Industry Focus
2,043 episodes - English - Latest episode: over 2 years ago - ★★★★★ - 834 ratingsHealthcare, technology, energy, consumer goods, and more. Every day, Motley Fool analysts break down a specific industry and the stocks making headlines. Questions? Comments? Email us at [email protected].
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Episodes
Introducing the New Motley Fool Money
December 31, 2021 14:00 - 1 minute - 2.72 MBWe're moving over to a new show! Here's a sneak peek of what to expect when Motley Fool Money goes daily on January 5, 2022. Subscribe here on Spotify Subscribe here on Apple Podcasts
Wildcard: The Stocks We've Learned the Most From
December 22, 2021 18:00 - 25 minutes - 29.3 MBNick, Emily, Jason, and Dylan get together to talk through the companies they've learned the most from, the stocks they've sold recently (and why!) and also where you can catch all of them with The Motley Fool's new audio offering in 2022. Stocks: MELI, SHOP, GME, BBY Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ [email protected]
CG: The Long Goodbye
December 21, 2021 20:47 - 25 minutes - 29.4 MBIn this last iteration of Industry Focus Consumer Goods (don’t worry - we’re just moving to Motley Fool Money!), Emily Flippen and Asit Sharma revisit their 2021 consumer goods basket as well as reflect on lessons learned from investing in the industry at large. Stocks: Grocery Outlet (GO), Peloton (PTON), Beyond Meat (BYND), Dollar General (DG), and Sleep Number (SNBR) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ [email protected]
Financials: Regulators Take a Closer Look at Buy Now Pay Later
December 20, 2021 18:20 - 20 minutes - 23.5 MBOn this week’s episode of Industry Focus: Financials host Jason Moser sits down with Motley Fool contributor Dan Caplinger. Tune in as they discuss why regulators are taking a closer look at the buy now pay later space. Then they wrap up the show with a listener question on where to put non-stock portfolio cash. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ [email protected]
Tech: 2021 IPO Recap
December 17, 2021 19:20 - 26 minutes - 30.5 MBWe revisit all the new companies we talked about in 2021, look at the landscape of the IPO market in general, and zoom in on some of the most interesting debuts from the year. Stocks: OLO, KNBE, GLBE Listener survey: https://www.foolinsights.com/se/04BD76CC18830996 Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ [email protected]
Energy: 2021 Year-in-Review + 2022 Predictions
December 16, 2021 19:11 - 26 minutes - 30 MBJason Hall and Matt DiLallo join the show to break down the defining energy themes of 2021 and share their predictions for 2022 Stocks Mentioned: PSX, DAR, VLO, KMI, WMB, ET, GTLS, BP, TTE, XOM, CVX, BKR, DVN, PXD, COP, EOG, TPIC, BAM Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ [email protected]
Wildcard: BICO, Bioprinting, and Bioconvergence
December 15, 2021 17:37 - 26 minutes - 29.9 MBWe get back to Wednesday's healthcare roots with a rundown on BICO Group, a Sweden-based business that enables researchers and scientists to model, build, test, analyze and observe 3-D printed cells, tissues and organs. This company helps researchers reduce the time and cost of identifying potentially efficacious drugs and can help provide initial results on whether drug compounds are safe and effective before having to test them on animals or humans. We talk through the huge implication...
CG: The Business of Haircare
December 14, 2021 20:39 - 26 minutes - 29.8 MBOlaplex is a nearly $17 billion dollar hair care business that has made its name by combining science with influence. But does this recent IPO have what it takes to be the next best consumer goods business? Join Motley Fool analysts Sanmeet Deo and Emily Flippen as they discuss the tailwinds and challenges of investing in haircare. Stocks: Olaplex Holdings (NASDAQ: OLPX) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ [email protected]
Financials: 5 Bold Predictions For 2022
December 13, 2021 18:26 - 18 minutes - 21.7 MBIn this week's edition of Industry Focus: Financials, we take a look back at the stock market predictions Fool.com contributor Matt Frankel made in December of last year and see how he did. And then, Matt and host Jason Moser discuss his 2022 predictions and why he thinks they have a good chance of actually happening. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ [email protected]
Tech: 3 Tech Monopolies Not Named Facebook
December 10, 2021 19:45 - 25 minutes - 29.5 MBWe talk through the natural and curated monopolies that exist in the tech landscape and use three companies -- Alphabet, VeriSign, and Axon -- to explore the traits of businesses with incredibly strong market position and why they're so attractive. Stocks: AXON, GOOG, GOOGL, VRSN Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ [email protected]
Energy: EV News (Chips, Batteries, SEC Investigations, and More!)
December 09, 2021 17:26 - 23 minutes - 26.4 MBJohn Rosevear joins the show to break down the latest EV headlines. Stocks Mentioned: INTC, F, GFS, STLA, GM, TM, TSLA, LCID Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ [email protected]
CG: Can Brilliant Earth be a Brilliant Stock?
December 07, 2021 20:35 - 28 minutes - 33.1 MBBrilliant Earth is a digitally native jewelry business looking to redefine the shopping experience for engagement rings. But will consumers take to this digital experience? Join Asit Sharma and Emily Flippen as they discuss one of the newest jewelry businesses on the market today. Stocks: Brilliant Earth Group (NASDAQ: BRLT) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ [email protected]
Financials: A Look at Nubank's Upcoming IPO
December 06, 2021 18:00 - 21 minutes - 24.5 MBBrazilian fintech Nubank is set to go public at a valuation of as much as $40 billion. In this week's episode of Industry Focus: Financials, Jason Moser and Matt Frankel dig into Nubank -- what the company does, how has it grown, what is its market opportunity? Could this Buffett-backed fintech be a good fit for your portfolio? Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ [email protected]
Tech: Dealing with Downturns
December 03, 2021 19:16 - 26 minutes - 30.2 MBHigh growth stocks have taken a big haircut in the past few months after an incredible 2020. We talk about the factors affecting them, why the major indices haven't seen the same sell-off (hint: Big Tech), and how investors can keep their heads on straight while seeing so much red. Stocks: AAPL, AMZN, MSFT, GOOG, GOOGL, FB, Z, PLTR Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ [email protected]
Energy: Finding Riches in Niches with XPEL
December 02, 2021 18:04 - 23 minutes - 26.9 MBMotley Fool Analyst Auri Hughes joins the podcast to discuss XPEL, a rapidly growing business providing paint and window protection films to the automotive industry, among other applications. Stocks Mentioned: XPEL, MMM Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ [email protected]
Wildcard: The One Mid-Cap You'd Have to Pry from my Cold, Dead Hands in 2022
December 01, 2021 18:16 - 26 minutes - 30.7 MBHeading into the final month of the year, join Brian Stoffel as he shares with host Emily Flippen the one mid cap stock you’d have to pry from his cold, dead, hands. Stocks: Axon (NASDAQ: AXON) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ [email protected]
CG: Chowing down on Chobani
November 30, 2021 19:45 - 25 minutes - 29.3 MBChobani is one of the most popular yogurt brands across the United States, but it's founder-led management team has a much bigger vision for its brand. As a consumer products leader for conscious consumers, how much of Chobani's growth is still yet to be found? Join Asit Sharma and Emily Flippen as they discuss this recent S-1 filing. Stocks: Chobani (to be listed NASDAQ: CHO) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ [email protected]
Financials: An Interview With Lemonade Co-Founder Daniel Schreiber
November 29, 2021 17:21 - 30 minutes - 35.1 MBInsurance disruptor Lemonade (NYSE: LMND) may not be one of the year's best stock performers, but there are big things happening in the business that could drive serious long-term shareholder value. In this special episode of Industry Focus: Financials, Lemonade's co-founder and co-CEO Daniel Schreiber joins Fool.com contributor Matt Frankel to discuss how the business has reached this point, why the Lemonade Car rollout is so exciting, and much more. Check out more of our content here: ...
Wildcard: How Nuvei Is Modernizing Payments with Nuvei Founder Phil Fayer
November 24, 2021 18:00 - 28 minutes - 32.6 MBNuvei Founder, Chairman, and CEO Phil Fayer joins Fool Canada Analyst Nate Parmelee and Industry Focus Host Nick Sciple to discuss how Nuvei is working to achieve its purpose “to make our world a local marketplace.” Stocks Mentioned: NVEI Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ [email protected]
CG: Can Salads be the Next Burrito?
November 23, 2021 18:00 - 27 minutes - 31.5 MBIn his Industry Focus debut, Motley Fool Analyst Sanmeet Deo joins Emily Flippen to look at fast casual salad chain Sweetgreen to help determine if investors should take a big bite out of this mouthwatering opportunity. Stocks: Sweetgreen (NYSE: SG) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ [email protected]
Financials: Are Bill.com and Lemonade Good Buys Now?
November 22, 2021 17:34 - 23 minutes - 26.7 MBIn this week's episode of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP, and host Jason Moser take a closer look at two stocks they bought last August, Lemonade (NYSE: LMND) and Bill.com (NASDAQ: BILL). Matt and Jason will dig into the stock performance of each one, how the businesses are doing, and more, to determine whether these stocks are still worth buying today. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocu...
Tech: UserTesting's S1
November 19, 2021 18:51 - 26 minutes - 30.9 MBEver wonder what customers actually think of the unboxing process, or where shoppers get stuck during check out on your site? UserTesting is a company focused on collecting customer insights for businesses to improve the usability of their products. Shares of the company just hit the market, and in this episode, we break down how this business is a huge beneficiary of where the world is going and how they'll have to educate the market to meaningfully grow. Stocks: USER Check out more o...
Energy: Stem and the Future of Battery Storage
November 18, 2021 17:45 - 27 minutes - 31.5 MBJason Hall joins the show to take a look at Stem, Inc. and how it’s using software to stand out in the emerging market for battery storage technology. Stocks Mentioned: STEM, TSLA Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ [email protected]
Wildcard: Bird is the Word?
November 17, 2021 19:38 - 27 minutes - 31.1 MBWe get a first look at recent SPAC debut Bird Global, the company known for its e-scooters and last mile mobility options.We talk through how changes to the company's fleet management has dramatically changed the Bird's financials over the past few years and how the company stacks up to more robust mobility offerings from Lyft and Uber. Stocks: BRDS, UBER, LYFT Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ [email protected]
CG: The Controversy Nextdoor
November 16, 2021 20:02 - 28 minutes - 32.5 MBNextdoor may be the most controversial business to go public since WeWork’s failed listing, however, can Nextdoor’s new and experienced management team turn around this business given its history of bad publicity? Join Asit Sharma and Emily Flippen as they discuss if Nextdoor’s product is really better than you may think. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ [email protected]
Financials: SoFi, Boston Omaha, and Marqeta Earnings Review
November 15, 2021 18:00 - 21 minutes - 24.2 MBIn this week's installment of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP®, and host Jason Moser dig into a trio of financial sector earnings. First, the pair talks about the latest results from high-growth fintech SoFi (NASDAQ: SOFI), and then pivots to slow-and-steady compounder Boston Omaha Corporation (NASDAQ: BOMN). Last but certainly not least, Frankel and Moser take a look at the latest numbers from card payment specialist Marqeta (NYSE: MQ). Check out more o...
Tech: Palantir, DataDog, The Trade Desk
November 12, 2021 20:10 - 22 minutes - 26.1 MBWe try and keep up with tech earnings and check-in on three companies we regularly talk about -- Palantir, DataDog, and The Trade Desk. Tune in for a breakdown on how commercial revenue is poised to become a bigger part of the pie for Palantir, how DataDog keeps cruising along, and why ad tracking concerns shouldn't faze Trade Desk shareholders. Stocks: TTD, DDOG, PLTR Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ [email protected]
Energy: How Kornit Digital is Revolutionizing Fashion
November 11, 2021 17:45 - 26 minutes - 30.5 MBKornit Digital CEO Ronen Samuel joins the show to share how Kornit’s print-on-demand technology is ushering in a new era of sustainable, on-demand, digital fashion Stocks Mentioned: KRNT, AMZN, BOO.L Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ [email protected]
Wildcard: Digging Into Expensify's IPO
November 10, 2021 18:41 - 25 minutes - 29.3 MBOn this week’s episode of Industry Focus: Wildcard host Jason Moser sits down with Motley Fool Ventures Partner Brendan Mathews. Tune in as they take a closer look at the business of Expensify as it makes its debut as a publicly traded company! Stocks: EXFY Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ [email protected]
CG: Life Time is Getting Back in Shape
November 09, 2021 19:27 - 27 minutes - 31.4 MBAfter a dismal quarter from Peloton, investors seem convinced that fitness trends may be shifting back to pre-pandemic norms. Life Time Fitness is looking to capitalize on this sentiment by attracting members back to its resort-like gyms. However, does this old company revisiting public markets have the financial fortitude for your portfolio? Join Asit Sharma and Emily Flippen as they discuss in today’s show. Stocks: Life Time Group Holdings (NYSE: LTH) Check out more of our content here...
Financials: 5 Earnings Reports You Need to Hear About
November 08, 2021 18:03 - 25 minutes - 29.4 MBIn this week's Industry Focus: Financials, Matt and Jason discuss the recent earnings reports from some of our favorite companies. They start with Square (NYSE: SQ), which declined after earnings despite strong results, and then pivot to retail REITs Simon Property Group (NYSE: SPG) and Tanger Factory Outlet Centers (NYSE: SKT). Then, they give a quick take on Berkshire Hathaway's (NYSE: BRK.A)(NYSE: BRK.B) latest results before ending with Zillow's (NASDAQ: Z)(NASDAQ: ZG) disappointing news...
Tech: Peloton, Pinterest, Roku Earnings
November 05, 2021 18:51 - 28 minutes - 33.1 MBEarlier this year, we talked about how 2020 pulled a lot of growth forward and YoY comps might be tough for tech companies. We saw that in the results for Peloton, Pinterest, and Roku this week. But while some numbers might've been a bit disappointing for these businesses, the thesis for each is still very much in tact. We run through the quarterly numbers and explain why. Stocks: ROKU, PINS, PTON
Energy: The Future of Home Rental with Invitation Homes Co-Founder Dallas Tanner
November 04, 2021 19:00 - 32 minutes - 37.1 MBInvitation Homes Co-Founder, President, and CEO joins Industry Focus Host Nick Sciple and Motley Fool Canada Advisor Iain Butler to discuss how the rental home industry has changed in the past decade, how Invitation Homes has grown to become America’s largest home lessor, and where the company and its market are headed over the next 5 years. Stocks Mentioned: INVH, TSX:TCN Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ [email protected]
CG: Diving into SEMrush
November 03, 2021 17:05 - 26 minutes - 30.6 MBSEMrush is an online visibility management platform looking to become the new standard for marketing and search engine optimization worldwide. Join the Motley Fool’s Brian Stoffel and host Emily Flippen as they dive into this recent IPO on today’s Wildcard Wednesday show. Stocks: SEMrush Holdings (SEMR)
Run from The Runway
November 02, 2021 20:18 - 26 minutes - 30.6 MBRent the Runway is looking to invent a designer cloud-based wardrobe for fashionistas across the world, but it’s financial picture paints a slightly different story. Join Motley Fool analysts Asit Sharma and Emily Flippen as they discuss the challenging business of resale and renting and if Rent the Runway has what it takes to turn business around. Rent The Runway Ticker: RENT.
Financials: Mastercard, Visa, and Robinhood Earnings Review
November 01, 2021 19:22 - 26 minutes - 30.5 MBOn this week’s episode of Industry Focus: Financials host Jason Moser sits down with Motley Fool analyst Jason Hall. Tune in as they take a look at the most recent earnings reports from Mastercard, Visa, and Robinhood!
Tech: Spotify and Alphabet Soar
October 29, 2021 16:30 - 29 minutes - 33.9 MBWe run through the strong earnings results from music streamer Spotify and ad giant Alphabet. Tune in for breakdowns on how we're even more confident in Spotify's ad strategy after pouring through the results, and how Google properties continue to defy the law of large numbers. Also, we touch on the Pinterest/PayPal deal that wasn't. Stocks: SPOT, GOOG, GOOGL, PINS, PYPL
Energy: Defense Earnings Roundup
October 28, 2021 19:43 - 25 minutes - 29.7 MBDescription: Motley Fool Contributor Lou Whiteman joins the show to take a look at earnings reports from Lockheed Martin, Northrop Grumman, and General Dynamics, as well as the overall state of the defense industry today. Stocks Mentioned: LMT, NOC, BA, GD Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ [email protected]
Wildcard: The Business of Remittances with Moneygram CEO Alex Holmes
October 27, 2021 17:00 - 36 minutes - 41.9 MBMoneygram CEO Alex Holmes joins Industry Focus Host Nick Sciple and Motley Fool Contributor Luis Sanchez to take a look at the international remittance market (AKA sending money across borders), how cryptocurrency is playing a role in the market, and more! Stocks Mentioned: MGI Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ [email protected]
CG: The Business of Candy
October 26, 2021 19:46 - 27 minutes - 31.9 MBGet in the spirit for Halloween by joining Motley Fool analysts Asit Sharma and Emily Flippen as they break down the business of candy in today's episode of Industry Focus. Stocks: Tootsie Roll (TR), Nestle (NSRGY), Mondelez (MDLZ), Berkshire Hathaway (BRK.B) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ [email protected]
Financials: An Interview With Howard Hughes Corporation CEO David O'Reilly
October 25, 2021 18:22 - 30 minutes - 34.5 MBIn this week's show, Fool.com contributor Matt Frankel, CFP®, sits down with David O'Reilly, CEO of The Howard Hughes Corporation (NYSE: HHC), one of the most interesting and unique real estate companies in the market. You'll hear what the company does, where O'Reilly sees the biggest opportunities, why the master-planned community business is so attractive, and much more. Stocks: HHC Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@...
Tech: PayPal + Pinterest = PayPin? PinPal?
October 22, 2021 17:47 - 26 minutes - 30 MBWe talk about the rumor of the week -- Paypal's late stage talks to acquire Pinterest. The move would be a reach outside the payment company's core competency, but could unlock better monetization opportunities for Pinterest and give PayPal some digital real estate to explore marketplace and commerce activity. We're shareholders of both and talk about why the deal makes sense, why it might not make sense, and what to keep in mind if a company you own is getting bought. Stocks: PINS, P...
Energy: The Future of the Warehouse with Mark Manduca, Chief Investment Officer at GXO Logistics
October 21, 2021 17:00 - 33 minutes - 38.5 MBSpecial Guest Mark Manduca, Chief Investment Officer at GXO Logistics, joins the show to discuss GXO and how e-commerce, automation, and outsourcing are reshaping how companies get their products to market. Stocks Mentioned: GXO Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ [email protected]
Wildcard: WeWork 2.0
October 20, 2021 19:11 - 27 minutes - 31.8 MBWeWork will finally hit the public markets after BowX Acquisition Corp (BOWX) shareholders voted to bring the company public via SPAC. The company coming to the public markets looks a bit different than the one that pulled its IPO in 2019. We compare WeWork then and now, talk about leadership changes, the potential for the new WeWork, and the company's more realistic valuation. Stocks: BOWX, WE Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ In...
CG: Is NerdWallet Worth $5 Billion?
October 19, 2021 17:04 - 26 minutes - 30.8 MBPersonal finance site NerdWallet has filed a prospectus to go public, with reports indicating it could seek up to a $5 billion valuation. What should investors think about this business model? Join Asit Sharma and Emily Flippen as they discuss another upcoming IPO. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ [email protected]
Financials: Big Banks 3Q Earnings Review
October 18, 2021 18:11 - 25 minutes - 29.1 MBEarnings season is now underway, and we've seen the latest numbers from all of the big U.S. banks. In this installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel discuss third quarter results from JPMorgan Chase (NYSE: JPM), Bank of America (NYSE: BAC), Wells Fargo (NYSE: WFC), Citigroup (NYSE: C), and Goldman Sachs (NYSE: GS). Hear which bank had the best quarter, and what stocks Jason and Matt are keeping an eye on this week. Check out more of ...
Tech: Informatica, Informally
October 15, 2021 16:45 - 27 minutes - 31.6 MBWe take a listener suggestion and look at Informatica, a company that makes it easy for businesses to use AI to integrate, manage, and parse data so that customers can do something useful with it. The name might be familiar to long-time tech investors -- it was public for over 15 years before being taken private. We explain the company's history, transition to the subscription model, and leadership changes as it prepares for a second act on the market. Stocks: INFA Check out more of ou...
Energy: Foolishly Investing in Renewable Energy
October 14, 2021 16:11 - 25 minutes - 28.7 MBJim Mueller, Advisor for The Motley Fool’s Energy Insider service, joins the show to share his approach to investing in renewable energy. Stocks Mentioned: SHLS Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ [email protected]
Wildcard: Interview with The Glimpse Group CEO Lyron Bentovim
October 13, 2021 16:53 - 21 minutes - 24.2 MBOn this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser sits down with Co-Founder and CEO of The Glimpse Group Lyron Bentovim. Tune in as they talk about the company's unique strategy, how AR and VR are being used across industries, and what's the deal with the metaverse? Stocks: VRAR Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ [email protected]
CG: iFit is Getting in Shape for Public Markets
October 12, 2021 19:24 - 27 minutes - 31.9 MBPeloton-rival iFit is a decades-old business looking to reinvent itself as the leader in connected at-home fitness. But how does its metrics stack up in the crowded industry? Join Asit Sharma and Emily Flippen as they breakdown iFit’s S-1 in anticipation of a potential future listing. Stocks: Peloton (PTON), iFit (N/L: IFIT) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ [email protected]