Industry Focus (Podcast)

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.  

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Direct download: 20210414_IF_Wildcard.mp3
Category:Podcast -- posted at: 7:17pm EDT

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)

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Direct download: 20210413_IF_CG.mp3
Category:Podcast -- posted at: 6:26pm EDT

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.

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Direct download: 20210412_IF_Financials.mp3
Category:Podcast -- posted at: 6:15pm EDT

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

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Direct download: 20210409_IF_Tech.mp3
Category:Podcast -- posted at: 6:22pm EDT

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

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Direct download: 20210408_IF_Energy.mp3
Category:Podcast -- posted at: 6:59pm EDT

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

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Direct download: 20210407_IF_Wildcard.mp3
Category:Podcast -- posted at: 6:11pm EDT

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. 

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Direct download: 20210406_IF_CG.mp3
Category:Podcast -- posted at: 6:20pm EDT

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?

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Direct download: 20210405_IF_Financials.mp3
Category:Podcast -- posted at: 6:20pm EDT

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

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Direct download: 20210401_IF_Energy.mp3
Category:Podcast -- posted at: 6:34pm EDT

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