Industry Focus

In this week's episode of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP, and host Jason Moser dig into the latest results from Boston Omaha (NASDAQ: BOMN) and Latch (NASDAQ: LTCH), two of their favorite small cap stocks to follow. Plus, Frankel gives his take on the merger of top gaming REITs VICI Properties (NYSE: VICI) and MGM Growth Properties (NYSE: MGP). Finally, you'll hear why Frankel is keeping an eye on 23andMe (NASDAQ: ME) this week, while Moser is looking at fintech disruptor SoFi (NASDAQ: SOFI). 

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Direct download: 20210816_IF_Financials.mp3
Category:Podcast -- posted at: 1:12pm EDT

We've got quarterly updates from companies we've talked about plenty on the show -- Squarespace, Wix, and The Trade Desk.In the show, we explore the stellar results from each business, and why they didn't seem to matter to the market.

Stocks: TTD, SQSP, WIX

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Direct download: 20210814_IF_Tech_1.mp3
Category:Podcast -- posted at: 3:30pm EDT

Procore, a leading provider of construction management software, recently came public back in May 2021. Today, Procore Founder and CEO Tooey Courtemanche joins the show to share how Procore is bringing construction into the 21st century. 

Stocks Mentioned: PCOR, SHOP, SNOW, MSFT

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Direct download: 20210812_IF_Energy.mp3
Category:Podcast -- posted at: 2:57pm EDT

PLBY Group CEO Ben Kohn joins the show to discuss how he and his team are transforming Playboy from a content company focused on selling to men into a lifestyle brand primarily selling products to women.

Stocks Mentioned: PLBY, VSCO

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Direct download: 20210811_IF_Wildcard.mp3
Category:Podcast -- posted at: 4:03pm EDT

dLocal is one of the newest global payment processors to excite investors with its public offering. But does dLocal have the chops to succeed in an increasingly competitive space? Join Asit Sharma and Emily Flippen as they discuss if DLO’s risks outweigh its returns. 

Stocks: dLocal (NASDAQ: DLO)

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Direct download: 20210810_IF_CG.mp3
Category:Podcast -- posted at: 3:45pm EDT

On this week's episode of Industry Focus: Financials, host Jason Moser and longtime Fool.com contributor Matt Frankel, CFP, dive into Berkshire Hathaway's (NYSE: BRK.A)(NYSE: BRK.B) latest earnings and the key points investors need to know. Also, Matt and Jason answer a listener question about using bonds as an alternative to savings accounts, and they give listeners two stocks to watch in the coming week and beyond.

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Direct download: 20210809_IF_Financials.mp3
Category:Podcast -- posted at: 4:53pm EDT

The two companies went in opposite directions after reporting strong results. We talk through why the freelance marketplace operator and Latin American e-commerce giant are both doing just fine.

Stocks: MELI, FVRR

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Direct download: 20210806_IF_Tech.mp3
Category:Podcast -- posted at: 3:54pm EDT

Nick Sciple and John Rosevear break down Biden's EV executive order and take a look at earnings for Ford, GM, BMW, Ferrari, and more!

Stocks: F, GM, BMWYY, RACE, TSLA

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Direct download: 20210805_IF_Energy.mp3
Category:Podcast -- posted at: 3:59pm EDT

As one of the newest businesses at the forefront of AgTech, AppHarvest (APPH) has the ambitious goal to revolutionize the way the United States supplies its produce. Join Motley Fool analysts Clay Bruning and Emily Flippen as they present their bullish and bearish thesis for the business and discuss if the risks are worth the reward.

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Direct download: 20210804_IF_Wildcard.mp3
Category:Podcast -- posted at: 2:45pm EDT

Last week proved to be a week of reckoning for many consumer-facing brands, including Boston Beer and Pinterest who each saw their stocks cut by a quarter after weaker-than-expected earnings reports. Has the market overreacted to these stock market darlings? Or was their decline on lofty valuations inevitable? Join Motley Fool analysts Asit Sharma and Emily Flippen as they discuss. 

Stocks: Boston Beer (SAM), Constellation Brands (STZ), Pinterest (PINS), Upwork (UPWK)

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Direct download: 20210803_IF_CG.mp3
Category:Podcast -- posted at: 2:28pm EDT