy, investors across the energy and industrials landscape are being affected. Simultaneously, value investing is facing its most challenging period in years. Will Thomson of Massif Capital, a long/short investment firm focused on global opportunities in listed real assets, principally mining, energy, and infrastructure, joins Industry Focus Host Nick Sciple and Motley Fool Analyst Buck Hartzell to discuss how he’s investing in the coming energy transition and where he’s seeing value today. Stocks Mentioned: TRQ, PLUG, BE, IVPAF, CCJ, KAS:KZAP Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Jul 23, 2020 |
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Wildcard: 3 Healthcare Stocks I Bought Last Week
33:21
On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser chats with Fool analyst Brian Feroldi about 3 healthcare companies he recently added to his portfolio! SMLR NVCR ZYXI Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Jul 22, 2020 |
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CG: Which Coronavirus Changes Are Here to Stay
29:58
Innovation has been key for retail businesses looking to stay alive during this global pandemic. But while some companies have taken these changes in stride, others seem to be drowning in complacency. Are any of these innovations capable of reviving so many retail outlets that have, to this point, been dead in the water? Join Host Emily Flippen and Motley Fool Contributor Dan Kline to dig into what coronavirus changes are truly here to stay. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Jul 21, 2020 |
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Financials: An Interview With Goldman Sachs' Head of Consumer Banking
29:40
Hear how the COVID-19 pandemic has affected Goldman's business, the future plans for growth, and more. Intro: In today's episode of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP interviews Harit Talwar, Global Head of Consumer Banking at Goldman Sachs (NYSE: GS). Talwar discusses how the COVID-19 pandemic has affected the bank's business and future growth plans, gives an update on the Apple (NASDAQ: AAPL) credit card launch, and much more. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Jul 20, 2020 |
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Tech: BigCommerce Deep Dive
27:56
Shopify competitor BigCommerce filed its IPO prospectus with the SEC. We walk through the company's S-1 and talk about how it stacks up to its much bigger e-commerce rival. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Jul 17, 2020 |
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Energy: The New Ford Bronco, EV IPOs, and AV Consolidation
34:48
Description: On Monday, Ford revealed the new Ford Bronco, marking a return after 25 years. Motley Fool Senior Auto Analyst John Rosevear joins the show to break down what the reveal means for Ford and share his thoughts on recent IPOs in the electric vehicle space, as well as recent autonomy deals reached by both Amazon and Alphabet’s Waymo self-driving subsidiary. Stocks Mentioned: F, FCAU, GM, AMZN, NKLA, SHLL, SPAQ, GOOG, VLVLY, Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Jul 17, 2020 |
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Wildcard: Technology in the Era of COVID
21:13
The sudden onset of COVID-19 has pushed many company’s backs against the walls as they struggle to keep themselves afloat during unpredictable times. While a global pandemic was not an expected turn of events for most people, we’ve seen a surge in innovation as technology rushes to meet the demands of a changing world. Join host Emily Flippen and Motley Fool intern Meilin Quinn as they dissect the companies and technologies that are building out a future to make the most of the new normal. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Jul 15, 2020 |
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CG: The Current State of Cord Cutting
33:48
The trend towards cord cutting has continued to accelerate amidst increased competition in the streaming wars. But as streaming services continue to crop up, prices have inflated as well. What does the current state of cord cutting look like now that its prices simply aren’t as appealing? Join Motley Fool contributor Dan Kline and host Emily Flippen to find out! Note: In today's show, Dan referred to Crackle as being a Sony company. In March 2019 Sony sold a majority stake in the platform to Chicken Soup for the Soul Entertainment, partnering on a new venture called Crackle Plus, which includes Crackle and other ad-based videos on demand (AVOD) streamers. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Jul 14, 2020 |
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Financials: The Largest Mortgage Originator is Finally Going Public
30:47
Quicken Loans, the largest mortgage originator in the United States, has filed IPO paperwork under the Rocket Companies brand name, presumably to continue its emphasis on its Rocket Mortgage platform. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss what the company does, how it makes money, and what investors should expect. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Jul 13, 2020 |
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Tech: Finally Uber Goes Buying
27:21
After months of speculation, the great meal-delivery consolidation has happened! Spurned by Grubhub, Uber announced it was buying rival Postmates in a $2.65 billion deal. This narrows the space down to three major players, we talk about how it impacts the market and consumers. Then, we talk about a rumored subscription offering from Twitter, and why it might make sense from a monetization and talent retention standpoint. Stocks: UBER, GRUB, TWTR Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter TwitterReach us by Email @ IndustryFocus@fool.com |
Jul 10, 2020 |
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Energy: Warren Buffett, Pipelines, and the Courts
23:18
On Monday, Warren Buffett and Berkshire Hathaway announced a nearly $10 billion dollar enterprise value deal for Berkshire to acquired the natural gas distribution and processing assets of Dominion Energy. At the same time, we’ve seen multiple court decisions in the past week targeted toward delaying or preventing the construction of new pipelines. Motley Fool Contributor Jason Hall joins the show to break down Buffett’s big deal and the operating environment for pipeline companies today.
Stocks Mentioned: BRK-A, BRK-B, D, DUK, ET, KMI Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter TwitterReach us by Email @ IndustryFocus@fool.com |
Jul 09, 2020 |
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Wildcard: What Are SPACs and Why Are They So Hot Right Now?
26:50
Description: It’s been a huge year for Special Purpose Acquisition Companies, commonly known as SPACs, with DraftKings, Nikola Motor, Virgin Galactic, and more using SPACs to bring their companies public. Why have SPACs suddenly become so popular? Motley Fool Contributor Luis Sanchez joins the podcast to share his perspective on that question as well as some SPACs currently on his radar.
Stocks Mentioned: SPCE, NKLA, DKNG, SHLL, CCH, GRAF, IPOB, IPOC, LCA
Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com
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Jul 08, 2020 |
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CG: Tractor Supply Co Deep Dive
36:42
Tractor Supply (TSCO) has been one of the niche retail winners over the past decade, but it’s success and brand still remains a mystery for many. Join Dan Kline and Emily Flippen as they take a deep dive into this curious winner and discuss whether its past successes are still replicable or if it’s best days are behind it. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Jul 07, 2020 |
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Financials: Buffett Just Fired His Elephant Gun -- Or Did He?
27:19
Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B) just made its first investment of the COVID era by purchasing the natural gas assets of Dominion (NYSE: D). In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss what investors need to know about it. In addition, hear about the latest efforts to force retailers to accept cash as a payment option and get the details on Wells Fargo's (NYSE: WFC) upcoming dividend cut. And finally, Frankel has his eye on Green Dot (NYSE: GDOT) while Moser is watching recent IPO Lemonade (NASDAQ: LMND) this week. Check out more of our content here: |
Jul 06, 2020 |
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Energy: Bethany McLean on Chesapeake Energy and The Future of Fracking
35:54
On Sunday, Chesapeake Energy filed for Chapter 11 bankruptcy and the New York Stock Exchange began the process of delisting its stock. Financial journalist Bethany McLean is our guest this week to help break down how Chesapeake got to this point and what’s next for the industry, as well as the state of financial journalism today, Wirecard, and her collaboration with co-author Joe Nocera on an upcoming book about the coronavirus response in the United States.
**For those interested in learning more about the oil and gas industry today, I highly recommend Bethany’s book Saudi America: The Truth About Fracking and How It’s Changing the World -- Nick
Stocks Mentioned: CHK, CHKQ, EOG, WCAGY Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Jul 02, 2020 |
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Wildcard: A $500 Million Mirror
40:16
Earlier this week, news broke that apparel brand Lululemon is buying Mirror, maker of a sleek, smart, home fitness device. The move connects a strong lifestyle brand and massive retail footprint with an upstart in a related and quickly growing category -- but does it make sense? We dive into the deal, how Mirror could be a huge boon for Lululemon, and talk about competitor Peloton. Stocks: LULU, PTON |
Jul 02, 2020 |
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CG: Reeling Restaurants
34:32
The recently released American Customer Satisfaction Index Restaurant Report has shown an evolution of a changing American restaurant experience, the most unexpected of which includes a recovery effort that may be dampened by worsening customer satisfaction. Join guest Dan Kline and host Emily Flippen to discuss this most recent report and what it means for investors in some of the most popular restaurant chains. Check out more of our content here: |
Jun 30, 2020 |
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Financials:Stress Test Results Could Lead to Dividend Cuts -- Should Bank Investors Worry?
31:48
The Federal Reserve recently released the results of 2020 bank stress tests, and while no banks are in serious danger, some would see capital levels fall a bit too low for comfort in a prolonged and deep COVID-19 recession. As a result, the Fed issued a formula to govern bank dividends, and there's a real chance bank investors could see dividend cuts from some major financial institutions. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the news and what it could mean for bank investors. Plus, Moser and Frankel answer a listener's excellent question on position size and share why they're watching Wells Fargo (NYSE: WFC) and American Express (NYSE: AXP) this week. Check out more of our content here: |
Jun 29, 2020 |
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Tech: How $2 Billion Goes Missing
35:12
German payments darling Wirecard shocked investors everywhere last week when it announced that the company and auditors could not place over $2 billion in cash the company claimed to have. Over the days that followed, the true story began to come into picture. In this episode, we unpack the apparent accounting fraud that brought down one of Europe's brightest tech stars and what investors can learn from it. Stocks: WCAGY Check out more of our content here: |
Jun 26, 2020 |
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Energy: Checking in On Housing
32:02
The housing market came roaring out of the gate in 2020, before coronavirus took the air out of the industry. Motley Fool Contributor Jason Hall joins the show to take a look at the current state of the housing market and share some housing stocks on his radar. Stocks Mentioned: MTH, LGIH, NVR Check out more of our content here:
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Jun 25, 2020 |
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Wildcard: DraftKings, Flutter, and the State of Online Gaming
45:58
Online gambling stocks have been on a tear this year as excitement builds around sports betting legalization in the United States. Motley Fool Contributor Luis Sanchez joins the show to break down the state of the industry today and some of the major players. Stocks Mentioned: DKNG, PDYPY, GAN, PENN, MGM, WIMHY, LON:GVC
Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Jun 24, 2020 |
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CG: What The Next Wave of Retail Bankruptcies May Look Like
37:35
Motley Fool contributor Dan Kline joins Host Emily Flippen to discuss what companies may fall victim to the next wave of retail bankruptcies. Stocks to watch: CEC, AMC, BBBY, ASNA, GME, BBY. Check out more of our content here: |
Jun 23, 2020 |
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Financials: Investing in Recessions and The Latest News in the J.C. Penney Bankruptcy
33:02
The U.S. economy entered a recession in February for the first time in over a decade. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss why it's so important for investors to stick to their long-term plans, even in scary times. Plus, reports indicate that Simon Property Group (NYSE: SPG) and Brookfield Property Partners (NYSE: BPY) are in discussions to purchase bankrupt department store chain J.C. Penney, and the reason might not be what you think. Finally, hear why Frankel is watching Seritage Growth Properties (NYSE: SRG) after the recent sell-off, while Moser has his eye on Nike (NYSE: NKE) this week. Check out more of our content here: |
Jun 22, 2020 |
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Tech: Dividend Investing
39:22
We dive deep into the world of dividends thanks to a listener question.Listen in to get the core metrics to look at and the major pitfalls to avoid for income investing. Stocks: AAPL, MSFT, EQIX REIT Center: fool.com/millionacres/real-estate-investing/reits/ Check out more of our content here:
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Jun 19, 2020 |
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Energy: Enphase Energy Gets Hit By a Short Report
25:57
Enphase Energy shares fell more than 25% on Wednesday in response to a short report released by Prescience Point Capital Management. Industry Focus Contributor Jason Hall joins the show to break down how investors should respond to short reports and take a look into Prescience Point’s report on Enphase. Stocks Mentioned: ENPH, SEDG, SPWR Check out more of our content here:
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Jun 18, 2020 |
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Wildcard: Is Cybersecurity a COVID-19 Opportunity or Red Herring?
23:12
Cybersecurity stocks have largely held up strong performance over the past few months against the backdrop of extremely volatile market conditions. As more companies move their workplaces remote, are cyber security stocks really the next best opportunity? Or, as an industry, are they just horribly overvalued? Join host Emily Flippen and Motley Fool intern Meilin Quinn as they take a deep dive into the cybersecurity industry on this Wildcard Wednesday. Check out more of our content here: |
Jun 17, 2020 |
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CG: “May Madness”: Retail Bracket Showdown Part 2
35:31
Can these up-and-coming retailers take down last month’s retail bracket winner, Costco? Join Dan Kline and Emily Flippen in the second installment of our Retail Bracket Showdown while we put up Costco against “the best of the rest”. Stocks in Bracket: OLLI, FIVE, TIF, LULU, TSCO, ULTA, ZUMZ, DBI Check out more of our content here: |
Jun 16, 2020 |
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Financials: The Day-Trading Boom and Why It's So Concerning
26:40
Recently, billionaire investor Marc Cuban compared the current stock market to the dot-com bubble of the late 1990s. The reason? Easy-to-use trading apps, commission-free stock trading, and a lack of other ways to gamble right now have led to a surge in day trading activity. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss why day trading can be so dangerous, and what investors should consider before trying to day trade. Plus, the pair discusses why they're watching EPR Properties (NYSE: EPR) and Shift4 Payments (NASDAQ: FOUR) this week. Check out more of our content here: |
Jun 15, 2020 |
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Tech: Shift4 IPO
32:04
Even with all the uncertainty in the market, companies are still going public! We dig into the S-1 from Shift4, a payments player focused on the hospitality space, then talk about Grubhub being scooped up by Just Eat Takeaway.com. Stocks: GRUB, FOUR, SQ, PYPL Check out more of our content here:
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Jun 12, 2020 |
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Energy: Nikola Comes Public
30:38
Electric truck maker Nikola came public last week to an incredible reception in the public markets, with the stock rocketing up over 90%. Motley Fool Senior Auto Analyst John Rosevear joins the show to break down Nikola, as well as take a look at how the auto industry has fared so far in 2020. Stocks Mentioned: NKLA, F, GM, FCAU, CNHI, TSLA Check out more of our content here:
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Jun 11, 2020 |
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Wildcard: A New IPO in the Healthcare Space!
24:02
On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser chats with Fool analyst Brian Feroldi about a recent IPO in the healthcare space that has caught Brian's attention! Check out more of our content here: |
Jun 10, 2020 |
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CG: Revisiting Warner Music Group Post-IPO
25:02
Jason Hall joins Emily Flippen to break down the pros and cons of Warner Music Group’s IPO and if the global leader in music entertainment still has its best days ahead of itself, or if Warner’s music has lost its spunk. Check out more of our content here: |
Jun 09, 2020 |
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Financials: Retail REITs Are On Fire
28:10
Some of the retail REITs that were the most beaten down during the market crash have been the best performers. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a look at Simon Property Group (NYSE: SPG), Seritage Growth Properties (NYSE: SRG), Tanger Factory Outlet Centers (NYSE: SKT), STORE Capital (NASDAQ: STOR) and more. Hear why these stocks have rallied so sharply, and whether there could still be more growth ahead. Check out more of our content here: |
Jun 08, 2020 |
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Tech: Zoom Zoom Zoom
39:23
We practically ran out of adjectives to talk about Zoom Video Communications most recent quarter... get ready to here "amazing" "ridiculous" and "bonkers" about a dozen times. Stay-at-home has meant people and companies rushing into web-conferencing and Zoom has turned that into huge customer and revenue figures. We talk about why the past quarter was one of the best we've ever seen from a tech company and why 2020 looks even better. Stocks: ZM, MSFT, CSCO Check out more of our content here: |
Jun 05, 2020 |
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Energy: Airlines Get Up Off the Mat
31:43
Aerospace stocks have rocketed up over 30% in the past month in the aftermath of Warren Buffett’s announcement he had sold all of Berkshire Hathaway’s airline stocks. Industry Focus Contributor Lou Whiteman joins the show to share his thoughts on the airline industry today, in addition to discussing Boeing and AerCap Holdings. Stocks Mentioned: DAL, AAL, UAL, LUV, SAVE, BA, SPR, AER Check out more of our content here:
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Jun 04, 2020 |
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Wildcard: Moderna - A Case Study
28:58
Moderna has gone from your standard biotech to one of the hot stocks of 2020 over the past few months as the company has worked on a COVID-19 vaccine. Shares are up around 200% since the pandemic hit, and the company has made some moves that seem odd on first pass. We use the company's dramatic rise and position as a clinical-stage business to explore insider selling, raising capital, and the business of biotechs. Stocks: MRNA Check out more of our content here: |
Jun 03, 2020 |
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CG: Is Winmark the Key to Winning at Resale?
28:47
Motley Fool analyst Buck Hartzell joins Emily Flippen to discuss a small but powerful company involved in fashion resale: Winmark Corporation (NASDAQ: WINA). Winmark, the parent company of franchises like Plato’s Closet and Once Upon a Child, has been benefitting from the long-term tailwinds of shifting demographics and a growing resale market. Check out more of our content here: |
Jun 02, 2020 |
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Financials: Axos Financial: A Deep Dive Into The Innovative Online Bank
29:21
In this week’s episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a deep dive into Axos Financial (NYSE: AX), an online-based banking institution that offers checking and savings accounts, mortgages, auto loans, and more. The pair discusses what makes Axos’ business model unique compared to other online banks, and what investors should know about the risk factors involved. Plus, Frankel discusses why net-lease REIT STORE Capital (NYSE: STOR) is on his radar now and Moser talks about what he’s watching when Zoom (NASDAQ: ZM) reports earnings. Check out more of our content here: |
Jun 01, 2020 |
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Tech: Slack vs. Microsoft Teams
31:54
For Slack's life as a publicly traded company, the collaboration company has been plagued by concerns that its lunch might be eaten by tech giant Microsoft and its Teams product. But are they actually competitors?Microsoft seems to think so, but Slack doesn't. We explore why and how investors should look at the battle for workplace collaboration. Stocks: WORK, MSFT Check out more of our content here: |
May 29, 2020 |
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Energy: Investing In Railroads
23:41
For over 100 years, railroads have been the backbone of America’s logistics infrastructure. Today, railroads represent 40% of of freight miles in the United States. Industry Focus Contributor Lou Whiteman joins the show to give a high level overview of the railroad industry today and the major companies operating in the space. Stocks Mentioned: CSX, UNP, KSU, NSC, CNI, CP Check out more of our content here: |
May 28, 2020 |
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Wildcard: StoneCo Soars on Earnings and Real Estate is Making a Comeback
26:34
Since we were off for Memorial Day on Monday, we're doing a special edition of Industry Focus: Financials today. Host Jason Moser and Fool.com contributor Matt Frankel start by discussing the stock price action we've been seeing in the banking industry, and why some banks like M&T Bank (NYSE: MTB) and Ameris Bancorp (NYSE: ABCB) are underperforming their peers. Then, the pair dives into StoneCo (NASDAQ: STNE) earnings and discusses some of the positive suprises we're seeing in the real estate market. And finally, you'll hear why Frankel has his eye on U.S. Bancorp(NYSE: USB) and why Moser is watching Ulta (NASDAQ: ULTA) closely this week. Check out more of our content here: |
May 27, 2020 |
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CG: Home Improvement Earnings Faceoff: Settling the Score Between Home Depot and Lowes
28:15
The duopoly between the two biggest Home Improvement Retailers, Home Depot and Lowes, reached a boiling point last week after Lowe’s reported same store sales that were nearly double of their competitor. Is this a one-off event, or the first of a rapidly shifting tide? Join Dan Kline and Emily Flippen as they take a deep dive into these two behemoths and explore if one is really better than the other. Check out more of our content here: |
May 26, 2020 |
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Tech: Facebook Gets Shopified
34:19
Earlier this week Facebook announced Facebook Shops, an e-commerce product that will allow users to browse and buy products while on Facebook -- it seems like a boon for Facebook and one of its partners on the product, Shopify.And anti-trust suits against Google Parent Alphabet seem to be picking up steam, we analyze what regulators are honing in on and some of the problems big tech companies have created for themselves as they've gotten bigger. Stocks: FB, SHOP, GOOG, GOOGL, AMZN Check out more of our content here: |
May 22, 2020 |
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Energy: Oil Stocks are Hard: Warren Buffett Edition
32:54
Last Friday, Berkshire Hathaway and Warren Buffett filed their quarterly 13-F form, which reveals what stocks Berkshire held as of the end of the first quarter, March 31, 2020. Motley Fool Contributor Jason Hall joins the show to share his thoughts on Uncle Warren’s moves, including one sell he thinks Buffett got wrong. Check out more of our content here:
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May 21, 2020 |
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Wildcard: Snooping for the Scoop: A Deep-Dive into Financial Fraud
25:38
Financial fraud has been a hot topic - between Luckin Coffee and short seller reports, no investor seems to be immune from the claims which range from the ridiculous to the righteous. Joining host Emily Flippen to breakdown the ins and outs of financial fraud is Motley Fool advisor Bill Mann. Check out more of our content here: |
May 20, 2020 |
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CG: May Madness: Retail Bracket Showdown
35:16
Still missing this year’s March Madness? Join Dan Kline and Emily Flippen as they bring their top 8 retail companies face-to-face in the first ever Retail Bracket Showdown. Who will come out on top? Tune in to find out! Stocks: WMT, HD, BBY, COST, DG, TJX, W, TGT Check out more of our content here: |
May 19, 2020 |
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Financials: A Closer Look at Soaring Fintech Bill.com
33:44
Business payments solution company Bill.com (NASDAQ: BILL) has been one of the best-performing financial stocks during the COVID-19 pandemic. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take an in-depth look at the company and what investors need to know. Plus, hear Frankel and Moser discuss why they're keeping an eye on Goldman Sachs(NYSE: GS) and Intuit (NASDAQ: INTU) this week. Check out more of our content here: |
May 18, 2020 |
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Tech: Uber Orders In
27:33
News broke earlier this week that Uber is interested in buying meal delivery service Grubhub for roughly $6 million. The deal would be the latest in a long series on acquisitions in the meal delivery space, but does it make sense?We dive into the deal, explore why the meal delivery market might be a winner-take-all proposition, and why the deal could run into regulatory issues. Stocks: UBER, GRUB Check out more of our content here: |
May 15, 2020 |
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Energy: Renewable Energy Yieldcos -- Energy Stocks We’d Consider Buying Right Now
23:38
Between the pandemic and the Saudi-Russia oil price war, it’s been tough to find energy stocks to like right now. Industry Focus Contributor Matt DiLallo joins the show to share some energy stocks he’d consider buying amid COVID-19 Stocks Mentioned: CWEN, CWEN.A, AY, TRP, CHK Check out more of our content here:
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May 14, 2020 |
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Wildcard: How COVID-19 Is Changing the World
42:42
All our lives have changed in recent months as we’ve adapted to living in quarantine. How many of those changes are permanent, though, and how many things will return right back to normal when the pandemic subsides? Industry Focus hosts Emily Flippen, Dylan Lewis, and Nick Sciple come together to break it down Stocks Mentioned: RDFN, PYPL, Z, ZG, UBER, GRUB, TWTR Check out more of our content here: Thanks to Molekule for supporting Industry Focus Get 10% off your first air purifier at http://www.molekule.com with code fool10. |
May 13, 2020 |
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CG: Will Good CG Companies Go Bad?
33:18
Motley Fool Contributor Dan Kline joins Emily Flippen to discuss if their delivery habits will change at all in the light of a potential Uber/Grubhub merger as well as if (and when) good companies will be ruined by the COVID-19 global pandemic. Check out more of our content here: |
May 12, 2020 |
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Financials: PayPal and Square: Winners of First-Quarter Earnings Season
33:44
Earnings season is coming to a close, and we just got a glimpse at the latest results from PayPal (NASDAQ: PYPL) and Square (NYSE: SQ), including how both businesses performed in April as the COVID-19 pandemic shut down much of the U.S. economy. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP dive into the numbers that investors need to know. Then, the pair answers a listener question on the seemingly irrational optimism in the stock market and discusses why they have Disney (NYSE: DIS) and Sony (NYSE: SNE) on their radar right now. Check out more of our content here: |
May 11, 2020 |
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Tech: Emptying out the Mailbag
36:40
Today we take listener questions like:
Tune in for answers and more!
Check out more of our content here: |
May 08, 2020 |
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Energy: Warren Buffett Sells Airlines, Tesla Reports Earnings, And Musk Tweets
01:07:07
We’ve got a long one for you this week and Motley Fool Canada’s Jim Gillies is joining us to break it all down. We’ll discuss Warren Buffett selling all his airline stocks and one stock in the aerospace industry Jim would be excited to buy night now. On the back half of the show, we discuss Tesla’s latest earnings and Elon Musk’s recent Twitter rant. Stocks Mentioned: BRK-A, BRK-B, AER, TSLA, SHOP, AMZN, LUV, DAL Check out more of our content here:
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May 07, 2020 |
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Wildcard: J Crew & Retail Bankruptcies
30:40
The preppy retailer has been struggling for a while, but this week J Crew announced it was filing Chapter 11 bankruptcy. We unpack what chapter 11 actually means, how J Crew wound up here, and what other retailers could be in trouble.Stocks: TJX, OLLI, GPS Check out more of our content here: |
May 06, 2020 |
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CG: Investment Opportunities that are “Out of this World!”
28:11
Join Host Emily Flippen as she dives into the universe of investing in the “global space economy” with the co-Founder and CEO of ProcureAM, Andrew Chanin. ProcureAM is the issuer behind the world’s first pure-play space ETF, UFO, that aims to help investors get diversified exposure to one of the fastest growing and disruptive industries available today. Check out more of our content here: |
May 05, 2020 |
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Financials: What We Learned From Berkshire Hathaway's Annual Meeting
28:02
Warren Buffett and Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) Vice Chairman Greg Abel held the company's first-ever virtual annual meeting on Saturday, and we also got a look at Berkshire's first quarter earnings report. In this episode of Industry Focus, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the key takeaways from the meeting and earnings, and give their take on Buffett's decision to sell all of Berkshire's airline stocks. Then, Frankel discusses why he's got his eye on Southwest Airlines (NYSE: LUV) despite Buffett's airline sales and Moser talks about why he's watching PayPal (NASDAQ: PYPL) ahead of the company's earnings report. Check out more of our content here: |
May 04, 2020 |
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Tech: Apple & Spotify Earnings
30:12
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May 01, 2020 |
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Energy: The Good, The Bad, and The Ugly of the United Technologies Spinoffs
33:04
Earlier this month, United Technologies completed its merger with Raytheon, creating the new Raytheon Technologies and spinning out its Carrier air conditioning and OTIS elevator businesses. Motley Fool contributor Lou Whiteman joins the show to discuss investing in spinoffs and the good, the bad, and the ugly of the United Technologies spinoff companies. Stocks Mentioned: OTIS, CARR, RTX, HWM Check out more of our content here:
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Apr 30, 2020 |
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Wildcard: Everything VR & AR Podcast Mashup!
51:51
On this week’s episode of Industry Focus: Wildcard Wednesday it's a podcast mashup as host Jason Moser joins the Everything VR & AR podcast with Brightline Interactive's Tyler Gates and Sophia Moshasha to talk about investing in immersive technology, the upcoming implications of 5G and a whole lot more. The Everything VR & AR podcast is available on all major platforms including Apple Podcasts, Spotify, Sticher and Google Play or you can find it right here: https://www.thevrara.com/podcast Check out more of our content here: |
Apr 29, 2020 |
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CG: Diving Deep into the Business of Disney
22:35
Motley Fool contributor Dan Kline joins host Emily Flippen to take a dive into the deep end on one of the biggest consumer discretionary entertainment companies in the world: Disney. Disney has long been a cornerstone of culture for kids and adults alike, but as COVID-19 has taken over the world, will this giant manage to hold up? Check out more of our content here: |
Apr 29, 2020 |
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Financials: 2 Smaller Banks to Watch and the COVID-19 Impact on Insurance
26:59
In this week's installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a deep dive into the latest earnings from Live Oak Bancshares (NYSE: LOB) and Ameris Bancorp (NASDAQ: ABCB), and then take a closer look at Travelers Insurance (NYSE: TRV) and how the COVID-19 pandemic could impact the insurance industry. Finally, Moser and Frankel discuss why Markel (NYSE: MKL) and Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B) are on their radar this week. To get 50% off our Stock Advisor service, go to https://IF.Fool.com. Check out more of our content here: |
Apr 27, 2020 |
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Tech: 3 Fast-Growing Big Tech Cos
40:24
Mirror mirror on the wall, who are the fastest growing tech companies of them all? We dig into Uber, Shopify, and The Trade Desk and talk about the ludicrous growth each business has posted over the past 5 years. And we take a listener question about insider selling.Stocks: UBER, TTD, SHOP |
Apr 24, 2020 |
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Energy: Oil Goes Negative For The First Time Ever
37:40
On Monday, West Texas Intermediate crude oil prices for May delivery fell from almost $18 a barrel to NEGATIVE $37. What caused it and what does it mean for the oil market? Motley Fool Contributor Jason Hall joins the show to break it all down. Check out more of our content here: |
Apr 23, 2020 |
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Wildcard: The Ins and Outs of International Fishing… and Investing
24:02
Host Emily Flippen is joined by Motley Fool advisor Bill Mann to discuss an opportunity that prudent investors should be considering: international stocks. Bill breaks down the risks and rewards of the decision to make investments in countries other than the United States and what investors should be on the lookout for when evaluating their salmon. Check out more of our content here: |
Apr 22, 2020 |
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CG: Jumping Into the Weeds with the Cannabis Industry
26:30
Anthony Coniglio, CEO of NewLake Capital Partners, joins Emily Flippen to discuss one of the most exciting but dangerous new consumer goods businesses: cannabis. Anthony breaks down the impact that he’s seen from COVID-19, his perspective on how the cannabis markets may shake out, and how NewLake plans on riding the green wave to profitability. Check out more of our content here: |
Apr 21, 2020 |
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Financials: Bank Earnings: What We Know, and What We Don't
30:32
Earnings season is now underway and we've heard from the largest U.S. banks. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a look at earnings from JPMorgan Chase (NYSE: JPM), Bank of America (NYSE: BAC), and Wells Fargo (NYSE: WFC) and discuss what investors should watch going forward. Then, they take on a few listener questions and talk about two stocks -- a credit card giant and an insurer -- that are on the radar this week. To get 50% off our Stock Advisor service, go to https://IF.Fool.com. Check out more of our content here: |
Apr 20, 2020 |
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Tech: Food Delivery Deep Dive
27:07
Lyft announced it will begin its Essential Deliveries program, helping government agencies, healthcare organizations, and non-profits with on-demand delivery of meals, groceries, and medical items. It's a hint at delivery ambitions for a company that has long focused on solely ride-hailing. We talk about that, plus news that Uber Eats, Grubhub, Postmates, and DoorDash have been named in a class action lawsuit over their platforms fees and claimed abuse of market power. Stocks: UBER, LYFT, GRUB Check out more of our content here: |
Apr 17, 2020 |
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Special: How You Can Help Get PPE to Our Frontline Heroes (w/ Ben Hunt)
34:52
Frontline Heroes is a grassroots charitable organization formed to get masks and other personal protective equipment (PPE) to medical professionals fighting the COVID-19 pandemic. Ben Hunt of Epsilon Theory joins the show to discuss the work he and others are doing to source PPE in Asia, ship it to the U.S., and distribute it to healthcare workers on the basis of need. If you would like to contribute to Frontline Heroes, you can donate here. If you or someone you know is a healthcare professional with an urgent need for PPE, you can fill out the form here to request aid from Frontline Heroes. Check out more of our content here:
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Apr 16, 2020 |
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Wildcard: A Look at the Live Events Industry and Livenation
51:42
With the onset of the COVID-19 pandemic, concerts, sports, and other live events have ground to a halt. Where has that left businesses servicing the live event space? Fool Contributor Luis Sanchez joins the show to break it all down, including a look at the balance sheets of Livenation and Eventbrite. Stocks Mentioned: LYV, EB, DIS, WWE Check out more of our content here:
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Apr 15, 2020 |
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CG: Surprise Retail Winners of the Pandemic
27:54
Motley Fool contributor Dan Kline joins Emily Flippen to discuss some of the business that have surprised consumer goods investors with their resiliency. From beer to pizza to desk chairs- early data is suggesting that not all consumer goods businesses are declining, even if their core consumers incomes may be. Check out more of our content here: |
Apr 14, 2020 |
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Financials: Warren Buffett's Moves and Big News for Fintechs
28:38
We recently learned that Berkshire Hathaway (NYSE: BRK-A) (NYSE: BRK-B) sold shares of three of its major stock holdings -- is Warren Buffett losing faith in these investments, or is there more to the story? And we recently found out that some of our favorite fintech companies like PayPal (NASDAQ: PYPL) will be participating in the $350 billion Paycheck Protection Program. Finally, host Jason Moser and Fool.com contributor Matt Frankel, CFP answer some listener questions and discuss why they're watching JPMorgan Chase (NYSE: JPM) and Live Oak Bancshares (NYSE: LOB) this week. To get 50% off our Stock Advisor service, go to https://IF.Fool.com. Check out more of our content here: |
Apr 13, 2020 |
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Energy: OPEC Cuts Oil Production, Saudis Go Shopping, Recession Resistant Stocks, & More
33:56
fter a meeting this morning, OPEC, along with Russia and other partners, announced plans to cut 10 million barrels of oil production per day. Jason Hall joins the show to break down what it means for the energy industry. In addition, we discuss Saudi Arabia’s recent investments in European oil companies, Warren Buffett selling airline stocks, and answer listener questions about Brookfield Infrastructure Partners’ recent spinoff of Brookfield Infrastructure Corporation. Stocks Mentioned: OXY, CLR, AR, TOT, RDS-A, RDS-B, E, EQNR, BIP, BIPC, BEP, BAM, NEP, NEE, BR, MA, MASI Check out more of our content here: |
Apr 09, 2020 |
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Wildcard: Which Retailers are Thriving?
26:15
Wayfair was up over 50% earlier this week on earnings and the news that the company had re-accelerated growth as more folks are staying home and ordering online. We talk about the results, and why fellow e-tailer Chewy is well positioned to thrive while we're all semi-quarantined.Stocks: W, CHWY Check out more of our content here: |
Apr 08, 2020 |
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CG: Re-Mastering the Meta during COVID-19
24:59
On this episode of Industry Focus, Motley Fool Advisor Aaron Bush joins host Emily Flippen to talk about “Mastering the Meta” - an inside look at the gaming industry and how businesses and consumers alike have changed in the wake of the COIVD-19 outbreak. Check out more of our content here: |
Apr 07, 2020 |
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Financials: A Chat With Square Co-Founder Jim McKelvey (Rerun)
37:02
This week's Industry Focus: Financials is a special one. Host Jason Moser and Fool.com contributor Matt Frankel, CFP chat with Square (NYSE: SQ) co-founder Jim McKelvey, author of the soon-to-be-released bookThe Innovation Stack: Building an Unbeatable Business One Crazy Idea at a Time. McKelvey shares his experiences in Square's very early days, tells stories of his journeys through the business world, and more. You don't want to miss this one! Check out more of our content here: |
Apr 06, 2020 |
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Tech: Zoom in Full View
38:25
Zoom Video Communications has surged in popularity over the past few weeks, nearly 20xing the number of participants on the platform as people try to stay connected while staying at home. That popularity has been wonderful for the business, but it has also put some of the platform's shortcomings under the microscope. We talk about that and the T-Mobile/Sprint deal finally closing. Stocks: ZM, TMUS, S Check out more of our content here: |
Apr 03, 2020 |
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Energy: Trump Tweets, Whiting Goes Bankrupt, and Dividend Stocks to Buy
22:29
This morning, President Donald Trump tweeted that he “expect[s] and hope[s]” that Russia and Saudi Arabia could cut 10 million barrels per day of oil. This comes a day after Whiting Petroleum marked the first U.S. shale company to declare bankruptcy in 2020. Matt DiLallo joins the show to break down the news and share some of his favorite dividend stocks to buy amid the coronavirus crisis. Stocks Mentioned: KMI, ENB, MMP, TRP, NEE, HD, MA, HD, WM Check out more of our content here:
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Apr 02, 2020 |
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Wildcard: 3 Healthcare Hidden Gems
33:42
On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser chats with Fool analyst Brian Feroldi about 3 hidden gems he likes in the healthcare space today! To get 50% off our Stock Advisor service, go to https://IF.Fool.com Check out more of our content here: |
Apr 01, 2020 |
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CG: What does COVID-19 mean for the Future of Delivery?
19:36
Historically, the delivery industry has been ridiculed as an industry with low margins and poor economics. However, the spread of COVID-19 has proven that this unprofitable business may still be an essential service. Join Emily Flippen as she asks Motley Fool contributor Dan Kline how he sees the impact of this global pandemic on the future of the delivery business. Check out more of our content here: |
Mar 31, 2020 |
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Financials: 4 Stocks We Like Right Now and Much More
33:38
In today's episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP dig into two major stories in the real estate sector. First, how badly are hotel REITs hurting, and which are the best for long-term investors. And second, some retailers have said they won't pay rent during closures, while one major mall operator has said rent is still expected, setting up a battle between the two sides. Plus, Frankel and Moser discuss why they think Bank of America (NYSE: BAC), Square (NYSE: SQ), Ameris Bank (NASDAQ: ABCB), and Mastercard (NYSE: MA) could be great buys right now. Check out more of our content here: |
Mar 30, 2020 |
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Tech: Boring is Good
18:47
Friday Tech show host Dylan Lewis spent the past three weeks in the Grand Canyon, totally removed from the outside world and news of the coronavirus spreading. He explains his re-entry and offers up a reminder for folks seeing a lot of red in their portfolios. Check out more of our content here: |
Mar 27, 2020 |
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Energy: Congress Bails Out Aerospace Companies
40:11
Description: Late last night, the United States Senate passed a $2.2 trillion emergency relief package targeted at offsetting the financial damage of the ongoing coronavirus pandemic. Among the provisions of the bill were more than $50 billion in relief for commercial airlines and other aerospace companies. Motley Fool Contributor Lou Whiteman joins the show to discuss what it means for Boeing and the U.S. domestic airline industry. Stocks Mentioned: BA, DAL, AAL, UAL, LUV, SAVE, UTX, RTN, SPR, TGI Check out more of our content here:
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Mar 26, 2020 |
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Wildcard: Things to do While Bunkered
16:26
In this episode of Industry Focus’s Wildcard Wednesday, host Emily Flippen is joined by Motley Fool Analyst TJ Piggott to avoid more coronavirus news and talk about something more lighthearted: things you can do while bunkered. Check out more of our content here: |
Mar 25, 2020 |
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CG: Coronaristocrats: A Look at How Dividend Aristocrats are Performing in Light of COVID-19
28:57
Dividend Aristocrats are S&P500 companies that have increased their dividend payouts for 25 consecutive years or more, but are they still good investments given the recent market turmoil? Motley Fool contributor Jason Hall joins host Emily Flippen to talk about the performance and attractiveness of these companies, which seem to attract more attention and investors during large market pullbacks. Check out more of our content here: |
Mar 24, 2020 |
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Financials: Dividends, Banking, and REITs: Your Coronavirus Stock Market Crash Questions Answered
43:34
In this week's episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a look at some important questions on listeners' minds. With its malls closed and a 17% dividend yield, is Simon Property Group (NYSE: SPG) a good stock to buy now? Does Axos Financial (NASDAQ: AX) still have competitive advantages? Why has Seritage Growth Properties (NYSE: SRG) fallen by 80%, and is it worth buying now? The answers to these questions and more on this week's show. To get 50% off our Stock Advisor service, go to https://IF.Fool.com Check out more of our content here: |
Mar 23, 2020 |
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Tech: You Asked, We Answer
25:44
We dip into the listener mailbag to talk about what the future might hold for e-commerce players like Amazon, MercadoLibre, and JD.com. Then we talk about the "right" number of brokerage accounts to have and how to make sure your position sizes don't get out of hand. Go to if.fool.com for 50% off our flagship Stock Advisor service! Stocks: AMZN, MELI, JD Check out more of our content here: |
Mar 20, 2020 |
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Energy: Volatility, Fuel Cells, and Investing in Canada
22:17
As volatility continues to roil the markets, Fool Canada’s Iain Butler joins the show to break down how he’s navigating the market, shares some investment ideas, and we answer a listener question on Ballard Power and the fuel cell industry. Stocks Mentioned: NYSE:BAM, TSX:BAM.A, NASDAQ: BLDP, TSX:BLDP, NYSE: BPY, TSX:BPY.UN TSX:AND, TSX:PSI, TSX:PSK Check out more of our content here: |
Mar 19, 2020 |
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Wildcard: How Coronavirus is Impacting Disney
29:25
Disney has been buffeted in recent weeks by park closures, sporting event cancellations, movie theater shutdowns, and more, which has sent the stock down nearly 40% in the past month. Motley Fool Contributor and Disney Expert Rick Munarriz joins the show to break down everything that’s going on with the company right now. Stocks Mentioned: DIS, CMCSA Check out more of our content here: |
Mar 18, 2020 |
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CG: The Truth About the Retail Apocalypse (Coronavirus Edition)
27:01
Now that workers are staying home and businesses are closing, the retail industry is truly being tested unlike ever before. Dan Kline joins Emily Flippen to talk about what the last few weeks mean for retail businesses across the country, and how investors may be impacted in the months to come. Check out more of our content here: Thanks to our sponsor, Molekule: http://www.molekule.com code fool10 |
Mar 17, 2020 |
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Financials: Industry Focus: Financials Q&A Session
50:44
With the stock market about 30% off its all-time highs and four-digit moves in the Dow Jones Industrial Average every day for more than a week, we were certain that our Industry Focus: Financials listeners had quite a few questions in mind. And we were right! In today's episode, host Jason Moser and Fool.com contributor Matt Frankel, CFP spend nearly 50 minutes answering questions that our listeners asked about the downturn and how to invest in it. Check out more of our content here: Post your job today at Indeed.com/motley and get a free sponsored job upgrade on your first posting.
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Mar 16, 2020 |
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Tech: To the Cloud!
33:06
Tim Beyers, lead analyst from The Motley Fool's cloud technology service, hops on the show to talk about the various elements of the cloud value chain: components and connectivity, data centers, infrastructure as a service, platform as a service, and software as a service. We break down how they all come together to form the cloud as we know it and some of the most interesting ways to play cloud technology. Go to if.fool.com for 50% off our flagship Stock Advisor service! Stocks: DDOG, PLAN Check out more of our content here: |
Mar 13, 2020 |
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Energy: The Oil Crash
44:32
On Monday, oil had its worst day since 1991, coming on the back of a massive demand shock due to the coronavirus. Motley Fool Contributor Jason Hall joins the show to break it all down and discuss what investors should be doing. Stocks Mentioned: OXY, BP, TOT, FANG, PSX, PXD, RDS-A, RDS-B Check out more of our content here:
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Mar 12, 2020 |
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Wildcard: Electronic Health
24:08
If you’ve ever been to a doctor’s office, you’ve probably noticed that many offices still rely on paper, pen and fax machine to get their job done. Companies are steadily being digitized, and we’ve got 3 stocks that are helping to get the job done. Go to if.fool.com for 50% off our flagship Stock Advisor service! Stocks: CERN, DOCU, PHR Check out more of our content here: |
Mar 11, 2020 |
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CG: Demystifying the Car Buying Process
22:41
Dan Kline joins Emily Flippen to talk about how consumers can navigate the often overly complicated process of buying a car, and the innovative companies that are looking to disrupt this outdated process. Check out more of our content here: |
Mar 10, 2020 |
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Financials: Stocks are Plunging -- Here's What You Need to Know
32:41
The stock market is plunging, with the S&P 500 down by more than 18% from its all-time highs reached earlier this year. While this can certainly seem scary, Industry Focus: Financials host Jason Moser and Fool.com contributor Matt Frankel, CFP are here to help make sense of things. In this episode, we talk about the market turbulence, why bank stocks have been especially hard-hit, two areas of real estate that could have some good long-term investment ideas, and more. Jason and Matt also dive into the recent news involving JPMorgan Chase (NYSE: JPM) CEO Jamie Dimon's health scare, and why the bank will be fine no matter who is at the helm (although we certainly wish Mr. Dimon a quick and speedy recovery). Plus, we'll dive into another installment of "What's the Last Stock You Bought and Why," in which you'll hear why Matt has put some money into Tanger Factory Outlet Centers (NYSE: SKT) and Ryman Hospitality Properties (NYSE: RHP) in the midst of the market volatility. Check out more of our content here: Get the first $50 off your first job post at LinkedIn.com/fool. Terms and conditions apply.
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Mar 09, 2020 |
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Tech: Rakuten
22:47
Following a listener tip, we break down "The Amazon of Japan" -- Rakuten. While the company is known for its e-commerce platform, it does so much more, including: payments, credit cards. life insurance, securities, advertising, and mobile network services. The company is well positioned for many mega-trends, but does it belong on investor's watch lists? Go to if.fool.com for 50% off our flagship Stock Advisor service! Check out more of our content here: |
Mar 06, 2020 |
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Energy: Auditing, Fraud, and the Rise of Non-Gaap Accounting with Francine McKenna
01:10:08
As investors, we depend on financial statements to understand how the businesses we own are performing. Therefore, we also depend on auditors to make sure those financial statements are accurate. Financial journalist Francine McKenna joins the show this week to discuss auditing and accounting issues including conflicts of interest between auditors and shareholders, the role of auditing in catching fraud, accounting issues at companies like Disney and Square, what we lose as non-Gaap accounting becomes more and more commonplace, how companies will decide to disclose coronavirus impacts on their business, and more. Stocks Mentioned: DIS, SQ, BB, NTON, BRK-B, BRK-A Check out more of our content here:
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Mar 05, 2020 |
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Wildcard: A Fresh IPO and a Basket of Healthcare Stocks
35:29
On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser chats with Fool analyst and IF Brian Feroldi about a recent IPO in the healthcare space, 1Life Healthcare. Then they dig in to the most recent results for all four stocks in Jason's Healthcare and Wealthcare basket. To get 50% off our Stock Advisor service, go to https://IF.Fool.com Check out more of our content here: |
Mar 04, 2020 |
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CG: How ESG Investing Has Changed The Consumer Goods Landscape
20:01
Motley Fool analyst Maria Gallagher joins Emily Flippen to talk about some of the most pervasive trends in consumer goods, including how millennials have shifted their consumption patterns to better align with "Environmental, Social, and Governance" practices. Check out more of our content here: |
Mar 03, 2020 |
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Financials: A Chat With Square Co-Founder Jim McKelvey
37:23
This week's Industry Focus: Financials is a special one. Host Jason Moser and Fool.com contributor Matt Frankel, CFP chat with Square (NYSE: SQ) co-founder Jim McKelvey, author of the soon-to-be-released bookThe Innovation Stack: Building an Unbeatable Business One Crazy Idea at a Time. McKelvey shares his experiences in Square's very early days, tells stories of his journeys through the business world, and more. You don't want to miss this one! Check out more of our content here:
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Mar 02, 2020 |
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Tech: The Selloff
21:49
There's no way around it -- this was the worst week for the stock market since 2008. As reports of coronavirus have spread, concerns over individual safety, travel and global supply chains have spooked the global markets and sent stocks down. Even stalwart businesses have felt the pinch. We talk about what's going on in the market and the important lessons for investors. Check out more of our content here: |
Feb 28, 2020 |
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Energy: The Techification of Defense
26:29
Per a listener request on Twitter, we’re diving into the defense industry with Industry Focus contributor Lou Whiteman. On the first half of the show, we take a look at the winners and losers from the most recently proposed defense budget. On the back half of the show, we discuss Leidos (NYSE:LDOS), the biggest IT business in the defense industry and an interesting way to play increased “techification” of the defense industry. Stocks Mentioned: NOC, GD, HII, OSK, TXT, LMT, RTN, LDOS, AMZN, MSFT, SAIC Check out more of our content here:
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Feb 27, 2020 |
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Wildcard: X-ing out with GraniteShares founder and CEO Will Rhind
20:23
Host Emily Flippen sits down with the founder and CEO of GraniteShares, Will Rhind, to talk about NYSEARCA: XOUT - a new ETF focused not on what you should add to your portfolio but what you shouldn’t. Check out more of our content here: |
Feb 26, 2020 |
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CG: Hot trends, Hot stocks, and Hot pizza
34:53
Asit Sharma joins this week to discuss some of the trendiest consumer goods stocks- including fake meat and fake space travel. But no good theoretical discussion is good without a slice of very real pizza on top. To get started investing, check out our free starter kit at www.fool.com/starterkit Check out more of our content here:
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Feb 25, 2020 |
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Financials: Focusing on Fundamentals with Uncle Warren and a Conversation with Goldman Sachs' Marcos Rosenberg
24:24
On this week’s episode of Industry Focus: Financials host Jason Moser takes a look at 5 of his favorite passages from Warren Buffett's most recent shareholder letter. Then make sure to catch Matt Frankel's conversation with Marcos Rosenberg, Head of U.S. Deposits with Marcus by Goldman Sachs! To get 50% off our Stock Advisor service, go to https://IF.Fool.com Check out more of our content here: |
Feb 24, 2020 |
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Bonus: Ben Hunt on Narrative and Markets
01:06:49
Ben Hunt is the creator of Epsilon Theory and CIO of Second Foundation Partners. In his writing at Epsilon Theory, Ben uses game theoretical principles and natural language processing to analyze how narratives evolve and drive behaviors in markets and politics. This gives Ben a unique perspective on markets that any investor can learn from. We hope you’ll enjoy our conversation.
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Feb 22, 2020 |
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Tech: MercadoLibre Keeps Winning
27:28
The Amazon/PayPal/Square/eBay/Craigslist of Latin America MercadoLibre reported earnings in February and it was another blowout quarter for the company. The company's more mature e-commerce business is still going strong, but it has found a huge growth lever in its Mercado Pago payments platform. We explain how more and more Mercado Pago transactions are happening off-platform and why that's a good thing for investors. Click here to take our brief listener survey, and thanks for helping us out. Stocks: MELI Check out more of our content here: |
Feb 21, 2020 |
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Energy: Investing in the Time of Coronavirus
31:52
For the past month, coronavirus has dominated headlines worldwide. However, much of the market has ignored those concerns… except for the energy markets. Motley Fool Contributor Jason Hall joins the show to discuss how he’s handling coronavirus concerns as well as a couple of his recent stock purchases, Jeff Bezos’s $10 billion donation to fight climate change, and a listener question on Pattern Energy. Listen to the end to hear Jason, Austin, and Nick’s hottest takes on the Astros cheating scandal. Stocks Mentioned: AAPL, HLT, F, SPCE Check out more of our content here:
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Feb 20, 2020 |
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Wildcard: 3 Diabetes Dynamos
33:12
One in seven healthcare dollars in the United States are spent on diabetes and its related complications. That’s a huge burden for patients and for insurance companies. Thankfully, businesses are working to improve the outcomes for patients. Industry Focus Contributor Brian Feroldi joins the show to dive into three companies trying to improve diabetes treatment and monitoring: Dexcom, Tandem Diabetes, and Insulet. Check out more of our content here: Stocks Discussed: DXCM, TNDM, PODD Click here to take our brief listener survey, and thanks for helping us out! |
Feb 19, 2020 |
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CG: Truth About the Retail Apocalypse
33:15
Dan Kline joins Emily Flippen to debunk the myth of the “retail apocalypse” , what he sees as driving the sector's underperformance, and what could have gone different to save the industry. Check out more of our content here: To get 50% off our Stock Advisor service, go to https://IF.Fool.com |
Feb 18, 2020 |
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Tech: Regulators Weigh In
40:30
Investors finally have closure on the Sprint/T-Mobile deal, we explain the decision, what it says about Sprint and T-Mobile, and what it all means for major Sprint shareholder Softbank. Then we switch gears and talk about the FTC's new focus on small acquisitions made over the past few years by Apple, Amazon, Google, and Microsoft. Stocks: AAPL, AMAN, GOOG, GOOGL, MSFT, TMUS, S Check out more of our content here: Get the first $50 off your first job post at LinkedIn.com/fool. Terms and conditions apply. |
Feb 14, 2020 |
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Energy: Mailbag-- Water Utilities, Natural Gas, Lithium, and More
20:49
Industry Focus Contributor Matt DiLallo joins the show to help tackle some of your questions! Topics include: Water Utilities, Investing in Natural Gas, Whether Antero Midstream is a Dividend Play or Dividend Trap, Opportunity Zones, Lithium, and one stock Matt loves right now. Stocks Mentioned: NEE, BAM, BIP, BEP, SQM, AM, AR, AY, AOS, DHR Check out more of our content here: Thanks Health IQ! See if you qualify for lower rates! healthiq.com/fool |
Feb 13, 2020 |
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Wildcard: Small-Cap Healthcare Stocks
40:59
We've got three under the radar healthcare stocks for your watchlist. Contributor Brian Feroldi hops on to talk Semler Scientific, LaMaitre Vascular, and Fulgent Genetics. Stocks: SMLR, FLGT, LMAT Check out more of our content here:
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Feb 12, 2020 |
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CG: In, Out, and Back in Again- Warner Media Files to go Public and What it Means For Investors
27:11
There has been a prospectus making a big splash in a year where IPOs have been anything but exciting. Motley Fool contributor Jason Hall and host Emily Flippen break down Warner Music's new filing and its intent to go public- letting you know what is to love and hate about this music giant. Check out more of our content here: |
Feb 11, 2020 |
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Financials: Markel Earnings and 4 Smart Ways to Invest in Retail
31:27
In this week’s installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the latest results from Markel (NYSE: MKL) and why we’re so excited about the company’s future. Then, Frankel discusses four of his favorite ways to invest in retail through the real estate industry. Plus, we read some more of our listener’s most recent stock purchases and reveal the stocks we’re watching this week. |
Feb 10, 2020 |
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Tech: Spotify Keeps Shopping
25:58
Spotify made some big purchases in 2019, buying up Gimlet and two other companies for $400 million. This week, it doubled-down on its podcast bet, announcing it was buying Bill Simmons' media outlet The Ringer. We explain how podcasts fit into Spotify's strategy and check in Google's YouTube now that Alphabet has started breaking out its revenue contribution. To get 50% off our Stock Advisor service, go to http://IF.Fool.com Stocks: SPOT, GOOG, GOOGL |
Feb 07, 2020 |
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Energy: A Look at the Oil Market with Tracy Shuchart (@chigrl)
36:30
Last week, we sat down with Tracy Shuchart to discuss the current state of the oil market. Tracy is an expert on the oil and gas market, working as an oil futures trader and managing an energy-focused portfolio for a family office. She’s also built a huge following on Twitter through her @chigrl account, where she shares what she’s watching in the market each day. Topics include why shale drillers could be due for a wave of bankruptcies, coronavirus, how changing tanker fuel standards are impacting oil demand, and why a product glut is weighing down the oil market. We hope you’ll enjoy our conversation! Check out more of our content here: |
Feb 06, 2020 |
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Wildcard: It's Healthcare Earningspalooza!
25:35
On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser sits down with Fool healthcare analyst and IF favorite Shannon Jones to catch up on the latest regarding the coronavirus as well as three big healthcare earnings reports and the stock you need to have on your watch list! Check out more of our content here: To get 50% off our Stock Advisor service, go to https://IF.Fool.com |
Feb 05, 2020 |
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CG: A Deep Dive Into the 2020 Super Bowl Ads
29:44
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Feb 04, 2020 |
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Financials: Visa and PayPal Show the War on Cash is Far From Over
28:23
Visa (NYSE: V) and PayPal (NASDAQ: PYPL) recently released their fourth quarter earnings. On this week’s Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the numbers and what it means going forward. We’ll also hear about Berkshire Hathaway’s (NYSE: BRK-A)(NYSE: BRK-B) latest investment move and why Jason and Matt are watching Goldman Sachs (NYSE: GS) and Chipotle (NYSE: CMG) this week. Check out more of our content here: To get 50% off our Stock Advisor service, go to https://IF.Fool.com. |
Feb 03, 2020 |
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Bonus: WWE Execs Fired, a Casino Invests in Barstool Sports, and Our Super Bowl LIV Preview
20:45
WWE stock plunged more than 20% on Friday following the surprise departure of its co-presidents. Dan Kline joins the show to break down the news, as well as Penn National Gaming’s recent investment in Barstool Sports. Finally, Dan, Austin, and Nick give their picks for the Super Bowl game and some of the most interesting prop bets on the board. Stocks Mentioned: WWE, PENN, PDYPY, DEAC Check out more of our content here: To get 50% off our Stock Advisor service, go to https://IF.Fool.com |
Feb 01, 2020 |
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Tech: Amazon at $1T
32:25
Apple and Amazon both put up stellar earnings results, we break down the numbers for each and explain why the companies in the $1T club can keep growing. Stocks: AAPL, AMZN, MSFT, GOOG, GOOGL Check out more of our content here: To get 50% off our Stock Advisor service, go to http://IF.Fool.com. |
Jan 31, 2020 |
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Energy: A Look at the Driverless Car Industry with Ed Niedermeyer
52:55
After years of hype, self-driving cars have entered a Trough of Disillusionment, as optimistic company deadlines for debuting robotaxi services have come and gone. Co-host of the Autonocast Ed Niedermeyer joins Motley Fool Senior Auto Analyst John Rosevear and host Nick Sciple to discuss the current state of the autonomy industry. Topics include the recent Cruise Origin vehicle reveal, Uber’s self driving aspirations, regulatory barriers to driverless cars, and Ed’s recent book Ludicrous: The Unvarnished Story of Tesla Motors. Stocks Mentioned: GM, F, TM, GOOG, APTV, TSLA, HMC, HYMTF, NSANY, UBER, LYFT, DPZ Check out more of our content here:
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Jan 30, 2020 |
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Wild Card: Getting "Into the Weeds" with the Cannabis Industry
11:08
Matt Anderson from Vanguard Scientific joins the show this week from MJBizCon to talk about the ins-and-outs of what retail investors should know when making the decision to invest in cannabis, and if there's truly any more green left in the beaten down segment. Check out more of our content here: |
Jan 29, 2020 |
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CG: McChicken, Bankruptcies, and the Truth About Retail
22:09
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