Industry Focus

It’s March Madness time as the NCAA men’s and women’s basketball tournaments are set to begin. On this week’s episode of Industry Focus: Consumer Goods host Jason Moser and Fool.com contributor Asit Sharma look at how their favorite teams made it to the Big Dance and talk about all the different ways investors can benefit from one of the year’s biggest sporting events.

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Direct download: 20190319_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

In the latest installment of our Between Two Fools interview series, Industry Focus: Financials host Jason Moser sits down with LivePerson (NYSE: LPSN) CEO Rob LoCascio. Plus, Wells Fargo (NYSE: WFC) CEO Tim Sloan just got a $1 million raise – did he deserve it? And, why does conglomeration seem to work so well for companies like Berkshire Hathaway (NYSE: BRK-A) (NYSE: BRK-B) and Markel (NYSE: MKL), but not forGeneral Electric (NYSE: GE). All this and more on this week’s episode.

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Direct download: 20190318_IF_Finacnials.mp3
Category:Podcast -- posted at: 3:30pm EDT

The original SaaS business hit a big milestone recently, we recap how the company turned CRM into a business worth over $100 billion. Then we turn our attention to a SaaS stock that's still in its early innings, Shopify.

To wrap things up, we get some tips on how to talk about money with kids from a visiting team of junior analysts.

Stocks: CRM, SHOP, WDAY, NOW

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Direct download: 20190315_IF_Tech.mp3
Category:general -- posted at: 3:30pm EDT

Following a second fatal crash of its 737 Max aircraft, Boeing has grounded the planes worldwide. Motley Fool Contributor Jason Hall and IF Host Nick Sciple break down what we know so far and how investors should be reacting and dive into the listener mailbag to give investors a primer on Schedule K-1 taxes and an overview of their favorite Renewable Energy Yieldcos.

Stocks Mentioned: BA, LUV, EADSY, BEP, TERP, PEGI, NEP, CWEN, PCG

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Direct download: 20190314_IF_Energy.mp3
Category:Podcast -- posted at: 3:45pm EDT

In this week’s episode of Industry Focus: Healthcare, Shannon Jones and special guest Simon Erickson, sit down with Brad Loncar, CEO of Loncar Investments, to discuss China’s biotech revolution.

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Direct download: 20190312_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

On this week’s Industry Focus Consumer Goods, Motley Fool Contributor Dan Kline and host Nick Sciple break down some of the latest news in the CG space. “Papa” John Schnatter has reached an agreement with his namesake company to retract his lawsuit with the company and step down from its board. What does this mean for the company’s future? JAB Holdings is considering spinning off its coffee and retail brands. Should investors be paying attention? Finally, Dan discusses some of the latest retail technology he learned about last week at ShopTalk in Vegas. We hope you’ll enjoy their conversation.

Stocks Mentioned: PZZA, DPZ, KDP, SBUX, AMZN, WMT, TGT

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Direct download: 20190312_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

In this week’s Industry Focus: Financials, host Jason Moser sits down with The Motley Fool’s own senior analyst Buck Hartzell to talk about Boston Omaha Corporation (NASDAQ: BOMN), an up-and-coming financial stock that’s been getting lots of attention. Then, Fool.com contributor Matt Frankel, CFP discusses some of the main themes at this year’s ShopTalk conference in Las Vegas. And, Moser and Frankel discuss a couple of stocks on their radar and The Motley Fool’s new real estate investing website.

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Direct download: 20190311_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

We finally have financials from ride-hailing company Lyft! On today's show we run through how the company makes money, the core business metrics investors need to know about, and the big risks facing the business.

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Hello Monday from LinkedIn - https://itunes.apple.com/us/podcast/hello-monday/id1121084031?mt=2

 

Direct download: 20190308_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EDT

[WARNING: This Episode is Long] In recent weeks, Tesla has released a flood of news onto the public markets, from confusion surrounding deliveries in Europe and Asia, departures of multiple C-level executives, contempt charges against Elon Musk by the SEC, price cuts across its entire lineup of vehicles, eliminating the vast majority of its retail presence, and an upcoming announcement of the Model Y-- and that’s the short list. Motley Fool Senior Auto Analyst John Rosevear and Industry Focus Host Nick Sciple discuss these stories and more in a comprehensive look at the challenges facing Tesla today.

Listening Guide

  • First ~30 minutes -- $35k Model 3 + Store Closure Announcements + Model Y
  • Middle ~30 minutes -- Import issues in Asia/Europe + Elon’s Contempt of Court
  • Final ~30 minutes -- Consumer Reports Removes Model 3 Rec + Changes to Autopilot Marketing

 

Stocks Mentioned: TSLA

 

Stories Mentioned:

 

Will the Feds Tell Tesla to Fire Elon Musk Over Tweets?

Tesla customers describe maddening problems with returns and refunds

Tesla doesn’t know where it will build the Model Y as it rolls out more layoffs and cost cuts

Former Tesla Workers Paint Grim Picture of Buffalo Plant

Elon Musk Should Be Enabled to Step Back From Tesla, Investor Says

Tesla ends contract to prepare Model 3 for delivery in Europe a week after first ship

NHTSA's Autopilot Claim That Tesla Touted Disputed in New Study

 

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Direct download: 20190307_IF_Energy_Patched.mp3
Category:Podcast -- posted at: 3:30pm EDT

Here's why Roche's acquisition of gene therapy pioneer Spark Therapeutics and Biogen's acquisition of gene therapy upstart Nightstar Therapeutics could put Regenxbio in play. RHHBY, ONCE, BIIB, NITE, RGNX

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Direct download: 20190306_IF_healthcare.mp3
Category:general -- posted at: 3:30pm EDT