Industry Focus

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.

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Direct download: 20210331_IF_Wildcard.mp3
Category:Podcast -- posted at: 7:05pm EDT

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)

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Direct download: 20210330_IF_CG.mp3
Category:Podcast -- posted at: 6:23pm EDT

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. 

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Direct download: 20210329_IF_Financials.mp3
Category:Podcast -- posted at: 6:30pm EDT

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

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Direct download: 20210326_IF_Tech.mp3
Category:Podcast -- posted at: 6:19pm EDT

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

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Direct download: 20210325_IF_Energy.mp3
Category:Podcast -- posted at: 6:21pm EDT

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

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Direct download: 20210324_IF_Wildcard.mp3
Category:Podcast -- posted at: 6:25pm EDT

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.

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Direct download: 20210323_IF_CG.mp3
Category:Podcast -- posted at: 12:00pm EDT

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

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Direct download: 20210322_IF_Financials.mp3
Category:Podcast -- posted at: 6:12pm EDT

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

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Direct download: 20210319_IF_Tech.mp3
Category:Podcast -- posted at: 6:21pm EDT

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. 

Lordstown Squawk Box Tweet

Stocks Mentioned: VWAGY, BMWYY, RIDE, TSLA, GM, F, TM, WKHS

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Direct download: 20210318_IF_Energy.mp3
Category:Podcast -- posted at: 6:00pm EDT

 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

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Direct download: 20210317_IF_Wildcard.mp3
Category:Podcast -- posted at: 7:10pm EDT

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.

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Direct download: 20210316_IF_CG.mp3
Category:Podcast -- posted at: 6:08pm EDT

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. 

 

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Direct download: 20210315_IF_Financials.mp3
Category:Podcast -- posted at: 6:10pm EDT

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.

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Direct download: 20210312_IF_Tech.mp3
Category:Podcast -- posted at: 6:44pm EDT

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

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Direct download: 20210311_IF_Energy.mp3
Category:Podcast -- posted at: 6:14pm EDT

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.

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Direct download: 20210310_IF_Wildcard.mp3
Category:Podcast -- posted at: 6:32pm EDT

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.

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Direct download: 20210309_IF_CG.mp3
Category:Podcast -- posted at: 6:33pm EDT

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. 

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Direct download: 20210308_IF_Financials.mp3
Category:Podcast -- posted at: 6:39pm EDT

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

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Direct download: 20210305_IF_Tech.mp3
Category:Podcast -- posted at: 6:25pm EDT

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

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Direct download: 20210304_IF_Energy.mp3
Category:Podcast -- posted at: 6:21pm EDT

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

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Direct download: 20210303_IF_Wildcard.mp3
Category:Podcast -- posted at: 6:47pm EDT

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).

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Direct download: 20210302_IF_CG.mp3
Category:Podcast -- posted at: 6:24pm EDT

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. 

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Direct download: 20210301_IF_Financials.mp3
Category:Podcast -- posted at: 5:41pm EDT