Fri, 31 December 2021
We're moving over to a new show! Here's a sneak peek of what to expect when Motley Fool Money goes daily on January 5, 2022.
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Wed, 22 December 2021
Nick, Emily, Jason, and Dylan get together to talk through the companies they've learned the most from, the stocks they've sold recently (and why!) and also where you can catch all of them with The Motley Fool's new audio offering in 2022. Stocks: MELI, SHOP, GME, BBY Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Tue, 21 December 2021
In this last iteration of Industry Focus Consumer Goods (don’t worry - we’re just moving to Motley Fool Money!), Emily Flippen and Asit Sharma revisit their 2021 consumer goods basket as well as reflect on lessons learned from investing in the industry at large. Stocks: Grocery Outlet (GO), Peloton (PTON), Beyond Meat (BYND), Dollar General (DG), and Sleep Number (SNBR) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Mon, 20 December 2021
On this week’s episode of Industry Focus: Financials host Jason Moser sits down with Motley Fool contributor Dan Caplinger. Tune in as they discuss why regulators are taking a closer look at the buy now pay later space. Then they wrap up the show with a listener question on where to put non-stock portfolio cash. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Fri, 17 December 2021
We revisit all the new companies we talked about in 2021, look at the landscape of the IPO market in general, and zoom in on some of the most interesting debuts from the year. Stocks: OLO, KNBE, GLBE Listener survey: https://www.foolinsights.com/se/04BD76CC18830996 Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Thu, 16 December 2021
Jason Hall and Matt DiLallo join the show to break down the defining energy themes of 2021 and share their predictions for 2022 Stocks Mentioned: PSX, DAR, VLO, KMI, WMB, ET, GTLS, BP, TTE, XOM, CVX, BKR, DVN, PXD, COP, EOG, TPIC, BAM Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Wed, 15 December 2021
We get back to Wednesday's healthcare roots with a rundown on BICO Group, a Sweden-based business that enables researchers and scientists to model, build, test, analyze and observe 3-D printed cells, tissues and organs. This company helps researchers reduce the time and cost of identifying potentially efficacious drugs and can help provide initial results on whether drug compounds are safe and effective before having to test them on animals or humans. We talk through the huge implications it could have for research in life sciences and personalized medicine and try to clear up some of the jargon around the company. Stocks: (OM:BICO) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Tue, 14 December 2021
Olaplex is a nearly $17 billion dollar hair care business that has made its name by combining science with influence. But does this recent IPO have what it takes to be the next best consumer goods business? Join Motley Fool analysts Sanmeet Deo and Emily Flippen as they discuss the tailwinds and challenges of investing in haircare. Stocks: Olaplex Holdings (NASDAQ: OLPX) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Mon, 13 December 2021
In this week's edition of Industry Focus: Financials, we take a look back at the stock market predictions Fool.com contributor Matt Frankel made in December of last year and see how he did. And then, Matt and host Jason Moser discuss his 2022 predictions and why he thinks they have a good chance of actually happening. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Fri, 10 December 2021
We talk through the natural and curated monopolies that exist in the tech landscape and use three companies -- Alphabet, VeriSign, and Axon -- to explore the traits of businesses with incredibly strong market position and why they're so attractive. Stocks: AXON, GOOG, GOOGL, VRSN Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Thu, 9 December 2021
John Rosevear joins the show to break down the latest EV headlines. Stocks Mentioned: INTC, F, GFS, STLA, GM, TM, TSLA, LCID Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Wed, 8 December 2021
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: Reach us by Email @ IndustryFocus@fool.com |
Tue, 7 December 2021
Brilliant Earth is a digitally native jewelry business looking to redefine the shopping experience for engagement rings. But will consumers take to this digital experience? Join Asit Sharma and Emily Flippen as they discuss one of the newest jewelry businesses on the market today. Stocks: Brilliant Earth Group (NASDAQ: BRLT) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Mon, 6 December 2021
Brazilian fintech Nubank is set to go public at a valuation of as much as $40 billion. In this week's episode of Industry Focus: Financials, Jason Moser and Matt Frankel dig into Nubank -- what the company does, how has it grown, what is its market opportunity? Could this Buffett-backed fintech be a good fit for your portfolio? Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Fri, 3 December 2021
High growth stocks have taken a big haircut in the past few months after an incredible 2020. We talk about the factors affecting them, why the major indices haven't seen the same sell-off (hint: Big Tech), and how investors can keep their heads on straight while seeing so much red. Stocks: AAPL, AMZN, MSFT, GOOG, GOOGL, FB, Z, PLTR Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Thu, 2 December 2021
Motley Fool Analyst Auri Hughes joins the podcast to discuss XPEL, a rapidly growing business providing paint and window protection films to the automotive industry, among other applications. Stocks Mentioned: XPEL, MMM Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Wed, 1 December 2021
Heading into the final month of the year, join Brian Stoffel as he shares with host Emily Flippen the one mid cap stock you’d have to pry from his cold, dead, hands. Stocks: Axon (NASDAQ: AXON) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Tue, 30 November 2021
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) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Mon, 29 November 2021
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. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Wed, 24 November 2021
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 Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Tue, 23 November 2021
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. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Mon, 22 November 2021
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. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Fri, 19 November 2021
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 Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Thu, 18 November 2021
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 Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Wed, 17 November 2021
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 Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Tue, 16 November 2021
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. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Mon, 15 November 2021
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). Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Fri, 12 November 2021
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 Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Thu, 11 November 2021
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 Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Wed, 10 November 2021
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 Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Tue, 9 November 2021
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) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Mon, 8 November 2021
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. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Fri, 5 November 2021
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 |
Thu, 4 November 2021
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 Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Wed, 3 November 2021
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) |
Tue, 2 November 2021
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. |
Mon, 1 November 2021
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! |
Fri, 29 October 2021
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 |
Thu, 28 October 2021
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 Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Wed, 27 October 2021
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 Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Tue, 26 October 2021
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) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Mon, 25 October 2021
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 Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Fri, 22 October 2021
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 Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Thu, 21 October 2021
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 Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Wed, 20 October 2021
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 Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Tue, 19 October 2021
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. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Mon, 18 October 2021
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. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Fri, 15 October 2021
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 Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Thu, 14 October 2021
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 Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Wed, 13 October 2021
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 Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Tue, 12 October 2021
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) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Mon, 11 October 2021
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. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Fri, 8 October 2021
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 Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Thu, 7 October 2021
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 Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Wed, 6 October 2021
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. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Tue, 5 October 2021
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. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Mon, 4 October 2021
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. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Fri, 1 October 2021
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 Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Thu, 30 September 2021
Lou Whiteman joins the show as we answer a question from the listener mailbag and take a look at 3 under-the-radar aerospace stocks Stocks Mentioned: HWM, BLL, HEI, TDG, BRK.A, BRK.B, HXL Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Wed, 29 September 2021
Pulitzer prize winning author and renowned expert in energy and international relations returns to the show to discuss the state of energy markets and his book The New Map: Energy, Climate, and the Clash of Nations . Topics include: surging oil prices, natural gas shortages, China’s energy crunch, and more. Stocks Mentioned: TSLA, BP Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Tue, 28 September 2021
Did you think we were done with footwear IPOs? Think again! The market is hot for performance apparel, and On Holdings is the newest public business looking to capitalize. Join Asit Sharma and Emily Flippen as they continue the footwear discussion in today’s episode over On Performance running shoes. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Mon, 27 September 2021
Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, take a deep dive into Remitly (NASDAQ: RELY), a cross-border payments company that just went public last week. The paid discusses what Remitly does, how it makes money, its market opportunity, and much more, so check out the discussion to see if it could be a stock to put on your radar. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Fri, 24 September 2021
We take a look at other industries through the lens of the app store to explore how mobile apps fit into the direction and strategy for companies. Plus, Dylan explaining the obvious aha moment of the phone being the remote control for his life. Stocks: CMG, SBUX, MCD, UBER, ETSY, SQ Reach us by Email @ IndustryFocus@fool.com |
Thu, 23 September 2021
Motley Fool Auto Analyst John Rosevear returns to the podcast to break down EV stories, including Lucid’s 520-mile range vehicle, Rivian’s EV truck beginning production, Ford’s deal with Tesla’s former CTO, and more! Stocks Mentioned: LCID, F, GM, NIO, XPEV, TSLA Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Wed, 22 September 2021
Tune in for Motley Fool Advisor Karl Thiel’s debut on Industry Focus as our resident biotech expert discusses the advances and challenges of CRISPR gene-editing technology, as well as how investors should be thinking about the space. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Tue, 21 September 2021
As a sustainable footwear brand with a cult following, AllBirds has reinvented what it means to be a digitally native apparel retailer. In this episode of Industry Focus, Motley Fool Analysts Asit Sharma and Emily Flippen take a look through AllBird’s S-1 to determine if the business has more staying power beyond it’s high-end brand. Stocks: AllBirds (to be listed: BIRD) |
Mon, 20 September 2021
In this week's episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, take a closer look at real estate disruptor Compass (NYSE: COMP), which went public earlier this year. Hear Jason and Matt talk about what compass does, its strengths, the management team, and whether it can have a bright future even as iBuying gains traction. |
Fri, 17 September 2021
We talk about a sneaky-big tech company helping restaurants take their operations and systems digital -- Toast! Listen in for a breakdown of how the company has grown from a humble point-of-sales solution into a robust offering aimed at making life easier for restaurateurs, staff, and customers. Stocks: TOST Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Thu, 16 September 2021
Jason Hall joins the podcast to discuss the Department of Energy’s Solar Futures Study and discuss ways to invest in solar energy’s future. Stocks Mentioned: FSLR, SEDG, ENPH, CWEN, CWEN.A, NEP, BEP, BEPC Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Wed, 15 September 2021
Wildcard Wednesday host Jason Moser sits down with Esoterica Capital Senior Analyst Kai Zhang. Tune in as they talk about the current regulatory environment in China, how investors should view opportunities in the region and much more! Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Tue, 14 September 2021
Casey's General Store is a midwestern favorite, serving fuel, food, and groceries to rural and suburban communities across sixteen states. But is Casey's the best convenience store, or just the only one available? Join Emily Flippen and Asit Sharma as they break down this classic retailer and discuss what the future may hold for its business. Stocks: Casey's General Store (CASY) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Mon, 13 September 2021
On the heels of its recently-announced partnership with Amazon (NASDAQ: AMZN), buy-now-pay-later company Affirm (NASDAQ: ARFM) just released some pretty impressive results. And elsewhere in the BNPL space, PayPal (NASDAQ: PYPL) just announced its acquisition of a leader in the Japanese market that could have global implications for the business. Plus, host Jason Moser and Fool.com contributor Matt Frankel, CFP, each discuss a stock they have on their watch list right now. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Fri, 10 September 2021
We dig into helpdesk and CRM software company Freshworks. After having a subpar customer experience a decade ago, CEO Girish Mathrubootham built a tool to help businesses better manage and centralize their customer interactions. We talk about the company's torrid growth and the competition it might face from the big dogs. Stocks: FRSH Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Thu, 9 September 2021
ll the Industry Focus hosts come together to celebrate the 2000th episode of the podcast. Topics include lessons learned from the podcast, the story that made the biggest impact on the hosts, most recent stock buys, and more! Stocks Mentioned: GME, TSLA, GTLS, AI, SPOT, NNI Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Wed, 8 September 2021
Today we explore a tech company focused on heart health -- HeartFlow! The company uses medical imaging to create more complete models of patient cardiovascular systems, a non-invasive technology aimed are improving treatment and reducing unnecessary procedures and costs. The SPAC is set to come public later this year, tune in to find out if we'll be buying. Stocks: LGV, HFLO Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Tue, 7 September 2021
Weber is the preeminent decades-old outdoor grilling business that enthusiasts love. Traeger is the up-and-coming disruptor looking to convert every grill master into a wood pellet grill owner. Which of these newly public businesses is setting itself a part from the competition? Join Motley Fool analysts Asit Sharma and Emily Flippen as they discuss these questions and more in today’s episode. Stocks: Weber (WEBR), Traeger (COOK) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Fri, 3 September 2021
We talk our own book on today's show, bringing you three different companies we've added to our own portfolios over the past few weeks. Tune-in for breakdowns on Spotify's ad business, why Lemonade not taking Jason as a customer on was a good thing, and how Etsy is keeping e-commerce crafty. Stocks: SPOT, ETSY, LMND Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Thu, 2 September 2021
Desktop Metal CPO Arjun Aggarwal joins the show to discuss 3D printing and Desktop Metal’s aim to help it cross the chasm from prototyping parts to full-scale mass production. Stocks Mentioned: DM Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Wed, 1 September 2021
Asit Sharma joins the show to break down Ziprecruiter’s direct listing
Stocks Mentioned: ZIP Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Tue, 31 August 2021
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: Reach us by Email @ IndustryFocus@fool.com |
Mon, 30 August 2021
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: Reach us by Email @ IndustryFocus@fool.com |
Fri, 27 August 2021
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: Reach us by Email @ IndustryFocus@fool.com |
Thu, 26 August 2021
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: Reach us by Email @ IndustryFocus@fool.com |
Wed, 25 August 2021
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: Reach us by Email @ IndustryFocus@fool.com |
Tue, 24 August 2021
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) |
Mon, 23 August 2021
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.
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Fri, 20 August 2021
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: Reach us by Email @ IndustryFocus@fool.com |
Thu, 19 August 2021
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: Reach us by Email @ IndustryFocus@fool.com |
Wed, 18 August 2021
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: Reach us by Email @ IndustryFocus@fool.com |
Tue, 17 August 2021
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: Reach us by Email @ IndustryFocus@fool.com |
Mon, 16 August 2021
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: Reach us by Email @ IndustryFocus@fool.com |
Fri, 13 August 2021
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: Reach us by Email @ IndustryFocus@fool.com |
Thu, 12 August 2021
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: Reach us by Email @ IndustryFocus@fool.com |
Wed, 11 August 2021
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: Reach us by Email @ IndustryFocus@fool.com |
Tue, 10 August 2021
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: Reach us by Email @ IndustryFocus@fool.com |
Mon, 9 August 2021
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: Reach us by Email @ IndustryFocus@fool.com |
Fri, 6 August 2021
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: Reach us by Email @ IndustryFocus@fool.com |
Thu, 5 August 2021
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: Reach us by Email @ IndustryFocus@fool.com |
Wed, 4 August 2021
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: Reach us by Email @ IndustryFocus@fool.com |
Tue, 3 August 2021
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: Reach us by Email @ IndustryFocus@fool.com |
Mon, 2 August 2021
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: Reach us by Email @ IndustryFocus@fool.com |
Fri, 30 July 2021
It's earnings season and we're catching up on new results from some heavily followed Fool stocks. We explore the numbers behind Pinterest's 20% dip post earnings, how Upwork is finding accelerating growth, and why Microsoft could become the world's largest company some day. Stocks: PINS, UPWK, MSFT Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Thu, 29 July 2021
With Nick returning from his honeymoon, Lou Whiteman joins the show to bring us up to speed on stories we missed in July, including Boeing, Lockheed Martin, Tesla, and XPO Logistics earnings. Stocks Discussed: BA, LMT, TSLA, XPO, GXO Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Wed, 28 July 2021
Last week was FoolFest, our annual (this year virtual) event open to all Motley Fool US premium members. Today we're bringing you on of our favorite sessions from the event -- Retail Rise Up: The Hidden Power Individual Investors Hold. Analysts Bill Mann, Maria Gallagher, and Alyce Lomax walked through the advantages average folks have as investors and the growing power and influence retail investors hold in the market. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Tue, 27 July 2021
As the largest direct-to-consumer retailer of plus-size women’s clothing in the US, Torrid is looking to change the way consumers think about making clothing purchases. But is Torrid revolutionary or just rehashing the past? Join Motley Fool Analysts Asit Sharma and Emily Flippen as they dive into this recent IPO. Stocks: Torrid Holdings (NYSE: CURV) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Mon, 26 July 2021
On this today’s episode of Industry Focus: Financials host Jason Moser sits down with Millionacres Lead Advisor Matt Argersinger. Tune in as they discuss how investors should view the real estate market today, the future of commercial real estate, some of Matt's favorite stocks in the space, and much more! Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Fri, 23 July 2021
If you've bought a home or refinanced in the past few years, you may have interacted with Blend and not even realized it! The newly public company is focused on bringing consumer financial products like mortgages and auto loans into the 21st century with digital-first options. Easy uploads, fast pre-approvals, it all sounds great. We talk through the business and see how it stacks up. Stocks: BLND, RKT Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Thu, 22 July 2021
Africa resident and Millionacres analyst Tyler Crowe joins Motley Global Partners Advisor Bill Mann and Industry Focus Host Nick Sciple for an introduction to the African economy and a look at some of the trends that are setting the continent up to become one of the world’s fastest growing regions. Stocks Mentioned: JMIA, AMT, NSRGY, VOD, ORAN, BUD, UL, PYPL Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Wed, 21 July 2021
On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser sits down with two of The Motley Fool's summer investing interns, Zane Fracek and Graham Haederle. Tune in as they discuss the latest earnings reports from Intuitive Surgical and Chipotle as well as the two stocks they recently pitched to the The Fool's investing team! Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Tue, 20 July 2021
Motley Fool intern Haddiya Noor joins the show to chat about how the restaurant industry has handled the pandemic, including how it’s dealing with changing consumer trends as well as the current labor shortage before diving into a handful of businesses.
Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Mon, 19 July 2021
We've now heard from all of the big banks, so on this week's Industry Focus: Financials, Matt and Jason are digging into the results. They're diving into the latest numbers from JPMorgan Chase (NYSE: JPM), Bank of America (NYSE: BAC), Wells Fargo (NYSE: WFC), and Goldman Sachs (NYSE: GS). Plus, we just learned that Bill Ackman's SPAC deal isn't going to happen, so what does it mean for Pershing Square Tontine Holdings (NYSE: PSTH) and its shareholders? Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Fri, 16 July 2021
Almost a quarter of our shows so far in 2021 have been breakdowns of newly public companies. On today's show, we revisit all the businesses we looked at in the first half of the year, get up to speed on their latest results, and talk about which ones are our favorites. Stocks: OLO, PATH, S, GLBE, SQSP, KNBE, RAAC, AFRM. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Thu, 15 July 2021
NPR’s Jacob Goldstein returns to the show for a wide-ranging conversation with Jason Hall and Nick Sciple about the cryptocurrency market, inflation, housing, and more. Investments Discussed: Bitcoin Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Wed, 14 July 2021
HyperFine is looking to head to public markets with the lofty goal of disrupting the MRI market with the first FDA-approved portable MRI machine. Join Brian Feroldi and Emily Flippen as they break down HyperFine’s roadshow and unpack this recent SPAC. Stocks: HealthCor Catalio Acquisition Corp (HCAQ) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Tue, 13 July 2021
Crocs is perhaps the most controversial footwear brand of all time, creating both blind loyalists and uncompromising cynics. Regardless of what side of the fence you may fall on, Crocs have skyrocketed in popularity over the past few years as brand deals, endorsements, and Gen Z flocked to the Croc. Join Motley Fool Analysts Asit Sharma and Emily Flippen as they take a look at where Crocs has been and if the best is still yet to come. *** Editor's note: In the podcast and in the accompanying transcript below, our analysts described Croc's Croslite formulation as "patented." This was an error. Croc's croslite formulation is proprietary, but not patented. Stocks: Crocs (CROX) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Mon, 12 July 2021
Wells Fargo (NYSE: WFC) recently decided to shut down its personal lines of credit business. Why did the bank make this move, and is it unfair to customers? Plus, SPACs are back in the news after Virgin Galactic's (NYSE: SPCE) successful flight with founder Richard Branson. Plus, host Jason Moser and Fool.com contributor discuss what they'll be watching as banks report their earnings later this week. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Fri, 9 July 2021
We talk Duolingo (and a bit of Spanish and French) on today's episode. Listen in for a breakdown of how this app uses the freemium model to make language education easy and accessible, whether the company's books look bien or mal, and why the CEO's track record is something to be excited about. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Thu, 8 July 2021
Motley Fool Senior Analyst John Rotonti joins the podcast to break down the industrial gas industry and the case for investing in industrial gas giant (and Dividend Aristocrat) Linde. Stocks Discussed: LIN, APD, AIQUY Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Wed, 7 July 2021
Join Brian Feroldi as he walks you through three small cap healthcare companies that may have flown under your radar with the aim of answering the question every investor wants to know: can this business result in 10x returns?
Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Tue, 6 July 2021
Join Analysts Asit Sharma and Emily Flippen as they take a look at the online dating industry, including dating trends coming out of the coronavirus pandemic as well as two of the biggest competitors: Match Group (MTCH) and Bumble (BMBL) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Thu, 1 July 2021
The Motley Fool Canada’s Iain Butler and Jim Gillies join the podcast for a special Canada Day edition of Industry Focus. We give an overview of the Canadian stock market, share a few Canadian stocks to watch, and more! Stocks Discussed: BB, SHOP, RY, BAM, TSE: BAM.A, TSE: ENGH, LULU, TSX:CSU.TO, CNSWF, TSX:CMG, ABCL Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Wed, 30 June 2021
On this week’s episode of Industry Focus: Wildcard Wednesday catch host Jason Moser's full interview with Washington Post space reporter and author of "The Space Barons" Christian Davenport as they talk about Jeff Bezos, Elon Musk, and the business of space! Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Tue, 29 June 2021
After a five-year hiatus from public markets, Krispy Kreme has filed an S-1 and is ready to sell more than its doughnuts to investors. But has this special treat gone cold? Join Asit Sharma and Emily Flippen as they unpack this 83 year old business and discuss if you should buy it’s stock… or just stick to its original glazed. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Mon, 28 June 2021
The Federal Reserve recently announced that all 23 banks subject to the 2021 stress tests passed with flying colors, clearing the way for dividend increases and new buyback plans. Plus, Visa (NYSE: V) is planning to acquire another open banking startup after its previous attempt to acquire Plaid didn't work out. Host Jason Moser and Fool.com contributor Matt Frankel, CFP, discuss these top stories and more on this week's episode. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Fri, 25 June 2021
We dive into three Fool favorites that have been hit hard over the past few months -- Appian, Airbnb, and The Trade Desk.We unpack the business results for these three companies and why the recent declines are more a reflection of rapid share price appreciation than anything else. Stocks: APPN, ABNB, TTD Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Thu, 24 June 2021
Motley Fool Auto Specialist John Rosevear joins the show to break down the whirlwind of bad news that’s hit Lordstown Motors over the past month and share his thoughts on a variety of other auto-related news, including the Solid Power SPAC, GM’s Texas joint venture with Shell in EV charging, Audi’s EV plans, and Amazon’s relationship with Plus Trucking. Stocks Discussed: RIDE, NKLA, F, RDS-A, RDS-B, DCRC, TM, AUDVF, AMZN, HCIC, TSLA Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Wed, 23 June 2021
On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser chats with Qualcomm principal engineer Rajat Prakash about Qualcomm's investments in 5G, the areas he's most excited about in the space today, and much more! Stocks: Qualcomm (QCOM) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Tue, 22 June 2021
Cricut may seem like just another hardware business waiting to be knocked off, but this creatively-focused platform is attempting to generate an ecosystem that may rival some of the stickiest in the world. Join Motley Fool analysts Yasser El-Shimy and Emily Flippen as they break down this relatively recent IPO and discuss what investors should be considering before adding it to their own portfolios. Stocks: Cricut (CRCT) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Mon, 21 June 2021
Billionaire investor Bill Ackman recently announced that the mega-SPAC deal where Pershing Square Tontine Holdings (NYSE: PSTH) is acquiring 10% of Universal Music is now official, and we have some new details. And after a volatile week in the markets triggered by the Federal Reserve meeting, many investors are concerned about inflation. In this week's Industry Focus: Financials, Matt Frankel and Jason Moser break down the inflation numbers, what's causing it, and how it could affect your investments. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Fri, 18 June 2021
Today we tackle a company squarely focused on data -- Confluent. They focus on data streams, allowing businesses to connect, analyze, and integrate data in real-time. We break down why it checks a lot of the boxes in our investing approach and why the company is going to have to educate the market. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Thu, 17 June 2021
Energy and commodities expert Tracy Shuchart joins the show to share her thoughts on oil, gas, commodities and more. She shares why she thinks the ESG narrative is overplayed and where opportunities could lie in commodities. Check out more of her work on her Twitter account or subscribe to her newsletter.
Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Wed, 16 June 2021
Whether you think it is more like Facebook or LinkedIn, there’s no denying that Doximity is making a name for itself in digitizing the world of medicine. Join the Motley Fool’s Brian Feroldi and Emily Flippen as they break down this new healthcare IPO. Stocks: Doximity (DOCS) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Tue, 15 June 2021
Join Motley Fool analysts Emily Flippen and Asit Sharma as they take a big bite out of the Chinese grocery delivery market and break down two recent F-1s, DingDing and Miss Fresh. Stocks: DingDong MaiCai (DDL), MissFresh (MF) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Mon, 14 June 2021
We recently learned that Berkshire Hathaway(NYSE: BRK.A)(NYSE: BRK.B) is investing $500 million in a Brazilian fintech startup, following up on its successful investment in StoneCo (NASDAQ: STNE) a few years ago. Plus, Bank of America (NYSE: BAC) CEO Brian Moynihan says that consumer spending is 20% higher than it was before the pandemic, and Fool.com contributor Matt Frankel thinks it could have big implications for the financial sector. Frankel and host Jason Moser also discuss the latest mall REIT to file for bankruptcy, and each reveal one stock they're watching this week. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Fri, 11 June 2021
We break down the prospectus from soon-to-be-public cybersecurity company SentinelOne. The company uses AI for endpoint security, aiming to protect enterprise clients and prevent massive breaches.In the show, we explain what they do, where they stand in the industry, and how they stack up to competitor Crowdstrike. Stocks: S, CRWD Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Thu, 10 June 2021
Lou Whiteman joins the show to break down Jeff Bezos’s upcoming trip to space and what it means for other space barons like Elon Musk and Richard Branson. In addition, we take a look at the state of the defense industry and check-in on Boeing news. Stocks Mentioned: SPCE, HII, BA, EADSY Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Wed, 9 June 2021
Motley Fool Analyst Asit Sharma joins the show to break down the S-1 filings for LegalZoom and Intapp, legal tech companies targeting very different segments of the market. Stocks Mentioned: LZ, INTA (Proposed Tickers) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Tue, 8 June 2021
For many investors, Vimeo is associated with a half-baked attempt to usurp Alphabet’s ubiquitous YouTube. However, now that Vimeo has hit public markets, it has a bigger plan: becoming a software service for the masses. Join analysts Emily Flippen and Asit Sharma as they break down this old name and its new business.
Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Mon, 7 June 2021
In this week's installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, take a closer look at recent fintech IPO Flywire (NASDAQ:FLYW) and why it could be a smart stock for investors to keep on their radar. Plus, we recently received some details about $4 billion SPAC Pershing Square Tontine Holdings' (NYSE: PSTH) potential deal, and to say that it is complex would be an understatement. And finally, QTS Realty (NYSE: QTS) is being taken private, and Matt and Jason discuss why there's so much excitement in the data center space right now. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Fri, 4 June 2021
Analysts Jason Hall and John Rotonti guest host this episode on the semiconductor industry. Listen in for a breakdown of how semiconductors are made, the major players throughout the value chain, and the most investable ideas in the space. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Thu, 3 June 2021
The Motley Fool Canada’s Nate Parmelee joins the show to break down the pipeline industry and look at an ongoing bidding war between Pembin Pipeline and Brookfield Infrastructure for ownership of the pipeline assets of Inter Pipeline Stocks Mentioned: KMI, PBA, BIP, BIPC, BRK.A, BRK.B, IPL, EPD, OKE Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Wed, 2 June 2021
In true wildcard fashion, today we tackle an industry we've never discussed on the podcast -- healthcare apparel. We break down the recently public Figs, a company with a modern, more customer-first approach to the classic scrubs healthcare professionals wear. Listen in for why Figs financials make it look like a software company and the two big numbers that caught our eye going through the company's prospectus. Stocks: FIGS Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Tue, 1 June 2021
As one of the best performing stocks over the past decade, Trex has managed to fuel growth by converting wood decks to composite and convincing homeowners to invest in the Trex brand. But can Trex post another 800%+ gains over the next five years? Join Motley Fool analysts Asit Sharma and Emily Flippen as they break down Trex’s business and discuss its potential for long-term market-beating returns. Stocks: Trex (TREX) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Fri, 28 May 2021
We work our way through all-in-one digital and commerce platform Squarespace. In the show, we breakdown the company's massive user base, why growth is generally fueled by new users, and how the company stacks up to Wix, Shopify, and BigCommerce. Stocks: SQSP, WIX, SHOP, BIGC Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Thu, 27 May 2021
On Wednesday, Ford held its 2021 Capital Markets Day, outlining its Ford+ strategy for the future of the business, including details on its electric vehicle plans. Motley Fool Senior Auto Analyst John Rosevear joins the show to break down what we learned at Ford’s event and what it means for the electric vehicle industry. Stocks Mentioned: F, GM, TSLA, RIDE Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Wed, 26 May 2021
On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser chats with AppHarvest Founder and CEO Jonathan Webb about the growing opportunity in the agtech space, what makes AppHarvest unique, his vision of the future of farming, and much more. We hope you enjoy their discussion! Stocks: APPH Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Tue, 25 May 2021
Motley Fool analysts Asit Sharma and Emily Flippen hold a quick-fire discussion over seven consumer goods companies that have recently reported earnings and discuss how their guidance (or lack thereof) may impact investor expectations in the second half of 2021.
Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Mon, 24 May 2021
Here's the latest from around the financial sector. Intro: Inflation is on the rise, and there are investor fears that it could get out of control. How should you position your portfolio to thrive in an inflationary environment? Are cryptocurrencies inflation hedges, or are you better off with stocks or precious metals? And one of our favorite fintechs, SoFi, is set to finally go public via merger with Social Capital Hedosophia Holdings V (NYSE: IPOE). Jason and Matt talk about the latest results from the business, as well as what investors should expect when the SPAC merger is finalized. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Fri, 21 May 2021
Today we check in on three companies that at various points over the past few years were down 80% from highs, but roared back to give investors multibagger returns.Listen for breakdowns of how Upwork, Snap, and Twitter transformed, and the lessons we've taken away from each company's rise. Stocks: SNAP, UPWK, TWTR Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Thu, 20 May 2021
Motley Fool Analyst John Rotonti joins the show to discuss the U.S. housing market and why he thinks NVR could be a top-performing stock over the next 5 years. Stocks Mentioned: NVR Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Wed, 19 May 2021
DraftKings Co-founder and CEO Jason Robins joins the show to discuss the online betting landscape and where his company fits in. Topics include: the founding of DraftKings, how the business has changed since the Supreme Court’s gamblling decision three years ago, the collision of gambling and content, and more! Stocks Mentioned: DKNG, PENN Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Tue, 18 May 2021
The Honest Company is a small but growing consumer goods business focused on serving the needs of discerning new parents. But should you buy the stock or just the products? Join the Fool’s Brian Feroldi and Emily Flippen as they break down if The Honest Co can earn investors an honest penny. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Mon, 17 May 2021
Lending technology disruptor Upstart (NASDAQ: UPST) recently reported earnings that were extremely impressive, but will the company be able to replicate its success in the high-potential auto lending industry? And, we recently learned that JPMorgan Chase (NYSE: JPM) and other major banks will start issuing credit cards to consumers without FICO scores. Also, host Jason Moser and Fool.com contributor Matt Frankel, CFP, discuss the wave of share buybacks so far in 2021, and discuss two stocks on their radar now. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Sat, 15 May 2021
We run through earnings updates from thee companies on Dylan's watch list -- restaurant tech company Olo, "The Amazon of Africa" Jumia, and finsurance player Lemonade. Stocks: OLO, LMND, JMIA Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Thu, 13 May 2021
Lou Whiteman joins the show to break down earnings from Palantir, Virgin Galactic, and Transdigm. In addition, Lou and Nick share their thoughts on the Colonial Pipeline shutdown. Stocks Mentioned: PLTR, SPCE, TDG Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Wed, 12 May 2021
Motley Fool Canada joins the podcast to discuss Nelnet. Most think of Nelnet as just a student loan servicer, but the company has even more to offer. Viewed on a sum-of-its parts basis, Nelnet appears to offer a compelling value today. Stocks Mentioned: NNI, BLKB, SQ Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Tue, 11 May 2021
Despite a solid quarter, Peloton has fought an uphill battle against mismanagement, treadmill recalls, and even data privacy leaks. Join Motley Fool analysts Asit Sharma and Emily Flippen as they circle back around on Peloton and discuss just how critical Peloton’s recent struggles are to its long-term thesis. Stocks: Peloton (PTON) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Mon, 10 May 2021
On this week’s episode of Industry Focus: Financials host Jason Moser and The Motley Fool's Dan Caplinger dig into the crypto market to discuss more about the evolution of the space, puts and takes of the various instruments available today, ways to invest beyond the tokens themselves and much more! Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Fri, 7 May 2021
We have fresh earnings results from MercadoLibre, Square, and Etsy. We break down how Bitcoin was a huge driver for Square this quarter, why digital payments is becoming an unavoidable part of the thesis for MercadoLibre, and why Etsy sunk on seemingly strong results. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Thu, 6 May 2021
John Rosevear joins the show for a look at this week’s auto news. Topics include GM earnings, ArgoAI’s new Lidar announcement, Stellantis earnings, and more! Stocks Mentioned: GM, F, STLA, TSLA, LAZR, OUST, VLDR Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Wed, 5 May 2021
Brian Feroldi brings another innovative healthcare company to the show -- Vicarious Surgical. The robotic surgery company will come public via a SPAC with D8 Holdings, we talk through the robotic surgery market, how the company's planned technology stacks up to the business that created the space, Intuitive Surgical, and what investors need to keep in mind with investing in pre-revenue businesses. Stocks: ISRG, DEH Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Tue, 4 May 2021
As the largest oatmilk company in the world, Oatly has taken the alternative milk world by storm. Now, Oatly is setting its sights on financial markets. Join Asit Sharma and Emily Flippen as they breakdown Oatly’s F-1 and determine if investors should take a big gulp of this unique consumer goods company. Stocks: Oatly (planned NASDAQ: OTLY) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Mon, 3 May 2021
Berkshire Hathaway's (NYSE: BRK.A)(NYSE: BRK.B) 2021 annual meeting may have been virtual for the second year in a row, but it certainly didn't disappoint. In this installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, discuss five things from the meeting that investors need to hear. Plus, Moser and Frankel discuss the latest results from Capital One (NYSE: COF), SVB Financial (NASDAQ: SIVB), and American Express (NYSE: AXP). Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Fri, 30 April 2021
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 Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Thu, 29 April 2021
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 Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Wed, 28 April 2021
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. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Tue, 27 April 2021
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.
Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Mon, 26 April 2021
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. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Fri, 23 April 2021
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 Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Thu, 22 April 2021
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 Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Wed, 21 April 2021
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)
Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Tue, 20 April 2021
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.
Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Mon, 19 April 2021
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. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Fri, 16 April 2021
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 Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Thu, 15 April 2021
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 Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Wed, 14 April 2021
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. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Tue, 13 April 2021
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) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Mon, 12 April 2021
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. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Fri, 9 April 2021
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 Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Thu, 8 April 2021
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 Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Wed, 7 April 2021
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 Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Tue, 6 April 2021
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. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Mon, 5 April 2021
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? Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Thu, 1 April 2021
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 Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Wed, 31 March 2021
On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser and VP of Motley Fool Ventures Brendan Mathews take a closer look at how Wayfair is shaping the future of the massive home furnishings market and what Bed Bath & Beyond is doing to remain a part of it. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Tue, 30 March 2021
BootBarn’s boots may be made for walkin’, but is BootBarn’s stock made for buyin’? Join Motley Fool analysts Asit Sharma and Emily Flippen as they take a listener’s question and talk about this rapidly expanding boot business. Stocks: BootBarn (NYSE: BOOT) Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Mon, 29 March 2021
Banks were forced to stop buying back shares when the pandemic started, but recent commentary from Treasury Secretary Janet Yellen and the Federal Reserve indicate there could be better time ahead. And thanks to fintechs SoFi and Robinhood, it could get easier to buy shares of the hottest IPOs. And we just learned that WeWork is finally going public -- via SPAC. In this week's episode, Fool.com contributor Matt Frankel, CFP, and Industry Focus host Jason Moser take a closer look into these stories and what investors need to know. Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Fri, 26 March 2021
Rumors swirled this week that Microsoft is interested in buying gaming communications platform Discord for $10 billion. We break down how Discord fits into Microsoft's gaming ambitions, what the service could look like under their umbrella, and what separates Discord from Teams competitor Slack. Stocks: MSFT, WORK Check out more of our content here: Reach us by Email @ IndustryFocus@fool.com |
Thu, 25 March 2021
Motley Fool Contributor Lou Whiteman joins the podcast this week to break down the record-setting merger between Kansas City Southern and Canadian Pacific Railway and to take a look at how a blockage in the Suez Canal could impact global trade. Satellite View of Ever Given in the Suez Canal Stocks Mentioned: KSU, CP Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Wed, 24 March 2021
Join the Motley Fool’s Brian Feroldi and Emily Flippen as they talk about three companies that are trying to treat sleep apnea. Stocks: RedMed (RMD), Inspire Medical (INSP), Vivos Therapeutics Stocks: VVOS Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Tue, 23 March 2021
ThreadUP is headed to public markets, looking to help investors capitalize on the multibillion-dollar a year opportunity in digital resale and thrift. But is ThreadUP the next Real Real… or the next Poshmark? Join Analysts Emily Flippen and Asit Sharma as they break down ThreadUP’s S-1. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mon, 22 March 2021
In the fourth and final week of our four-part SPAC series on Industry Focus: Financials, host Jason Moser sits down with David Lee, President of AppHarvest to chat about the business, its journey to the public markets via SPAC, and the roles technology and 5G are playing in the burgeoning ag tech movement. Stocks: APPH Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Fri, 19 March 2021
We get on the SPAC train with a rundown of Berkshire Grey, the automation and software company being acquired by Revolution Acceleration Acquisition Corp. In the episode, we break down the HUGE growth story Berkshire is presenting to investors and the impressive pedigrees from company management and Revolution's investing team. Stocks: RAAC, AMZN Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Thu, 18 March 2021
Motley Fool Auto Specialist John Rosevear joins the show to break down the latest round of EV announcements from Volkswagen and BMW, as well as take a look at Hindenburg Research’s short report calling out EV startup Lordstown Motors. Stocks Mentioned: VWAGY, BMWYY, RIDE, TSLA, GM, F, TM, WKHS Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Wed, 17 March 2021
Since taking the helm of the predecessor to the WWE in 1982, Vince McMahon has built a global powerhouse in sports entertainment, virtually monopolizing his industry. Today, the company is at a turning point in its business, as cable gives way to streaming as the primary means to deliver content. Motley Fool analysts Bill Mann and Jim Gillies join host Nick Sciple to break down WWE’s business and discuss why it could make a compelling investment today.
Stocks Mentioned: WWE, DIS, CMCSA Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Tue, 16 March 2021
Coupang (CPNG) is the largest e-commerce business in Korea, but is its comparison to Amazon overdrawn? Join Motley Fool analysts Asit Sharma and Emily Flippen as they break down one of the newest digital retail companies on the market. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mon, 15 March 2021
In the third week of our four-part SPAC series on Industry Focus: Financials, Fool.com contributor Matt Frankel and host Jason Moser dive into three SPACs that could be very interesting for investors in the coming months and years. First, the paid discusses VG Acquisition Corporation(NYSE: VGAC) and why its pending acquisition of 23andMe is so exciting. Next, Matt and Jason take a closer look at the most high-profile SPAC merger of 2021 (so far) with Churchill Capital IV (NYSE: CCIV) and its acquisition of Lucid Motors. And finally, with a war chest of more than $4 billion, Pershing Square Tontine Holdings (NYSE: PSTH) has some interesting possibilities.
Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Fri, 12 March 2021
Another S-1 show, another profitable high growth tech stock. What? You heard right, in this episode we walk through Global-E's prospectus and explain how the company makes international e-commerce a breeze for businesses. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Thu, 11 March 2021
We all know someone who’s had their car totaled. It’s no fun, but did you know there are businesses built entirely around buying and selling cars after they’re totaled? This week, Motley Fool Contributor Luis Sanchez joins the show to take a look at Copart and how the automotive auction industry profits from totaled cars.
Stocks Mentioned: CPRT, KAR, IAA, CVNA, VRM Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Wed, 10 March 2021
Today, Kristine Harjes of Motley Fool Ventures hosts our Wildcard Wednesday episode. She interviews Maria Velissaris and Buffy Alegria, Managing Partners of Steel Sky Ventures. They discuss the origins of Steel Sky Ventures, investing across the spectrum of women's health indications and in technology infrastructure that supports new and innovative care delivery models. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Tue, 9 March 2021
As one of the largest cryptoasset platforms in the world, CoinBase is gearing up to hit public markets through a direct listing. Join Motley Fool Analyst Asit Sharma and Emily Flippen as they sift through CoinBase’s business and attempt to demystify an emerging asset class taking the world by storm. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mon, 8 March 2021
In this week's installment of Industry Focus: Financials, we have week two of our four-part series on SPACs. The show starts with Fool.com contributor Matt Frankel, CFP, interviewing Luke Schoenfelder, CEO of property technology company Latch, which recently announced plans to go public via TS Innovation Acquisition (NYSE: TSIA). Then, Matt and host Jason Moser take a closer look at two other blank check companies on their radar. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Fri, 5 March 2021
Banner results from 2020 darlings haven't turned into strong 2021 returns.We talk about the tech landscape in 2021, how a recovery economy affects high growth businesses, and look at earnings results from MercadoLibre, Zoom, and Cloudflare. Stocks: MELI, ZM, NET Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Thu, 4 March 2021
Motley Fool Canada Advisor Jim Gillies joins the podcast to share his thoughts on aircraft lessor AerCap Holdings following its recent earnings report and on Berkshire Hathaway CEO Warren Buffett’s annual letter to shareholders. Stocks Mentioned: AER, BRK.A, BRK.B Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Wed, 3 March 2021
On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser and The Motley Fool's Brian Feroldi take a closer look at 3 companies in the healthcare space that possess many of the characteristics of investments that have the potential to offer patient investors 10X returns! Stocks: DMTK OM TMDX Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Tue, 2 March 2021
Motley Fool analyst Yasser El-Shimy makes his Industry Focus debut as he joins host Emily Flippen to talk about one of the largest and most successful e-retailer of luxury goods: Farfetch (FTCH). Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mon, 1 March 2021
In this week's installment of Industry Focus: Financials, Fool.com contributor and SPAC investor Matt Frankel interviews Scott Galit, CEO of Payoneer, a fintech disruptor that recently agreed to go public via merger with FTAC Acquisition(NYSE: FTOC). Then, Frankel and host Jason Moser discuss two other SPACs investors might want to put on their radar -- one value-seeking SPAC that just agreed to take a data center operator public, and one SPAC sponsored by a retail heavyweight that just launched. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Fri, 26 February 2021
We're back on the S-1 hunt, this time looking at the books for Olo, a SaaS provider that helps big brand restaurants stand up their digital storefronts and make delivery happen. It's a high growth business in a booming market and it's surprisingly profitable. We explain why it'll be near the top of our watch lists once it is public. Stocks: OLO Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Thu, 25 February 2021
This week, Jason Hall and Anand Chokkavelu join the podcast to discuss the role gold, bitcoin, and other so-called “alternative” assets can play in an individual investor’s portfolio.
Stocks/Cryptocurrencies Mentioned: Bitcoin Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Wed, 24 February 2021
Clover Health (NASDAQ: CLOV) has been one of the most controversial Medicare insurance providers since being brought public by Social Capital and Hedosophia. In this Wildcard episode, Motley Fool contributor Jason Hall and analyst Emily Flippen discuss Clover’s business, its unique value proposition, and then debate if the controversial short-seller report should have investors running for the door. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Tue, 23 February 2021
As a platform for pet services such as dog boarding and cat sitting, Rover has made a name for itself among a growing number of pet parents across the United States. But does this small company have what it takes to make it as a public investment? Fool Analysts Asit Sharma and Emily Flippen break down this business before it hits markets. Stocks: Nebula Carvel Acquisition Corp (NASDAQ: NEBC), Rover (N/L: ROVR) Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mon, 22 February 2021
In this week's installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a look at the latest 13-F filing from Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B) to see what stocks Warren Buffett and his team have been buying and selling. Plus, Paycom (NASDAQ: PAYC) had a decent quarter but the stock is down, so Jason takes a closer look at the numbers. And finally, Matt's pick for the best financial stock of 2021, Wells Fargo (NYSE:WFC) has been firing on all cylinders -- could there be more room to climb? Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Fri, 19 February 2021
We've finally got full-year figures from Shopify, Twilio, and Palantir -- three businesses that had absolutely banner 2020s. We explore Shopify's growth acceleration, Palantir's commercial efforts paying off, and Twilio's rising cash hoard. Stocks: TWLO, SHOP, PLTR Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Thu, 18 February 2021
Motley Fool Contributor Jason Hall joins the show to break down what happened with the blackouts in Texas and potential impacts it could have across the energy and industrial sectors.
Stocks Mentioned: LGIH, PGE, OXY, CVX, PAA Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Wed, 17 February 2021
Online dating is taking over the world. This week, Luis Sanchez and Meilin Quinn join the podcast to discuss the online dating trend and two of its biggest players: Bumble and Match Group.
Tyro Partners 2019 Dating Paper Stocks Mentioned: BMBL, MTCH Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Tue, 16 February 2021
CuriosityStream (NASDAQ: CURI) is one of the newest video-on-demand subscription services to hit the public markets, but it is the best? Join Motley Fool analysts Asit Sharma and Emily Flippen as they talk about this unique play on subscription streaming and if CuriosityStream has piqued their portfolio’s curiosity. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Fri, 12 February 2021
We make sense of a flood of tech earnings, with check-ins on recent results from Uber, Blackline, and Twitter. Listen in for explanations on how meal delivery saved Uber's bacon in 2020, what's behind Twitter's recent surge, and how a sleepy accounting software business keeps putting up great returns. Stocks: UBER, TWTR, BL Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Thu, 11 February 2021
Motley Fool Co-Chairman, Chief Rulebreaker, and host of the Motley Fool’s Rulebreaker Investing Podcast joins the show to discuss his approach to investing and several energy and industrials themes Nick identified in David’s Stock Advisor and Rulebreakers picks. Stocks Mentioned: CNI, WM, DAR, TSLA, PRLB, NEE, SEDG Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Wed, 10 February 2021
We're back with another check-in on new companies discussed last year! In this episode we look at results from GoodRx, Inari, and Amwell. Stocks: AMWL, GDRX, NARI Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Tue, 9 February 2021
For many investors, LoveSac (NASDAQ: LOVE) may conjure images of stained bean bags or low-end malls, but this reformed retailer of “sacs” and “sactionals” has completely reinvented its image and business over the past few years. Join Asit Sharma and Emily Flippen as they discuss if they love LoveSac enough to add it to their watchlist. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mon, 8 February 2021
Several months ago, we did an episode of Industry Focus: Financials about two stocks we planned to add to our portfolios at the time -- Bill.com (NASDAQ: BILL) and Lemonade (NYSE: LMND). Well, Bill.com just demolished earnings expectations and Lemonade has rolled out its new term life insurance product, so it's time for another look. Plus, Jason and Matt take a look at Payoneer, the latest Fintech company to go public via SPAC merger, they look at some of the most heavily shorted financial and real estate stocks and tell listeners why General Motors (NYSE: GM) and Affirm (NASDAQ: AFRM) are on the top of their watch lists this week.
Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Fri, 5 February 2021
Today we bring you a conversation from our member livestream Motley Fool Live. Stocks: TWLO Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Thu, 4 February 2021
It’s a grab bag of topics on this week’s episode as Lou Whiteman joins the show to break down the good and bad news that’s coming out of SpaceX, the latest plane troubles, at Boeing, UPS earnings, and more. Listen to the end to hear about Lou and Nick’s favorite shipping/logistics stock: XPO Logistics. Stocks Mentioned: BA, UPS, FDX, XPO, AMZN Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Wed, 3 February 2021
Wildcard Wednesday host Jason Moser and The Motley Fool's Brian Feroldi take a closer look at Ortho Clinical Diagnostics' debut on the public markets to see if this healthcare stock is one worth watching. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Tue, 2 February 2021
Join the Motley Fool’s Brian Feroldi and Emily Flippen as they talk about one of the newest pet plays on the market today: BarkBox. Can this pet subscription box business break out of the confines faced by other subscription businesses? Feroldi and Flippen break down BarkBox's unit economics and more on today’s episode. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mon, 1 February 2021
In this installment of Industry Focus: Financials, Fool.com contributor and host Jason Moser give their take on the short squeeze situation, as well as the issues surrounding Robinhood's decision to limit trading in several high-volume tickers. Plus, we'll dive into the upcoming IPO of Latch, which is going public via SPAC merger with TS Innovation Acquisition (NYSE: TSIA), as well as Loan Depot's IPO, which will be the latest in a string of high-profile mortgage IPOs. Plus, we answer a listener question on Coinbase, and share two stocks we're watching this week.
Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Fri, 29 January 2021
This Friday we have another episode bringing the stories of 2020 S-1 shows to the present. Tune-in for updates on JFrog, BigCommerce, and ZoomInfo. Stocks: BIGC, JFROG, ZI Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Thu, 28 January 2021
By listener demand, this week we’re discussing agriculture stocks. Lou Whiteman joins the show to give an overview of the industry, and we share some agriculture stocks on our radar. Stocks Mentioned: CTVA, BAYRY, LAND, NOVS Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Wed, 27 January 2021
On this Wildcard Wednesday, Motley Fool Analyst Clay Bruning and Host Emily Flippen talk about a small and under-the-radar play on digital gaming: Gan Limited. Stocks: Gan Limited (GAN) Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Tue, 26 January 2021
Corsair (NASDAQ: CRSR) is one of the newest and most exciting plays in the world of high-end gaming. But is this reformed business the next best thing? Or will its reliance on hardware keep it down? Join Host Emily Flippen and Asit Sharma as they break down this interesting provider of tech gear for professional and amateur gamers alike. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mon, 25 January 2021
In this week's episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, are doing an IPO roundup. First, they dive into two companies that have recently gone public -- homebuilder Dream Finders Homes (NYSE: DFH) and fintech company Affirm (NASDAQ: AFRM). Then, they'll take a closer look at what we know about upcoming IPOs for cryptocurrency exchange Coinbase and mortgage lender HomePoint Capital. Finally, Matt and Jason share why they're watching Tanger Factory Outlet Centers (NYSE: SKT) and Ameris Bancorp (NASDAQ: ABCB) ahead of their earnings announcements this week. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Fri, 22 January 2021
We love our S-1 shows, but last year we did so many that we didn't have much of a chance to check in on the companies once they went public! Today we get folks up to speed on Palantir, Snowflake, Shift4 Payments and Asana. Stocks: PLTR, SNOW, ASAN, FOUR Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Thu, 21 January 2021
Motley Fool Contributor Matt DiLallo returns to the show to review our 2020 dividend stock picks and share some dividend stocks to consider in 2021 Stocks Mentioned: BIP, BIPC, EPD, NEE, BEP, BEPC, CWEN, CWEN.A, LAND Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Wed, 20 January 2021
What is money? Where does it come from? And how did it end up the way it is today? NPR’s Jacob Goldstein joins Jason Hall and Nick Sciple this week to discuss his work on the Planet Money podcast and his new book Money: The True Story of a Made-Up Thing. Topics include: how Planet Money selects and develops podcast topics, where money comes from, bitcoin, the future of money, and more! Securities Mentioned: Bitcoin Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Tue, 19 January 2021
Join The Motley Fool’s Asit Sharma and Host Emily Flippen as they put their top five consumer goods companies for 2021 and beyond in their “shopping basket” and personal portfolios. Stocks: Sleep Number (SNBR), Grocery Outlet (GO), Beyond Meat (BYND), Peloton (PTON), Dollar General (DG) Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mon, 18 January 2021
In this episode of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP, and host Jason Moser take a look at fourth quarter earnings from Wells Fargo (NYSE: WFC), JPMorgan Chase (NYSE: JPM), and Citigroup(NYSE: C). They also dive into Walmart's (NYSE: WMT) announcement that it plans to launch a fintech startup, as well as the scrapped merger plans between Visa (NYSE: V) and Plaid. Finally, hear why Goldman Sachs (NYSE: GS) is on Matt's radar this week, while Jason has his eye on a certain streaming giant. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Fri, 15 January 2021
Stocks: AFRM Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Thu, 14 January 2021
Motley Fool Contributor John Rosevear joins the show to break down 2 under-appreciated automotive stocks right now: Magna International and General Motors.
Stocks Mentioned: MGA, GM Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Wed, 13 January 2021
Healthcare will not be forgotten! We round out last week's top stocks for 2021 theme with a wildcard day dedicated to healthcare.Tune-in for breakdowns of two profitable high-growth healthcare companies and a Fool favorite that looks like it has a lot more green field ahead of it. Stocks: SMLR, PGNY, TDOC Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Tue, 12 January 2021
Poshmark (NASDAQ: POSH) has filed its S-1 and is looking to go public on January 13th. But how does this social-media driven resale marketplace compare to others? Join Asit Sharma and Emily Flippen as they break down Poshmark’s business and discuss if this new IPO is worth a second look. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mon, 11 January 2021
Personal lending technology company Upstart (NASDAQ: UPST) went public a month ago and it's stock has nearly doubled since. In this week's Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP, and host Jason Moser discuss what Upstart does and why investors are so excited. Then, the pair take a closer look at fintech startup SoFi, which is getting set to go public via a SPAC merger with Social Capital Hedosophia Holdings V (NYSE: IPOE). And last but not least, we discuss the recent correction in bitcoin and other cryptocurrencies, and why Matt and Jason aren't likely to buy bitcoin anytime soon. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Fri, 8 January 2021
We kick off 2021 with our favorite stocks for the upcoming year (but really decade) and a look back at 2020 -- our biggest winners, regrets, and the lessons from the past year. Stocks: PINS, MELI, AAXN Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Thu, 7 January 2021
We’re continuing our Theme Week on Top Stocks for 2021 with Jason Hall and Nick Sciple each sharing 2 of their favorite stocks for 2021. Texas Pacific Land Trust Podcast Stocks Mentioned: BIP, BIPC, NVEE, BRK.B, BRK.A, TPL Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Wed, 6 January 2021
Wildcard Wednesday our theme week continues as host Jason Moser and Motley Fool Ventures Vice President Brendan Mathews dive into 2 more stocks they think investors should have at the top of their list for 2021! Stocks: WDAY, MASI Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Tue, 5 January 2021
To kick off the first week of 2021, Asit Sharma and Emily Flippen each discuss their top picks in the consumer goods industry for the next year and beyond. Stocks: Sleep Number (SNBR), AirBnB (ABNB) Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mon, 4 January 2021
Wells Fargo (NYSE: WFC) has underperformed the financial sector for years, and for good reasons. From its numerous scandals to the asset-cap penalty that prevents the bank from growing, Wells Fargo was hurting before the pandemic. And as the only big bank without a large investment banking operation to help offset the negative effects of the COVID-19 pandemic, Wells Fargo got hit harder than most in 2020. But on this week's installment of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP, tells host Jason Moser why he thinks this could be a great value investment as we head into the New Year. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Thu, 31 December 2020
2020 is coming to an end, and we’ve got Motley Fool Contributors Jason Hall, Matt DiLallo, and Lou Whiteman joining the show to break down the year that was and look forward to what’s coming in 2021. Topics include: Headlines for Energy/Industrials in 2020, Trends that will change and stay the same in 2021, overlooked stories from 2020, our favorite stock picks (both in the energy/industrials space and outside it), and more! Stocks Mentioned: BRK.A, BRK.B, MTCH, RDFN, LMND, GE, AER, FDX, XPO, CWEN, CWEN.A, PSX, BOMN, MGNI, TTD Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Wed, 30 December 2020
Should investors buy with margin? What's going on with Bitcoin and China? What 2021 IPOs should investors have on their radars? And how should we keep our investments grounded for the next year? Join The Motley Fool’s Asit Sharma and Emily Flippen as they answer the five questions investors should ask themselves as they enter the new year. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Tue, 29 December 2020
Join Brian Feroldi and Host Emily Flippen as they break down some of the best - and worst! - performing consumer goods businesses in 2020. Stocks: Kirkland's (NASDAQ: KIRK), GrowGeneration (NASDAQ: GRWG), Celsius Holdings (NASDAQ: CELH), Designer Brands (NYSE: DBI), Express (NYSE: EXPR), Royal Caribbean (NYSE: RCL), Norwegian Cruise Lines (NYSE: NCLH), Carnival (NYSE: CCL). Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mon, 28 December 2020
In this week's episode of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP, and host Jason Moser take a look back on the most turbulent and interesting year in recent history. They discuss the year's biggest stories, companies that surprised them, CEOs who stood out, and more. Plus, we'll take a look back at the "bold predictions" article Matt published last December to see how things turned out Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Wed, 23 December 2020
It’s Christmas week, and we’ve got all the Industry Focus Hosts together to discuss the year that was 2020. Topics include: Sector headlines for 2020, Things to Watch for 2021, Investing Lessons from 2020, Things We Got Wrong, New Years Investing Resolutions, and Our Favorite Stocks Right Now. No Industry Focus on 12/24, 12/25. Shows will resume on 12/28 Stocks Mentioned: NCNO, DOCU, AAXN, MTCH, TSLA, PTON, PYPL, SQ, XOM Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Tue, 22 December 2020
It should come as no surprise that the pandemic has accelerated growth in the pet industry. It should come as even less surprise that e-commerce pet retailers, like Chewy, have been natural beneficiaries of this growth. What may come as a surprise, however, is a recent company’s plan to IPO. Should investors be excited about PetCo’s S-1? Join Asit Sharma and Emily Flippen as they talk about Chewy’s latest quarter and if investors should be drooling over PetCo. Stocks: Chewy (CHWY), PetCo (N/L: WOOF) Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mon, 21 December 2020
This week's installment of Industry Focus: Financials is a special one. Kevin O'Leary, Shark Tank star, entrepreneur, and financial literacy advocate joins host Jason Moser and Fool.com contributor Matt Frankel, CFP on the show to talk about his new investment app Beanstox (available on Google Play or on the App Store). O'Leary talks about why we have such a problem with financial literacy in the United States, how the COVID-19 pandemic has transformed the business world, and much more. You don't want to miss this one. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Fri, 18 December 2020
We run through the biggest winners year-to-date in the tech sector, explain what drove them to multibagger status in 2020, and debate whether the good times will continue Stocks: JMIA, EXPI, APPS, FVRR, OSTK, VERI Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Thu, 17 December 2020
Motley Fool Senior Auto Analyst John Rosevear joins the show to break down two hot IPOs in the automotive space, Quantumscape and Luminar. We discuss Quantumscape’s recent revelation about its solid state battery technology, take a look at what Luminar is doing in Lidar, and we break down the investment prospects for both. Finally, John shares the trends he’ll be watching for in autos as we head into 2021. Stocks Mentioned: QS, LAZR, TM, VWAGY, VLDR, INTC, GM, F, TSLA, NIO, CGRO, IPV Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Wed, 16 December 2020
We unpack a recent S-1 from dialysis disruptor Outset Medical. This business is trying to bring treatment into patient homes and dramatically bring down the costs in a market worth over $70 billion. Stocks: OM Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Tue, 15 December 2020
Up nearly 70% in the past week alone, StitchFix’s most recent quarter has many investors feeling like they may have missed out on this e-commerce clothing retailer. But is StitchFix really fixed? Or is the sudden stock rise a product of something else entirely? Join Asit Sharma and Emily Flippen as they discuss what the future could hold for StitchFix. Stocks: StitchFix (SFIX) Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mon, 14 December 2020
In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a deep dive into banking SaaS company nCino(NASDAQ: NCNO). Then, Frankel discusses why tech companies like Oracle(NASDAQ: ORCL) and Hewlett Packard (NYSE: HPE) are leaving Silicon Valley and how investors can play it. Finally, Frankel discusses why leading self-storage operator Public Storage (NYSE: PSA) is on his radar this week, while Moser has his eye on Korn Ferry (NYSE: KFY). Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Fri, 11 December 2020
Today we talk about a company that might make it a little easier to get your kids interested in investing -- Roblox! The company is behind an immersive world and game development platform that's wildly popular with kids under 13. We talk about the company that has built itself around play and whether it's watch-list worthy once shares come public. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Thu, 10 December 2020
This week, we’re discussing Texas Pacific Land Trust and St. Joe, two of the biggest landowners in Texas and Florida, respectively. Both of these businesses have a history tracing back to famous asset bubbles from over 100 years ago. Today, TPL provides an interesting opportunity to invest in U.S. oil and gas production in the Permian Basin. Meanwhile. St. Joe allows shareholders to invest in the growing de-urbanization trend by offering exposure to coastal property under development on the Florida panhandle. Motley Fool Contributor Luis Sanchez joins the podcast this week to discuss the investing case for these two unique businesses. Stocks Mentioned: TPL, JOE Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Wed, 9 December 2020
As one of the newest companies looking to go public via a special purpose acquisition corporation, or SPAC, Butterfly Network [SPAC parent, Longview Acquisition Corp (NYSE: LGVW)] is reinventing the way we conduct ultrasounds. By replacing bulky and expensive machines with portable semiconductor based handheld devices, Butterfly Networks is looking to serve the 2/3rds of the world’s population that doesn't have access to ultrasound technology. But can this concept walk the walk? Join Brian Feroldi and Emily Flippen as they discuss if this SPAC is worth your cash. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Tue, 8 December 2020
Revolve’s clothing platform may not be “off-the-rack”, but can this high-end fashion retailer compete to win its Gen Z audience even during a global pandemic? Join Asit Sharma and Emily Flippen as they take a look at this small but thriving retailer. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mon, 7 December 2020
Financials host Jason Moser sits down with the Founder and CEO of LivePerson, Rob LoCascio. Tune in as Jason and Rob talk about BELLA and the future of banking, the state of retail and conversational AI's role, and Rob shares some thoughts on what the late Tony Hsieh meant to him in his entrepreneurial journey. To learn more about BELLA and compassionate banking visit www.bellaloves.me. Stocks: LPSN Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Fri, 4 December 2020
Don't be fooled by the odd name, this enterprise AI business is interesting. Led by tech veteran Thomas Siebel, C3.AI gives businesses the keys to artificial intelligence and a host of industry-specific apps. We break down the huge opportunity in front of this business, the customer concentration risks, and the things that give us confidence investing in a black box technology like AI. Stocks: AI Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Thu, 3 December 2020
Motley Fool Contributor Jason Hall joins the show to break down Exxon’s $20 billion writedown, high-flying clean energy stocks, and when (and when not) to buy the dip in a stock that’s been beaten down and to buy stocks trading at their highs. Stocks Mentioned: XOM, BE, PLUG, BLDP, FCEL, BLNK, SBE, TPIC, MTCH Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Wed, 2 December 2020
Wildcard Wednesday host Jason Moser and MyWallSt Head Analyst Rory Carron dive into the subscription economy. Markets including media, retail, and insurance present some compelling opportunities for investors. There are even a few IPOs on the horizon worth watching as well as areas to avoid. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Tue, 1 December 2020
The combined sales of Black Friday and Cyber Monday in 2020 are shaping up to be the biggest shopping day in recent history. At the same time, the United States is facing unprecedented unemployment and uncertainty. What should consumer good investors make of this shopping holiday? And is Black Friday really dead? Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mon, 30 November 2020
PayPal (NASDAQ: PYPL) recently joined Square (NYSE: SQ) in allowing its users to buy, sell, and hold cryptocurrencies. But this could just be the starting point, as PayPal plans to allow users to pay with digital currencies at its 26 million merchant partners. In today's Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the latest developments. Then, Matt revisits his "Retail Isn't Dead" basket from earlier in 2020, and the pair take a look at a cryptocurrency-focused bank. You'll hear all this and more on this week's episode. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Wed, 25 November 2020
Motley Fool Contributor Asit Sharma returns to the show to update us on blue jeans stocks (last discussed on our 11/26/19 episode) and take a look at how a vaccine might impact retail at large. In addition, Asit and Nick share some retail investments on their radar as we head into 2021. Reminder: There will be no Industry Focus episode on Thursday OR Friday this week, due to the Thanksgiving holiday. Stocks Mentioned: LEVI, KTB, KSS, GME, REAL, WMT, JWN Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Tue, 24 November 2020
Join Motley Fool contributor Asit Sharma and host Emily Flippen as they break down the landscape for DraftKing (DKNG) in the wake of this month’s election in which three states legalized some form of sports betting. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mon, 23 November 2020
On this week’s episode of Industry Focus: Financials host Jason Moser and Motley Fool analyst John Maxfield dive into fintech company Affirm's recent S-1 filing to go public to get a better understanding of the business and what investors need to know. Then they wrap up the show with a look at some of the noteworthy recent purchases and sales in Berkshire Hathaway's investment portfolio! Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Fri, 20 November 2020
Any time a unicorn files to go public, the market takes notice. Earlier this year, Airbnb filed paperwork to go public, and earlier this week, the public got their first look at the rental marketplace company’s financials. We break down what we know about Airbnb’s business and how the company could be a huge gig economy winner. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Thu, 19 November 2020
After months of waiting and hoping, we’ve seen lots of positive vaccine news in the last two weeks. Enough to where many are seeing the pathway out of the COVID-19 pandemic. What does that mean for stocks? Motley Fool Contributor Lou Whiteman joins the show to update us on how the situation changes the situation for a number of companies we’ve discussed this year in the aerospace industry. Stocks Mentioned: PFE, MRNA, LUV, AAL, DAL, SAVE, UAL, AER, BA, TDG, RTX, HEI Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Wed, 18 November 2020
Costco shareholders got a surprise this week, they'll be getting a special $10 per share dividend thanks to the company's strong balance sheet. We unpack the payment and how the company is slowly shaping up to be a future dividend aristocrat. Then we talk through recent results from Walmart, Target, Lowe's, Home Depot, TJX, and Kohl's and offer up takeaways for folks watching the retail space. Stocks: WMT, TGT, LOW, HD, TJX, KSS, COST Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Tue, 17 November 2020
Join Jason Hall and Emily Flippen as they pig out on the newest S-1: DoorDash (DASH). Does the largest food delivery platform in the United States have what it takes to make mouthwatering returns? We’re not quite sure we can stomach it. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mon, 16 November 2020
Capital One Financial (NYSE: COF) is one of the more unique U.S. banks, with an innovative approach to branch-based banking and a credit card focused lending operation. In this week's Industry Focus: Financials show, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a closer look at how the business works and what investors need to know. Plus, hear why Frankel has his eye on Simon Property Group (NYSE: SPG) this week, while Moser thinks Target (NYSE: TGT) could be worth a look. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Fri, 13 November 2020
Longtime Fool analyst and Cloud Disruptors 2020 lead advisor Tim Beyers joins the podcast to walk listeners through his process for evaluating tech companies. Tune in to hear about how Tim starts with the product and users, and then works his way through some of the more conventional items like leadership, incentives, financials, and valuation. Stocks: FSLY, TWLO, SNOW, MDB Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Thu, 12 November 2020
Motley Fool Analyst Tim Beyers joins the show to update us on Redfin, the tech-enabled real estate brokerage working to disrupt the industry. We discuss what Redfin does, how the company has adjusted to the pandemic, its recent earnings report, iBuyin and more! For those interested in listening to our 05/23/19 episode discussing Redfin, you can listen here: web / Spotify / Apple Podcasts Stocks Mentioned: RDFN, ZG, Z Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Wed, 11 November 2020
On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser and MyWallSt Head Analyst Rory Carron dive into the future of fitness. Companies like Peloton, Apple, Lululemon, and more are shaping a new paradigm of how people all over the world are keeping fit which means plenty of opportunities for investors on the horizon. Stocks: PTON AAPL LULU FIT Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter TwitterReach us by Email @ IndustryFocus@fool.com |
Tue, 10 November 2020
The Motley Fool’s Asit Sharma and Host Emily Flippen take a look at major consumer goods industries and companies in light of recent advances in the push for an effective coronavirus vaccine. Stocks: Carnival Cruise (CCL), Norwegian Cruise (NCL), Royal Caribbean (RCL), Marriott International (MAR), Chipotle (CMG), Dunkin’ Brands (DKNG), Darden Restaurant (DRI), Walmart (WMT), Target (TGT), Costco (COST), Disney (DIS), Etsy (ETSY), Ollie’s Bargain Outlet (OLLI) Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter TwitterReach us by Email @ IndustryFocus@fool.com |
Mon, 9 November 2020
The positive COVID-19 vaccine news just released by Pfizer (NYSE: PFE) sent the stock market soaring, but to the surprise of many investors, real estate investment trusts, or REITs, and bank stocks are some of the best performers. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss why mall REITs like Simon Property Group (NYSE: SPG) are soaring by more than 20% on the news and some of the biggest U.S. banks, including JPMorgan Chase (NYSE: JPM), Bank of America (NYSE: BAC), and Wells Fargo (NYSE: WFC) are up by double digits as well. And let's not forget that we're still in earnings season -- we'll also discuss what investors should know about the latest results from Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B), Square (NYSE: SQ), PayPal (NASDAQ: PYPL), and more. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter TwitterReach us by Email @ IndustryFocus@fool.com |
Fri, 6 November 2020
After Upwork's huge quarter, we check in on the freelance and gig economy marketplaces. It's a fascinating space -- Upwork is bigger, should enjoy network effects, and has scale, but Fiverr has come in, gobbled up share, and put up killer returns for shareholders in the process. Stocks: FVRR, UPWK, DOCU Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter TwitterReach us by Email @ IndustryFocus@fool.com |
Thu, 5 November 2020
Motley Fool Contributor Lou Whiteman joins the show to take a look at the defense industry and share picks for a defense stocks basket. Basket: NOC, LHX, BAH, KTOS Honorable Mention: GD Other Tickers Mentioned: LMT, CACI Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter TwitterReach us by Email @ IndustryFocus@fool.com |
Wed, 4 November 2020
Take a reprieve from the election and eat your feelings with this episode of Industry Focus where the Motley Fool’s Brian Feroldi and Emily Flippen dig into the latest and greatest plant-based food company: The Tattooed Chef (TTCF). As one of the latest companies to go public via a SPAC in 2020, Feroldi and Flippen discuss the merits of this unique and vertically integrated food production company and if they’re interested in adding it to their portfolios today. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Tue, 3 November 2020
In today’s episode, Host Emily Flippen and Asit Sharma take a friendly and Foolish look at the upcoming election, breaking down three scenarios: industries they believe would benefit from a Biden win, others that could benefit from a Trump reelection, and finally a company whose attractive opportunity is unchanged as a result of the election. Stocks: AMZN, ADSK, TWTR, GOOG, NYT, CCL, CUK, RCL, NCLH, UNP, DE, MLM, CHRW, PFE, MRK Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mon, 2 November 2020
In this week's installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP dive into the latest results from Visa (NYSE: V) and Mastercard (NYSE: MA), both of which saw earnings decline sharply despite strong payment volume. Plus, Square (NYSE: SQ) is reportedly trying to make a move into the tax preparation business, and two mall REITs just filed for bankruptcy as the pandemic continues. And finally, hear why Matt is keeping a close eye on Berkshire Hathaway (NYSE: BRK.A) this week while Moser is watching Bill.com (NASDAQ: BILL) Stocks: V, MA, SQ, BRK.A, BILL Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Fri, 30 October 2020
We recap results from two Fool favorites -- Pinterest and Spotify! The monetization train just keeps chugging along for Pinterest, revenue was up almost 60% and the company added users in the U.S. and internationally. Wall Street wasn't quite as happy with numbers from Spotify, but some comments from management point to some interesting developments to watch in the coming months. Stocks: PINS, SPOT Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Thu, 29 October 2020
Will Thomson returns to the show to discuss Massif Capital’s recent paper on how ESG funds are failing to invest in the resources and companies necessary to drive a clean energy transition. We also discuss potential investment opportunities in some of these underappreciated areas. Sectors discussed include: lithium, copper, rare earth metals, electric utilities, SPACs, and more. Stocks Mentioned: VWDRY, RWEOY, NEE, TRQ, LAC, FVAC, TSLA, TSX:IVN Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Wed, 28 October 2020
In recent decades, the video game industry has experienced incredible growth, surpassing film and music to become the most valuable form of entertainment in the world. What has driven this growth and what comes for the interactive entertainment industry? Video game researcher, professor, and investor Joost van Dreunen joins the podcast to answer those questions and more! If you’d like to learn more about the video game industry, make sure to check out Joost’s recent book One Up: Creativity, Competition, and the Global Business of Video Games. Stocks Mentioned: AAPL, MSFT, NTDOY, EA, FB, GOOG, GOOGL, AMZN, ATVI, ZNGA, GME, TCEHY, BILI, HUYA, DOYU Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Tue, 27 October 2020
YETI, Dick’s, Thor Industries… Investors were only lukewarm on these stocks last year. But COVID has changed everything. Join Motley Fool contributor Asit Sharma and host Emily Flippen as they discuss these three diverse companies and answer the inevitable question of what happens when life returns to normal for each company. Stocks: YETI, DKS, THO Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mon, 26 October 2020
Financials host Jason Moser and Motley Fool analyst John Maxfield cover the latest earnings reports from LiveOak Bank, Ameris Bancorp, and American Express. Then they take a look at JP Morgan Chase's efforts to take on Square as well as the news that more banks are releasing reserves and what that could mean for investors! Stocks: AXP LOB ABCB SQ PYPL JPM Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Fri, 23 October 2020
The Department of Justice filing an anti-trust lawsuit against Alphabet property Google was the tech story of the week. We unpack the DOJ's case, Google's response, and what shareholders should make of all of it. Then we talk about how Snap has quietly become a market beating stock and whether our opinion of the business has changed. Stocks: SNAP, GOOG, GOOGL Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Thu, 22 October 2020
This week, Motley Fool Contributor Lou Whiteman joins the show to take a look at the upcoming return of the Boeing 737 Max and to discuss the aircraft leasing, which we think is the best way to invest in an air travel recovery. In particular, the conversation focuses on AerCap Holdings (AER), the world’s largest owner of commercial aircraft. We hope you’ll enjoy our conversation. Stocks Mentioned: BA, LUV, AAL, UAL, AER, GE, AL Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Wed, 21 October 2020
We're back with another basket of stocks that look like they may have 10X potential! Brian Feroldi joins the podcast to talk about why Trupanion, Semler Scientific, and Dermtech are healthcare businesses with big markets in front of them. Stocks: SMLR, DMTK, TRUP Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Tue, 20 October 2020
Gamestop (GME) has consistently been referred to as “the next Blockbuster” - with more shares sold short than issued, it’s been easy to make a bear case against the company. However, what happens when the bear case doesn’t pan out? Join Hidden Gems Canada Advisor Jim Gillies and Host Emily Flippen as they break down the bull case for GameStop and discuss why this legacy retailer may be breathing new life into its forgotten business. Stocks: GME Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mon, 19 October 2020
In this week's episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP dive into earnings from JPMorgan Chase (NYSE: JPM), Wells Fargo (NYSE: WFC), Goldman Sachs (NYSE: GS), Morgan Stanley (NYSE: MS), and Bank of America (NYSE: BAC) to look for the important points and trends investors need to know. And don't forget earnings season is just getting started -- hear why Matt is keeping his eye on Live Oak Bancshares (NYSE: LOB) and Jason is watching Ameris Bancorp (NASDAQ: ABCB). Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Fri, 16 October 2020
We recap Apple's recent iPhone event, talk about the data from Prime Day, and talk about an unlikely IPO -- Big Hit Entertainment -- the business behind K-Pop megagroup BTS. Stocks: AAPL, AMZN Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Thu, 15 October 2020
Last month, the U.S. Air Force revealed a prototype for a next generation fighter jet, unveiling a program that had been kept secret throughout its development. What issues do investors face when dealing with classified programs such as this? How should an investor analyze a business that does classified work? Motley Fool Contributor Lou Whiteman joins the show this week to discuss these topics and more! Stocks Mentioned: MANT, LDOS, BAH, PLTR, LMT, BA, NOC Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Wed, 14 October 2020
On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser and Motley Fool advisor Tim Beyers dive into a fresh IPO in Unity Software to talk more about the business, the markets it's pursuing, what investors need to know and much more! Stocks: U TCEHY ADSK Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Tue, 13 October 2020
Join Motley Fool contributor Asit Sharma and host Emily Flippen as they discuss four of the most pervasive trends in consumer goods that we’ve seen break out in 2020. Stocks: Etsy (ETSY), Fiverr (FVRR), Proctor & Gamble (PG), Pepsi (PEP), Target (TGT), Kohls (KSS), Chewy (CHWY), Wayfair (W), Carvana (CVNA) Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mon, 12 October 2020
In this week's installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a closer look at the new Venmo credit card, what makes it unique, and why it could be a win for both PayPal (NASDAQ: PYPL) and Synchrony Financial (NYSE: SYF). Also, the pair takes a look atSquare's (NYSE: SQ) recently-announced investment in bitcoin. And finally, with earnings season upon us, hear what to watch as Wells Fargo (NYSE: WFC), Goldman Sachs (NYSE: GS), and Bank of America (NYSE: BAC) report third quarter results later this week. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Fri, 9 October 2020
You may not recognize the name Asana, but I’m guessing you know the name Dustin Moskovitz. The Facebook co-founder was depicted in 2010s The Social Network and was at one point the youngest self-made billionaire in the world. Moscovitz didn’t rest on his Facebook riches, though. He left the company in 2008 to form the collaboration software company Asana. On this episode, we dive deep into Moscovitz’s second act in the tech space and whether it might belong on your watch list. STOCK: ASAN Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Thu, 8 October 2020
This week, we dive into the Industry Focus mailbag to answer a listener question on the steel industry. Motley Fool Contributor Tyler Crowe joins the show to break down the state of the industry today and take a look at Cleveland Cliffs, a company that’s poised to become North America’s largest integrated steel producer. Stocks Mentioned: CLF, MT, NUE Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Wed, 7 October 2020
Back in July, Luis Sanchez joined the podcast to discuss the SPAC craze and why it was so hot. Since then, SPACs have become even more omnipresent in investing discussions. This week, Nick and Luis dive deeper into investing in SPACs, discuss SPAC companies backed by Bill Ackman and Chamath Palihapitiya, and Luis shares some of his favorite pre-deal and post-deal SPACs right now. Check out our July SPAC Podcast here: Apple/Spotify/Web Stocks Discussed: IPOB, IPOC, PSTH, ENPC, ENPC.U, GOAC, FEAC Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Tue, 6 October 2020
In this episode of Industry Focus (pre-recorded 9/28) Motley Fool contributor Dan Kline joins host Emily Flippen to take a look at how the movie industry has changed in light of the pandemic. Are studios right to withhold blockbuster releases? Can theater chains survive 2020? Additionally, Dan and Emily discuss an important update for our podcast listeners. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mon, 5 October 2020
Jason and Matt take a closer look at this fast-growing real estate disruptor. Intro: We all know that Zillow (NYSE: Z)(NYSE: ZG) and Redfin (NASDAQ: RDFN) are disruptors in the real estate world, but you may not have heard of eXp World Holdings (NASDAQ: EXPI) yet. A real estate broker and provider of cloud-based platforms for agents, eXp is growing rapidly and plans to keep expanding its reach around the world. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a closer look at this interesting and innovative company. Plus, hear why Frankel thinks bargain hunters should keep their eye on EPR Properties (NYSE: EPR) while Moser is watching PayPal (NASDAQ: PYPL) after the announcement of its Venmo-branded credit card. Stocks: Z, ZG, RDFN, EXPI, EPR, PYPL Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Fri, 2 October 2020
The wait is over! After years of speculation about Silicon Valley's most secretive company, we now have our first look at Palantir's books. We run the company through the standard check-list and explain why it's different than any software stock we've discussed before. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Thu, 1 October 2020
Motley Fool Contributor Jason Hall joins the show to share 5 picks for building a renewable energy basket. We also discuss what we look for in a renewable energy investment and a few stocks that missed the list. Stocks Discussed: BEP, BEPC, AY, VWDRY, TPIC, NEE, FSLR, SPWR, ENPH, SEDG Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Wed, 30 September 2020
For this Wildcard Wednesday, we're taking a look at the increasingly wild industry of cruise lines. Join Motley Fool contributor and professional cruiser Dan Kline as he digs into how the industry has coped in the wake of the current pandemic and if now is the time to start buying before ultimately answering the question that we know is on the top of all of our listeners minds: Dan has a cruise booked for January, will it happen? Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Tue, 29 September 2020
Warehouse clubs have dominated the landscape for consumers this year, from bulk purchases of toilet paper to drowning our loneliness in discount liquor. But one warehouse retailer stands above the rest. What makes the Costco experience special? And how does it compare to BJs and Sams Club? Join Motley Fool's Dan Kline and Emily Flippen to uncover the economics of the membership-based retail experience. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mon, 28 September 2020
On today's Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a look back at the first nine months of 2020, and more importantly, discuss what they're watching for the rest of the year. Hear what stocks they've bought recently, what the election could mean to your portfolio, and why third quarter bank earnings could be the most important yet, and more. Plus, Frankel gives listeners a rundown of the new Real Estate stock investing service from The Motley Fool's sister company Millionacres, and why now could be an especially great time to invest in this beaten-down sector. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Fri, 25 September 2020
After spending the past few weeks running through software stocks with nosebleed valuations, we're bringing it back down to earth with some cheap stocks to watch.We run through how we think about "cheap" and why IBM, Intel, Blackberry, and Electronic Arts might be interesting for folks looking to avoid the high flyers.Stocks: IBM, INTC, BB, EA Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Thu, 24 September 2020
It’s been a wild 6 months for Nikola Motors, going from the leader of the EV SPAC boom to having its stock cut in half following the publication of fraud allegations in a shortseller report authored by Hindenburg Research. Motley Fool Senior Auto Analyst John Rosevear joins the show to break down the Nikola saga from start to finish and share his thoughts on where the business might go from here.
Stocks Mentioned: NKLA, GM, CNHI, BP, TSLA Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Wed, 23 September 2020
What if I told you there's a business growing sales over 40% with 90%+ gross margins and it's profitable?Today we dive into prescription middleman and recent IPO GoodRx.Stocks: GDRX Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Tue, 22 September 2020
Ollie's Bargain Outlet has been one of the big success stories of the pandemic which has brought some attention to the sometimes overlooked retailer. Keurig Dr. Pepper also sometimes flies under the radar and the current health crisis has also shined a light on the beverage brand. Emily Flippen is joined by Daniel Kline on this episode of Industry Focus: Consumer Goods to take a look at the discount store and to tell you how the beverage maker is doing and whether K-Cup sales exploded while we're all stuck at home. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mon, 21 September 2020
In this week's episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a closer look at AppFolio (NASDAQ: APPF), a software-as-a-service company that offers a subscription-based solution for the property management industry. Plus, hear why Matt has Bank of America (NYSE: BAC) at the top of his watch list this week, while Jason is looking closely at Darden Restaurants (NYSE: DRI) ahead of earnings. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Fri, 18 September 2020
Snowflake wound up getting all the headlines this week, but another company hopped into the market -- JFrog.This dev ops business needs some decoding, we break down who they are and what they do, why their financials are incredibly attractive and whether it might be worth its rich valuation.Stocks: FROG Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Thu, 17 September 2020
This week’s guest is Daniel Yergin, Pulitzer prize winning author and renowned expert in energy, international relations, and economics. We discuss his latest book is The New Map: Energy, Climate, and the Clash of Nations (available now). Topics include: the growing conflict between the U.S. and China, how U.S. shale has impacted international relations, what the coming energy transition might look like, technologies that will impact the future of energy, how the COVID-19 pandemic has impacted energy markets, and more. We hope you’ll enjoy our conversation. Stocks Mentioned: TSLA, BP Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Wed, 16 September 2020
On this week’s episode of Industry Focus: Wildcard Wednesday, telemedicine is having a big year so far and host Jason Moser and Motley Fool analyst Brian Feroldi dig into AmWell's recent S-1 filing as the company prepares to go public and stake its claim on this growing market opportunity. AMWL TDOC LVGO Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Tue, 15 September 2020
Join Motley Fool Contributor Dan Kline and Host Emily Flippen to discuss a motley collection of retail stocks that have largely been overlooked by the market, despite dramatic years. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mon, 14 September 2020
In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the recent news that Citigroup (NYSE: C) CEO Michael Corbat will be stepping down in 2021 and current President Jane Fraser will be taking his place, which will be the first time a woman has been CEO of a mega-bank. Plus, we recently learned that Warren Buffett's Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B) will be taking a stake in Snowflake's upcoming IPO. And finally, the pair tells listeners why Walker & Dunlop (NYSE: WD) and Adobe (NASDAQ: ADBE) are on their radar this week. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Fri, 11 September 2020
There are too many Zooms to count in the public markets. While Zoom Video Communications has been one of the stars of the past few months, today we switch our gaze to ZoomInfo Technologies (ZI) - a SaaS business that provides companies with organizational information. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Thu, 10 September 2020
Boeing received another blow this week as stories emerged of issues affecting its 787 Dreamliner, adding to the woes the company faced with the 737 Max aircraft. Motley Fool Contributor Lou Whiteman joins the podcast to explain what this latest news means for Boeing and to discuss the current state of airlines and air travel. Stocks Mentioned: TSLA, BA, DAL, LUV, UAL, AAL, SAVE Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Wed, 9 September 2020
Revisiting one of our most popular Healthcare episodes from 2019, join Motley Fool contributor Brian Feroldi and Host Emily Flippen as they take a look at some of the most interesting companies improving healthcare through technology, Schrodinger (NASDAQ: SDGR), Simulations Plus (NASDAQ: SLP), and Veeva Systems (NYSE: VEEV). Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Tue, 8 September 2020
Etsy (NASDAQ: ETSY) made headlines last week after it beat out Tesla for addition to the S&P500. Was the addition justified? Join Motley Fool contributor Dan Kline and host Emily Flippen as they discuss the business basics of Etsy, what makes the company special, and if Etsy is worthy of a position in your portfolio today. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Fri, 4 September 2020
We hit the mailbag to do a lightning round of stock talk. Listeners wrote in on Square, Nutanix, Gravity, we explain what's going on with these businesses and what we expect from them going forward. Plus we tackle a tough question about tracking down management info on foreign companies. Stocks: GRVY, SQ, NTNX, PYPL Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Thu, 3 September 2020
For generations, businesses faced with evidence that their products cause harm to consumers have used public relations campaigns to deny culpability. This week’s guest is Barbara Freese, author of the recent book Industrial Strength Denial: Eight Stories of Corporations Defending the Indefensible, From the Slave Trade to Climate Change. Our conversation delves into corporate denial campaigns in the British slave trade, the fossil fuel industry, the tobacco industry, and more, as well as what changes we can make to make corporate denial less likely.
Stocks Mentioned: XOM, BP, GM, F Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Wed, 2 September 2020
Warren Buffett just turned 90, announcing a $6 billion investment in five major Japanese trading firms nearly simultaneously. Law professor, corporate governance expert, writer, and Berkshire Hathaway scholar Lawrence Cunningham joins the show to discuss Berkshire’s latest investments, Buffett’s legacy, and how businesses like Berkshire attract quality shareholders. Additional topics include: Constellation Software, succession at Berkshire, ESG investing, and more. Professor Cunningham’s latest book, Quality Shareholders: How the Best Managers Attract and Keep Them is available later this Fall. Stocks Discussed: BRK.A, BRK.B, DHR, MKL, JEF, GHC, CNSWF, FRFHF Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Tue, 1 September 2020
In this episode of Industry Focus, Dan Kline joins Host Emily Flippen to break down some of the retailers that are foraging at the front of their own frontiers. These retailers are evolving in unexpected ways, but are all their moves scouting their own paths? Or are they just digging their own graves? Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mon, 31 August 2020
In this installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP wish a very happy 90th birthday to Warren Buffett, and share some of the greatest lessons we've learned from him over the years. Then, Frankel discusses why recent IPO Lemonade (NASDAQ: LMND) is at the top of his buy list right now, despite being a very young business in a competitive market, and Moser discusses why he's about ready to pull the trigger on Bill.com (NASDAQ: BILL). Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com
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Fri, 28 August 2020
While the market has been crazy, it hasn't kept new entrants from joining. Today we talk about one of 2020s most hotly anticipated IPOs -- Snowflake. The company has big frenemies in the cloud space and a stellar net revenue retention figure, we unpack it all to see whether it's worth buying when it goes public. Stocks: SNOW, AMZN, GOOG, GOOGL, MSFT Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com
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Thu, 27 August 2020
2020 has been a massive year for electric vehicles. Tesla and Nio have made new to all time highs, and Nikola Motor helped kick off an epic SPAC boom this summer. While Nikola Tesla’s namesake companies have dominated the headlines, we’ve seen a number of smaller EV companies come public, or announce plans to do so. At the same time, the market has rediscovered some EV-related stocks that had been public for years. Motley Fool Senior Auto Analyst John Rosevear joins the show this week to help shed some light on some of these less well-known EV players. Stocks Mentioned: XPEV, LI, HCAC.U (Future CNOO), DPHC (Future RIDE), WKHS, NIO, TSLA, GM, VWAPY, SHLL Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com
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Wed, 26 August 2020
Today we bring you one of the riskiest companies we’ve ever discussed on the show -- Nanox. This imaging company is trying to upend the industry by giving its products away for FREE. We talk about the potentially transformational technology and business model behind the company. |
Tue, 25 August 2020
We’ve taken a look at some of the most prolific and popular consumer goods stock since the outbreak of COVID-19, but what about some underserved winners? Join Host Emily Flippen and Motley Fool Contributor Dan Kline to “serve the underserved” and take a deeper look at some of the most underrated consumer goods companies on the market today. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mon, 24 August 2020
Tesla (NASDAQ: TSLA) and Apple (NASDAQ: AAPL) are about to split their stocks, and both have been rocketing higher since making their announcements. Is a split really a meaningless numbers game, or does it add actual value for investors? Also, reports are showing that short-selling is at a 15-year low, and host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss what it means for the stock market and investors in general. Finally, the pair discusses an unpopular cost increase set to hit mortgage refinancers, and talk about why Rocket Companies (NYSE: RKT) and Bill.com (NASDAQ: BILL) are on their radar this week. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Fri, 21 August 2020
We go into the Twitter mailbag to talk about different ways to look at a company's valuation, how to gut-check huge total addressable market figures, and ways to bring margin of safety thinking into your investment decisions. Stocks: AMZN, PINS, UBER Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Thu, 20 August 2020
According to the U.S. Energy Information Administration (EIA), 2020 is projected to be the first year the United States will produce more electricity derived from renewable sources will that it produces with coal. What does that mean for investment opportunities in renewable energy? Motley Fool contributor Jason Hall joins the show to share his take, as well as his elevator pitch for Vestas Wind Systems.
Stocks Mentioned: VWDRY, BEP, BEPC, AY, CWEN, CWEN.A Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Wed, 19 August 2020
Chinese tech is in the news lately, with President Donald Trump teasing bans of Chinese apps. Special guest Rui Ma, co-host of the TechBuzz China podcast, joins The Motley Fool’s Ben Ra and Nick Sciple to discuss the state of Chinese tech today, paying special attention to fast-growing Chinese tech companies Pinduoduo and Bytedance (parent company of TikTok).
Stocks Mentioned: PDD, TCEHY, BABA Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Tue, 18 August 2020
In this episode of Industry Focus: Consumer Goods, Dan Kline, and Emily Flippen discuss strong earnings report across the consumer goods industry including Walmart, Home Depot, and Kohls, plus give an earnings preview for Target. How has foot traffic improved Home Depots sales, and is it sustainable? Plus, what does a premium Walmart subscription mean for Walmart’s growth in the future? Dan and Emily tackle these questions and more in today’s episode. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mon, 17 August 2020
Warren Buffett-led conglomerate Berkshire Hathaway (NYSE: BRK.A)(NYSE:BRK.B) recently released its latest snapshot of its stock portfolio, and to say that the second quarter was an active one would be an understatement. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the Oracle of Omaha's latest moves, including dramatic reductions in JPMorgan Chase (NYSE: JPM), Wells Fargo (NYSE: WFC), and other bank stocks, as well as an addition to Berkshire's favorite REIT, STORE Capital (NYSE: STOR). And with the addition of Barrick Gold (NYSE: GOLD), has Buffett changed his tune on precious metals? Plus, the pair discusses the current record-low mortgage rate environment and whether it might make sense to refinance your home. All this and our latest stocks to watch on this week's installment! Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Fri, 14 August 2020
Who doesn't love seeing their money multiply? On this episode, we talk about what makes a multibagger and three companies -- RedViolet, Endava, and Magnite -- that have 10X potential. Stocks: MGNI, RDVT, DAVA Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Thu, 13 August 2020
By overwhelming listener demand, we’re covering Brookfield Renewable Energy (Partners & Corporation) as well as where we look for renewable energy investments and why. Motley Fool Contributor Jason Hall is this week’s guest. Stocks Mentioned: BEP, BEPC, BIP, BIPC, AY, CWEN, CWEN.A Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Wed, 12 August 2020
This week, Motley Fool Advisor Aaron Bush, of MasterTheMeta fame, joins Host Emily Flippen to break down how the gaming landscape in China has evolved in the wake of new geopolitical tension. What does the future hold for the largest gaming company in the world? What would a merger of equals mean for the streaming landscape in the Middle Kingdom? Tune in to find out! Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Tue, 11 August 2020
T-Mobile has officially overtaken AT&T to become the nation’s second largest carrier - but what does this mean for the company branded as the “un-carrier” and telecoms at large? Join Host Emily Flippen and Motley Fool Contributor Dan Kline to unpack T-Mobile’s recent news as well as take a retrospective look at what has made T-Mobile such a formidable competitor. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mon, 10 August 2020
On this week’s episode of Industry Focus: Financials host Jason Moser chats with Motley Fool analysts Dan Caplinger and Jason Hall about recent earnings reports from Berkshire Hathaway and Markel as well as what the current interest rate environment means for investors looking to maximize returns on cash! BRK.B MKL Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Fri, 7 August 2020
It's been a good year to be in tech. The Tech heavy NASDAQ has put up over 20% YTD returns, while the S&P 500 has been relatively flat. But some names in tech have put those returns to shame. On this episode we run through four of the best performing tech stocks YTD and debate whether their runs could continue.Stocks: OSTK, ACMR, FVRR, FSLY Check out more of our content here: |
Thu, 6 August 2020
Sports have been a constant topic of discussion this year. Will they play? How will they handle COVID? This week, we ask a couple of different questions: (1) What can sports, specifically college football, teach us about investing? and (2) How might cancellation (or limitation to college play to only in-conference games) impact the economy? Jason Hall joins the show to help answer these questions and more. Whether you like college football or not, we hope this episode inspires you to look for investing lessons in some of your favorite hobbies and pastimes. You’ll be surprised at what you can learn if you stop and look around. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Wed, 5 August 2020
Wildcard Wednesday host Jason Moser chats with Founder and CEO of LivePerson Rob LoCascio. Make sure to tune in as they talk more about LivePerson's most recent quarterly results, the company's business during the pandemic, how its Conversational Cloud platform is changing the consumer experience and much more! LPSN Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Wed, 5 August 2020
Back as promised! Host Emily Flippen welcomes back Motley Fool contributor Dan Kline to follow-up on yesterday’s discussion on Planet Fitness in light of the company’s most recent earnings report. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Tue, 4 August 2020
Motley Fool contributor Dan Kline joins Host Emily Flippen to take a deep dive into one of the hottest fitness stocks on the market today, and no, it’s not Peloton. Planet Fitness has struggled as the pandemic forced many of its clubs to close down, but does the work-from-home trend benefit or hurt this discount gym over the long term? Join us as we take a deeper look at Planet Fitness ahead of its earnings report on the 4th. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mon, 3 August 2020
In this week's installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a look at PayPal's (NASDAQ: PYPL) excellent second quarter, as well as the latest results from SVB Financial (NASDAQ: SIVB). Plus, Apple (NASDAQ: AAPL) recently announced an acquisition of a startup that turns iPhones into payment terminals (sound familiar?). Finally, as earnings season continues in full swing, hear what the pair are watching as Square (NYSE: SQ) and Bill.com (NASDAQ: BILL) report later this week. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Fri, 31 July 2020
It's earnings season! We dive into the results from one of the largest companies in the world, Apple, and a Fool Favorite Pinterest. To take our very brief survey go to http://mot.ly/survey. Thanks for helping us out!Stocks: AAPL, PINS Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Thu, 30 July 2020
Options have surged in popularity this year, with many retail investors dabbling in them for the first time. What are options and how can you use them Foolishly? Foolish options Gurus Jim Gillies and Jim Mueller join the show to discuss the basics of option, mistakes to avoid, and a couple options strategies that are appropriate for beginners. To sign up for and learn more about Total Income email Jim at jmueller@fool.com directly.
Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Wed, 29 July 2020
Shares of Kodak are up over 1000% this week on the news that the camera company received a $700 million loan to build out capabilities to manufacture active pharmaceutical ingredients. The news is a shot in the arm for a struggling business and a move that brings key operations onto U.S. soil. We talk about that, plus all-you-can-fly passes in China and whether they could make their way to the U.S. Stocks: KODK Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Tue, 28 July 2020
Motley Fool contributor Dan Kline joins Host Emily Flippen to take a look back at the retail bankruptcy scorecard for the third time since the COVID-19 pandemic shook the world. While bankruptcies themselves are important to discuss, it begs the question: where has discretionary spending moved, if not towards these retailers? Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mon, 27 July 2020
We recently learned that Warren Buffett invested another $800 million of Berkshire Hathaway's (NYSE: BRK.A)(NYSE: BRK.B) capital in Bank of America (NYSE: BAC), and in this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss what we know and what it could mean for investors. Plus, the pair discusses the latest results from American Express (NYSE: AXP) and Ameris Bancorp (NYSE: ABCB) and looks ahead to earnings from Markel (NYSE: MKL) and Mastercard (NYSE: MA) later this week.
Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Fri, 24 July 2020
Up over 800% since the beginning of 2019, Sea Limited is one of the hottest little-known tech companies out there. In this episode, TMF Premium analyst Joey Solitro walks us through the bull case. Stocks: SE, MELI Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Thu, 23 July 2020
With the world poised to transition toward carbon-free energy, investors across the energy and industrials landscape are being affected. Simultaneously, value investing is facing its most challenging period in years. Will Thomson of Massif Capital, a long/short investment firm focused on global opportunities in listed real assets, principally mining, energy, and infrastructure, joins Industry Focus Host Nick Sciple and Motley Fool Analyst Buck Hartzell to discuss how he’s investing in the coming energy transition and where he’s seeing value today. Stocks Mentioned: TRQ, PLUG, BE, IVPAF, CCJ, KAS:KZAP Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Wed, 22 July 2020
On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser chats with Fool analyst Brian Feroldi about 3 healthcare companies he recently added to his portfolio! SMLR NVCR ZYXI Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Tue, 21 July 2020
Innovation has been key for retail businesses looking to stay alive during this global pandemic. But while some companies have taken these changes in stride, others seem to be drowning in complacency. Are any of these innovations capable of reviving so many retail outlets that have, to this point, been dead in the water? Join Host Emily Flippen and Motley Fool Contributor Dan Kline to dig into what coronavirus changes are truly here to stay. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mon, 20 July 2020
Hear how the COVID-19 pandemic has affected Goldman's business, the future plans for growth, and more. Intro: In today's episode of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP interviews Harit Talwar, Global Head of Consumer Banking at Goldman Sachs (NYSE: GS). Talwar discusses how the COVID-19 pandemic has affected the bank's business and future growth plans, gives an update on the Apple (NASDAQ: AAPL) credit card launch, and much more. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Fri, 17 July 2020
Shopify competitor BigCommerce filed its IPO prospectus with the SEC. We walk through the company's S-1 and talk about how it stacks up to its much bigger e-commerce rival. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Thu, 16 July 2020
Description: On Monday, Ford revealed the new Ford Bronco, marking a return after 25 years. Motley Fool Senior Auto Analyst John Rosevear joins the show to break down what the reveal means for Ford and share his thoughts on recent IPOs in the electric vehicle space, as well as recent autonomy deals reached by both Amazon and Alphabet’s Waymo self-driving subsidiary. Stocks Mentioned: F, FCAU, GM, AMZN, NKLA, SHLL, SPAQ, GOOG, VLVLY, Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Wed, 15 July 2020
The sudden onset of COVID-19 has pushed many company’s backs against the walls as they struggle to keep themselves afloat during unpredictable times. While a global pandemic was not an expected turn of events for most people, we’ve seen a surge in innovation as technology rushes to meet the demands of a changing world. Join host Emily Flippen and Motley Fool intern Meilin Quinn as they dissect the companies and technologies that are building out a future to make the most of the new normal. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Tue, 14 July 2020
The trend towards cord cutting has continued to accelerate amidst increased competition in the streaming wars. But as streaming services continue to crop up, prices have inflated as well. What does the current state of cord cutting look like now that its prices simply aren’t as appealing? Join Motley Fool contributor Dan Kline and host Emily Flippen to find out! Note: In today's show, Dan referred to Crackle as being a Sony company. In March 2019 Sony sold a majority stake in the platform to Chicken Soup for the Soul Entertainment, partnering on a new venture called Crackle Plus, which includes Crackle and other ad-based videos on demand (AVOD) streamers. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mon, 13 July 2020
Quicken Loans, the largest mortgage originator in the United States, has filed IPO paperwork under the Rocket Companies brand name, presumably to continue its emphasis on its Rocket Mortgage platform. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss what the company does, how it makes money, and what investors should expect. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Fri, 10 July 2020
After months of speculation, the great meal-delivery consolidation has happened! Spurned by Grubhub, Uber announced it was buying rival Postmates in a $2.65 billion deal. This narrows the space down to three major players, we talk about how it impacts the market and consumers. Then, we talk about a rumored subscription offering from Twitter, and why it might make sense from a monetization and talent retention standpoint. Stocks: UBER, GRUB, TWTR Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter TwitterReach us by Email @ IndustryFocus@fool.com |
Thu, 9 July 2020
On Monday, Warren Buffett and Berkshire Hathaway announced a nearly $10 billion dollar enterprise value deal for Berkshire to acquired the natural gas distribution and processing assets of Dominion Energy. At the same time, we’ve seen multiple court decisions in the past week targeted toward delaying or preventing the construction of new pipelines. Motley Fool Contributor Jason Hall joins the show to break down Buffett’s big deal and the operating environment for pipeline companies today.
Stocks Mentioned: BRK-A, BRK-B, D, DUK, ET, KMI Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter TwitterReach us by Email @ IndustryFocus@fool.com |
Wed, 8 July 2020
Description: It’s been a huge year for Special Purpose Acquisition Companies, commonly known as SPACs, with DraftKings, Nikola Motor, Virgin Galactic, and more using SPACs to bring their companies public. Why have SPACs suddenly become so popular? Motley Fool Contributor Luis Sanchez joins the podcast to share his perspective on that question as well as some SPACs currently on his radar.
Stocks Mentioned: SPCE, NKLA, DKNG, SHLL, CCH, GRAF, IPOB, IPOC, LCA
Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com
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Tue, 7 July 2020
Tractor Supply (TSCO) has been one of the niche retail winners over the past decade, but it’s success and brand still remains a mystery for many. Join Dan Kline and Emily Flippen as they take a deep dive into this curious winner and discuss whether its past successes are still replicable or if it’s best days are behind it. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Reach us by Email @ IndustryFocus@fool.com |
Mon, 6 July 2020
Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B) just made its first investment of the COVID era by purchasing the natural gas assets of Dominion (NYSE: D). In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss what investors need to know about it. In addition, hear about the latest efforts to force retailers to accept cash as a payment option and get the details on Wells Fargo's (NYSE: WFC) upcoming dividend cut. And finally, Frankel has his eye on Green Dot (NYSE: GDOT) while Moser is watching recent IPO Lemonade (NASDAQ: LMND) this week. Check out more of our content here: |
Wed, 1 July 2020
Earlier this week, news broke that apparel brand Lululemon is buying Mirror, maker of a sleek, smart, home fitness device. The move connects a strong lifestyle brand and massive retail footprint with an upstart in a related and quickly growing category -- but does it make sense? We dive into the deal, how Mirror could be a huge boon for Lululemon, and talk about competitor Peloton. Stocks: LULU, PTON |
Mon, 29 June 2020
The Federal Reserve recently released the results of 2020 bank stress tests, and while no banks are in serious danger, some would see capital levels fall a bit too low for comfort in a prolonged and deep COVID-19 recession. As a result, the Fed issued a formula to govern bank dividends, and there's a real chance bank investors could see dividend cuts from some major financial institutions. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the news and what it could mean for bank investors. Plus, Moser and Frankel answer a listener's excellent question on position size and share why they're watching Wells Fargo (NYSE: WFC) and American Express (NYSE: AXP) this week. Check out more of our content here: |
Fri, 26 June 2020
German payments darling Wirecard shocked investors everywhere last week when it announced that the company and auditors could not place over $2 billion in cash the company claimed to have. Over the days that followed, the true story began to come into picture. In this episode, we unpack the apparent accounting fraud that brought down one of Europe's brightest tech stars and what investors can learn from it. Stocks: WCAGY Check out more of our content here: |
Thu, 25 June 2020
The housing market came roaring out of the gate in 2020, before coronavirus took the air out of the industry. Motley Fool Contributor Jason Hall joins the show to take a look at the current state of the housing market and share some housing stocks on his radar. Stocks Mentioned: MTH, LGIH, NVR Check out more of our content here:
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Tue, 23 June 2020
Motley Fool contributor Dan Kline joins Host Emily Flippen to discuss what companies may fall victim to the next wave of retail bankruptcies. Stocks to watch: CEC, AMC, BBBY, ASNA, GME, BBY. Check out more of our content here: |
Mon, 22 June 2020
The U.S. economy entered a recession in February for the first time in over a decade. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss why it's so important for investors to stick to their long-term plans, even in scary times. Plus, reports indicate that Simon Property Group (NYSE: SPG) and Brookfield Property Partners (NYSE: BPY) are in discussions to purchase bankrupt department store chain J.C. Penney, and the reason might not be what you think. Finally, hear why Frankel is watching Seritage Growth Properties (NYSE: SRG) after the recent sell-off, while Moser has his eye on Nike (NYSE: NKE) this week. Check out more of our content here: |
Fri, 19 June 2020
We dive deep into the world of dividends thanks to a listener question.Listen in to get the core metrics to look at and the major pitfalls to avoid for income investing. Stocks: AAPL, MSFT, EQIX REIT Center: fool.com/millionacres/real-estate-investing/reits/ Check out more of our content here:
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Thu, 18 June 2020
Enphase Energy shares fell more than 25% on Wednesday in response to a short report released by Prescience Point Capital Management. Industry Focus Contributor Jason Hall joins the show to break down how investors should respond to short reports and take a look into Prescience Point’s report on Enphase. Stocks Mentioned: ENPH, SEDG, SPWR Check out more of our content here:
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Wed, 17 June 2020
Cybersecurity stocks have largely held up strong performance over the past few months against the backdrop of extremely volatile market conditions. As more companies move their workplaces remote, are cyber security stocks really the next best opportunity? Or, as an industry, are they just horribly overvalued? Join host Emily Flippen and Motley Fool intern Meilin Quinn as they take a deep dive into the cybersecurity industry on this Wildcard Wednesday. Check out more of our content here: |
Tue, 16 June 2020
Can these up-and-coming retailers take down last month’s retail bracket winner, Costco? Join Dan Kline and Emily Flippen in the second installment of our Retail Bracket Showdown while we put up Costco against “the best of the rest”. Stocks in Bracket: OLLI, FIVE, TIF, LULU, TSCO, ULTA, ZUMZ, DBI Check out more of our content here: |
Mon, 15 June 2020
Recently, billionaire investor Marc Cuban compared the current stock market to the dot-com bubble of the late 1990s. The reason? Easy-to-use trading apps, commission-free stock trading, and a lack of other ways to gamble right now have led to a surge in day trading activity. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss why day trading can be so dangerous, and what investors should consider before trying to day trade. Plus, the pair discusses why they're watching EPR Properties (NYSE: EPR) and Shift4 Payments (NASDAQ: FOUR) this week. Check out more of our content here: |
Fri, 12 June 2020
Even with all the uncertainty in the market, companies are still going public! We dig into the S-1 from Shift4, a payments player focused on the hospitality space, then talk about Grubhub being scooped up by Just Eat Takeaway.com. Stocks: GRUB, FOUR, SQ, PYPL Check out more of our content here:
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Thu, 11 June 2020
Electric truck maker Nikola came public last week to an incredible reception in the public markets, with the stock rocketing up over 90%. Motley Fool Senior Auto Analyst John Rosevear joins the show to break down Nikola, as well as take a look at how the auto industry has fared so far in 2020. Stocks Mentioned: NKLA, F, GM, FCAU, CNHI, TSLA Check out more of our content here:
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Wed, 10 June 2020
On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser chats with Fool analyst Brian Feroldi about a recent IPO in the healthcare space that has caught Brian's attention! Check out more of our content here: |
Tue, 9 June 2020
Jason Hall joins Emily Flippen to break down the pros and cons of Warner Music Group’s IPO and if the global leader in music entertainment still has its best days ahead of itself, or if Warner’s music has lost its spunk. Check out more of our content here: |
Mon, 8 June 2020
Some of the retail REITs that were the most beaten down during the market crash have been the best performers. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a look at Simon Property Group (NYSE: SPG), Seritage Growth Properties (NYSE: SRG), Tanger Factory Outlet Centers (NYSE: SKT), STORE Capital (NASDAQ: STOR) and more. Hear why these stocks have rallied so sharply, and whether there could still be more growth ahead. Check out more of our content here: |
Fri, 5 June 2020
We practically ran out of adjectives to talk about Zoom Video Communications most recent quarter... get ready to here "amazing" "ridiculous" and "bonkers" about a dozen times. Stay-at-home has meant people and companies rushing into web-conferencing and Zoom has turned that into huge customer and revenue figures. We talk about why the past quarter was one of the best we've ever seen from a tech company and why 2020 looks even better. Stocks: ZM, MSFT, CSCO Check out more of our content here: |
Thu, 4 June 2020
Aerospace stocks have rocketed up over 30% in the past month in the aftermath of Warren Buffett’s announcement he had sold all of Berkshire Hathaway’s airline stocks. Industry Focus Contributor Lou Whiteman joins the show to share his thoughts on the airline industry today, in addition to discussing Boeing and AerCap Holdings. Stocks Mentioned: DAL, AAL, UAL, LUV, SAVE, BA, SPR, AER Check out more of our content here:
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Wed, 3 June 2020
Moderna has gone from your standard biotech to one of the hot stocks of 2020 over the past few months as the company has worked on a COVID-19 vaccine. Shares are up around 200% since the pandemic hit, and the company has made some moves that seem odd on first pass. We use the company's dramatic rise and position as a clinical-stage business to explore insider selling, raising capital, and the business of biotechs. Stocks: MRNA Check out more of our content here: |
Tue, 2 June 2020
Motley Fool analyst Buck Hartzell joins Emily Flippen to discuss a small but powerful company involved in fashion resale: Winmark Corporation (NASDAQ: WINA). Winmark, the parent company of franchises like Plato’s Closet and Once Upon a Child, has been benefitting from the long-term tailwinds of shifting demographics and a growing resale market. Check out more of our content here: |
Mon, 1 June 2020
In this week’s episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a deep dive into Axos Financial (NYSE: AX), an online-based banking institution that offers checking and savings accounts, mortgages, auto loans, and more. The pair discusses what makes Axos’ business model unique compared to other online banks, and what investors should know about the risk factors involved. Plus, Frankel discusses why net-lease REIT STORE Capital (NYSE: STOR) is on his radar now and Moser talks about what he’s watching when Zoom (NASDAQ: ZM) reports earnings. Check out more of our content here: |
Fri, 29 May 2020
For Slack's life as a publicly traded company, the collaboration company has been plagued by concerns that its lunch might be eaten by tech giant Microsoft and its Teams product. But are they actually competitors?Microsoft seems to think so, but Slack doesn't. We explore why and how investors should look at the battle for workplace collaboration. Stocks: WORK, MSFT Check out more of our content here: |
Thu, 28 May 2020
For over 100 years, railroads have been the backbone of America’s logistics infrastructure. Today, railroads represent 40% of of freight miles in the United States. Industry Focus Contributor Lou Whiteman joins the show to give a high level overview of the railroad industry today and the major companies operating in the space. Stocks Mentioned: CSX, UNP, KSU, NSC, CNI, CP Check out more of our content here: |
Wed, 27 May 2020
Since we were off for Memorial Day on Monday, we're doing a special edition of Industry Focus: Financials today. Host Jason Moser and Fool.com contributor Matt Frankel start by discussing the stock price action we've been seeing in the banking industry, and why some banks like M&T Bank (NYSE: MTB) and Ameris Bancorp (NYSE: ABCB) are underperforming their peers. Then, the pair dives into StoneCo (NASDAQ: STNE) earnings and discusses some of the positive suprises we're seeing in the real estate market. And finally, you'll hear why Frankel has his eye on U.S. Bancorp(NYSE: USB) and why Moser is watching Ulta (NASDAQ: ULTA) closely this week. Check out more of our content here: |
Tue, 26 May 2020
The duopoly between the two biggest Home Improvement Retailers, Home Depot and Lowes, reached a boiling point last week after Lowe’s reported same store sales that were nearly double of their competitor. Is this a one-off event, or the first of a rapidly shifting tide? Join Dan Kline and Emily Flippen as they take a deep dive into these two behemoths and explore if one is really better than the other. Check out more of our content here: |
Fri, 22 May 2020
Earlier this week Facebook announced Facebook Shops, an e-commerce product that will allow users to browse and buy products while on Facebook -- it seems like a boon for Facebook and one of its partners on the product, Shopify.And anti-trust suits against Google Parent Alphabet seem to be picking up steam, we analyze what regulators are honing in on and some of the problems big tech companies have created for themselves as they've gotten bigger. Stocks: FB, SHOP, GOOG, GOOGL, AMZN Check out more of our content here: |
Thu, 21 May 2020
Last Friday, Berkshire Hathaway and Warren Buffett filed their quarterly 13-F form, which reveals what stocks Berkshire held as of the end of the first quarter, March 31, 2020. Motley Fool Contributor Jason Hall joins the show to share his thoughts on Uncle Warren’s moves, including one sell he thinks Buffett got wrong. Check out more of our content here:
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Wed, 20 May 2020
Financial fraud has been a hot topic - between Luckin Coffee and short seller reports, no investor seems to be immune from the claims which range from the ridiculous to the righteous. Joining host Emily Flippen to breakdown the ins and outs of financial fraud is Motley Fool advisor Bill Mann. Check out more of our content here: |
Tue, 19 May 2020
Still missing this year’s March Madness? Join Dan Kline and Emily Flippen as they bring their top 8 retail companies face-to-face in the first ever Retail Bracket Showdown. Who will come out on top? Tune in to find out! Stocks: WMT, HD, BBY, COST, DG, TJX, W, TGT Check out more of our content here: |
Mon, 18 May 2020
Business payments solution company Bill.com (NASDAQ: BILL) has been one of the best-performing financial stocks during the COVID-19 pandemic. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take an in-depth look at the company and what investors need to know. Plus, hear Frankel and Moser discuss why they're keeping an eye on Goldman Sachs(NYSE: GS) and Intuit (NASDAQ: INTU) this week. Check out more of our content here: |
Fri, 15 May 2020
News broke earlier this week that Uber is interested in buying meal delivery service Grubhub for roughly $6 million. The deal would be the latest in a long series on acquisitions in the meal delivery space, but does it make sense?We dive into the deal, explore why the meal delivery market might be a winner-take-all proposition, and why the deal could run into regulatory issues. Stocks: UBER, GRUB Check out more of our content here: |
Thu, 14 May 2020
Between the pandemic and the Saudi-Russia oil price war, it’s been tough to find energy stocks to like right now. Industry Focus Contributor Matt DiLallo joins the show to share some energy stocks he’d consider buying amid COVID-19 Stocks Mentioned: CWEN, CWEN.A, AY, TRP, CHK Check out more of our content here:
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Wed, 13 May 2020
All our lives have changed in recent months as we’ve adapted to living in quarantine. How many of those changes are permanent, though, and how many things will return right back to normal when the pandemic subsides? Industry Focus hosts Emily Flippen, Dylan Lewis, and Nick Sciple come together to break it down Stocks Mentioned: RDFN, PYPL, Z, ZG, UBER, GRUB, TWTR Check out more of our content here: Thanks to Molekule for supporting Industry Focus Get 10% off your first air purifier at http://www.molekule.com with code fool10. |
Tue, 12 May 2020
Motley Fool Contributor Dan Kline joins Emily Flippen to discuss if their delivery habits will change at all in the light of a potential Uber/Grubhub merger as well as if (and when) good companies will be ruined by the COVID-19 global pandemic. Check out more of our content here: |
Mon, 11 May 2020
Earnings season is coming to a close, and we just got a glimpse at the latest results from PayPal (NASDAQ: PYPL) and Square (NYSE: SQ), including how both businesses performed in April as the COVID-19 pandemic shut down much of the U.S. economy. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP dive into the numbers that investors need to know. Then, the pair answers a listener question on the seemingly irrational optimism in the stock market and discusses why they have Disney (NYSE: DIS) and Sony (NYSE: SNE) on their radar right now. Check out more of our content here: |
Fri, 8 May 2020
Today we take listener questions like:
Tune in for answers and more!
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Thu, 7 May 2020
We’ve got a long one for you this week and Motley Fool Canada’s Jim Gillies is joining us to break it all down. We’ll discuss Warren Buffett selling all his airline stocks and one stock in the aerospace industry Jim would be excited to buy night now. On the back half of the show, we discuss Tesla’s latest earnings and Elon Musk’s recent Twitter rant. Stocks Mentioned: BRK-A, BRK-B, AER, TSLA, SHOP, AMZN, LUV, DAL Check out more of our content here:
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Wed, 6 May 2020
The preppy retailer has been struggling for a while, but this week J Crew announced it was filing Chapter 11 bankruptcy. We unpack what chapter 11 actually means, how J Crew wound up here, and what other retailers could be in trouble.Stocks: TJX, OLLI, GPS Check out more of our content here: |
Tue, 5 May 2020
Join Host Emily Flippen as she dives into the universe of investing in the “global space economy” with the co-Founder and CEO of ProcureAM, Andrew Chanin. ProcureAM is the issuer behind the world’s first pure-play space ETF, UFO, that aims to help investors get diversified exposure to one of the fastest growing and disruptive industries available today. Check out more of our content here: |
Mon, 4 May 2020
Warren Buffett and Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) Vice Chairman Greg Abel held the company's first-ever virtual annual meeting on Saturday, and we also got a look at Berkshire's first quarter earnings report. In this episode of Industry Focus, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the key takeaways from the meeting and earnings, and give their take on Buffett's decision to sell all of Berkshire's airline stocks. Then, Frankel discusses why he's got his eye on Southwest Airlines (NYSE: LUV) despite Buffett's airline sales and Moser talks about why he's watching PayPal (NASDAQ: PYPL) ahead of the company's earnings report. Check out more of our content here: |
Fri, 1 May 2020
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Thu, 30 April 2020
Earlier this month, United Technologies completed its merger with Raytheon, creating the new Raytheon Technologies and spinning out its Carrier air conditioning and OTIS elevator businesses. Motley Fool contributor Lou Whiteman joins the show to discuss investing in spinoffs and the good, the bad, and the ugly of the United Technologies spinoff companies. Stocks Mentioned: OTIS, CARR, RTX, HWM Check out more of our content here:
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Wed, 29 April 2020
On this week’s episode of Industry Focus: Wildcard Wednesday it's a podcast mashup as host Jason Moser joins the Everything VR & AR podcast with Brightline Interactive's Tyler Gates and Sophia Moshasha to talk about investing in immersive technology, the upcoming implications of 5G and a whole lot more. The Everything VR & AR podcast is available on all major platforms including Apple Podcasts, Spotify, Sticher and Google Play or you can find it right here: https://www.thevrara.com/podcast Check out more of our content here: |
Wed, 29 April 2020
Motley Fool contributor Dan Kline joins host Emily Flippen to take a dive into the deep end on one of the biggest consumer discretionary entertainment companies in the world: Disney. Disney has long been a cornerstone of culture for kids and adults alike, but as COVID-19 has taken over the world, will this giant manage to hold up? Check out more of our content here: |
Mon, 27 April 2020
In this week's installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a deep dive into the latest earnings from Live Oak Bancshares (NYSE: LOB) and Ameris Bancorp (NASDAQ: ABCB), and then take a closer look at Travelers Insurance (NYSE: TRV) and how the COVID-19 pandemic could impact the insurance industry. Finally, Moser and Frankel discuss why Markel (NYSE: MKL) and Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B) are on their radar this week. To get 50% off our Stock Advisor service, go to https://IF.Fool.com. Check out more of our content here: |
Fri, 24 April 2020
Mirror mirror on the wall, who are the fastest growing tech companies of them all? We dig into Uber, Shopify, and The Trade Desk and talk about the ludicrous growth each business has posted over the past 5 years. And we take a listener question about insider selling.Stocks: UBER, TTD, SHOP |
Thu, 23 April 2020
On Monday, West Texas Intermediate crude oil prices for May delivery fell from almost $18 a barrel to NEGATIVE $37. What caused it and what does it mean for the oil market? Motley Fool Contributor Jason Hall joins the show to break it all down. Check out more of our content here: |
Wed, 22 April 2020
Host Emily Flippen is joined by Motley Fool advisor Bill Mann to discuss an opportunity that prudent investors should be considering: international stocks. Bill breaks down the risks and rewards of the decision to make investments in countries other than the United States and what investors should be on the lookout for when evaluating their salmon. Check out more of our content here: |
Tue, 21 April 2020
Anthony Coniglio, CEO of NewLake Capital Partners, joins Emily Flippen to discuss one of the most exciting but dangerous new consumer goods businesses: cannabis. Anthony breaks down the impact that he’s seen from COVID-19, his perspective on how the cannabis markets may shake out, and how NewLake plans on riding the green wave to profitability. Check out more of our content here: |
Mon, 20 April 2020
Earnings season is now underway and we've heard from the largest U.S. banks. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a look at earnings from JPMorgan Chase (NYSE: JPM), Bank of America (NYSE: BAC), and Wells Fargo (NYSE: WFC) and discuss what investors should watch going forward. Then, they take on a few listener questions and talk about two stocks -- a credit card giant and an insurer -- that are on the radar this week. To get 50% off our Stock Advisor service, go to https://IF.Fool.com. Check out more of our content here: |
Fri, 17 April 2020
Lyft announced it will begin its Essential Deliveries program, helping government agencies, healthcare organizations, and non-profits with on-demand delivery of meals, groceries, and medical items. It's a hint at delivery ambitions for a company that has long focused on solely ride-hailing. We talk about that, plus news that Uber Eats, Grubhub, Postmates, and DoorDash have been named in a class action lawsuit over their platforms fees and claimed abuse of market power. Stocks: UBER, LYFT, GRUB Check out more of our content here: |
Thu, 16 April 2020
Frontline Heroes is a grassroots charitable organization formed to get masks and other personal protective equipment (PPE) to medical professionals fighting the COVID-19 pandemic. Ben Hunt of Epsilon Theory joins the show to discuss the work he and others are doing to source PPE in Asia, ship it to the U.S., and distribute it to healthcare workers on the basis of need. If you would like to contribute to Frontline Heroes, you can donate here. If you or someone you know is a healthcare professional with an urgent need for PPE, you can fill out the form here to request aid from Frontline Heroes. Check out more of our content here:
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Wed, 15 April 2020
With the onset of the COVID-19 pandemic, concerts, sports, and other live events have ground to a halt. Where has that left businesses servicing the live event space? Fool Contributor Luis Sanchez joins the show to break it all down, including a look at the balance sheets of Livenation and Eventbrite. Stocks Mentioned: LYV, EB, DIS, WWE Check out more of our content here:
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Tue, 14 April 2020
Motley Fool contributor Dan Kline joins Emily Flippen to discuss some of the business that have surprised consumer goods investors with their resiliency. From beer to pizza to desk chairs- early data is suggesting that not all consumer goods businesses are declining, even if their core consumers incomes may be. Check out more of our content here: |
Mon, 13 April 2020
We recently learned that Berkshire Hathaway (NYSE: BRK-A) (NYSE: BRK-B) sold shares of three of its major stock holdings -- is Warren Buffett losing faith in these investments, or is there more to the story? And we recently found out that some of our favorite fintech companies like PayPal (NASDAQ: PYPL) will be participating in the $350 billion Paycheck Protection Program. Finally, host Jason Moser and Fool.com contributor Matt Frankel, CFP answer some listener questions and discuss why they're watching JPMorgan Chase (NYSE: JPM) and Live Oak Bancshares (NYSE: LOB) this week. To get 50% off our Stock Advisor service, go to https://IF.Fool.com. Check out more of our content here: |
Thu, 9 April 2020
fter a meeting this morning, OPEC, along with Russia and other partners, announced plans to cut 10 million barrels of oil production per day. Jason Hall joins the show to break down what it means for the energy industry. In addition, we discuss Saudi Arabia’s recent investments in European oil companies, Warren Buffett selling airline stocks, and answer listener questions about Brookfield Infrastructure Partners’ recent spinoff of Brookfield Infrastructure Corporation. Stocks Mentioned: OXY, CLR, AR, TOT, RDS-A, RDS-B, E, EQNR, BIP, BIPC, BEP, BAM, NEP, NEE, BR, MA, MASI Check out more of our content here: |
Wed, 8 April 2020
Wayfair was up over 50% earlier this week on earnings and the news that the company had re-accelerated growth as more folks are staying home and ordering online. We talk about the results, and why fellow e-tailer Chewy is well positioned to thrive while we're all semi-quarantined.Stocks: W, CHWY Check out more of our content here: |
Tue, 7 April 2020
On this episode of Industry Focus, Motley Fool Advisor Aaron Bush joins host Emily Flippen to talk about “Mastering the Meta” - an inside look at the gaming industry and how businesses and consumers alike have changed in the wake of the COIVD-19 outbreak. Check out more of our content here: |
Mon, 6 April 2020
This week's Industry Focus: Financials is a special one. Host Jason Moser and Fool.com contributor Matt Frankel, CFP chat with Square (NYSE: SQ) co-founder Jim McKelvey, author of the soon-to-be-released bookThe Innovation Stack: Building an Unbeatable Business One Crazy Idea at a Time. McKelvey shares his experiences in Square's very early days, tells stories of his journeys through the business world, and more. You don't want to miss this one! Check out more of our content here: |
Fri, 3 April 2020
Zoom Video Communications has surged in popularity over the past few weeks, nearly 20xing the number of participants on the platform as people try to stay connected while staying at home. That popularity has been wonderful for the business, but it has also put some of the platform's shortcomings under the microscope. We talk about that and the T-Mobile/Sprint deal finally closing. Stocks: ZM, TMUS, S Check out more of our content here: |
Thu, 2 April 2020
This morning, President Donald Trump tweeted that he “expect[s] and hope[s]” that Russia and Saudi Arabia could cut 10 million barrels per day of oil. This comes a day after Whiting Petroleum marked the first U.S. shale company to declare bankruptcy in 2020. Matt DiLallo joins the show to break down the news and share some of his favorite dividend stocks to buy amid the coronavirus crisis. Stocks Mentioned: KMI, ENB, MMP, TRP, NEE, HD, MA, HD, WM Check out more of our content here:
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Wed, 1 April 2020
On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser chats with Fool analyst Brian Feroldi about 3 hidden gems he likes in the healthcare space today! To get 50% off our Stock Advisor service, go to https://IF.Fool.com Check out more of our content here: |
Tue, 31 March 2020
Historically, the delivery industry has been ridiculed as an industry with low margins and poor economics. However, the spread of COVID-19 has proven that this unprofitable business may still be an essential service. Join Emily Flippen as she asks Motley Fool contributor Dan Kline how he sees the impact of this global pandemic on the future of the delivery business. Check out more of our content here: |
Mon, 30 March 2020
In today's episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP dig into two major stories in the real estate sector. First, how badly are hotel REITs hurting, and which are the best for long-term investors. And second, some retailers have said they won't pay rent during closures, while one major mall operator has said rent is still expected, setting up a battle between the two sides. Plus, Frankel and Moser discuss why they think Bank of America (NYSE: BAC), Square (NYSE: SQ), Ameris Bank (NASDAQ: ABCB), and Mastercard (NYSE: MA) could be great buys right now. Check out more of our content here: |
Fri, 27 March 2020
Friday Tech show host Dylan Lewis spent the past three weeks in the Grand Canyon, totally removed from the outside world and news of the coronavirus spreading. He explains his re-entry and offers up a reminder for folks seeing a lot of red in their portfolios. Check out more of our content here: |
Thu, 26 March 2020
Description: Late last night, the United States Senate passed a $2.2 trillion emergency relief package targeted at offsetting the financial damage of the ongoing coronavirus pandemic. Among the provisions of the bill were more than $50 billion in relief for commercial airlines and other aerospace companies. Motley Fool Contributor Lou Whiteman joins the show to discuss what it means for Boeing and the U.S. domestic airline industry. Stocks Mentioned: BA, DAL, AAL, UAL, LUV, SAVE, UTX, RTN, SPR, TGI Check out more of our content here:
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Wed, 25 March 2020
In this episode of Industry Focus’s Wildcard Wednesday, host Emily Flippen is joined by Motley Fool Analyst TJ Piggott to avoid more coronavirus news and talk about something more lighthearted: things you can do while bunkered. Check out more of our content here: |
Tue, 24 March 2020
Dividend Aristocrats are S&P500 companies that have increased their dividend payouts for 25 consecutive years or more, but are they still good investments given the recent market turmoil? Motley Fool contributor Jason Hall joins host Emily Flippen to talk about the performance and attractiveness of these companies, which seem to attract more attention and investors during large market pullbacks. Check out more of our content here: |
Mon, 23 March 2020
In this week's episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a look at some important questions on listeners' minds. With its malls closed and a 17% dividend yield, is Simon Property Group (NYSE: SPG) a good stock to buy now? Does Axos Financial (NASDAQ: AX) still have competitive advantages? Why has Seritage Growth Properties (NYSE: SRG) fallen by 80%, and is it worth buying now? The answers to these questions and more on this week's show. To get 50% off our Stock Advisor service, go to https://IF.Fool.com Check out more of our content here: |
Fri, 20 March 2020
We dip into the listener mailbag to talk about what the future might hold for e-commerce players like Amazon, MercadoLibre, and JD.com. Then we talk about the "right" number of brokerage accounts to have and how to make sure your position sizes don't get out of hand. Go to if.fool.com for 50% off our flagship Stock Advisor service! Stocks: AMZN, MELI, JD Check out more of our content here: |
Thu, 19 March 2020
As volatility continues to roil the markets, Fool Canada’s Iain Butler joins the show to break down how he’s navigating the market, shares some investment ideas, and we answer a listener question on Ballard Power and the fuel cell industry. Stocks Mentioned: NYSE:BAM, TSX:BAM.A, NASDAQ: BLDP, TSX:BLDP, NYSE: BPY, TSX:BPY.UN TSX:AND, TSX:PSI, TSX:PSK Check out more of our content here: |
Wed, 18 March 2020
Disney has been buffeted in recent weeks by park closures, sporting event cancellations, movie theater shutdowns, and more, which has sent the stock down nearly 40% in the past month. Motley Fool Contributor and Disney Expert Rick Munarriz joins the show to break down everything that’s going on with the company right now. Stocks Mentioned: DIS, CMCSA Check out more of our content here: |
Tue, 17 March 2020
Now that workers are staying home and businesses are closing, the retail industry is truly being tested unlike ever before. Dan Kline joins Emily Flippen to talk about what the last few weeks mean for retail businesses across the country, and how investors may be impacted in the months to come. Check out more of our content here: Thanks to our sponsor, Molekule: http://www.molekule.com code fool10 |
Mon, 16 March 2020
With the stock market about 30% off its all-time highs and four-digit moves in the Dow Jones Industrial Average every day for more than a week, we were certain that our Industry Focus: Financials listeners had quite a few questions in mind. And we were right! In today's episode, host Jason Moser and Fool.com contributor Matt Frankel, CFP spend nearly 50 minutes answering questions that our listeners asked about the downturn and how to invest in it. Check out more of our content here: Post your job today at Indeed.com/motley and get a free sponsored job upgrade on your first posting.
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Fri, 13 March 2020
Tim Beyers, lead analyst from The Motley Fool's cloud technology service, hops on the show to talk about the various elements of the cloud value chain: components and connectivity, data centers, infrastructure as a service, platform as a service, and software as a service. We break down how they all come together to form the cloud as we know it and some of the most interesting ways to play cloud technology. Go to if.fool.com for 50% off our flagship Stock Advisor service! Stocks: DDOG, PLAN Check out more of our content here: |
Thu, 12 March 2020
On Monday, oil had its worst day since 1991, coming on the back of a massive demand shock due to the coronavirus. Motley Fool Contributor Jason Hall joins the show to break it all down and discuss what investors should be doing. Stocks Mentioned: OXY, BP, TOT, FANG, PSX, PXD, RDS-A, RDS-B Check out more of our content here:
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Wed, 11 March 2020
If you’ve ever been to a doctor’s office, you’ve probably noticed that many offices still rely on paper, pen and fax machine to get their job done. Companies are steadily being digitized, and we’ve got 3 stocks that are helping to get the job done. Go to if.fool.com for 50% off our flagship Stock Advisor service! Stocks: CERN, DOCU, PHR Check out more of our content here: |
Tue, 10 March 2020
Dan Kline joins Emily Flippen to talk about how consumers can navigate the often overly complicated process of buying a car, and the innovative companies that are looking to disrupt this outdated process. Check out more of our content here: |
Mon, 9 March 2020
The stock market is plunging, with the S&P 500 down by more than 18% from its all-time highs reached earlier this year. While this can certainly seem scary, Industry Focus: Financials host Jason Moser and Fool.com contributor Matt Frankel, CFP are here to help make sense of things. In this episode, we talk about the market turbulence, why bank stocks have been especially hard-hit, two areas of real estate that could have some good long-term investment ideas, and more. Jason and Matt also dive into the recent news involving JPMorgan Chase (NYSE: JPM) CEO Jamie Dimon's health scare, and why the bank will be fine no matter who is at the helm (although we certainly wish Mr. Dimon a quick and speedy recovery). Plus, we'll dive into another installment of "What's the Last Stock You Bought and Why," in which you'll hear why Matt has put some money into Tanger Factory Outlet Centers (NYSE: SKT) and Ryman Hospitality Properties (NYSE: RHP) in the midst of the market volatility. Check out more of our content here: Get the first $50 off your first job post at LinkedIn.com/fool. Terms and conditions apply.
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Fri, 6 March 2020
Following a listener tip, we break down "The Amazon of Japan" -- Rakuten. While the company is known for its e-commerce platform, it does so much more, including: payments, credit cards. life insurance, securities, advertising, and mobile network services. The company is well positioned for many mega-trends, but does it belong on investor's watch lists? Go to if.fool.com for 50% off our flagship Stock Advisor service! Check out more of our content here: |
Wed, 4 March 2020
On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser chats with Fool analyst and IF Brian Feroldi about a recent IPO in the healthcare space, 1Life Healthcare. Then they dig in to the most recent results for all four stocks in Jason's Healthcare and Wealthcare basket. To get 50% off our Stock Advisor service, go to https://IF.Fool.com Check out more of our content here: |
Tue, 3 March 2020
Motley Fool analyst Maria Gallagher joins Emily Flippen to talk about some of the most pervasive trends in consumer goods, including how millennials have shifted their consumption patterns to better align with "Environmental, Social, and Governance" practices. Check out more of our content here: |
Mon, 2 March 2020
This week's Industry Focus: Financials is a special one. Host Jason Moser and Fool.com contributor Matt Frankel, CFP chat with Square (NYSE: SQ) co-founder Jim McKelvey, author of the soon-to-be-released bookThe Innovation Stack: Building an Unbeatable Business One Crazy Idea at a Time. McKelvey shares his experiences in Square's very early days, tells stories of his journeys through the business world, and more. You don't want to miss this one! Check out more of our content here:
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Fri, 28 February 2020
There's no way around it -- this was the worst week for the stock market since 2008. As reports of coronavirus have spread, concerns over individual safety, travel and global supply chains have spooked the global markets and sent stocks down. Even stalwart businesses have felt the pinch. We talk about what's going on in the market and the important lessons for investors. Check out more of our content here: |
Thu, 27 February 2020
Per a listener request on Twitter, we’re diving into the defense industry with Industry Focus contributor Lou Whiteman. On the first half of the show, we take a look at the winners and losers from the most recently proposed defense budget. On the back half of the show, we discuss Leidos (NYSE:LDOS), the biggest IT business in the defense industry and an interesting way to play increased “techification” of the defense industry. Stocks Mentioned: NOC, GD, HII, OSK, TXT, LMT, RTN, LDOS, AMZN, MSFT, SAIC Check out more of our content here:
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Wed, 26 February 2020
Host Emily Flippen sits down with the founder and CEO of GraniteShares, Will Rhind, to talk about NYSEARCA: XOUT - a new ETF focused not on what you should add to your portfolio but what you shouldn’t. Check out more of our content here: |
Tue, 25 February 2020
Asit Sharma joins this week to discuss some of the trendiest consumer goods stocks- including fake meat and fake space travel. But no good theoretical discussion is good without a slice of very real pizza on top. To get started investing, check out our free starter kit at www.fool.com/starterkit Check out more of our content here:
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Mon, 24 February 2020
On this week’s episode of Industry Focus: Financials host Jason Moser takes a look at 5 of his favorite passages from Warren Buffett's most recent shareholder letter. Then make sure to catch Matt Frankel's conversation with Marcos Rosenberg, Head of U.S. Deposits with Marcus by Goldman Sachs! To get 50% off our Stock Advisor service, go to https://IF.Fool.com Check out more of our content here: |
Sat, 22 February 2020
Ben Hunt is the creator of Epsilon Theory and CIO of Second Foundation Partners. In his writing at Epsilon Theory, Ben uses game theoretical principles and natural language processing to analyze how narratives evolve and drive behaviors in markets and politics. This gives Ben a unique perspective on markets that any investor can learn from. We hope you’ll enjoy our conversation.
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Fri, 21 February 2020
The Amazon/PayPal/Square/eBay/Craigslist of Latin America MercadoLibre reported earnings in February and it was another blowout quarter for the company. The company's more mature e-commerce business is still going strong, but it has found a huge growth lever in its Mercado Pago payments platform. We explain how more and more Mercado Pago transactions are happening off-platform and why that's a good thing for investors. Click here to take our brief listener survey, and thanks for helping us out. Stocks: MELI Check out more of our content here: |
Thu, 20 February 2020
For the past month, coronavirus has dominated headlines worldwide. However, much of the market has ignored those concerns… except for the energy markets. Motley Fool Contributor Jason Hall joins the show to discuss how he’s handling coronavirus concerns as well as a couple of his recent stock purchases, Jeff Bezos’s $10 billion donation to fight climate change, and a listener question on Pattern Energy. Listen to the end to hear Jason, Austin, and Nick’s hottest takes on the Astros cheating scandal. Stocks Mentioned: AAPL, HLT, F, SPCE Check out more of our content here:
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Wed, 19 February 2020
One in seven healthcare dollars in the United States are spent on diabetes and its related complications. That’s a huge burden for patients and for insurance companies. Thankfully, businesses are working to improve the outcomes for patients. Industry Focus Contributor Brian Feroldi joins the show to dive into three companies trying to improve diabetes treatment and monitoring: Dexcom, Tandem Diabetes, and Insulet. Check out more of our content here: Stocks Discussed: DXCM, TNDM, PODD Click here to take our brief listener survey, and thanks for helping us out! |
Tue, 18 February 2020
Dan Kline joins Emily Flippen to debunk the myth of the “retail apocalypse” , what he sees as driving the sector's underperformance, and what could have gone different to save the industry. Check out more of our content here: To get 50% off our Stock Advisor service, go to https://IF.Fool.com |
Fri, 14 February 2020
Investors finally have closure on the Sprint/T-Mobile deal, we explain the decision, what it says about Sprint and T-Mobile, and what it all means for major Sprint shareholder Softbank. Then we switch gears and talk about the FTC's new focus on small acquisitions made over the past few years by Apple, Amazon, Google, and Microsoft. Stocks: AAPL, AMAN, GOOG, GOOGL, MSFT, TMUS, S Check out more of our content here: Get the first $50 off your first job post at LinkedIn.com/fool. Terms and conditions apply. |
Thu, 13 February 2020
Industry Focus Contributor Matt DiLallo joins the show to help tackle some of your questions! Topics include: Water Utilities, Investing in Natural Gas, Whether Antero Midstream is a Dividend Play or Dividend Trap, Opportunity Zones, Lithium, and one stock Matt loves right now. Stocks Mentioned: NEE, BAM, BIP, BEP, SQM, AM, AR, AY, AOS, DHR Check out more of our content here: Thanks Health IQ! See if you qualify for lower rates! healthiq.com/fool |
Wed, 12 February 2020
We've got three under the radar healthcare stocks for your watchlist. Contributor Brian Feroldi hops on to talk Semler Scientific, LaMaitre Vascular, and Fulgent Genetics. Stocks: SMLR, FLGT, LMAT Check out more of our content here:
Get the first $50 off your first job post at LinkedIn.com/fool. Terms and conditions apply. |
Tue, 11 February 2020
There has been a prospectus making a big splash in a year where IPOs have been anything but exciting. Motley Fool contributor Jason Hall and host Emily Flippen break down Warner Music's new filing and its intent to go public- letting you know what is to love and hate about this music giant. Check out more of our content here: |
Mon, 10 February 2020
In this week’s installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the latest results from Markel (NYSE: MKL) and why we’re so excited about the company’s future. Then, Frankel discusses four of his favorite ways to invest in retail through the real estate industry. Plus, we read some more of our listener’s most recent stock purchases and reveal the stocks we’re watching this week. |
Fri, 7 February 2020
Spotify made some big purchases in 2019, buying up Gimlet and two other companies for $400 million. This week, it doubled-down on its podcast bet, announcing it was buying Bill Simmons' media outlet The Ringer. We explain how podcasts fit into Spotify's strategy and check in Google's YouTube now that Alphabet has started breaking out its revenue contribution. To get 50% off our Stock Advisor service, go to http://IF.Fool.com Stocks: SPOT, GOOG, GOOGL |
Thu, 6 February 2020
Last week, we sat down with Tracy Shuchart to discuss the current state of the oil market. Tracy is an expert on the oil and gas market, working as an oil futures trader and managing an energy-focused portfolio for a family office. She’s also built a huge following on Twitter through her @chigrl account, where she shares what she’s watching in the market each day. Topics include why shale drillers could be due for a wave of bankruptcies, coronavirus, how changing tanker fuel standards are impacting oil demand, and why a product glut is weighing down the oil market. We hope you’ll enjoy our conversation! Check out more of our content here: |
Wed, 5 February 2020
On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser sits down with Fool healthcare analyst and IF favorite Shannon Jones to catch up on the latest regarding the coronavirus as well as three big healthcare earnings reports and the stock you need to have on your watch list! Check out more of our content here: To get 50% off our Stock Advisor service, go to https://IF.Fool.com |
Tue, 4 February 2020
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Mon, 3 February 2020
Visa (NYSE: V) and PayPal (NASDAQ: PYPL) recently released their fourth quarter earnings. On this week’s Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the numbers and what it means going forward. We’ll also hear about Berkshire Hathaway’s (NYSE: BRK-A)(NYSE: BRK-B) latest investment move and why Jason and Matt are watching Goldman Sachs (NYSE: GS) and Chipotle (NYSE: CMG) this week. Check out more of our content here: To get 50% off our Stock Advisor service, go to https://IF.Fool.com. |
Sat, 1 February 2020
WWE stock plunged more than 20% on Friday following the surprise departure of its co-presidents. Dan Kline joins the show to break down the news, as well as Penn National Gaming’s recent investment in Barstool Sports. Finally, Dan, Austin, and Nick give their picks for the Super Bowl game and some of the most interesting prop bets on the board. Stocks Mentioned: WWE, PENN, PDYPY, DEAC Check out more of our content here: To get 50% off our Stock Advisor service, go to https://IF.Fool.com |
Thu, 30 January 2020
After years of hype, self-driving cars have entered a Trough of Disillusionment, as optimistic company deadlines for debuting robotaxi services have come and gone. Co-host of the Autonocast Ed Niedermeyer joins Motley Fool Senior Auto Analyst John Rosevear and host Nick Sciple to discuss the current state of the autonomy industry. Topics include the recent Cruise Origin vehicle reveal, Uber’s self driving aspirations, regulatory barriers to driverless cars, and Ed’s recent book Ludicrous: The Unvarnished Story of Tesla Motors. Stocks Mentioned: GM, F, TM, GOOG, APTV, TSLA, HMC, HYMTF, NSANY, UBER, LYFT, DPZ Check out more of our content here:
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Wed, 29 January 2020
Matt Anderson from Vanguard Scientific joins the show this week from MJBizCon to talk about the ins-and-outs of what retail investors should know when making the decision to invest in cannabis, and if there's truly any more green left in the beaten down segment. Check out more of our content here: |
Tue, 28 January 2020
The fast food chicken wars are heating up and they’re moving to mornings. Host Emily Flippen is joined by Motley Fool contributor Dan Kline to break down what McDonald’s is doing with its breakfast chicken sandwiches and what that means for shareholders. The two also discuss the latest retail and restaurant bankruptcies while debunking exactly why those companies have failed. Check out more of our content here: |
Mon, 27 January 2020
Financials: 2 Banks With Impressive Fourth Quarter Earnings and What to Do When the Market Sells Off
In this week’s installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the impressive fourth-quarter results from JPMorgan Chase (NYSE: JPM) and Morgan Stanley (NYSE: MS). Plus, the pair discusses how investors should react to stock market sell-offs like we’re seeing today. Finally, Moser reads some of the latest stocks our listeners bought and he and Frankel share why they’re watching the Vanguard REIT ETF (NYSEMKT: VNQ) and Ameris Bancorp (NASDAQ: ABCB). Check out more of our content here: |
Fri, 24 January 2020
Netflix reported earnings and the market was scared by management's admission that new competitors ate into U.S. subscriber growth, we unpack that and give an update on the newest entrant of the 1,000,000,000,000 club, Alphabet. Stocks: GOOG, GOOGL, NFLX, DIS Check out more of our content here: Thanks to Grammarly for supporting Motley Fool. For 20% off a Grammarly premium account, go to Grammarly.com/fool. |
Fri, 24 January 2020
Dan McMurtrie (@SuperMugatu) and Alex Draime of Tyro Partners join the show to discuss their recent online dating paper (available here). The conversation runs the gamut of online dating related topics, from how it’s making meeting through friends obsolete, to its role in increasing cosmetics sales, to how much room online dating companies like Match Group have to improve monetization, and in this bonus episode we dive into even more topics, including investing in Bangladesh and how to get the most out of Twitter Stocks Discussed: MTCH, FB, MOMO Check out more of our content here:
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Thu, 23 January 2020
Matt DiLallo joins the show to share what he looks for in a dividend stock and his three favorite dividend-paying stocks right now. Stocks Mentioned: EPD, BIP, NEE, MA, JNJ Check out more of our content here: |
Wed, 22 January 2020
Dan McMurtrie (@SuperMugatu) and Alex Draime of Tyro Partners join the show to discuss their recent online dating paper (available here). The conversation runs the gamut of online dating related topics, from how it’s making meeting through friends obsolete, to its role in increasing cosmetics sales, to how much room online dating companies like Match Group have to improve monetization. Check out more of our content here: Stocks Discussed: MTCH, FB, MOMO Thanks to Health IQ. See if you qualify for lower rates! healthiq.com/fool
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Tue, 21 January 2020
Analyst Asit Sharma joins Emily Flippen as they take a deep dive into the cruise industry- discussing everything from industry dynamics and headwinds to tailwinds and specific stocks. Check out more of our content here:
Thanks to Grammarly for supporting Motley Fool. For 20% off a Grammarly premium account, go to Grammarly.com/fool |
Mon, 20 January 2020
On this week’s episode of Industry Focus: Financials host Jason Moser sits down with Huntley Garriott, President of Live Oak Bank to learn more about Live Oak’s tech platform and specialty lending business, how he sees the banking environment taking shape for 2020 and beyond, and much more! Stocks: LOB, GS, SQ Thanks Health IQ. Check out more of our content here: See if you qualify for lower rates! healthiq.com/fool |
Fri, 17 January 2020
Recent reports from App Annie and eMarketer give us a refresh on the social media space, we dig in and talk about how it all affects Pinterest, Snap, and Bytedance's TikTok. Stocks: SNAP, PINS, FB, TWTR Check out more of our content here: Get the first $50 off your first job post at LinkedIn.com/fool. Terms and conditions apply. |
Thu, 16 January 2020
On Monday, Brookfield Renewable Energy Partners offered to buy the rest of Terraform Power that it didn’t already own. Jason Hall joins the show to share what this deal means for investors and to lay out a couple renewable yieldcos listeners may want to add to their watchlists after Pattern Energy and Terraform Power have been bought out over the past year. Stocks Discussed: BEP, TERP, BIP, AY, CWEN Check out more of our content here: Thanks to Molekule for supporting our show. Get 10% off your first air purifier at http://www.molekule.com with code fool10. |
Tue, 14 January 2020
“Mass Personalization” has become one of the biggest trends in consumer goods products of the past decade. While not all companies have embraced the change, Motley Fool advisor Tim Beyers sheds light on some companies that have succeeded in reaching large audiences with seemingly tailored experiences. Check out more of our content here: Get the first $50 off your first job post at LinkedIn.com/fool. Terms and conditions apply. |
Mon, 13 January 2020
On this week’s episode of Industry Focus: Financials host Jason Moser sits down with Matt Argersinger, lead advisor of Mogul, The Motley Fool's real estate investing service to talk about the opportunities for investors in real estate today, what he sees on the horizon for 2020 and much, much more! Check out more of our content here: Thanks to Molekule for supporting Industry Focus. Get 10% off your first air purifier at http://www.molekule.com with code fool10. |
Fri, 10 January 2020
Reports circulated this week that food delivery company Grubhub could be on the sales block and there seem to be interested buyers. We explain why the upstart has been struggling and why a buyout could make sense. After that, we unpack Spotify's announcement that it's investin |
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