Industry Focus

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!

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Direct download: 20210630_IF_Wildcard.mp3
Category:Podcast -- posted at: 1:59pm EDT

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.

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Direct download: 20210629_IF_CG.mp3
Category:Podcast -- posted at: 6:13pm EDT

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. 

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Direct download: 20210628_IF_Financials.mp3
Category:Podcast -- posted at: 2:27pm EDT

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

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Direct download: 20210625_IF_Tech.mp3
Category:Podcast -- posted at: 2:54pm EDT

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

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Direct download: 20210624_IF_Energy.mp3
Category:Podcast -- posted at: 5:17pm EDT

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)

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Direct download: 20210623_IF_Wildcard.mp3
Category:Podcast -- posted at: 12:27pm EDT

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)

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Direct download: 20210622_IF_CG.mp3
Category:Podcast -- posted at: 6:43pm EDT

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. 

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Direct download: 20210621_IF_Energy.mp3
Category:Podcast -- posted at: 6:54pm EDT

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.

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Direct download: 20210618_IF_Energy.mp3
Category:Podcast -- posted at: 1:22pm EDT

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


Stocks Discussed: BP, RDS-A, RDS-B, XOM, CVX, DVN, Gazprom (OTC: OGZPY), SU, CNQ

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Direct download: 20210617_IF_Energy.mp3
Category:Podcast -- posted at: 6:27pm EDT

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)

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Direct download: 20210616_IF_Wildcard.mp3
Category:Podcast -- posted at: 6:32pm EDT

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)

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Direct download: 20210615_IF_CG.mp3
Category:Podcast -- posted at: 5:53pm EDT

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. 

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Direct download: 20210614_IF_Financials.mp3
Category:Podcast -- posted at: 6:18pm EDT

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

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Direct download: 20210611_IF_Tech.mp3
Category:Podcast -- posted at: 5:55pm EDT

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

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Direct download: 20210610_IF_Energy.mp3
Category:Podcast -- posted at: 5:43pm EDT

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)

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Direct download: 20210609_IF_Wildcard.mp3
Category:Podcast -- posted at: 6:04pm EDT

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. 


Stocks: Vimeo (VMEO), InterActiveCorp (IAC), Alphabet (GOOG)

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Direct download: 20210608_IF_CG.mp3
Category:Podcast -- posted at: 5:48pm EDT

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.

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Direct download: 20210607_IF_Financials.mp3
Category:Podcast -- posted at: 5:40pm EDT

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.

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Direct download: 20210604_IF_Tech.mp3
Category:Podcast -- posted at: 5:52pm EDT

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

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Direct download: 20210603_IF_Energy.mp3
Category:Podcast -- posted at: 7:18pm EDT

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

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Direct download: 20210602_IF_Wildcard.mp3
Category:Podcast -- posted at: 7:03pm EDT

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)

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Direct download: 20210601_IF_Tech.mp3
Category:Podcast -- posted at: 5:55pm EDT