Industry Focus

Tons of tech companies have released earnings in the past few weeks -- we break down recent results from three Fool favorites: Amazon, Shopify, and Facebook.

In the episode, we talk through the truly staggering top line growth numbers from the tech titans, and why everything seems to be coming up aces at Shopify.

Stocks: SHOP, AMZN, FB

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Direct download: 20210430_IF_Tech.mp3
Category:Podcast -- posted at: 12:00pm EDT

Earnings season is in full swing! This week, Jason Hall joins the show to share his thoughts on earnings reports from Enphase, Tesla, Nucor, and UPS. 

Stocks Mentioned: ENPH, TSLA, NUE, STLD, UPS

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Direct download: 20210429_IF_Energy.mp3
Category:Podcast -- posted at: 6:23pm EDT

On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser chats with Esoterica Capital CEO Bruce Liu about 5G, the digital economy, chip shortages, valuations, stocks he likes, and much more. We hope you enjoy their conversation! To learn more about Esoterica Capital visit www.esotericacap.com.

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Direct download: 20210428_IF_Wildcard.mp3
Category:Podcast -- posted at: 6:06pm EDT

Join Motley Fool Analysts Asit Sharma and Emily Flippen as they dig into the business of “aggregating Amazon”, and the small private and public companies creating a $200 billion industry from the ground up. 


Stocks: Mohawk Group Holdings (NASDAQ: MWK), Amazon (NASDAQ: AMZN), Walmart (NYSE: WMT)

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Direct download: 20210427_IF_CG.mp3
Category:Podcast -- posted at: 6:32pm EDT

We recently got a look at first quarter results from JPMorgan Chase (NYSE: JPM), Bank of America (NYSE: BAC), Citigroup (NYSE: C), Wells Fargo (NYSE: WFC), and Goldman Sachs (NYSE: GS). And all five beat estimates for revenue and earnings. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, discuss the strong numbers and what investors need to know. Also, we speak with Nick Ludlum, senior vice president with CTIA about impact the 5G rollout will have here in the U.S., the state of the digital economy, and much more.

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Direct download: 20210426_IF_Financials.mp3
Category:Podcast -- posted at: 1:30pm EDT

Today we explore Knowbe4, a newly public company in the cybersecurity industry.

This business is part tech/part consulting, and has the books to earn a spot on your watch list. We talk through the numbers and explain why management and company culture are the real things to be excited about with this biz.

Stocks: KNBE

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Direct download: 20210423_IF_Tech.mp3
Category:Podcast -- posted at: 6:34pm EDT

Motley Fool Contributor Lou Whiteman returns to the podcast to break down SpaceX winning the NASA contract to return humans to the moon, the Mars helicopter Ingenuity, and Canadian National Railway challenging Canadian Pacific’s bid to acquire Kansas City Southern Railroad. 

Stocks Mentioned: SpaceX (Private), LDOS, CNI, CP, KSU

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Direct download: 20210422_IF_Energy.mp3
Category:Podcast -- posted at: 4:05pm EDT

 In today’s healthcare focused episode, Motley Fool analysts Maria Gallagher and Emily Flippen discuss the prospects for 10x Genomics, a healthcare tech company looking to reform the way researchers discover single cell gene expression. 

Stocks: 10x Genomics (NASDAQ: TXG)

 

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Direct download: 20210421_IF_Wildcard.mp3
Category:Podcast -- posted at: 6:46pm EDT

Motley Fool contributor and resident cannabis expert Keith Speights joins host Emily Flippen as they celebrate 4/20 by talking about how investors should (and shouldn’t!) get invested in marijuana, as well as some of their favorite ideas for all types of listeners. 


Stocks: Square (SQ), PayPal (PYPL), Scotts MiracleGro (SMG), Innovative Industrial Properties (IIPR), AYR Wellness (AYRWF), Trulieve Cannabis (TCNNF)

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Direct download: 20210420_IF_CG.mp3
Category:Podcast -- posted at: 7:22pm EDT

Many of our listeners are familiar with Shark Tank, but how does the TV show compare to real-life private equity investing? In this week's installment of Industry Focus: Financials, long-time Shark Tank star Robert Herjavec and guest Shark and Kind founder Daniel Lubetzky join Fool.com contributor Matt Frankel, CFP, for a look into their investment styles and much more. 

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Direct download: 20210419_IF_Financials.mp3
Category:Podcast -- posted at: 6:55pm EDT

We circle back on three companies we profiled months ago when their prospectuses first became available -- C3.ai, Snowflake, and ZoomInfo.

Tune in to hear how each have lived up to heady expectations, why two have stumbled, and why ultimately all three businesses remain interesting companies for your watch list.

Stocks: SNOW, ZI, AI

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Direct download: 20210416_IF_Tech.mp3
Category:Podcast -- posted at: 6:24pm EDT

By overwhelming listener demand, this week we’re breaking down the EV charging industry. Motley Fool Advisor Seth Jayson joins the show to give an introduction to the basics of EV charging and share his thoughts on how to invest in the space. 

Seth’s EV Slides/Notes Referenced on the Podcast

Stocks Mentioned: CHPT, TSLA, SIEGY, VWAGY, BLNK,  GM, F

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Direct download: 20210415_IF_Energy.mp3
Category:Podcast -- posted at: 5:36pm EDT

Brett Perlman, CEO of the Center for Houston’s Future, joins the show to discuss the past, present, and future of energy production and the energy grid in Texas. Brett shares why Texas could have the potential to become a hub for clean energy technology like hydrogen and carbon capture.  

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Direct download: 20210414_IF_Wildcard.mp3
Category:Podcast -- posted at: 7:17pm EDT

Is at-home fitness going the distance? Join Motley Fool analysts Asit Sharma and Emily Flippen as they discuss six companies, each with their own unique take on tackling the fitness industry. 

Stocks: Peloton (PTON), Affirm (AFRM), Lululemon (LULU), Garmin (GRMN), Nike (NKE), Planet Fitness (PLNT)

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Direct download: 20210413_IF_CG.mp3
Category:Podcast -- posted at: 6:26pm EDT

Next to Warren Buffett, nobody's annual letters to shareholders are as closely watched as JPMorgan Chase(NYSE: JPM) CEO Jamie Dimon. Dimon tackled many topics in his 66-page letter, but we found his commentary on fintech, bank regulations, and working in offices. In this week's installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, discuss what Dimon said and what it could mean to investors.

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Direct download: 20210412_IF_Financials.mp3
Category:Podcast -- posted at: 6:15pm EDT

Today we talk about UiPath, a soon to be public company that private investors have fawned over the past few years.

We talk about how the company serves the RPA market, the insane growth rates the business is posting, and why UiPath reminds us both of another recent IPO — Snowflake.

Stocks: PATH, SNOW

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Direct download: 20210409_IF_Tech.mp3
Category:Podcast -- posted at: 6:22pm EDT

Jason Hall joins the show to break down President Biden’s infrastructure plan, discuss potential winners and losers, and how to think about legislative action when establishing an investment thesis.

Stocks Mentioned: VMC, NVEE, STLD, BRK-A, BRK-B

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Direct download: 20210408_IF_Energy.mp3
Category:Podcast -- posted at: 6:59pm EDT

We check back in on Nanox -- the Tesla of medical imaging -- after big news came out about its single source Nanox.ARC digital x-ray technology getting 510(k) clearance from the FDA. Then we use the company to explore the risk/reward spectrum and the tradeoff of upside vs. certainty with an investment.

Stocks: NNOX

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Direct download: 20210407_IF_Wildcard.mp3
Category:Podcast -- posted at: 6:11pm EDT

Coursera is one of the newest ed-tech stocks on the market today, but is it a course worth buying? Join Motley Fool Analysts Asit Sharma and Emily Flippen as they study up on the evolution of higher education. 

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Direct download: 20210406_IF_CG.mp3
Category:Podcast -- posted at: 6:20pm EDT

Fintech lender Upstart (NASDAQ: UPST) has delivered a year-to-date gain of about 250%, but it isn't just because of earnings. In this episode of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP, and host Jason Moser discuss why the stock has performed so well. Plus, we now have an official date for the upcoming Coinbase direct listing. And finally, there has been a massive slowdown in the SPAC world in recent weeks, so why are we seeing such a sudden lack of interest?

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Direct download: 20210405_IF_Financials.mp3
Category:Podcast -- posted at: 6:20pm EDT

When you think technology, you probably don’t think John Deere and Caterpillar, but these two businesses have been quietly building meaningful technology businesses. Luis Sanchez joins the podcast this week to break down what both businesses are doing in technology, as well as take a high level view of what it means to be a “tech company” in 2021. 

Stocks Mentioned: DE, CAT

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Direct download: 20210401_IF_Energy.mp3
Category:Podcast -- posted at: 6:34pm EDT