Industry Focus

In his Industry Focus debut, Motley Fool Analyst Sanmeet Deo joins Emily Flippen to look at fast casual salad chain Sweetgreen to help determine if investors should take a big bite out of this mouthwatering opportunity. 

 
 
Stocks: Sweetgreen (NYSE: SG)

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Direct download: 20211123_IF_CG.mp3
Category:Podcast -- posted at: 1:00pm EDT

In this week's episode of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP, and host Jason Moser take a closer look at two stocks they bought last August, Lemonade (NYSE: LMND) and Bill.com (NASDAQ: BILL). Matt and Jason will dig into the stock performance of each one, how the businesses are doing, and more, to determine whether these stocks are still worth buying today.

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Direct download: 20211122_IF_Financials.mp3
Category:Podcast -- posted at: 12:34pm EDT

Ever wonder what customers actually think of the unboxing process, or where shoppers get stuck during check out on your site?

UserTesting is a company focused on collecting customer insights for businesses to improve the usability of their products. Shares of the company just hit the market, and in this episode, we break down how this business is a huge beneficiary of where the world is going and how they'll have to educate the market to meaningfully grow.

Stocks: USER

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Direct download: 20211119_IF_Tech.mp3
Category:Podcast -- posted at: 1:51pm EDT

Jason Hall joins the show to take a look at Stem, Inc. and how it’s using software to stand out in the emerging market for battery storage technology. 

Stocks Mentioned: STEM, TSLA

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Direct download: 20211118_IF_Energy.mp3
Category:Podcast -- posted at: 12:45pm EDT

We get a first look at recent SPAC debut Bird Global, the company known for its e-scooters and last mile mobility options.We talk through how changes to the company's fleet management has dramatically changed the Bird's financials over the past few years and how the company stacks up to more robust mobility offerings from Lyft and Uber.

Stocks: BRDS, UBER, LYFT

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Direct download: 20211117_IF_Wildcard.mp3
Category:Podcast -- posted at: 2:38pm EDT

Nextdoor may be the most controversial business to go public since WeWork’s failed listing, however, can Nextdoor’s new and experienced management team turn around this business given its history of bad publicity? Join Asit Sharma and Emily Flippen as they discuss if Nextdoor’s product is really better than you may think.

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Direct download: 20211116_IF_CG.mp3
Category:Podcast -- posted at: 3:02pm EDT

In this week's installment of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP®, and host Jason Moser dig into a trio of financial sector earnings. First, the pair talks about the latest results from high-growth fintech SoFi (NASDAQ: SOFI), and then pivots to slow-and-steady compounder Boston Omaha Corporation (NASDAQ: BOMN). Last but certainly not least, Frankel and Moser take a look at the latest numbers from card payment specialist Marqeta (NYSE: MQ). 

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Direct download: 20211115_IF_Financials.mp3
Category:Podcast -- posted at: 1:00pm EDT

We try and keep up with tech earnings and check-in on three companies we regularly talk about -- Palantir, DataDog, and The Trade Desk.

Tune in for a breakdown on how commercial revenue is poised to become a bigger part of the pie for Palantir, how DataDog keeps cruising along, and why ad tracking concerns shouldn't faze Trade Desk shareholders.

Stocks: TTD, DDOG, PLTR

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Direct download: 20211112_IF_Tech.mp3
Category:Podcast -- posted at: 3:10pm EDT

Kornit Digital CEO Ronen Samuel joins the show to share how Kornit’s print-on-demand technology is ushering in a new era of sustainable, on-demand, digital fashion

Stocks Mentioned: KRNT, AMZN, BOO.L

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Direct download: 20211111_IF_Energy.mp3
Category:Podcast -- posted at: 12:45pm EDT

On this week’s episode of Industry Focus: Wildcard host Jason Moser sits down with Motley Fool Ventures Partner Brendan Mathews. Tune in as they take a closer look at the business of Expensify as it makes its debut as a publicly traded company!

Stocks: EXFY

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Direct download: 20211110_IF_Wildcard.mp3
Category:Podcast -- posted at: 1:41pm EDT