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 |
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