Industry Focus

Chobani is one of the most popular yogurt brands across the United States, but it's founder-led management team has a much bigger vision for its brand.  As a consumer products leader for conscious consumers, how much of Chobani's growth is still yet to be found? Join Asit Sharma and Emily Flippen as they discuss this recent S-1 filing.

Stocks: Chobani (to be listed NASDAQ: CHO)

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Direct download: 20211130_IF_CG.mp3
Category:Podcast -- posted at: 2:45pm EST

Insurance disruptor Lemonade (NYSE: LMND) may not be one of the year's best stock performers, but there are big things happening in the business that could drive serious long-term shareholder value. In this special episode of Industry Focus: Financials, Lemonade's co-founder and co-CEO Daniel Schreiber joins Fool.com contributor Matt Frankel to discuss how the business has reached this point, why the Lemonade Car rollout is so exciting, and much more. 

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Direct download: 20211129_IF_Financials.mp3
Category:Podcast -- posted at: 12:21pm EST

Nuvei Founder, Chairman, and CEO Phil Fayer joins Fool Canada Analyst Nate Parmelee and Industry Focus Host Nick Sciple to discuss how Nuvei is working to achieve its purpose “to make our world a local marketplace.”

Stocks Mentioned: NVEI

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Direct download: 20211124_IF_Wildcard.mp3
Category:Podcast -- posted at: 1:00pm EST

In his Industry Focus debut, Motley Fool Analyst Sanmeet Deo joins Emily Flippen to look at fast casual salad chain Sweetgreen to help determine if investors should take a big bite out of this mouthwatering opportunity. 

 
 
Stocks: Sweetgreen (NYSE: SG)

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Direct download: 20211123_IF_CG.mp3
Category:Podcast -- posted at: 1:00pm EST

In this week's episode of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP, and host Jason Moser take a closer look at two stocks they bought last August, Lemonade (NYSE: LMND) and Bill.com (NASDAQ: BILL). Matt and Jason will dig into the stock performance of each one, how the businesses are doing, and more, to determine whether these stocks are still worth buying today.

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Direct download: 20211122_IF_Financials.mp3
Category:Podcast -- posted at: 12:34pm EST

Ever wonder what customers actually think of the unboxing process, or where shoppers get stuck during check out on your site?

UserTesting is a company focused on collecting customer insights for businesses to improve the usability of their products. Shares of the company just hit the market, and in this episode, we break down how this business is a huge beneficiary of where the world is going and how they'll have to educate the market to meaningfully grow.

Stocks: USER

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Direct download: 20211119_IF_Tech.mp3
Category:Podcast -- posted at: 1:51pm EST

Jason Hall joins the show to take a look at Stem, Inc. and how it’s using software to stand out in the emerging market for battery storage technology. 

Stocks Mentioned: STEM, TSLA

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Direct download: 20211118_IF_Energy.mp3
Category:Podcast -- posted at: 12:45pm EST

We get a first look at recent SPAC debut Bird Global, the company known for its e-scooters and last mile mobility options.We talk through how changes to the company's fleet management has dramatically changed the Bird's financials over the past few years and how the company stacks up to more robust mobility offerings from Lyft and Uber.

Stocks: BRDS, UBER, LYFT

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Direct download: 20211117_IF_Wildcard.mp3
Category:Podcast -- posted at: 2:38pm EST

Nextdoor may be the most controversial business to go public since WeWork’s failed listing, however, can Nextdoor’s new and experienced management team turn around this business given its history of bad publicity? Join Asit Sharma and Emily Flippen as they discuss if Nextdoor’s product is really better than you may think.

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Direct download: 20211116_IF_CG.mp3
Category:Podcast -- posted at: 3:02pm EST

In this week's installment of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP®, and host Jason Moser dig into a trio of financial sector earnings. First, the pair talks about the latest results from high-growth fintech SoFi (NASDAQ: SOFI), and then pivots to slow-and-steady compounder Boston Omaha Corporation (NASDAQ: BOMN). Last but certainly not least, Frankel and Moser take a look at the latest numbers from card payment specialist Marqeta (NYSE: MQ). 

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Direct download: 20211115_IF_Financials.mp3
Category:Podcast -- posted at: 1:00pm EST

We try and keep up with tech earnings and check-in on three companies we regularly talk about -- Palantir, DataDog, and The Trade Desk.

Tune in for a breakdown on how commercial revenue is poised to become a bigger part of the pie for Palantir, how DataDog keeps cruising along, and why ad tracking concerns shouldn't faze Trade Desk shareholders.

Stocks: TTD, DDOG, PLTR

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Direct download: 20211112_IF_Tech.mp3
Category:Podcast -- posted at: 3:10pm EST

Kornit Digital CEO Ronen Samuel joins the show to share how Kornit’s print-on-demand technology is ushering in a new era of sustainable, on-demand, digital fashion

Stocks Mentioned: KRNT, AMZN, BOO.L

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Direct download: 20211111_IF_Energy.mp3
Category:Podcast -- posted at: 12:45pm EST

On this week’s episode of Industry Focus: Wildcard host Jason Moser sits down with Motley Fool Ventures Partner Brendan Mathews. Tune in as they take a closer look at the business of Expensify as it makes its debut as a publicly traded company!

Stocks: EXFY

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Direct download: 20211110_IF_Wildcard.mp3
Category:Podcast -- posted at: 1:41pm EST

After a dismal quarter from Peloton, investors seem convinced that fitness trends may be shifting back to pre-pandemic norms. Life Time Fitness is looking to capitalize on this sentiment by attracting members back to its resort-like gyms. However, does this old company revisiting public markets have the financial fortitude for your portfolio? Join Asit Sharma and Emily Flippen as they discuss in today’s show. 

Stocks: Life Time Group Holdings (NYSE: LTH)

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Direct download: 20211109_IF_CG.mp3
Category:Podcast -- posted at: 2:27pm EST

In this week's Industry Focus: Financials, Matt and Jason discuss the recent earnings reports from some of our favorite companies. They start with Square (NYSE: SQ), which declined after earnings despite strong results, and then pivot to retail REITs Simon Property Group (NYSE: SPG) and Tanger Factory Outlet Centers (NYSE: SKT). Then, they give a quick take on Berkshire Hathaway's (NYSE: BRK.A)(NYSE: BRK.B) latest results before ending with Zillow's (NASDAQ: Z)(NASDAQ: ZG) disappointing news. 

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Direct download: 20211108_IF_Financials.mp3
Category:Podcast -- posted at: 1:03pm EST

Earlier this year, we talked about how 2020 pulled a lot of growth forward and YoY comps might be tough for tech companies.

We saw that in the results for Peloton, Pinterest, and Roku this week. But while some numbers might've been a bit disappointing for these businesses, the thesis for each is still very much in tact. We run through the quarterly numbers and explain why.

Stocks: ROKU, PINS, PTON

Direct download: 20211105_IF_Tech.mp3
Category:Podcast -- posted at: 2:51pm EST

Invitation Homes Co-Founder, President, and CEO joins Industry Focus Host Nick Sciple and Motley Fool Canada Advisor Iain Butler to discuss how the rental home industry has changed in the past decade, how Invitation Homes has grown to become America’s largest home lessor, and where the company and its market are headed over the next 5 years. 

Stocks Mentioned: INVH, TSX:TCN

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Direct download: 20211103_IF_Wildcard.mp3
Category:Podcast -- posted at: 3:00pm EST

SEMrush is an online visibility management platform looking to become the new standard for marketing and search engine optimization worldwide. Join the Motley Fool’s Brian Stoffel and host Emily Flippen as they dive into this recent IPO on today’s Wildcard Wednesday show.

Stocks: SEMrush Holdings (SEMR)

Direct download: 20211203_IF_Wildcard.mp3
Category:Podcast -- posted at: 1:05pm EST

Rent the Runway is looking to invent a designer cloud-based wardrobe for fashionistas across the world, but it’s financial picture paints a slightly different story. Join Motley Fool analysts Asit Sharma and Emily Flippen as they discuss the challenging business of resale and renting and if Rent the Runway has what it takes to turn business around. Rent The Runway Ticker: RENT.

Direct download: 20211102_IF_CG.mp3
Category:Podcast -- posted at: 4:18pm EST

On this week’s episode of Industry Focus: Financials host Jason Moser sits down with Motley Fool analyst Jason Hall. Tune in as they take a look at the most recent earnings reports from Mastercard, Visa, and Robinhood! 

Direct download: 20211101_IF_Financials.mp3
Category:Podcast -- posted at: 3:22pm EST