Industry Focus

We run through the strong earnings results from music streamer Spotify and ad giant Alphabet.

Tune in for breakdowns on how we're even more confident in Spotify's ad strategy after pouring through the results, and how Google properties continue to defy the law of large numbers. Also, we touch on the Pinterest/PayPal deal that wasn't.

Stocks: SPOT, GOOG, GOOGL, PINS, PYPL

Direct download: 20211029_IF_Tech.mp3
Category:Podcast -- posted at: 12:30pm EST

Description: Motley Fool Contributor Lou Whiteman joins the show to take a look at earnings reports from Lockheed Martin, Northrop Grumman, and General Dynamics, as well as the overall state of the defense industry today.

Stocks Mentioned: LMT, NOC, BA, GD

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Direct download: 20211028_IF_Energy.mp3
Category:Podcast -- posted at: 3:43pm EST

Moneygram CEO Alex Holmes joins Industry Focus Host Nick Sciple and Motley Fool Contributor Luis Sanchez to take a look at the international remittance market (AKA sending money across borders), how cryptocurrency is playing a role in the market, and more!

Stocks Mentioned: MGI

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Direct download: 20211027_IF_Wildcard.mp3
Category:Podcast -- posted at: 1:00pm EST

Get in the spirit for Halloween by joining Motley Fool analysts Asit Sharma and Emily Flippen as they break down the business of candy in today's episode of Industry Focus. 

Stocks: Tootsie Roll (TR), Nestle (NSRGY), Mondelez (MDLZ), Berkshire Hathaway (BRK.B)

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Direct download: 20211026_IF_CG.mp3
Category:Podcast -- posted at: 3:46pm EST

In this week's show, Fool.com contributor Matt Frankel, CFP®, sits down with David O'Reilly, CEO of The Howard Hughes Corporation (NYSE: HHC), one of the most interesting and unique real estate companies in the market. You'll hear what the company does, where O'Reilly sees the biggest opportunities, why the master-planned community business is so attractive, and much more.

Stocks: HHC

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Direct download: 20211025_IF_Financials.mp3
Category:Podcast -- posted at: 2:22pm EST

We talk about the rumor of the week -- Paypal's late stage talks to acquire Pinterest.

The move would be a reach outside the payment company's core competency,  but could unlock better monetization opportunities for Pinterest and give PayPal some digital real estate to explore marketplace and commerce activity.

We're shareholders of both and talk about why the deal makes sense, why it might not make sense, and what to keep in mind if a company you own is getting bought.

Stocks: PINS, PYPL

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Direct download: 20211022_IF_Tech.mp3
Category:Podcast -- posted at: 1:47pm EST

Special Guest Mark Manduca, Chief Investment Officer at GXO Logistics, joins the show to discuss GXO and how e-commerce, automation, and outsourcing are reshaping how companies get their products to market. 

Stocks Mentioned: GXO

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Direct download: 20211021_IF_Energy.mp3
Category:Podcast -- posted at: 1:00pm EST

WeWork will finally hit the public markets after BowX Acquisition Corp (BOWX) shareholders voted to bring the company public via SPAC.

The company coming to the public markets looks a bit different than the one that pulled its IPO in 2019. We compare WeWork then and now, talk about leadership changes, the potential for the new WeWork, and the company's more realistic valuation.

Stocks: BOWX, WE

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Direct download: 20211020_IF_Wildcard.mp3
Category:Podcast -- posted at: 3:11pm EST

Personal finance site NerdWallet has filed a prospectus to go public, with reports indicating it could seek up to a $5 billion valuation. What should investors think about this business model? Join Asit Sharma and Emily Flippen as they discuss another upcoming IPO.

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Direct download: 20211019_IF_CG.mp3
Category:Podcast -- posted at: 1:04pm EST

Earnings season is now underway, and we've seen the latest numbers from all of the big U.S. banks. In this installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel discuss third quarter results from JPMorgan Chase (NYSE: JPM), Bank of America (NYSE: BAC), Wells Fargo (NYSE: WFC), Citigroup (NYSE: C), and Goldman Sachs (NYSE: GS). Hear which bank had the best quarter, and what stocks Jason and Matt are keeping an eye on this week. 

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Direct download: 20211018_IF_Financials.mp3
Category:Podcast -- posted at: 2:11pm EST

We take a listener suggestion and look at Informatica, a company that makes it easy for businesses to use AI to integrate, manage, and parse data so that customers can do something useful with it.

The name might be familiar to long-time tech investors -- it was public for over 15 years before being taken private. We explain the company's history, transition to the subscription model, and leadership changes as it prepares for a second act on the market.

Stocks: INFA

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Direct download: 20211015_IF_Tech.mp3
Category:Podcast -- posted at: 12:45pm EST

Jim Mueller, Advisor for The Motley Fool’s Energy Insider service, joins the show to share his approach to investing in renewable energy.

Stocks Mentioned: SHLS

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Direct download: 20211014_IF_Energy.mp3
Category:Podcast -- posted at: 12:11pm EST

On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser sits down with Co-Founder and CEO of The Glimpse Group Lyron Bentovim. Tune in as they talk about the company's unique strategy, how AR and VR are being used across industries, and what's the deal with the metaverse?
 
Stocks: VRAR
 
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Direct download: 20211013_IF_Wildcard.mp3
Category:Podcast -- posted at: 12:53pm EST

Peloton-rival iFit is a decades-old business looking to reinvent itself as the leader in connected at-home fitness. But how does its metrics stack up in the crowded industry? Join Asit Sharma and Emily Flippen as they breakdown iFit’s S-1 in anticipation of a potential future listing. 
 
Stocks: Peloton (PTON), iFit (N/L: IFIT)
 
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Direct download: 20211012_IF_CG.mp3
Category:Podcast -- posted at: 3:24pm EST

With bank earnings set to start hitting the wire this week, host Jason Moser and Fool.com contributor Matt Frankel, CFP, take a look back at how the major U.S. banks fared in the second quarter. They also take a look at some of the biggest news stories about JPMorgan Chase (NYSE: JPM), Bank of America (NYSE: BAC), and Wells Fargo(NYSE: WFC), and give a rundown of what they'll be watching in the third quarter results.

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Direct download: 20211011_IF_Financials.mp3
Category:Podcast -- posted at: 12:18pm EST

We dip into the mailbag and tackle topics like analyst price targets, the best resources for new tech investors, and the hot button issue of payment for order flow and how it affects incentives between brokers and market makers.

Stocks: MSFT, AAPL, HOOD

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Direct download: 20211008_IF_Tech.mp3
Category:Podcast -- posted at: 3:33pm EST

Jason Hall and Tyler Crowe join the show to dive into where we sit in the energy capital cycle and share a handful of stock picks that could be winners in fossil fuels over the next several years. 

Stocks Mentioned: FANG, PSX, TTE, CNQ

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Direct download: 20211007_IF_Energy.mp3
Category:Podcast -- posted at: 1:17pm EST

Riskified is an eCommerce management system that allows businesses to outsource the risk of fraud associated with digital purchases. Join the Motley Fool’s Brian Stoffel as he breaks down the business model, Riskified’s proprietary AI system, and its risks in today’s episode.

Stocks: Riskified (RSKD)

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Direct download: 20211006_IF_CG.mp3
Category:Podcast -- posted at: 1:42pm EST

Warby-Parker is one of the most successful direct-to-consumer eyewear specialists in the world. Join Motley Fool analysts Asit Sharma and Emily Flippen as they frame up what success could look like for this recently public company in the future.

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Direct download: 20211005_IF_CG.mp3
Category:Podcast -- posted at: 2:20pm EST

We recently learned that Google (NASDAQ: GOOGL)(NASDAQ: GOOG) is abandoning plans to create its own bank accounts, and Industry Focus host Jason Moser and Fool.com contributor Matt Frankel, CFP, discuss what investors need to know. Also, despite rising wages and lower interest rates, home affordability in the U.S. is at its worst level since the financial crisis. And finally, Frankel discusses why SoFi (NASDAQ: SOFI) is the stock he's most excited to read third quarter earnings from in the coming weeks.

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Direct download: 20211004_IF_Fin.mp3
Category:Podcast -- posted at: 12:41pm EST

Earlier this summer, we broke down Blend Labs S1 and explained the company's role as the infrastructure for financial services industry.

CEO Nima Ghamsari joined the show to talk about how the company fits into the financial services ecosystem and why he thinks the usage-based software model is the future.

Stocks: BLND

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Direct download: 20211001_IF_Tech.mp3
Category:Podcast -- posted at: 1:00pm EST