Industry Focus (Podcast)

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

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Direct download: 20210519_IF_Wildcard.mp3
Category:Podcast -- posted at: 6:06pm EDT

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. 

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Direct download: 20210518_IF_CG.mp3
Category:Podcast -- posted at: 5:46pm EDT

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. 

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Direct download: 20210517_IF_FInancials.mp3
Category:Podcast -- posted at: 6:49pm EDT

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

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Direct download: 20210514_IF_Technology.mp3
Category:Podcast -- posted at: 3:23pm EDT

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

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Direct download: 20210513_IF_Energy.mp3
Category:Podcast -- posted at: 7:17pm EDT

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

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Direct download: 20210512_IF_Wildcard.mp3
Category:Podcast -- posted at: 5:39pm EDT

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)

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Direct download: 20210511_IF_CG.mp3
Category:Podcast -- posted at: 5:46pm EDT

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!

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Direct download: 20210510_IF_Financials.mp3
Category:Podcast -- posted at: 6:30pm EDT

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.

Stocks: MELI, SQ, ETSY

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Direct download: 20210507_IF_Tech.mp3
Category:Podcast -- posted at: 6:55pm EDT

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

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Direct download: 20210506_IF_Energy.mp3
Category:Podcast -- posted at: 5:49pm EDT

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

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Direct download: 20210505_IF_Wildcard.mp3
Category:Podcast -- posted at: 5:10pm EDT

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)

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Direct download: 20210504_IF_CG.mp3
Category:Podcast -- posted at: 5:43pm EDT

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). 

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Direct download: 20210503_IF_Financials.mp3
Category:Podcast -- posted at: 5:50pm EDT

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

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Direct download: 20210430_IF_Tech.mp3
Category:Podcast -- posted at: 12:00pm EDT

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

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Direct download: 20210429_IF_Energy.mp3
Category:Podcast -- posted at: 6:23pm EDT

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.

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Direct download: 20210428_IF_Wildcard.mp3
Category:Podcast -- posted at: 6:06pm EDT

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. 


Stocks: Mohawk Group Holdings (NASDAQ: MWK), Amazon (NASDAQ: AMZN), Walmart (NYSE: WMT)

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Direct download: 20210427_IF_CG.mp3
Category:Podcast -- posted at: 6:32pm EDT

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.

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Direct download: 20210426_IF_Financials.mp3
Category:Podcast -- posted at: 1:30pm EDT

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

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Direct download: 20210423_IF_Tech.mp3
Category:Podcast -- posted at: 6:34pm EDT

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

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Direct download: 20210422_IF_Energy.mp3
Category:Podcast -- posted at: 4:05pm EDT

 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)

 

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Direct download: 20210421_IF_Wildcard.mp3
Category:Podcast -- posted at: 6:46pm EDT

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. 


Stocks: Square (SQ), PayPal (PYPL), Scotts MiracleGro (SMG), Innovative Industrial Properties (IIPR), AYR Wellness (AYRWF), Trulieve Cannabis (TCNNF)

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Direct download: 20210420_IF_CG.mp3
Category:Podcast -- posted at: 7:22pm EDT

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. 

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Direct download: 20210419_IF_Financials.mp3
Category:Podcast -- posted at: 6:55pm EDT

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

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Direct download: 20210416_IF_Tech.mp3
Category:Podcast -- posted at: 6:24pm EDT

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

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Direct download: 20210415_IF_Energy.mp3
Category:Podcast -- posted at: 5:36pm EDT