Industry Focus

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