Industry Focus (podcast)

Now that both rounds of the bank stress tests are over, let’s see what we learned.

Direct download: 20180702_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

25 years ago, most households didn't have a computer in their homes. Today, the five largest U.S. companies are in tech. We discuss what trends led us here and how they aren't done yet.

Direct download: 20180629_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

In honor of the 25th anniversary of The Motley Fool we are talking about oil and gas 25 years ago, the present state of the industry, and our predictions for the future. Thanks to Blooom for supporting Industry Focus.  

Get a month free with blooom401k.com/fool and code FOOL.

Direct download: 20180627_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

A $3 billion project to sequence the human genome in the 90's is at the root of a revolution in patient treatment today. Also, can technology bridge the growing gap between healthcare supply and demand? Stocks: TDOC, ISRG, ILMN

Direct download: 20180627_IF_healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

Our theme week continues as we celebrate the 25th anniversary of The Motley Fool with a look at the innovation and change that could shape the consumer and retail sector going forward.

 

Thanks to Blooom for supporting Industry Focus. Get a month free with blooom401k.com/fool and code “fool”.

Direct download: 20180626_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Here’s what has changed in banking over the past 25 years and what we think is in store for the next 25.

Direct download: 20180625_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

In today’s show we answer some listener questions from the last month. We discuss the difficulties of getting oil out of the Permian Basin, an attractive pipeline stock, two midstream competitors, and the possible outcome of the impending meeting of OPEC+. Tickers EPD, HAL, SLB.

Direct download: 20180621_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Big news sent Foundation Medicine and Sarepta Therapeutics soaring this week. Meanwhile, PTC Therapeutics investors endured a roller coaster ride. Stocks: FMI, SRPT, PTCT 

Direct download: 20180620_IF_Healthcare_REPLACE.mp3
Category:Podcast -- posted at: 3:30pm EDT

Taking a vacation? Online travel agencies are one of the first places consumers go when planning their trips. We look at Booking Holdings and TripAdvisor as two options for investors in this massive, lucrative market. Stocks: FNKO, TRIP, BKNG

Direct download: 20180619_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

On the surface, White Mountains Insurance’s business model may look a lot like the Oracle of Omaha’s playbook.

Direct download: 20180618_IF_FInancials.mp3
Category:Podcast -- posted at: 3:30pm EDT