Industry Focus

Motley Fool analysts Asit Sharma and Emily Flippen break down two recent retail earnings reports and discuss how the businesses are performing, their expectations for the future, and where they’ve each gone wrong in their past analysis.

Stocks: Dicks Sporting Goods (DKS), Best Buy (BBY)

Check out more of our content here:

Podcasts

Youtube

Twitter

Reach us by Email @ IndustryFocus@fool.com

Direct download: 20210831_IF_CG.mp3
Category:Podcast -- posted at: 12:38pm EDT

In this week's installment of Industry Focus, host Jason Moser and Fool.com contributor Matt Frankel, CFP, discuss why Bill.com's (NYSE: BILL) earnings sent the already high-flying stock soaring. Plus, Affirm (NASDAQ: AFRM) wins the buy-now-pay-later lottery with a new partnership with Amazon.com (NASDAQ: AMZN). We'll break down the key takeaways from these stories and much more!

Check out more of our content here:

Podcasts

Youtube

Twitter

Reach us by Email @ IndustryFocus@fool.com

Direct download: 20210830_IF_Financials.mp3
Category:Podcast -- posted at: 12:51pm EDT

This episode features a session from our recent member event FoolFest! Motley Fool Germany analyst Bernd Schmid walks host Kate Herman through his outlook on crypto -- the opportunity, most interesting applications, and how to tell pretenders from contenders as investment opportunities.

Check out more of our content here:

Podcasts

Youtube

Twitter

Reach us by Email @ IndustryFocus@fool.com

Direct download: 20210827_IF_Tech.mp3
Category:Podcast -- posted at: 1:00pm EDT

Motley Fool Analyst John Rotonti returns to the show to take a look at Home Depot and Lowe’s recent earnings reports. 

Stocks Mentioned: HD, LOW

Check out more of our content here:

Podcasts

Youtube

Twitter

Reach us by Email @ IndustryFocus@fool.com

Direct download: 20210826_IF_Energy.mp3
Category:Podcast -- posted at: 1:18pm EDT

Today we go into a consumer brand and telehealth provider: Hims and Hers. They've developed direct relationships with consumers, making it easier to access generic drugs and wellness products in the men's and women's health space. They're expanding into new segments, including mental health, while bringing down barriers. We talk about how this model has lead to ridiculously high margins, but also competition, and how we're looking at the company's prospects.

Stocks: HIMS

Check out more of our content here:

Podcasts

Youtube

Twitter

Reach us by Email @ IndustryFocus@fool.com

Direct download: 20210825_IF_Wildcard.mp3
Category:Podcast -- posted at: 1:00pm EDT

From luxury goods to second-hand resale, online retailers can do it all. But how are they faring mid-year? Join Motley Fool analysts Asit Sharma and Emily Flippen as they discuss some of the most popular fashion e-tailers on the market. 

Stocks: Poshmark (POSH), Revolve (RVLV), ThreadUp (TDUP), FarFetch (FTCH), The RealReal (REAL)

Direct download: 20210824_IF_CG.mp3
Category:Podcast -- posted at: 3:30pm EDT

Here's the top stories from the financial sector this week.
Intro: In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, dig into the first earnings report Robinhood (NASDAQ: HOOD) has issued as a public company. Also, we recently learned Wells Fargo (NYSE: WFC) reversed course on a not-so-popular adjustment to its business, and Matt thinks it's a welcome change. Finally, Bill Ackman's mega-SPAC Pershing Square Tontine Holdings (NYSE: PSTH) has made a major strategy change, and it could be time for investors to move on.
Direct download: 20210823_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Today we take a break from talking about specific companies to loop listeners in on our go-to free resources for information on companies. We give a rundown of our favorite primary and secondary resources for information and spend some time talking about the decision that leveled the playing field for the average investor.

Check out more of our content here:

Podcasts

Youtube

Twitter

Reach us by Email @ IndustryFocus@fool.com

Direct download: 20210820_IF_Tech.mp3
Category:Podcast -- posted at: 2:15pm EDT

Lou Whiteman joins the show to take a look at Palantir earnings, their gold purchase, and more!

Stocks Mentioned: PLTR, BAH, SAIC, LDOS

Check out more of our content here:

Podcasts

Youtube

Twitter

Reach us by Email @ IndustryFocus@fool.com

Direct download: 20210819_IF_Energy.mp3
Category:Podcast -- posted at: 12:40pm EDT

Wildcard Wednesday host Jason Moser sits down with Latch co-founder and CEO Luke Schoenfelder. Tune in as they talk about Latch's most recent quarterly results, the opportunities the company is focused on going forward, and much more! LTCH 

Check out more of our content here:

Podcasts

Youtube

Twitter

Reach us by Email @ IndustryFocus@fool.com

Direct download: 20210818_IF_Wildcard.mp3
Category:Podcast -- posted at: 6:25pm EDT

As a global leader in fresh fruit and vegetables, Dole is headed to public markets (and is planning on bringing a long history of dividends with it). Join Asit Sharma and Emily Flippen as they discuss the business of produce and if Dole is an attractive investment to consider for dividend and growth investors alike. 

Stocks: Dole (NYSE: DOLE)

Check out more of our content here:

Podcasts

Youtube

Twitter

Reach us by Email @ IndustryFocus@fool.com

Direct download: 20210817_IF_CG.mp3
Category:Podcast -- posted at: 12:22pm EDT

In this week's episode of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP, and host Jason Moser dig into the latest results from Boston Omaha (NASDAQ: BOMN) and Latch (NASDAQ: LTCH), two of their favorite small cap stocks to follow. Plus, Frankel gives his take on the merger of top gaming REITs VICI Properties (NYSE: VICI) and MGM Growth Properties (NYSE: MGP). Finally, you'll hear why Frankel is keeping an eye on 23andMe (NASDAQ: ME) this week, while Moser is looking at fintech disruptor SoFi (NASDAQ: SOFI). 

Check out more of our content here:

Podcasts

Youtube

Twitter

Reach us by Email @ IndustryFocus@fool.com

Direct download: 20210816_IF_Financials.mp3
Category:Podcast -- posted at: 1:12pm EDT

We've got quarterly updates from companies we've talked about plenty on the show -- Squarespace, Wix, and The Trade Desk.In the show, we explore the stellar results from each business, and why they didn't seem to matter to the market.

Stocks: TTD, SQSP, WIX

Check out more of our content here:

Podcasts

Youtube

Twitter

Reach us by Email @ IndustryFocus@fool.com

Direct download: 20210814_IF_Tech_1.mp3
Category:Podcast -- posted at: 3:30pm EDT

Procore, a leading provider of construction management software, recently came public back in May 2021. Today, Procore Founder and CEO Tooey Courtemanche joins the show to share how Procore is bringing construction into the 21st century. 

Stocks Mentioned: PCOR, SHOP, SNOW, MSFT

Check out more of our content here:

Podcasts

Youtube

Twitter

Reach us by Email @ IndustryFocus@fool.com

Direct download: 20210812_IF_Energy.mp3
Category:Podcast -- posted at: 2:57pm EDT

PLBY Group CEO Ben Kohn joins the show to discuss how he and his team are transforming Playboy from a content company focused on selling to men into a lifestyle brand primarily selling products to women.

Stocks Mentioned: PLBY, VSCO

Check out more of our content here:

Podcasts

Youtube

Twitter

Reach us by Email @ IndustryFocus@fool.com

Direct download: 20210811_IF_Wildcard.mp3
Category:Podcast -- posted at: 4:03pm EDT

dLocal is one of the newest global payment processors to excite investors with its public offering. But does dLocal have the chops to succeed in an increasingly competitive space? Join Asit Sharma and Emily Flippen as they discuss if DLO’s risks outweigh its returns. 

Stocks: dLocal (NASDAQ: DLO)

Check out more of our content here:

Podcasts

Youtube

Twitter

Reach us by Email @ IndustryFocus@fool.com

Direct download: 20210810_IF_CG.mp3
Category:Podcast -- posted at: 3:45pm EDT

On this week's episode of Industry Focus: Financials, host Jason Moser and longtime Fool.com contributor Matt Frankel, CFP, dive into Berkshire Hathaway's (NYSE: BRK.A)(NYSE: BRK.B) latest earnings and the key points investors need to know. Also, Matt and Jason answer a listener question about using bonds as an alternative to savings accounts, and they give listeners two stocks to watch in the coming week and beyond.

Check out more of our content here:

Podcasts

Youtube

Twitter

Reach us by Email @ IndustryFocus@fool.com

Direct download: 20210809_IF_Financials.mp3
Category:Podcast -- posted at: 4:53pm EDT

The two companies went in opposite directions after reporting strong results. We talk through why the freelance marketplace operator and Latin American e-commerce giant are both doing just fine.

Stocks: MELI, FVRR

Check out more of our content here:

Podcasts

Youtube

Twitter

Reach us by Email @ IndustryFocus@fool.com

Direct download: 20210806_IF_Tech.mp3
Category:Podcast -- posted at: 3:54pm EDT

Nick Sciple and John Rosevear break down Biden's EV executive order and take a look at earnings for Ford, GM, BMW, Ferrari, and more!

Stocks: F, GM, BMWYY, RACE, TSLA

Check out more of our content here:

Podcasts

Youtube

Twitter

Reach us by Email @ IndustryFocus@fool.com

Direct download: 20210805_IF_Energy.mp3
Category:Podcast -- posted at: 3:59pm EDT

As one of the newest businesses at the forefront of AgTech, AppHarvest (APPH) has the ambitious goal to revolutionize the way the United States supplies its produce. Join Motley Fool analysts Clay Bruning and Emily Flippen as they present their bullish and bearish thesis for the business and discuss if the risks are worth the reward.

Check out more of our content here:

Podcasts

Youtube

Twitter

Reach us by Email @ IndustryFocus@fool.com

Direct download: 20210804_IF_Wildcard.mp3
Category:Podcast -- posted at: 2:45pm EDT

Last week proved to be a week of reckoning for many consumer-facing brands, including Boston Beer and Pinterest who each saw their stocks cut by a quarter after weaker-than-expected earnings reports. Has the market overreacted to these stock market darlings? Or was their decline on lofty valuations inevitable? Join Motley Fool analysts Asit Sharma and Emily Flippen as they discuss. 

Stocks: Boston Beer (SAM), Constellation Brands (STZ), Pinterest (PINS), Upwork (UPWK)

Check out more of our content here:

Podcasts

Youtube

Twitter

Reach us by Email @ IndustryFocus@fool.com

Direct download: 20210803_IF_CG.mp3
Category:Podcast -- posted at: 2:28pm EDT

Earnings season is now well underway, and not only have we heard from two of our favorite fintech heavyweights, PayPal (NASDAQ: PYPL) and Square (NYSE: SQ), but we also learned that Square is making a monster acquisition. Plus, Fool.com contributor Matt Frankel, CFP, discusses three recently announced SPAC deals he's watching -- Nextdoor, Vacasa, and Sky Harbour. 

Check out more of our content here:

Podcasts

Youtube

Twitter

Reach us by Email @ IndustryFocus@fool.com

Direct download: 20210802_IF_Financials.mp3
Category:Podcast -- posted at: 3:19pm EDT