Industry Focus
Peloton-rival iFit is a decades-old business looking to reinvent itself as the leader in connected at-home fitness. But how does its metrics stack up in the crowded industry? Join Asit Sharma and Emily Flippen as they breakdown iFit’s S-1 in anticipation of a potential future listing. 
 
Stocks: Peloton (PTON), iFit (N/L: IFIT)
 
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Direct download: 20211012_IF_CG.mp3
Category:Podcast -- posted at: 3:24pm EDT

With bank earnings set to start hitting the wire this week, host Jason Moser and Fool.com contributor Matt Frankel, CFP, take a look back at how the major U.S. banks fared in the second quarter. They also take a look at some of the biggest news stories about JPMorgan Chase (NYSE: JPM), Bank of America (NYSE: BAC), and Wells Fargo(NYSE: WFC), and give a rundown of what they'll be watching in the third quarter results.

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Direct download: 20211011_IF_Financials.mp3
Category:Podcast -- posted at: 12:18pm EDT

We dip into the mailbag and tackle topics like analyst price targets, the best resources for new tech investors, and the hot button issue of payment for order flow and how it affects incentives between brokers and market makers.

Stocks: MSFT, AAPL, HOOD

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Direct download: 20211008_IF_Tech.mp3
Category:Podcast -- posted at: 3:33pm EDT

Jason Hall and Tyler Crowe join the show to dive into where we sit in the energy capital cycle and share a handful of stock picks that could be winners in fossil fuels over the next several years. 

Stocks Mentioned: FANG, PSX, TTE, CNQ

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Direct download: 20211007_IF_Energy.mp3
Category:Podcast -- posted at: 1:17pm EDT

Riskified is an eCommerce management system that allows businesses to outsource the risk of fraud associated with digital purchases. Join the Motley Fool’s Brian Stoffel as he breaks down the business model, Riskified’s proprietary AI system, and its risks in today’s episode.

Stocks: Riskified (RSKD)

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Direct download: 20211006_IF_CG.mp3
Category:Podcast -- posted at: 1:42pm EDT

Warby-Parker is one of the most successful direct-to-consumer eyewear specialists in the world. Join Motley Fool analysts Asit Sharma and Emily Flippen as they frame up what success could look like for this recently public company in the future.

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Direct download: 20211005_IF_CG.mp3
Category:Podcast -- posted at: 2:20pm EDT

We recently learned that Google (NASDAQ: GOOGL)(NASDAQ: GOOG) is abandoning plans to create its own bank accounts, and Industry Focus host Jason Moser and Fool.com contributor Matt Frankel, CFP, discuss what investors need to know. Also, despite rising wages and lower interest rates, home affordability in the U.S. is at its worst level since the financial crisis. And finally, Frankel discusses why SoFi (NASDAQ: SOFI) is the stock he's most excited to read third quarter earnings from in the coming weeks.

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Direct download: 20211004_IF_Fin.mp3
Category:Podcast -- posted at: 12:41pm EDT

Earlier this summer, we broke down Blend Labs S1 and explained the company's role as the infrastructure for financial services industry.

CEO Nima Ghamsari joined the show to talk about how the company fits into the financial services ecosystem and why he thinks the usage-based software model is the future.

Stocks: BLND

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Direct download: 20211001_IF_Tech.mp3
Category:Podcast -- posted at: 1:00pm EDT

Lou Whiteman joins the show as we answer a question from the listener mailbag and take a look at 3 under-the-radar aerospace stocks

Stocks Mentioned: HWM, BLL, HEI, TDG, BRK.A, BRK.B, HXL

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Direct download: 20210930_IF_Energy.mp3
Category:Podcast -- posted at: 1:55pm EDT

Pulitzer prize winning author and renowned expert in energy and international relations returns to the show to discuss the state of energy markets and his book  The New Map: Energy, Climate, and the Clash of Nations . Topics include: surging oil prices, natural gas shortages, China’s energy crunch, and more. 

Stocks Mentioned:  TSLA, BP

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Direct download: 20210929_IF_Wildcard.mp3
Category:Podcast -- posted at: 10:48am EDT

Did you think we were done with footwear IPOs? Think again! The market is hot for performance apparel, and On Holdings is the newest public business looking to capitalize. Join Asit Sharma and Emily Flippen as they continue the footwear discussion in today’s episode over On Performance running shoes. 

Stocks: On Holdings AG (NYSE: ONON)

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Direct download: 20210928_IF_CG.mp3
Category:Podcast -- posted at: 3:28pm EDT

Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, take a deep dive into Remitly (NASDAQ: RELY), a cross-border payments company that just went public last week. The paid discusses what Remitly does, how it makes money, its market opportunity, and much more, so check out the discussion to see if it could be a stock to put on your radar. 

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Direct download: 20210927_IF_Financials.mp3
Category:Podcast -- posted at: 2:44pm EDT

We take a look at other industries through the lens of the app store to explore how mobile apps fit into the direction and strategy for companies. Plus, Dylan explaining the obvious aha moment of the phone being the remote control for his life.

Stocks: CMG, SBUX, MCD, UBER, ETSY, SQ

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Direct download: 20210924_IF_Tech.mp3
Category:Podcast -- posted at: 12:23pm EDT

Motley Fool Auto Analyst John Rosevear returns to the podcast to break down EV stories, including Lucid’s 520-mile range vehicle, Rivian’s EV truck beginning production, Ford’s deal with Tesla’s former CTO, and more!

Stocks Mentioned: LCID, F, GM, NIO, XPEV, TSLA

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Direct download: 20210923_IF_Energy.mp3
Category:Podcast -- posted at: 12:11pm EDT

Tune in for Motley Fool Advisor Karl Thiel’s debut on Industry Focus as our resident biotech expert discusses the advances and challenges of CRISPR gene-editing technology, as well as how investors should be thinking about the space.

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Direct download: 20210922_IF_Wildcard.mp3
Category:Podcast -- posted at: 5:38pm EDT

As a sustainable footwear brand with a cult following, AllBirds has reinvented what it means to be a digitally native apparel retailer. In this episode of Industry Focus, Motley Fool Analysts Asit Sharma and Emily Flippen take a look through AllBird’s S-1 to determine if the business has more staying power beyond it’s high-end brand. Stocks: AllBirds (to be listed: BIRD)

Direct download: IF_CG_09202021.mp3
Category:Podcast -- posted at: 12:00pm EDT

In this week's episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, take a closer look at real estate disruptor Compass (NYSE: COMP), which went public earlier this year. Hear Jason and Matt talk about what compass does, its strengths, the management team, and whether it can have a bright future even as iBuying gains traction.

Direct download: IF_09202021.mp3
Category:Podcast -- posted at: 9:04pm EDT

We talk about a sneaky-big tech company helping restaurants take their operations and systems digital -- Toast!

Listen in for a breakdown of how the company has grown from a humble point-of-sales solution into a robust offering aimed at making life easier for restaurateurs, staff, and customers.

Stocks: TOST

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Direct download: 20210917_IF_Tech.mp3
Category:Podcast -- posted at: 2:09pm EDT

Jason Hall joins the podcast to discuss the Department of Energy’s Solar Futures Study and discuss ways to invest in solar energy’s future. 

Stocks Mentioned: FSLR, SEDG, ENPH, CWEN, CWEN.A, NEP, BEP, BEPC

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Direct download: 20210916_IF_Energy.mp3
Category:Podcast -- posted at: 12:21pm EDT

Wildcard Wednesday host Jason Moser sits down with Esoterica Capital Senior Analyst Kai Zhang. Tune in as they talk about the current regulatory environment in China, how investors should view opportunities in the region and much more!

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Direct download: 20210915_IF_Wildcard.mp3
Category:Podcast -- posted at: 3:30pm EDT

Casey's General Store is a midwestern favorite, serving fuel, food, and groceries to rural and suburban communities across sixteen states. But is Casey's the best convenience store, or just the only one available? Join Emily Flippen and Asit Sharma as they break down this classic retailer and discuss what the future may hold for its business.

Stocks: Casey's General Store (CASY)

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Direct download: 20210914_IF_CG.mp3
Category:Podcast -- posted at: 11:45am EDT

On the heels of its recently-announced partnership with Amazon (NASDAQ: AMZN), buy-now-pay-later company Affirm (NASDAQ: ARFM) just released some pretty impressive results. And elsewhere in the BNPL space, PayPal (NASDAQ: PYPL) just announced its acquisition of a leader in the Japanese market that could have global implications for the business. Plus, host Jason Moser and Fool.com contributor Matt Frankel, CFP, each discuss a stock they have on their watch list right now.

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Direct download: 20210913_IF_Financial.mp3
Category:Podcast -- posted at: 2:41pm EDT

We dig into helpdesk and CRM software company Freshworks.

After having a subpar customer experience a decade ago, CEO Girish Mathrubootham built a tool to help businesses better manage and centralize their customer interactions. We talk about the company's torrid growth and the competition it might face from the big dogs.

Stocks: FRSH

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Direct download: 20210910_IF_Tech.mp3
Category:Podcast -- posted at: 5:38pm EDT

ll the Industry Focus hosts come together to celebrate the 2000th episode of the podcast. Topics include lessons learned from the podcast, the story that made the biggest impact on the hosts, most recent stock buys, and more!

Stocks Mentioned: GME, TSLA, GTLS, AI, SPOT, NNI

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Direct download: 20210909_IF_2000Special.mp3
Category:Podcast -- posted at: 12:41pm EDT

Today we explore a tech company focused on heart health -- HeartFlow!

The company uses medical imaging to create more complete models of patient cardiovascular systems, a non-invasive technology aimed are improving treatment and reducing unnecessary procedures and costs. The SPAC is set to come public later this year, tune in to find out if we'll be buying.

Stocks: LGV, HFLO

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Direct download: 20210908_IF_Wildcard.mp3
Category:Podcast -- posted at: 1:56pm EDT