Industry Focus

In the closing act of the Industry Focus Awards, the cast revisits Foolish listener emails before pitching their nominees for most likely to succeed and the infamous participation award.

Direct download: 20172529_IF_Friday.mp3
Category:Podcast -- posted at: 3:30pm EDT

Notable quotes and M&A take the stage as the next two categories up for grabs. Find out who went home with a prestigious IF Award in hand.

Direct download: 20172528_IF_Thursday.mp3
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The show must go on! In this episode, the cast doles out their awards for the next two categories: best fact and most valuable player.

Direct download: 20172527_IF_WednesdayUSE.mp3
Category:Podcast -- posted at: 3:30pm EDT

Happy holidays, Fools! This year, the Industry Focus cast is rolling out the red carpet for some of their favorite stocks with the first annual Industry Focus Awards ceremony. The first two categories for your consideration: biggest PR blunder and rookie of the year.

Direct download: 20171226_IF_Tuesday.mp3
Category:general -- posted at: 3:30pm EDT

We hit the biggest stories of the year — iPhone X, net neutrality, AR/VR, and Verizon buying Yahoo — and talk about how they may impact 2018.

Direct download: 20171222_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EDT

Top Energy and Industrials Headlines From 2017. We look back across various events of the past year in our sector. From arrests of Volkswagen executives to GE’s 40% drop, 2017 has been a big year.

Direct download: 20171221_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Repeal and replace wasn't the only healthcare story this year! Critical policy changes,  revolutionary new medicines, and M&A also sent healthcare stocks on a wild ride in 2017.

Direct download: 20171220_IF_healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

Looking back on a busy year, the cast recaps some of the biggest stories and developments in the sector.

Slack: Where work happens. Find out why at

Direct download: 20171219_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Financials takes a look back at the five biggest news stories of 2017 and what they mean to investors.

Direct download: 20171218_IF_Financials_Edit.mp3
Category:Podcast -- posted at: 3:30pm EDT

We're excited for 2018. Why? We've got tax code changes impacting the books of big tech, plus the next phases of the cable revolution, and the continued rise of e-sports.

Direct download: 20171215_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

Alternative fuels are still a long way from being ubiquitous but some are gaining steam thanks to a few key players. We discuss what constitutes an alternative fuel, why commercial and heavy goods transport is the gateway to alternatives adoption, and stocks investors may want to consider. Today the show was sponsored by

Direct download: 20171214_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Celgene and bluebird bio report a stunning success in multiple myeloma, Juno Therapeutics takes it on the chin despite positive data, and Spark Therapeutics suffers in its showdown with BioMarin in hemophilia.

Direct download: 20171213_IF_Healthcare.mp3
Category:Podcast -- posted at: 4:24pm EDT

Subscription-box services have grown incredibly popular in the past few years, and Stitch Fix is the latest company based on this business model to go public. With almost $1 billion of revenue in 2017, we dive into this fast-growing company and what investors need to know about its data-centric approach to selling apparel.

To get a limited edition holiday shave set while supplies last, go to

Direct download: 20171212_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Industry Focus: Financials takes a deep dive into Goldman Sachs and Morgan Stanley’s business models, valuation, and future growth potential.

Direct download: 20171211_IF_Financials.mp3
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These tech unicorns have long been the subject of IPO speculation. But for all that buzz, are any of them actually good businesses to own long-term?

Direct download: Sequence_01.mp3
Category:Podcast -- posted at: 3:30pm EDT

UPS, FedEx, and USPS will deliver an estimated two billion packages during the holiday season. We discuss how they make this happen, their past and current struggles to do so profitably, and what this all means for retailers, consumers, and investors.

Direct download: 20171207_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

The tax bill includes fine print that could make biopharma companies pay more in taxes than expected. Plus, CVS Health cozies up to Aetna and Apple takes aim at heart disease.

Direct download: 20170406_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

Cut costs, streamline operations, and acquire growth. That has been the recipe for success for 3G Capital (and frequent partner Warren Buffett), but as headwinds mount for packaged food and beverages, Kraft Heinz needs to find other avenues for growth. The cast also looks at Etsy and its trajectory under new CEO Josh Silverman.

Direct download: 20171205_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Financials takes a deep dive into BofI Holding’s business model, competitive advantages, valuation, and potential future growth catalysts.

Direct download: 20171204_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

We take a look at a few tech products on holiday shopping lists -- Nintendo Switch, Fitbit Ionic, and Xbox One S/X -- and talk about what their popularity really means for the companies that make them.

Direct download: 20171201_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT