Industry Focus (podcast)

We're excited for 2018. Why? We've got tax code changes impacting the books of big tech, plus the next phases of the cable revolution, and the continued rise of e-sports.

Direct download: 20171215_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

Alternative fuels are still a long way from being ubiquitous but some are gaining steam thanks to a few key players. We discuss what constitutes an alternative fuel, why commercial and heavy goods transport is the gateway to alternatives adoption, and stocks investors may want to consider. Today the show was sponsored by

Direct download: 20171214_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Celgene and bluebird bio report a stunning success in multiple myeloma, Juno Therapeutics takes it on the chin despite positive data, and Spark Therapeutics suffers in its showdown with BioMarin in hemophilia.

Direct download: 20171213_IF_Healthcare.mp3
Category:Podcast -- posted at: 4:24pm EST

Subscription-box services have grown incredibly popular in the past few years, and Stitch Fix is the latest company based on this business model to go public. With almost $1 billion of revenue in 2017, we dive into this fast-growing company and what investors need to know about its data-centric approach to selling apparel.

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Direct download: 20171212_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

Industry Focus: Financials takes a deep dive into Goldman Sachs and Morgan Stanley’s business models, valuation, and future growth potential.

Direct download: 20171211_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

These tech unicorns have long been the subject of IPO speculation. But for all that buzz, are any of them actually good businesses to own long-term?

Direct download: Sequence_01.mp3
Category:Podcast -- posted at: 3:30pm EST

UPS, FedEx, and USPS will deliver an estimated two billion packages during the holiday season. We discuss how they make this happen, their past and current struggles to do so profitably, and what this all means for retailers, consumers, and investors.

Direct download: 20171207_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

The tax bill includes fine print that could make biopharma companies pay more in taxes than expected. Plus, CVS Health cozies up to Aetna and Apple takes aim at heart disease.

Direct download: 20170406_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

Cut costs, streamline operations, and acquire growth. That has been the recipe for success for 3G Capital (and frequent partner Warren Buffett), but as headwinds mount for packaged food and beverages, Kraft Heinz needs to find other avenues for growth. The cast also looks at Etsy and its trajectory under new CEO Josh Silverman.

Direct download: 20171205_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

Financials takes a deep dive into BofI Holding’s business model, competitive advantages, valuation, and potential future growth catalysts.

Direct download: 20171204_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST