Industry Focus

By The Motley Fool

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Reviews: 2


 Nov 6, 2020


 Apr 26, 2020

Description

Healthcare, 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 IndustryFocus@fool.com.

Episode Date
Tech: PayPal + Pinterest = PayPin? PinPal?
26:12

We 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, PYPL

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Oct 22, 2021
Energy: The Future of the Warehouse with Mark Manduca, Chief Investment Officer at GXO Logistics
33:39

Special 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

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Oct 21, 2021
Wildcard: WeWork 2.0
27:47

WeWork 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

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Oct 20, 2021
CG: Is NerdWallet Worth $5 Billion?
26:52

Personal 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.

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Oct 19, 2021
Financials: Big Banks 3Q Earnings Review
25:24

Earnings 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. 

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Oct 18, 2021
Tech: Informatica, Informally
27:36

We 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

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Oct 15, 2021
Energy: Foolishly Investing in Renewable Energy
25:01

Jim 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

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Oct 14, 2021
Wildcard: Interview with The Glimpse Group CEO Lyron Bentovim
21:06
On 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
 
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Oct 13, 2021
CG: iFit is Getting in Shape for Public Markets
27:52
Peloton-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)
 
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Oct 12, 2021
Financials: Looking Ahead to Third Quarter Bank Earnings
21:53
With bank earnings set to start hitting the wire this week, host Jason Moser and Fool.com contributor Matt Frankel, CFP, take a look back at how the major U.S. banks fared in the second quarter. They also take a look at some of the biggest news stories about JPMorgan Chase (NYSE: JPM), Bank of America (NYSE: BAC), and Wells Fargo(NYSE: WFC), and give a rundown of what they'll be watching in the third quarter results.

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Oct 11, 2021
Tech: Price Targets, Resources, PFOF
29:31

We dip into the mailbag and tackle topics like analyst price targets, the best resources for new tech investors, and the hot button issue of payment for order flow and how it affects incentives between brokers and market makers.

Stocks: MSFT, AAPL, HOOD

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Oct 08, 2021
Energy: What to Do with Fossil Fuel
28:47

Jason Hall and Tyler Crowe join the show to dive into where we sit in the energy capital cycle and share a handful of stock picks that could be winners in fossil fuels over the next several years. 

Stocks Mentioned: FANG, PSX, TTE, CNQ

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Oct 07, 2021
Wildcard: De-risking Fraud with Riskified
28:16

Riskified is an eCommerce management system that allows businesses to outsource the risk of fraud associated with digital purchases. Join the Motley Fool’s Brian Stoffel as he breaks down the business model, Riskified’s proprietary AI system, and its risks in today’s episode.

Stocks: Riskified (RSKD)

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Oct 06, 2021
CG: Peeking at the Future for Eyewear
26:41

Warby-Parker is one of the most successful direct-to-consumer eyewear specialists in the world. Join Motley Fool analysts Asit Sharma and Emily Flippen as they frame up what success could look like for this recently public company in the future.

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Oct 05, 2021
Financials: Google Abandons Its Banking Plans, and (Surprise) Homes Are Getting Less Affordable
23:15

We recently learned that Google (NASDAQ: GOOGL)(NASDAQ: GOOG) is abandoning plans to create its own bank accounts, and Industry Focus host Jason Moser and Fool.com contributor Matt Frankel, CFP, discuss what investors need to know. Also, despite rising wages and lower interest rates, home affordability in the U.S. is at its worst level since the financial crisis. And finally, Frankel discusses why SoFi (NASDAQ: SOFI) is the stock he's most excited to read third quarter earnings from in the coming weeks.

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Oct 04, 2021
Tech: Blend's CEO Nima Ghamsari
29:27

Earlier this summer, we broke down Blend Labs S1 and explained the company's role as the infrastructure for financial services industry.

CEO Nima Ghamsari joined the show to talk about how the company fits into the financial services ecosystem and why he thinks the usage-based software model is the future.

Stocks: BLND

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Oct 01, 2021
Energy: Under-the-Radar Aerospace Stocks
22:28

Lou Whiteman joins the show as we answer a question from the listener mailbag and take a look at 3 under-the-radar aerospace stocks

Stocks Mentioned: HWM, BLL, HEI, TDG, BRK.A, BRK.B, HXL

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Sep 30, 2021
Wildcard: Daniel Yergin on the New Map for Energy
26:59

Pulitzer prize winning author and renowned expert in energy and international relations returns to the show to discuss the state of energy markets and his book  The New Map: Energy, Climate, and the Clash of Nations . Topics include: surging oil prices, natural gas shortages, China’s energy crunch, and more. 

Stocks Mentioned:  TSLA, BP

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Sep 29, 2021
CG: Can On Holdings Get its Foot in the Door?
28:24

Did you think we were done with footwear IPOs? Think again! The market is hot for performance apparel, and On Holdings is the newest public business looking to capitalize. Join Asit Sharma and Emily Flippen as they continue the footwear discussion in today’s episode over On Performance running shoes. 

Stocks: On Holdings AG (NYSE: ONON)

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Sep 28, 2021
Financials: Digging Into Recent Fintech IPO Remitly
22:27
Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, take a deep dive into Remitly (NASDAQ: RELY), a cross-border payments company that just went public last week. The paid discusses what Remitly does, how it makes money, its market opportunity, and much more, so check out the discussion to see if it could be a stock to put on your radar. 

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Sep 27, 2021
Tech: What Do The Apps Say?
30:52

We take a look at other industries through the lens of the app store to explore how mobile apps fit into the direction and strategy for companies. Plus, Dylan explaining the obvious aha moment of the phone being the remote control for his life.

Stocks: CMG, SBUX, MCD, UBER, ETSY, SQ

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Sep 24, 2021
Energy: EV News Update (Lucid, Rivian, Ford, GM, China, and more!)
27:59

Motley Fool Auto Analyst John Rosevear returns to the podcast to break down EV stories, including Lucid’s 520-mile range vehicle, Rivian’s EV truck beginning production, Ford’s deal with Tesla’s former CTO, and more!

Stocks Mentioned: LCID, F, GM, NIO, XPEV, TSLA

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Sep 23, 2021
Wildcard: Breaking Down CRISPR Technology
19:04

Tune in for Motley Fool Advisor Karl Thiel’s debut on Industry Focus as our resident biotech expert discusses the advances and challenges of CRISPR gene-editing technology, as well as how investors should be thinking about the space.

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Sep 22, 2021
CG: AllBirds is Soaring into Public Markets
30:58

As a sustainable footwear brand with a cult following, AllBirds has reinvented what it means to be a digitally native apparel retailer. In this episode of Industry Focus, Motley Fool Analysts Asit Sharma and Emily Flippen take a look through AllBird’s S-1 to determine if the business has more staying power beyond it’s high-end brand. Stocks: AllBirds (to be listed: BIRD)

Sep 21, 2021
Financials: A Deep Dive Into Compass
23:48

In this week's episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, take a closer look at real estate disruptor Compass (NYSE: COMP), which went public earlier this year. Hear Jason and Matt talk about what compass does, its strengths, the management team, and whether it can have a bright future even as iBuying gains traction.

Sep 21, 2021
Tech: Toast to Toast?
27:06

We talk about a sneaky-big tech company helping restaurants take their operations and systems digital -- Toast!

Listen in for a breakdown of how the company has grown from a humble point-of-sales solution into a robust offering aimed at making life easier for restaurateurs, staff, and customers.

Stocks: TOST

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Sep 17, 2021
Energy: Solar Energy’s 'Growthery' Future
27:46

Jason Hall joins the podcast to discuss the Department of Energy’s Solar Futures Study and discuss ways to invest in solar energy’s future. 

Stocks Mentioned: FSLR, SEDG, ENPH, CWEN, CWEN.A, NEP, BEP, BEPC

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Sep 16, 2021
Wildcard: Investing in China with Esoterica Capital Senior Analyst Kai Zhang
29:11

Wildcard Wednesday host Jason Moser sits down with Esoterica Capital Senior Analyst Kai Zhang. Tune in as they talk about the current regulatory environment in China, how investors should view opportunities in the region and much more!

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Sep 15, 2021
CG: America's Favorite Publicly Traded Convenience Store
23:59

Casey's General Store is a midwestern favorite, serving fuel, food, and groceries to rural and suburban communities across sixteen states. But is Casey's the best convenience store, or just the only one available? Join Emily Flippen and Asit Sharma as they break down this classic retailer and discuss what the future may hold for its business.

Stocks: Casey's General Store (CASY)

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Sep 14, 2021
Financials: Affirm's Stellar Quarter and PayPal's Own Buy-Now-Pay-Later Ambitions
26:13

On the heels of its recently-announced partnership with Amazon (NASDAQ: AMZN), buy-now-pay-later company Affirm (NASDAQ: ARFM) just released some pretty impressive results. And elsewhere in the BNPL space, PayPal (NASDAQ: PYPL) just announced its acquisition of a leader in the Japanese market that could have global implications for the business. Plus, host Jason Moser and Fool.com contributor Matt Frankel, CFP, each discuss a stock they have on their watch list right now.

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Sep 13, 2021
Tech: Freshworks, Fresh S1?
25:04

We dig into helpdesk and CRM software company Freshworks.

After having a subpar customer experience a decade ago, CEO Girish Mathrubootham built a tool to help businesses better manage and centralize their customer interactions. We talk about the company's torrid growth and the competition it might face from the big dogs.

Stocks: FRSH

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Sep 10, 2021
2000th Episode Special
29:23

ll the Industry Focus hosts come together to celebrate the 2000th episode of the podcast. Topics include lessons learned from the podcast, the story that made the biggest impact on the hosts, most recent stock buys, and more!

Stocks Mentioned: GME, TSLA, GTLS, AI, SPOT, NNI

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Sep 09, 2021
Wildcard: The Longview on Heartflow
27:00

Today we explore a tech company focused on heart health -- HeartFlow!

The company uses medical imaging to create more complete models of patient cardiovascular systems, a non-invasive technology aimed are improving treatment and reducing unnecessary procedures and costs. The SPAC is set to come public later this year, tune in to find out if we'll be buying.

Stocks: LGV, HFLO

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Sep 08, 2021
CG: Should You Take a Stake in the Business of Outdoor Grilling?
31:27

Weber is the preeminent decades-old outdoor grilling business that enthusiasts love. Traeger is the up-and-coming disruptor looking to convert every grill master into a wood pellet grill owner. Which of these newly public businesses is setting itself a part from the competition? Join Motley Fool analysts Asit Sharma and Emily Flippen as they discuss these questions and more in today’s episode. 

Stocks: Weber (WEBR), Traeger (COOK)

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Sep 07, 2021
Tech: 3 Stocks We Just Bought
28:34

We talk our own book on today's show, bringing you three different companies we've added to our own portfolios over the past few weeks.

Tune-in for breakdowns on Spotify's ad business, why Lemonade not taking Jason as a customer on was a good thing, and how Etsy is keeping e-commerce crafty.

Stocks: SPOT, ETSY, LMND

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Sep 03, 2021
Energy: Desktop Metal CPO Arjun Aggarwal Talks 3D Printing
30:49

Desktop Metal CPO Arjun Aggarwal joins the show to discuss 3D printing and Desktop Metal’s aim to help it cross the chasm from prototyping parts to full-scale mass production.

Stocks Mentioned: DM

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Sep 02, 2021
Wildcard: Ziprecruiter IPO Breakdown
27:50

Asit Sharma joins the show to break down Ziprecruiter’s direct listing

 

Stocks Mentioned: ZIP

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Sep 01, 2021
CG: Humbling Ourselves with Retail Earnings
27:34

Motley Fool analysts Asit Sharma and Emily Flippen break down two recent retail earnings reports and discuss how the businesses are performing, their expectations for the future, and where they’ve each gone wrong in their past analysis.

Stocks: Dicks Sporting Goods (DKS), Best Buy (BBY)

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Aug 31, 2021
Financials: 2 Fintech Stocks That Soared This Week
24:12

In this week's installment of Industry Focus, host Jason Moser and Fool.com contributor Matt Frankel, CFP, discuss why Bill.com's (NYSE: BILL) earnings sent the already high-flying stock soaring. Plus, Affirm (NASDAQ: AFRM) wins the buy-now-pay-later lottery with a new partnership with Amazon.com (NASDAQ: AMZN). We'll break down the key takeaways from these stories and much more!

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Aug 30, 2021
Tech: Crypto + A Foolish Portfolio
31:05

This episode features a session from our recent member event FoolFest! Motley Fool Germany analyst Bernd Schmid walks host Kate Herman through his outlook on crypto -- the opportunity, most interesting applications, and how to tell pretenders from contenders as investment opportunities.

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Aug 27, 2021
Energy: Home Depot + Lowe’s Earnings
25:53

Motley Fool Analyst John Rotonti returns to the show to take a look at Home Depot and Lowe’s recent earnings reports. 

Stocks Mentioned: HD, LOW

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Aug 26, 2021
Wildcard: Hims and Hers
33:38

Today we go into a consumer brand and telehealth provider: Hims and Hers. They've developed direct relationships with consumers, making it easier to access generic drugs and wellness products in the men's and women's health space. They're expanding into new segments, including mental health, while bringing down barriers. We talk about how this model has lead to ridiculously high margins, but also competition, and how we're looking at the company's prospects.

Stocks: HIMS

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Aug 25, 2021
CG: Checking in on the Fashion E-Tailers
26:23

From luxury goods to second-hand resale, online retailers can do it all. But how are they faring mid-year? Join Motley Fool analysts Asit Sharma and Emily Flippen as they discuss some of the most popular fashion e-tailers on the market. 

Stocks: Poshmark (POSH), Revolve (RVLV), ThreadUp (TDUP), FarFetch (FTCH), The RealReal (REAL)

Aug 24, 2021
Financials: Robinhood Earnings and a SPAC Disappointment
22:46
Here's the top stories from the financial sector this week.
Intro: In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, dig into the first earnings report Robinhood (NASDAQ: HOOD) has issued as a public company. Also, we recently learned Wells Fargo (NYSE: WFC) reversed course on a not-so-popular adjustment to its business, and Matt thinks it's a welcome change. Finally, Bill Ackman's mega-SPAC Pershing Square Tontine Holdings (NYSE: PSTH) has made a major strategy change, and it could be time for investors to move on.
Aug 23, 2021
Tech: Free Investing Tools
33:54

Today we take a break from talking about specific companies to loop listeners in on our go-to free resources for information on companies. We give a rundown of our favorite primary and secondary resources for information and spend some time talking about the decision that leveled the playing field for the average investor.

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Aug 20, 2021
Energy: Palantir Earnings
24:27

Lou Whiteman joins the show to take a look at Palantir earnings, their gold purchase, and more!

Stocks Mentioned: PLTR, BAH, SAIC, LDOS

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Aug 19, 2021
Wildcard: Interview with Latch Co-Founder and CEO Luke Schoenfelder
21:26

Wildcard Wednesday host Jason Moser sits down with Latch co-founder and CEO Luke Schoenfelder. Tune in as they talk about Latch's most recent quarterly results, the opportunities the company is focused on going forward, and much more! LTCH 

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Aug 18, 2021
CG: Going Bananas for Dole
26:42

As a global leader in fresh fruit and vegetables, Dole is headed to public markets (and is planning on bringing a long history of dividends with it). Join Asit Sharma and Emily Flippen as they discuss the business of produce and if Dole is an attractive investment to consider for dividend and growth investors alike. 

Stocks: Dole (NYSE: DOLE)

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Aug 17, 2021
Financials: Earnings From 2 Of Our Favorite Small Caps and More
21:25

In this week's episode of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP, and host Jason Moser dig into the latest results from Boston Omaha (NASDAQ: BOMN) and Latch (NASDAQ: LTCH), two of their favorite small cap stocks to follow. Plus, Frankel gives his take on the merger of top gaming REITs VICI Properties (NYSE: VICI) and MGM Growth Properties (NYSE: MGP). Finally, you'll hear why Frankel is keeping an eye on 23andMe (NASDAQ: ME) this week, while Moser is looking at fintech disruptor SoFi (NASDAQ: SOFI). 

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Aug 16, 2021
Tech: Wix, Squarespace, Trade Desk
25:51

We've got quarterly updates from companies we've talked about plenty on the show -- Squarespace, Wix, and The Trade Desk.In the show, we explore the stellar results from each business, and why they didn't seem to matter to the market.

Stocks: TTD, SQSP, WIX

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Aug 13, 2021
Energy: How Procore Is Changing Construction (w/ Founder and CEO Tooey Courtemanche)
31:48

Procore, a leading provider of construction management software, recently came public back in May 2021. Today, Procore Founder and CEO Tooey Courtemanche joins the show to share how Procore is bringing construction into the 21st century. 

Stocks Mentioned: PCOR, SHOP, SNOW, MSFT

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Aug 12, 2021
Wildcard: PLBY Not Playboy w/ PLBY Group CEO Ben Kohn
27:25

PLBY Group CEO Ben Kohn joins the show to discuss how he and his team are transforming Playboy from a content company focused on selling to men into a lifestyle brand primarily selling products to women.

Stocks Mentioned: PLBY, VSCO

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Aug 11, 2021
CG: Is DLO more JLo or Oh-no?
46:05

dLocal is one of the newest global payment processors to excite investors with its public offering. But does dLocal have the chops to succeed in an increasingly competitive space? Join Asit Sharma and Emily Flippen as they discuss if DLO’s risks outweigh its returns. 

Stocks: dLocal (NASDAQ: DLO)

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Aug 10, 2021
Financials: Berkshire Hathaway's Business Bounces Back
25:29

On this week's episode of Industry Focus: Financials, host Jason Moser and longtime Fool.com contributor Matt Frankel, CFP, dive into Berkshire Hathaway's (NYSE: BRK.A)(NYSE: BRK.B) latest earnings and the key points investors need to know. Also, Matt and Jason answer a listener question about using bonds as an alternative to savings accounts, and they give listeners two stocks to watch in the coming week and beyond.

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Aug 09, 2021
Tech: Fiverr Slumps, MercadoLibre Keeps Rolling
28:39

The two companies went in opposite directions after reporting strong results. We talk through why the freelance marketplace operator and Latin American e-commerce giant are both doing just fine.

Stocks: MELI, FVRR

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Aug 06, 2021
Energy: Biden's EV Executive Order & Big Auto Earnings
38:45

Nick Sciple and John Rosevear break down Biden's EV executive order and take a look at earnings for Ford, GM, BMW, Ferrari, and more!

Stocks: F, GM, BMWYY, RACE, TSLA

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Aug 05, 2021
Wildcard: Should Investors Pick Apart AppHarvest?
30:01

As one of the newest businesses at the forefront of AgTech, AppHarvest (APPH) has the ambitious goal to revolutionize the way the United States supplies its produce. Join Motley Fool analysts Clay Bruning and Emily Flippen as they present their bullish and bearish thesis for the business and discuss if the risks are worth the reward.

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Aug 04, 2021
CG: Seltzer and Stocks
44:59

Last week proved to be a week of reckoning for many consumer-facing brands, including Boston Beer and Pinterest who each saw their stocks cut by a quarter after weaker-than-expected earnings reports. Has the market overreacted to these stock market darlings? Or was their decline on lofty valuations inevitable? Join Motley Fool analysts Asit Sharma and Emily Flippen as they discuss. 

Stocks: Boston Beer (SAM), Constellation Brands (STZ), Pinterest (PINS), Upwork (UPWK)

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Aug 03, 2021
Financials: PayPal, Square, and 3 New SPAC Deals to Watch
37:24

Earnings season is now well underway, and not only have we heard from two of our favorite fintech heavyweights, PayPal (NASDAQ: PYPL) and Square (NYSE: SQ), but we also learned that Square is making a monster acquisition. Plus, Fool.com contributor Matt Frankel, CFP, discusses three recently announced SPAC deals he's watching -- Nextdoor, Vacasa, and Sky Harbour. 

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Aug 02, 2021
Tech: Checking in on Pinterest, Upwork and Microsoft
39:24

It's earnings season and we're catching up on new results from some heavily followed Fool stocks.

We explore the numbers behind Pinterest's 20% dip post earnings, how Upwork is finding accelerating growth, and why Microsoft could become the world's largest company some day.

Stocks: PINS, UPWK, MSFT

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Jul 30, 2021
Energy: July 2021 News Roundup -- What’d I Miss
33:45

With Nick returning from his honeymoon, Lou Whiteman joins the show to bring us up to speed on stories we missed in July, including Boeing, Lockheed Martin, Tesla, and XPO Logistics earnings. 

Stocks Discussed: BA, LMT, TSLA, XPO, GXO

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Jul 29, 2021
Wildcard: The Hidden Power Individual Investors Hold
24:31

Last week was FoolFest, our annual (this year virtual) event open to all Motley Fool US premium members.

Today we're bringing you on of our favorite sessions from the event -- Retail Rise Up: The Hidden Power Individual Investors Hold. Analysts Bill Mann, Maria Gallagher, and Alyce Lomax walked through the advantages average folks have as investors and the growing power and influence retail investors hold in the market.

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Jul 28, 2021
CG: Finding a Focus on Fit
44:02

As the largest direct-to-consumer retailer of plus-size women’s clothing in the US, Torrid is looking to change the way consumers think about making clothing purchases. But is Torrid revolutionary or just rehashing the past? Join Motley Fool Analysts Asit Sharma and Emily Flippen as they dive into this recent IPO. 

Stocks: Torrid Holdings (NYSE: CURV)

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Jul 27, 2021
Financials: The Current State of Real Estate with Matt Argersinger
25:24

On this today’s episode of Industry Focus: Financials host Jason Moser sits down with Millionacres Lead Advisor Matt Argersinger. Tune in as they discuss how investors should view the real estate market today, the future of commercial real estate, some of Matt's favorite stocks in the space, and much more!

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Jul 26, 2021
Tech: Blend and the Simplification of Consumer Finance
36:05

If you've bought a home or refinanced in the past few years, you may have interacted with Blend and not even realized it! The newly public company is focused on bringing consumer financial products like mortgages and auto loans into the 21st century with digital-first options.

Easy uploads, fast pre-approvals, it all sounds great. We talk through the business and see how it stacks up.

Stocks: BLND, RKT

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Jul 23, 2021
Energy: Investing in Africa
26:17

Africa resident and Millionacres analyst Tyler Crowe joins Motley Global Partners Advisor Bill Mann and Industry Focus Host Nick Sciple for an introduction to the African economy and a look at some of the trends that are setting the continent up to become one of the world’s fastest growing regions. 

Stocks Mentioned: JMIA, AMT, NSRGY, VOD, ORAN, BUD, UL, PYPL

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Jul 22, 2021
Wildcard: Interns, Earnings and Stock Pitches!
31:01

On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser sits down with two of The Motley Fool's summer investing interns, Zane Fracek and Graham Haederle. Tune in as they discuss the latest earnings reports from Intuitive Surgical and Chipotle as well as the two stocks they recently pitched to the The Fool's investing team!

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Jul 21, 2021
CG: Returning to Restaurants
36:13

Motley Fool intern Haddiya Noor joins the show to chat about how the restaurant industry has handled the pandemic, including how it’s dealing with changing consumer trends as well as the current labor shortage before diving into a handful of businesses.


Stocks: McDonalds (MCD), Yum Brands (YUM), Yum China Holdings (YUMC), Chipotle (CMG), WingStop (WING), Darden (DRI)

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Jul 20, 2021
Financials: Second Quarter Bank Earnings Recap
27:08

We've now heard from all of the big banks, so on this week's Industry Focus: Financials, Matt and Jason are digging into the results. They're diving into the latest numbers from JPMorgan Chase (NYSE: JPM), Bank of America (NYSE: BAC), Wells Fargo (NYSE: WFC), and Goldman Sachs (NYSE: GS). Plus, we just learned that Bill Ackman's SPAC deal isn't going to happen, so what does it mean for Pershing Square Tontine Holdings (NYSE: PSTH) and its shareholders?

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Jul 19, 2021
Tech: 8 2021 IPOs in 40 Minutes
38:53

Almost a quarter of our shows so far in 2021 have been breakdowns of newly public companies.

On today's show, we revisit all the businesses we looked at in the first half of the year, get up to speed on their latest results, and talk about which ones are our favorites.

Stocks: OLO, PATH, S, GLBE, SQSP, KNBE, RAAC, AFRM.

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Jul 16, 2021
Energy: NPR’s Jacob Goldstein on Bitcoin, Inflation, and the Economy
33:33

NPR’s Jacob Goldstein returns to the show for a wide-ranging conversation with Jason Hall and Nick Sciple about the cryptocurrency market, inflation, housing, and more. 

Investments Discussed: Bitcoin

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Jul 15, 2021
Wildcard: The Next Nano-X, But With Less Risk
28:03

HyperFine is looking to head to public markets with the lofty goal of disrupting the MRI market with the first FDA-approved portable MRI machine. Join Brian Feroldi and Emily Flippen as they break down HyperFine’s roadshow and unpack this recent SPAC. 

Stocks: HealthCor Catalio Acquisition Corp (HCAQ)

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Jul 14, 2021
CG: Has Crocs Overcome Getting off on the Wrong Foot?
42:14

Crocs is perhaps the most controversial footwear brand of all time, creating both blind loyalists and uncompromising cynics. Regardless of what side of the fence you may fall on, Crocs have skyrocketed in popularity over the past few years as brand deals, endorsements, and Gen Z flocked to the Croc. Join Motley Fool Analysts Asit Sharma and Emily Flippen as they take a look at where Crocs has been and if the best is still yet to come.

*** Editor's note: In the podcast and in the accompanying transcript below, our analysts described Croc's Croslite formulation as "patented." This was an error. Croc's croslite formulation is proprietary, but not patented.

Stocks: Crocs (CROX)

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Jul 13, 2021
Financials: Earnings Season, SPACs, and More
34:11

Wells Fargo (NYSE: WFC) recently decided to shut down its personal lines of credit business. Why did the bank make this move, and is it unfair to customers? Plus, SPACs are back in the news after Virgin Galactic's (NYSE: SPCE) successful flight with founder Richard Branson. Plus, host Jason Moser and Fool.com contributor discuss what they'll be watching as banks report their earnings later this week. 

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Jul 12, 2021
Tech: Bienvenu Duolingo!
33:14

We talk Duolingo (and a bit of Spanish and French) on today's episode.

Listen in for a breakdown of how this app uses the freemium model to make language education easy and accessible, whether the company's books look bien or mal, and why the CEO's track record is something to be excited about.

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Jul 09, 2021
Energy: Is Linde lindy?
33:21

Motley Fool Senior Analyst John Rotonti joins the podcast to break down the industrial gas industry and the case for investing in industrial gas giant (and Dividend Aristocrat) Linde.

Stocks Discussed: LIN, APD, AIQUY

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Jul 08, 2021
Wildcard: Can These Stocks Deliver 10x Returns?
35:08

Join Brian Feroldi as he walks you through three small cap healthcare companies that may have flown under your radar with the aim of answering the question every investor wants to know: can this business result in 10x returns? 


Stocks: Progyny (PGNY), Pulmonx (LUNG), and Nano-X Imaging (NNOX)

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Jul 07, 2021
CG: The Next Decade of Dating
45:16

Join Analysts Asit Sharma and Emily Flippen as they take a look at the online dating industry, including dating trends coming out of the coronavirus pandemic as well as two of the biggest competitors: Match Group (MTCH) and Bumble (BMBL)

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Jul 06, 2021
Energy: Canada Day Special
34:21

The Motley Fool Canada’s Iain Butler and Jim Gillies join the podcast for a special Canada Day edition of Industry Focus. We give an overview of the Canadian stock market, share a few Canadian stocks to watch, and more!

Stocks Discussed: BB, SHOP, RY, BAM, TSE: BAM.A, TSE: ENGH, LULU, TSX:CSU.TO, CNSWF, TSX:CMG, ABCL

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Jul 01, 2021
Wildcard: The Race for Space with Author Christian Davenport
28:08

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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Jun 30, 2021
CG: Raking in the Dough with Krispy Kreme
44:29

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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Jun 29, 2021
Financials: Big Banks Passed Their Stress Tests and Visa Makes a Major Acquisition
31:19

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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Jun 28, 2021
Tech: 3 Tech Stocks Down Big. Should They Be?
35:19

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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Jun 25, 2021
Energy: The Lordstown Motor Saga, Solid State Batteries, Amazon, and More
31:26

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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Jun 24, 2021
Wildcard: Qualcomm Is Making Big Investments in 5G
21:06

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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Jun 23, 2021
CG: More than Just a Lottery Cricut
44:43

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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Jun 22, 2021
Financials: Inflation Concerns and a Very Large SPAC Deal
37:58

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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Jun 21, 2021
Tech: Piecing Together Confluent
28:17

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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Jun 18, 2021
Energy: Tracy Shuchart (@Chigrl) On Oil and Commodities
28:00

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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Jun 17, 2021
Wildcard: The LinkedIn Of Healthcare
37:39

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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Jun 16, 2021
CG: DingDong's IPO May Ring Investors' Bell, But Miss Fresh Is Already Stale
48:32

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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Jun 15, 2021
Financials: Warren Buffett Doubles Down on Brazil and U.S. Consumers Are Spending More Than Pre-COVID
30:23

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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Jun 14, 2021
Tech: Cybersecurity + AI = SentinelOne
32:25

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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Jun 11, 2021
Energy: Bezos, Battleships, and Boeing
23:31

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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Jun 10, 2021
WIldcard: Legal Tech IPOs (LegalZoom + Intapp)
46:20

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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Jun 09, 2021
CG: Can Vimeo be the Video of the Future?
49:38

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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Jun 08, 2021
Financials: A Fintech IPO to Watch and a Very Complex SPAC Deal
30:38
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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Jun 07, 2021
Tech: The Industry Powering the Digital Revolution
33:06

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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Jun 04, 2021
Energy: Dividends and a Pipeline Bidding War
19:28

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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Jun 03, 2021
Wildcard: Trying on Figs
52:57

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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Jun 02, 2021
CG: Turning Trash into Treasure
53:33

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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Jun 01, 2021
Tech: Hip to Be Squarespace?
48:01

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

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May 28, 2021
Energy: Ford’s Electric Vehicle Strategy
29:54

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

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May 27, 2021
Wildcard: An Interview with AppHarvest Founder and CEO Jonathan Webb
29:53

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

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May 26, 2021
CG: Revisiting our Pandemic Winners and Losers
40:16

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. 


Stocks: Target (TGT), Dicks Sporting Goods (DKS), Lowes (LOW), Home Depot (HD), Poshmark (POSH), ThreadUp (TDUP), TattooedChef (TTCF)

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May 25, 2021
Financials: Inflation, Cryptocurrencies, and Fintech IPOs
31:18
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. 

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May 24, 2021
Tech: Stocks That Roared Back
48:54

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

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May 21, 2021
Energy: Why NVR Is a Top Homebuilding Stock
29:42

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

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May 20, 2021
Wildcard: DraftKings CEO Jason Robins on The Business of Sportsbetting
28:38

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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May 19, 2021
CG: Honestly Great or an Honest Mistake?
38:17

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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May 18, 2021
Financials: Upstart Earnings, Financial Inclusion, and Cash-Rich Companies
35:30

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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May 17, 2021
Tech: Watch List Earnings Roundup
44:50

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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May 15, 2021
Energy: Palantir, Virgin Galactic, and Transdigm Earnings Breakdown
26:55

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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May 13, 2021
Wildcard: Is Nelnet a Hidden Gem?
36:05

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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May 12, 2021
CG: Should Investors be Sweating Peloton?
35:12

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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May 11, 2021
Financials: It's Crypto Monday!
32:34

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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May 10, 2021
Tech: Square’s Bitcoin Bump
38:21

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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May 07, 2021
Energy: GM Earnings, Argo’s Autonomy News, and More
34:37

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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May 06, 2021
Wildcard: The Next Intuitive Surgical?
32:00

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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May 05, 2021
CG: Wow, No Cow!
46:24

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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May 04, 2021
Financials: 5 Key Takeaways From Berkshire Hathaway's Annual Meeting
39:02

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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May 03, 2021
Tech: Stellar Earnings From Amazon, Facebook, and Shopify
39:42

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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Apr 30, 2021
Energy: Earnings Roundup (Enphase, Tesla, Nucor, UPS)
32:55

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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Apr 29, 2021
Wildcard: 5G & the Digital Economy with Esoterica Capital's Bruce Liu
46:37

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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Apr 28, 2021
CG: Amazon Roll-upperators
42:14

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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Apr 27, 2021
Financials: Big Bank Earnings Recap -- Prepare to Be Impressed
40:02

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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Apr 26, 2021
Tech: A New Play on Cybersecurity
30:11

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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Apr 23, 2021
Energy: SpaceX to the Moon + A Railroad Bidding War
24:54

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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Apr 22, 2021
Wildcard: Can 10x Genomics 10x?
31:36

 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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Apr 21, 2021
CG: Getting Blunt About Cannabis Stocks
35:58

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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Apr 20, 2021
Financials: Beyond the Tank: An Interview With Shark Tank's Robert Herjavec and Daniel Lubetzky
30:34

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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Apr 19, 2021
Tech: Checking in on 2020 IPOs
40:54

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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Apr 16, 2021
Energy: EV Charging
30:26

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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Apr 15, 2021
Wildcard: Brett Perlman on Blackouts and the Future of Texas Energy
31:44

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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Apr 14, 2021
CG: Checking in With At-Home Fitness
45:12

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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Apr 13, 2021
Financials: 3 Key Takeaways From Jamie Dimon's Annual Letter
30:37

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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Apr 12, 2021
Tech: The Next Snowflake?
27:24

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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Apr 09, 2021
Energy: Biden’s Infrastructure Proposal
26:33

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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Apr 08, 2021
Wildcard: Nanox and Understanding the Risk/Reward Spectrum
34:50

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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Apr 07, 2021
CG: Heading Back to School with Coursera
48:51

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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Apr 06, 2021
Financials: Upstart's 250% Gain, Coinbase's Public Debut, and the SPAC Slowdown
30:57
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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Apr 05, 2021
Energy: Blue Collar Technology
43:48

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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Apr 01, 2021
Wildcard: The Future of the Massive Home Furnishings Market
33:32

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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Mar 31, 2021
CG: Are These Boots Made For Walking?
42:27

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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Mar 30, 2021
Financials: IPOs, SPACs, and Bank Buybacks
32:45

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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Mar 29, 2021
Tech: Microsoft Sows Gaming Discord
25:23

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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Mar 26, 2021
Energy: KSU and CP’s Record Railroad Merger + Trouble in the Suez
24:09

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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Mar 25, 2021
Wildcard: Can you sleep easy with these growth stocks?
35:26

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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Mar 24, 2021
CG: ThreadUP and the Business of Digital Resale
48:03

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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Mar 23, 2021
Financials: An Interview with AppHarvest President David Lee
24:52

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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Mar 22, 2021
Tech: 50 Shades of Berkshire Grey
29:58

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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Mar 19, 2021
Energy: Volkswagen and BMW Have Big EV Announcements, Lordstown Faces Down a Shortseller
40:05

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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Mar 18, 2021
Wildcard: Investin’ in Wrasslin’
42:14

 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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Mar 17, 2021
CG: Getting in the Game with Coupang
46:35

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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Mar 16, 2021
Financials: 3 SPACs That Should Be on Your Radar
34:45

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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Mar 15, 2021
Tech: Global-E - International Stock of Mystery
37:17

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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Mar 12, 2021
Energy: Copart -- Making Money From Totaled Cars
33:48

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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Mar 11, 2021
Wildcard: Interview with Steel Sky Ventures' Maria Velissaris and Buffy Alegria
26:15

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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Mar 10, 2021
CG: Cashing in on CoinBase
44:25

As one of the largest cryptoasset platforms in the world, CoinBase is gearing up to hit public markets through a direct listing. Join Motley Fool Analyst Asit Sharma and Emily Flippen as they sift through CoinBase’s business and attempt to demystify an emerging asset class taking the world by storm.

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Mar 09, 2021
Financials: An Interview With Latch's CEO and 2 Other SPACs On Our Radar
36:00
In this week's installment of Industry Focus: Financials, we have week two of our four-part series on SPACs. The show starts with Fool.com contributor Matt Frankel, CFP, interviewing Luke Schoenfelder, CEO of property technology company Latch, which recently announced plans to go public via TS Innovation Acquisition (NYSE: TSIA). Then, Matt and host Jason Moser take a closer look at two other blank check companies on their radar. 

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Mar 08, 2021
Tech: Tumultuous Tech Tumble
31:31

Banner results from 2020 darlings haven't turned into strong 2021 returns.We talk about the tech landscape in 2021, how a recovery economy affects high growth businesses, and look at earnings results from MercadoLibre, Zoom, and Cloudflare.

Stocks: MELI, ZM, NET

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Mar 05, 2021
Energy: AerCap Earnings and Buffett’s Annual Letter
34:30

Motley Fool Canada Advisor Jim Gillies joins the podcast to share his thoughts on aircraft lessor AerCap Holdings following its recent earnings report and on Berkshire Hathaway CEO Warren Buffett’s annual letter to shareholders. 

Stocks Mentioned: AER, BRK.A, BRK.B

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Mar 04, 2021
Wildcard: Swinging for the Fences in Healthcare!
36:23

On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser and The Motley Fool's Brian Feroldi take a closer look at 3 companies in the healthcare space that possess many of the characteristics of investments that have the potential to offer patient investors 10X returns!

Stocks: DMTK OM TMDX

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Mar 03, 2021
CG: FarFetch and the Business of Luxury E-tailing
44:21

Motley Fool analyst Yasser El-Shimy makes his Industry Focus debut as he joins host Emily Flippen to talk about one of the largest and most successful e-retailer of luxury goods: Farfetch (FTCH).

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Mar 02, 2021
Financials: An Interview With Payoneer's CEO and 2 SPACs We're Watching
44:01
In this week's installment of Industry Focus: Financials, Fool.com contributor and SPAC investor Matt Frankel interviews Scott Galit, CEO of Payoneer, a fintech disruptor that recently agreed to go public via merger with FTAC Acquisition(NYSE: FTOC). Then, Frankel and host Jason Moser discuss two other SPACs investors might want to put on their radar -- one value-seeking SPAC that just agreed to take a data center operator public, and one SPAC sponsored by a retail heavyweight that just launched. 

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Mar 01, 2021
Tech: Whoa Olo!
35:53

We're back on the S-1 hunt, this time looking at the books for Olo, a SaaS provider that helps big brand restaurants stand up their digital storefronts and make delivery happen.

It's a high growth business in a booming market and it's surprisingly profitable. We explain why it'll be near the top of our watch lists once it is public.

Stocks: OLO

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Feb 26, 2021
Energy: Gold, Bitcoin, and You
35:54

This week, Jason Hall and Anand Chokkavelu join the podcast to discuss the role gold, bitcoin, and other so-called “alternative” assets can play in an individual investor’s portfolio.

 

Stocks/Cryptocurrencies Mentioned: Bitcoin

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Feb 25, 2021
Wildcard: Is Clover Health a Disruptor or Distractor?
41:16

Clover Health (NASDAQ: CLOV) has been one of the most controversial Medicare insurance providers since being brought public by Social Capital and Hedosophia. In this Wildcard episode, Motley Fool contributor Jason Hall and analyst Emily Flippen discuss Clover’s business, its unique value proposition, and then debate if the controversial short-seller report should have investors running for the door.

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Feb 24, 2021
CG: Gettin’ Head Rover Heels
50:46

As a platform for pet services such as dog boarding and cat sitting, Rover has made a name for itself among a growing number of pet parents across the United States. But does this small company have what it takes to make it as a public investment? Fool Analysts Asit Sharma and Emily Flippen break down this business before it hits markets.

Stocks: Nebula Carvel Acquisition Corp (NASDAQ: NEBC), Rover (N/L: ROVR)

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Feb 23, 2021
Financials: Here's What Warren Buffett Has Been Buying and Selling
39:57

In this week's installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a look at the latest 13-F filing from Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B) to see what stocks Warren Buffett and his team have been buying and selling. Plus, Paycom (NASDAQ: PAYC) had a decent quarter but the stock is down, so Jason takes a closer look at the numbers. And finally, Matt's pick for the best financial stock of 2021, Wells Fargo (NYSE:WFC) has been firing on all cylinders -- could there be more room to climb?

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Feb 22, 2021
Tech: 3 Monster Earnings Reports
29:44

We've finally got full-year figures from Shopify, Twilio, and Palantir -- three businesses that had absolutely banner 2020s.

We explore Shopify's growth acceleration, Palantir's commercial efforts paying off, and Twilio's rising cash hoard.

Stocks: TWLO, SHOP, PLTR

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Feb 19, 2021
Energy: The Texas Blackouts
24:48

Motley Fool Contributor Jason Hall joins the show to break down what happened with the blackouts in Texas and potential impacts it could have across the energy and industrial sectors. 

 

Stocks Mentioned: LGIH, PGE, OXY, CVX, PAA

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Feb 18, 2021
Wildcard: Bumble, Match, and the Online Dating Market
41:38

Online dating is taking over the world. This week, Luis Sanchez and Meilin Quinn join the podcast to discuss the online dating trend and two of its biggest players: Bumble and Match Group.

 

Tyro Partners 2019 Dating Paper

Stocks Mentioned: BMBL, MTCH

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Feb 17, 2021
CG: Curious About CuriosityStream
44:24

CuriosityStream (NASDAQ: CURI) is one of the newest video-on-demand subscription services to hit the public markets, but it is the best? Join Motley Fool analysts Asit Sharma and Emily Flippen as they talk about this unique play on subscription streaming and if CuriosityStream has piqued their portfolio’s curiosity.

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Feb 16, 2021
Tech: Twitter's Uber-good Quarter Crosses the Blackline
33:41

We make sense of a flood of tech earnings, with check-ins on recent results from Uber, Blackline, and Twitter.

Listen in for explanations on how meal delivery saved Uber's bacon in 2020, what's behind Twitter's recent surge, and how a sleepy accounting software business keeps putting up great returns.

Stocks: UBER, TWTR, BL

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Feb 12, 2021
Energy: David Gardner Talks Rulebreakers in Energy & Industrials
47:43

Motley Fool Co-Chairman, Chief Rulebreaker, and host of the Motley Fool’s Rulebreaker Investing Podcast joins the show to discuss his approach to investing and several energy and industrials themes Nick identified in David’s Stock Advisor and Rulebreakers picks. 

Stocks Mentioned: CNI, WM, DAR, TSLA, PRLB, NEE, SEDG

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Feb 11, 2021
Wildcard: Checking in on 2020 HC IPOs
31:34

We're back with another check-in on new companies discussed last year!

In this episode we look at results from GoodRx, Inari, and Amwell.

Stocks: AMWL, GDRX, NARI

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Feb 10, 2021
CG: Falling Back in LoveSac
42:55

For many investors, LoveSac (NASDAQ: LOVE) may conjure images of stained bean bags or low-end malls, but this reformed retailer of “sacs” and “sactionals” has completely reinvented its image and business over the past few years. Join Asit Sharma and Emily Flippen as they discuss if they love LoveSac enough to add it to their watchlist.

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Feb 09, 2021
Financials: Bill.com Earnings, Lemonade's New Product, and the Latest Fintech SPAC IPO
39:06

Several months ago, we did an episode of Industry Focus: Financials about two stocks we planned to add to our portfolios at the time -- Bill.com (NASDAQ: BILL) and Lemonade (NYSE: LMND). Well, Bill.com just demolished earnings expectations and Lemonade has rolled out its new term life insurance product, so it's time for another look. Plus, Jason and Matt take a look at Payoneer, the latest Fintech company to go public via SPAC merger, they look at some of the most heavily shorted financial and real estate stocks and tell listeners why General Motors (NYSE: GM) and Affirm (NASDAQ: AFRM) are on the top of their watch lists this week. 

 

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Feb 08, 2021
Tech: Twilio CEO Jeff Lawson
29:32

Today we bring you a conversation from our member livestream Motley Fool Live.

Twilio CEO Jeff Lawson joins David Gardner and Tim Beyers to talk through building good organizations, what a developer-first culture looks like, and other insights from his recent book Ask Your Developer.

Stocks: TWLO

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Feb 05, 2021
Energy: SpaceX News, Boeing's Troubles & UPS Earnings
24:25

It’s a grab bag of topics on this week’s episode as Lou Whiteman joins the show to break down the good and bad news that’s coming out of SpaceX, the latest plane troubles, at Boeing, UPS earnings, and more. Listen to the end to hear about Lou and Nick’s favorite shipping/logistics stock: XPO Logistics. 

Stocks Mentioned: BA, UPS, FDX, XPO, AMZN

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Feb 04, 2021
Wildcard: The Gang Digs Into A New Healthcare IPO
24:02

Wildcard Wednesday host Jason Moser and The Motley Fool's Brian Feroldi take a closer look at Ortho Clinical Diagnostics' debut on the public markets to see if this healthcare stock is one worth watching.

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Feb 03, 2021
CG: BarkBoxing up the Right Tree
32:30

Join the Motley Fool’s Brian Feroldi and Emily Flippen as they talk about one of the newest pet plays on the market today: BarkBox. Can this pet subscription box business break out of the confines faced by other subscription businesses? Feroldi and Flippen break down BarkBox's unit economics and more on today’s episode. 

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Feb 02, 2021
Financials: Robinhood, SoFi, and 2 IPOs We're Watching
34:48

In this installment of Industry Focus: Financials, Fool.com contributor and host Jason Moser give their take on the short squeeze situation, as well as the issues surrounding Robinhood's decision to limit trading in several high-volume tickers. Plus, we'll dive into the upcoming IPO of Latch, which is going public via SPAC merger with TS Innovation Acquisition (NYSE: TSIA), as well as Loan Depot's IPO, which will be the latest in a string of high-profile mortgage IPOs. Plus, we answer a listener question on Coinbase, and share two stocks we're watching this week. 

 

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Feb 01, 2021
Tech: 2020 IPOs Part 2 - JFrog, BigCommerce, ZoomInfo
21:54

This Friday we have another episode bringing the stories of 2020 S-1 shows to the present.

Tune-in for updates on JFrog, BigCommerce, and ZoomInfo.

Stocks: BIGC, JFROG, ZI

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Jan 29, 2021
Energy: Investing in Agriculture
24:36

By listener demand, this week we’re discussing agriculture stocks. Lou Whiteman joins the show to give an overview of the industry, and we share some agriculture stocks on our radar.  

Stocks Mentioned: CTVA, BAYRY, LAND, NOVS

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Jan 28, 2021
Wildcard: Can GAN Win?
33:33

On this Wildcard Wednesday, Motley Fool Analyst Clay Bruning and Host Emily Flippen talk about a small and under-the-radar play on digital gaming: Gan Limited. 

Stocks: Gan Limited (GAN)

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Jan 27, 2021
CG: Consumer Gaming with Corsair
43:17

Corsair (NASDAQ: CRSR) is one of the newest and most exciting plays in the world of high-end gaming. But is this reformed business the next best thing? Or will its reliance on hardware keep it down? Join Host Emily Flippen and Asit Sharma as they break down this interesting provider of tech gear for professional and amateur gamers alike.

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Jan 26, 2021
Financials: 2 Recent IPOs to Watch and 2 More We're Waiting For
35:38

In this week's episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, are doing an IPO roundup. First, they dive into two companies that have recently gone public -- homebuilder Dream Finders Homes (NYSE: DFH) and fintech company Affirm (NASDAQ: AFRM). Then, they'll take a closer look at what we know about upcoming IPOs for cryptocurrency exchange Coinbase and mortgage lender HomePoint Capital. Finally, Matt and Jason share why they're watching Tanger Factory Outlet Centers (NYSE: SKT) and Ameris Bancorp (NASDAQ: ABCB) ahead of their earnings announcements this week.

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Jan 25, 2021
Tech: Looking Back on 2020 IPOs
42:52

We love our S-1 shows, but last year we did so many that we didn't have much of a chance to check in on the companies once they went public!

Today we get folks up to speed on Palantir, Snowflake, Shift4 Payments and Asana.

Stocks: PLTR, SNOW, ASAN, FOUR

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Jan 22, 2021
Energy: 2021 Dividend Stocks
36:13

Motley Fool Contributor Matt DiLallo returns to the show to review our 2020 dividend stock picks and share some dividend stocks to consider in 2021

2020 dividend stocks episode

Stocks Mentioned: BIP, BIPC, EPD, NEE, BEP, BEPC, CWEN, CWEN.A, LAND

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Jan 21, 2021
Wildcard: Money with Jacob Goldstein of NPR’s Planet Money
01:01:29

What is money? Where does it come from? And how did it end up the way it is today? NPR’s Jacob Goldstein joins Jason Hall and Nick Sciple this week to discuss his work on the Planet Money podcast and his new book Money: The True Story of a Made-Up Thing. Topics include: how Planet Money selects and develops podcast topics, where money comes from, bitcoin, the future of money, and more!

Securities Mentioned: Bitcoin

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Jan 20, 2021
CG: Our 2021 Consumer Goods “Shopping” Basket
45:27

Join The Motley Fool’s Asit Sharma and Host Emily Flippen as they put their top five consumer goods companies for 2021 and beyond in their “shopping basket” and personal portfolios.

Stocks: Sleep Number (SNBR), Grocery Outlet (GO), Beyond Meat (BYND), Peloton (PTON), Dollar General (DG)

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Jan 19, 2021
Financials: An Early Look at Bank Earnings and 2 Big Fintech Stories to Watch
26:19
In this episode of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP, and host Jason Moser take a look at fourth quarter earnings from Wells Fargo (NYSE: WFC), JPMorgan Chase (NYSE: JPM), and Citigroup(NYSE: C). They also dive into Walmart's (NYSE: WMT) announcement that it plans to launch a fintech startup, as well as the scrapped merger plans between Visa (NYSE: V) and Plaid. Finally, hear why Goldman Sachs (NYSE: GS) is on Matt's radar this week, while Jason has his eye on a certain streaming giant. 

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Jan 18, 2021
Tech: A ffirm Bull Thesis
41:32

Stocks: AFRM

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Jan 15, 2021
Energy: Underappreciated Auto Stocks
37:18

Motley Fool Contributor John Rosevear joins the show to break down 2 under-appreciated automotive stocks right now: Magna International and General Motors. 

 

Stocks Mentioned: MGA, GM

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Jan 14, 2021
Wildcard: 3 Top Healthcare Stocks for 2021
35:48

Healthcare will not be forgotten! We round out last week's top stocks for 2021 theme with a wildcard day dedicated to healthcare.Tune-in for breakdowns of two profitable high-growth healthcare companies and a Fool favorite that looks like it has a lot more green field ahead of it.

Stocks: SMLR, PGNY, TDOC

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Jan 13, 2021
CG: Posh b’Gosh
45:51

Poshmark (NASDAQ: POSH) has filed its S-1 and is looking to go public on January 13th. But how does this social-media driven resale marketplace compare to others? Join Asit Sharma and Emily Flippen as they break down Poshmark’s business and discuss if this new IPO is worth a second look.

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Jan 12, 2021
Financials: 2 Fintech IPOs to Watch
33:41

Personal lending technology company Upstart (NASDAQ: UPST) went public a month ago and it's stock has nearly doubled since. In this week's Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP, and host Jason Moser discuss what Upstart does and why investors are so excited. Then, the pair take a closer look at fintech startup SoFi, which is getting set to go public via a SPAC merger with Social Capital Hedosophia Holdings V (NYSE: IPOE). And last but not least, we discuss the recent correction in bitcoin and other cryptocurrencies, and why Matt and Jason aren't likely to buy bitcoin anytime soon. 

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Jan 11, 2021
Tech: Top Stocks for 2021
33:12

We kick off 2021 with our favorite stocks for the upcoming year (but really decade) and a look back at 2020 -- our biggest winners, regrets, and the lessons from the past year.

Stocks: PINS, MELI, AAXN

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Jan 08, 2021
Energy: Top Stocks for 2021
42:11

We’re continuing our Theme Week on Top Stocks for 2021 with Jason Hall and Nick Sciple each sharing 2 of their favorite stocks for 2021. 

Texas Pacific Land Trust Podcast

Stocks Mentioned: BIP, BIPC, NVEE, BRK.B, BRK.A, TPL

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Jan 07, 2021
Wildcard: 2 More Top Stocks for 2021
30:12

Wildcard Wednesday our theme week continues as host Jason Moser and Motley Fool Ventures Vice President Brendan Mathews dive into 2 more stocks they think investors should have at the top of their list for 2021!

Stocks: WDAY, MASI

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Jan 06, 2021
Consumer Goods: Top Stocks for 2021
38:55

To kick off the first week of 2021, Asit Sharma and Emily Flippen each discuss their top picks in the consumer goods industry for the next year and beyond. Stocks: Sleep Number (SNBR), AirBnB (ABNB)

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Jan 05, 2021
Financials: 1 Bank Stock to Watch in 2021
27:37

Wells Fargo (NYSE: WFC) has underperformed the financial sector for years, and for good reasons. From its numerous scandals to the asset-cap penalty that prevents the bank from growing, Wells Fargo was hurting before the pandemic. And as the only big bank without a large investment banking operation to help offset the negative effects of the COVID-19 pandemic, Wells Fargo got hit harder than most in 2020. But on this week's installment of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP, tells host Jason Moser why he thinks this could be a great value investment as we head into the New Year.

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Jan 04, 2021
Energy: 2020 Energy and Industrials EOY Roundtable
59:09

2020 is coming to an end, and we’ve got Motley Fool Contributors Jason Hall, Matt DiLallo, and Lou Whiteman joining the show to break down the year that was and look forward to what’s coming in 2021. Topics include: Headlines for Energy/Industrials in 2020, Trends that will change and stay the same in 2021, overlooked stories from 2020, our favorite stock picks (both in the energy/industrials space and outside it), and more!

AerCap Episode

Stocks Mentioned: BRK.A, BRK.B, MTCH, RDFN, LMND, GE, AER, FDX, XPO, CWEN, CWEN.A, PSX, BOMN, MGNI, TTD

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Dec 31, 2020
Wildcard: Five questions investors should ask themselves in 2021
53:55

Should investors buy with margin? What's going on with Bitcoin and China? What 2021 IPOs should investors have on their radars? And how should we keep our investments grounded for the next year? Join The Motley Fool’s Asit Sharma and Emily Flippen as they answer the five questions investors should ask themselves as they enter the new year.

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Dec 30, 2020
CG: The Best and Worst Of 2020 Consumer Goods
34:16

Join Brian Feroldi and Host Emily Flippen as they break down some of the best - and worst! - performing consumer goods businesses in 2020. Stocks: Kirkland's (NASDAQ: KIRK), GrowGeneration (NASDAQ: GRWG), Celsius Holdings (NASDAQ: CELH), Designer Brands (NYSE: DBI), Express (NYSE: EXPR), Royal Caribbean (NYSE: RCL), Norwegian Cruise Lines (NYSE: NCLH), Carnival (NYSE: CCL).

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Dec 29, 2020
2020 Recap: Financial Sector Edition
32:59

In this week's episode of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP, and host Jason Moser take a look back on the most turbulent and interesting year in recent history. They discuss the year's biggest stories, companies that surprised them, CEOs who stood out, and more. Plus, we'll take a look back at the "bold predictions" article Matt published last December to see how things turned out 

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Dec 28, 2020
Wildcard: The 2020 IF Host Holiday Roundtable
01:00:09

It’s Christmas week, and we’ve got all the Industry Focus Hosts together to discuss the year that was 2020. Topics include: Sector headlines for 2020, Things to Watch for 2021, Investing Lessons from 2020, Things We Got Wrong, New Years Investing Resolutions, and Our Favorite Stocks Right Now.

No Industry Focus on 12/24, 12/25. Shows will resume on 12/28

Stocks Mentioned: NCNO, DOCU, AAXN, MTCH, TSLA, PTON, PYPL, SQ, XOM

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Dec 23, 2020
CG: Pandemic Pets
21:46

It should come as no surprise that the pandemic has accelerated growth in the pet industry. It should come as even less surprise that e-commerce pet retailers, like Chewy, have been natural beneficiaries of this growth. What may come as a surprise, however, is a recent company’s plan to IPO. Should investors be excited about PetCo’s S-1? Join Asit Sharma and Emily Flippen as they talk about Chewy’s latest quarter and if investors should be drooling over PetCo. 

Stocks: Chewy (CHWY), PetCo (N/L: WOOF)

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Dec 22, 2020
Financials: Mr. Wonderful is All-In on Financial Literacy
31:49

This week's installment of Industry Focus: Financials is a special one. Kevin O'Leary, Shark Tank star, entrepreneur, and financial literacy advocate joins host Jason Moser and Fool.com contributor Matt Frankel, CFP on the show to talk about his new investment app Beanstox (available on Google Play or on the App Store). O'Leary talks about why we have such a problem with financial literacy in the United States, how the COVID-19 pandemic has transformed the business world, and much more. You don't want to miss this one.

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Dec 21, 2020
Tech: Best Tech Stocks of 2020
35:38

We run through the biggest winners year-to-date in the tech sector, explain what drove them to multibagger status in 2020, and debate whether the good times will continue

Stocks:  JMIA, EXPI, APPS, FVRR, OSTK, VERI

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Dec 18, 2020
Energy: Quantumscape, Luminar, and Investing in Auto Tech
36:31

Motley Fool Senior Auto Analyst John Rosevear joins the show to break down two hot IPOs in the automotive space, Quantumscape and Luminar. We discuss Quantumscape’s recent revelation about its solid state battery technology, take a look at what Luminar is doing in Lidar, and we break down the investment prospects for both. Finally, John shares the trends he’ll be watching for in autos as we head into 2021.

Stocks Mentioned: QS, LAZR, TM, VWAGY, VLDR, INTC, GM, F, TSLA, NIO, CGRO, IPV

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Dec 17, 2020
Wildcard: The Onset of Outset
42:45

We unpack a recent S-1 from dialysis disruptor Outset Medical. This business is trying to bring treatment into patient homes and dramatically bring down the costs in a market worth over $70 billion.

Stocks: OM

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Dec 16, 2020
CG: Has StitchFix Been Fixed?
23:05

Up nearly 70% in the past week alone, StitchFix’s most recent quarter has many investors feeling like they may have missed out on this e-commerce clothing retailer. But is StitchFix really fixed? Or is the sudden stock rise a product of something else entirely? Join Asit Sharma and Emily Flippen as they discuss what the future could hold for StitchFix.

Stocks: StitchFix (SFIX)

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Dec 15, 2020
Financials: A Deep Dive Into nCino and the Silicon Valley Tech Exodus
31:42

In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a deep dive into banking SaaS company nCino(NASDAQ: NCNO). Then, Frankel discusses why tech companies like Oracle(NASDAQ: ORCL) and Hewlett Packard (NYSE: HPE) are leaving Silicon Valley and how investors can play it. Finally, Frankel discusses why leading self-storage operator Public Storage (NYSE: PSA) is on his radar this week, while Moser has his eye on Korn Ferry (NYSE: KFY). 

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Dec 14, 2020
Tech: Road Blocks for ROBLOX?
34:45

Today we talk about a company that might make it a little easier to get your kids interested in investing -- Roblox!

The company is behind an immersive world and game development platform that's wildly popular with kids under 13. We talk about the company that has built itself around play and whether it's watch-list worthy once shares come public.

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Dec 11, 2020
Energy: Huge Tracts of Land
28:17

This week, we’re discussing Texas Pacific Land Trust and St. Joe, two of the biggest landowners in Texas and Florida, respectively. Both of these businesses have a history tracing back to famous asset bubbles from over 100 years ago. Today, TPL provides an interesting opportunity to invest in U.S. oil and gas production in the Permian Basin. Meanwhile. St. Joe allows shareholders to invest in the growing de-urbanization trend by offering exposure to coastal property under development on the Florida panhandle. Motley Fool Contributor Luis Sanchez joins the podcast this week to discuss the investing case for these two unique businesses.

Stocks Mentioned: TPL, JOE

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Dec 10, 2020
Wildcard: Butterfly-ing into the Markets
39:16

As one of the newest companies looking to go public via a special purpose acquisition corporation, or SPAC, Butterfly Network [SPAC parent, Longview Acquisition Corp (NYSE: LGVW)] is reinventing the way we conduct ultrasounds. By replacing bulky and expensive machines with portable semiconductor based handheld devices, Butterfly Networks is looking to serve the 2/3rds of the world’s population that doesn't have access to ultrasound technology. But can this concept walk the walk? Join Brian Feroldi and Emily Flippen as they discuss if this SPAC is worth your cash.

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Dec 09, 2020
CG: Rotating into Revolve
27:53

Revolve’s clothing platform may not be “off-the-rack”, but can this high-end fashion retailer compete to win its Gen Z audience even during a global pandemic? Join Asit Sharma and Emily Flippen as they take a look at this small but thriving retailer. 
Revolve (RVLV), FarFetch (FTCH), Atlassian (TEAM)

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Dec 08, 2020
Financials: LivePerson Founder and CEO Rob LoCascio on BELLA and the Future of Banking
35:17

Financials host Jason Moser sits down with the Founder and CEO of LivePerson, Rob LoCascio. Tune in as Jason and Rob talk about BELLA and the future of banking, the state of retail and conversational AI's role, and Rob shares some thoughts on what the late Tony Hsieh meant to him in his entrepreneurial journey. To learn more about BELLA and compassionate banking visit www.bellaloves.me.

Stocks: LPSN

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Dec 07, 2020
Tech: C3.AI IPO
32:56

Don't be fooled by the odd name, this enterprise AI business is interesting.

Led by tech veteran Thomas Siebel, C3.AI gives businesses the keys to artificial intelligence and a host of industry-specific apps.

We break down the huge opportunity in front of this business, the customer concentration risks, and the things that give us confidence investing in a black box technology like AI.

Stocks: AI

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Dec 04, 2020
Energy: Bottom Fishing and Trend Chasing ft. Exxon, Fuel Cells, and More
38:07

Motley Fool Contributor Jason Hall joins the show to break down Exxon’s $20 billion writedown, high-flying clean energy stocks, and when (and when not) to buy the dip in a stock that’s been beaten down and to buy stocks trading at their highs. 

Stocks Mentioned:  XOM, BE, PLUG, BLDP, FCEL, BLNK, SBE, TPIC, MTCH

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Dec 03, 2020
Wildcard: Investing in the Subscription Economy
35:12

Wildcard Wednesday host Jason Moser and MyWallSt Head Analyst Rory Carron dive into the subscription economy. Markets including media, retail, and insurance present some compelling opportunities for investors. There are even a few IPOs on the horizon worth watching as well as areas to avoid.

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Dec 02, 2020
CG: Is Black Friday Over?
30:31

The combined sales of Black Friday and Cyber Monday in 2020 are shaping up to be the biggest shopping day in recent history. At the same time, the United States is facing unprecedented unemployment and uncertainty. What should consumer good investors make of this shopping holiday? And is Black Friday really dead?

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Dec 01, 2020
Financial: Crypto-Mania is Back, and Retail REITs Are Too
33:15

PayPal (NASDAQ: PYPL) recently joined Square (NYSE: SQ) in allowing its users to buy, sell, and hold cryptocurrencies. But this could just be the starting point, as PayPal plans to allow users to pay with digital currencies at its 26 million merchant partners. In today's Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the latest developments. Then, Matt revisits his "Retail Isn't Dead" basket from earlier in 2020, and the pair take a look at a cryptocurrency-focused bank. You'll hear all this and more on this week's episode. 

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Nov 30, 2020
Wildcard: Jeans Post-Vaccine
47:49

Motley Fool Contributor Asit Sharma returns to the show to update us on blue jeans stocks (last discussed on our 11/26/19 episode) and take a look at how a vaccine might impact retail at large. In addition, Asit and Nick share some retail investments on their radar as we head into 2021. 

Reminder: There will be no Industry Focus episode on Thursday OR Friday this week, due to the Thanksgiving holiday.

Stocks Mentioned: LEVI, KTB, KSS, GME, REAL, WMT, JWN

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Nov 25, 2020
CG: Doubling Down on DraftKing
26:58

Join Motley Fool contributor Asit Sharma and host Emily Flippen as they break down the landscape for DraftKing (DKNG) in the wake of this month’s election in which three states legalized some form of sports betting.

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Nov 24, 2020
Financials: Digging Into Affirm's S-1 and What Buffett's Been Buying and Selling
34:50

On this week’s episode of Industry Focus: Financials host Jason Moser and Motley Fool analyst John Maxfield dive into fintech company Affirm's recent S-1 filing to go public to get a better understanding of the business and what investors need to know. Then they wrap up the show with a look at some of the noteworthy recent purchases and sales in Berkshire Hathaway's investment portfolio!

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Nov 23, 2020
Tech: Air B and Buy?
37:50

Any time a unicorn files to go public, the market takes notice.

Earlier this year, Airbnb filed paperwork to go public, and earlier this week, the public got their first look at the rental marketplace company’s financials.

We break down what we know about Airbnb’s business and how the company could be a huge gig economy winner.

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Nov 20, 2020
Energy: What to Make of Vaccine News?
26:38

After months of waiting and hoping, we’ve seen lots of positive vaccine news in the last two weeks. Enough to where many are seeing the pathway out of the COVID-19 pandemic. What does that mean for stocks? Motley Fool Contributor Lou Whiteman joins the show to update us on how the situation changes the situation for a number of companies we’ve discussed this year in the aerospace industry. 

Stocks Mentioned: PFE, MRNA, LUV, AAL, DAL, SAVE, UAL, AER, BA, TDG, RTX, HEI

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Nov 19, 2020
Wildcard: Retail Earnings & Special Dividends
42:46

Costco shareholders got a surprise this week, they'll be getting a special $10 per share dividend thanks to the company's strong balance sheet. We unpack the payment and how the company is slowly shaping up to be a future dividend aristocrat.

Then we talk through recent results from Walmart, Target, Lowe's, Home Depot, TJX, and Kohl's and offer up takeaways for folks watching the retail space.

Stocks: WMT, TGT, LOW, HD, TJX, KSS, COST

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Nov 18, 2020
CG: Digging into DoorDash’s S-1
40:46

Join Jason Hall and Emily Flippen as they pig out on the newest S-1: DoorDash (DASH). Does the largest food delivery platform in the United States have what it takes to make mouthwatering returns? We’re not quite sure we can stomach it.

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Nov 17, 2020
Financials: A Closer Look at Capital One
31:26

Capital One Financial (NYSE: COF) is one of the more unique U.S. banks, with an innovative approach to branch-based banking and a credit card focused lending operation. In this week's Industry Focus: Financials show, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a closer look at how the business works and what investors need to know. Plus, hear why Frankel has his eye on Simon Property Group (NYSE: SPG) this week, while Moser thinks Target (NYSE: TGT) could be worth a look. 

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Nov 17, 2020
Tech: Tim B's Process
49:02

Longtime Fool analyst and Cloud Disruptors 2020 lead advisor Tim Beyers joins the podcast to walk listeners through his process for evaluating tech companies.

Tune in to hear about how Tim starts with the product and users, and then works his way through some of the more conventional items like leadership, incentives, financials, and valuation.

Stocks: FSLY, TWLO, SNOW, MDB

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Nov 13, 2020
Energy: Catching Up with Redfin
28:09

Motley Fool Analyst Tim Beyers joins the show to update us on Redfin, the tech-enabled real estate brokerage working to disrupt the industry. We discuss what Redfin does, how the company has adjusted to the pandemic, its recent earnings report, iBuyin and more!

For those interested in listening to our  05/23/19 episode discussing Redfin, you can listen here: web / Spotify / Apple Podcasts

Stocks Mentioned: RDFN, ZG, Z

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Nov 12, 2020
Wildcard: The Future of Fitness is Connected and Community
35:35

On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser and MyWallSt Head Analyst Rory Carron dive into the future of fitness. Companies like Peloton, Apple, Lululemon, and more are shaping a new paradigm of how people all over the world are keeping fit which means plenty of opportunities for investors on the horizon.

Stocks: PTON AAPL LULU FIT

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Nov 11, 2020
CG: Biden’ our Time Until a Vaccine
41:12

The Motley Fool’s Asit Sharma and Host Emily Flippen take a look at major consumer goods industries and companies in light of recent advances in the push for an effective coronavirus vaccine. 

Stocks: Carnival Cruise (CCL), Norwegian Cruise (NCL), Royal Caribbean (RCL), Marriott International (MAR), Chipotle (CMG), Dunkin’ Brands (DKNG), Darden Restaurant (DRI), Walmart (WMT), Target (TGT), Costco (COST), Disney (DIS), Etsy (ETSY), Ollie’s Bargain Outlet (OLLI)

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Nov 10, 2020
Financials: Why Are Bank Stocks and REITs Soaring on the Vaccine News?
43:30

The positive COVID-19 vaccine news just released by Pfizer (NYSE: PFE) sent the stock market soaring, but to the surprise of many investors, real estate investment trusts, or REITs, and bank stocks are some of the best performers. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss why mall REITs like Simon Property Group (NYSE: SPG) are soaring by more than 20% on the news and some of the biggest U.S. banks, including JPMorgan Chase (NYSE: JPM), Bank of America (NYSE: BAC), and Wells Fargo (NYSE: WFC) are up by double digits as well. And let's not forget that we're still in earnings season -- we'll also discuss what investors should know about the latest results from Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B), Square (NYSE: SQ), PayPal (NASDAQ: PYPL), and more. 

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Nov 09, 2020
Tech: Five Up on Work
26:17

After Upwork's huge quarter, we check in on the freelance and gig economy marketplaces. It's a fascinating space -- Upwork is bigger, should enjoy network effects, and has scale, but Fiverr has come in, gobbled up share, and put up killer returns for shareholders in the process.

Stocks: FVRR, UPWK, DOCU

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Nov 06, 2020
Energy: A Defense Stocks Basket
34:06

Motley Fool Contributor Lou Whiteman joins the show to take a look at the defense industry and share picks for a defense stocks basket.

Basket: NOC, LHX, BAH, KTOS

Honorable Mention: GD

Other Tickers Mentioned: LMT, CACI

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Nov 05, 2020
Wildcard: The Tattooed Chef -- Mouthwatering or Malarkey?
27:50

Take a reprieve from the election and eat your feelings with this episode of Industry Focus where the Motley Fool’s Brian Feroldi and Emily Flippen dig into the latest and greatest plant-based food company: The Tattooed Chef (TTCF). As one of the latest companies to go public via a SPAC in 2020, Feroldi and Flippen discuss the merits of this unique and vertically integrated food production company and if they’re interested in adding it to their portfolios today.

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Nov 04, 2020
Election Special: The Final Countdown
38:21

In today’s episode, Host Emily Flippen and Asit Sharma take a friendly and Foolish look at the upcoming election, breaking down three scenarios: industries they believe would benefit from a Biden win, others that could benefit from a Trump reelection, and finally a company whose attractive opportunity is unchanged as a result of the election.

Stocks: AMZN, ADSK, TWTR, GOOG, NYT, CCL, CUK, RCL, NCLH, UNP, DE, MLM, CHRW, PFE, MRK

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Nov 03, 2020
Financials: Visa and Mastercard Earnings, Square's Next Business, and Mall Bankruptcies
30:24

In this week's installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP dive into the latest results from Visa (NYSE: V) and Mastercard (NYSE: MA), both of which saw earnings decline sharply despite strong payment volume. Plus, Square (NYSE: SQ) is reportedly trying to make a move into the tax preparation business, and two mall REITs just filed for bankruptcy as the pandemic continues. And finally, hear why Matt is keeping a close eye on Berkshire Hathaway (NYSE: BRK.A) this week while Moser is watching Bill.com (NASDAQ: BILL)

Stocks: V, MA, SQ, BRK.A, BILL 

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Nov 02, 2020
Tech: Pinterest Pops, Spotify Drops
29:04

We recap results from two Fool favorites -- Pinterest and Spotify!

The monetization train just keeps chugging along for Pinterest, revenue was up almost 60% and the company added users in the U.S. and internationally.

Wall Street wasn't quite as happy with numbers from Spotify, but some comments from management point to some interesting developments to watch in the coming months.

Stocks: PINS, SPOT

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Oct 30, 2020
Energy: Where ESG Impact Falls Short with Will Thomson of Massif Capital
54:11

Will Thomson returns to the show to discuss Massif Capital’s recent paper on how ESG funds are failing to invest in the resources and companies necessary to drive a clean energy transition. We also discuss potential investment opportunities in some of these underappreciated areas. Sectors discussed include: lithium, copper, rare earth metals, electric utilities, SPACs, and more.

Stocks Mentioned:  VWDRY, RWEOY, NEE, TRQ, LAC, FVAC, TSLA, TSX:IVN

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Oct 29, 2020
Wildcard: The Business of Video Games with Joost van Dreun
01:13:04

In recent decades, the video game industry has experienced incredible growth, surpassing film and music to become the most valuable form of entertainment in the world. What has driven this growth and what comes for the interactive entertainment industry? Video game researcher, professor, and investor Joost van Dreunen joins the podcast to answer those questions and more! If you’d like to learn more about the video game industry, make sure to check out Joost’s recent book One Up: Creativity, Competition, and the Global Business of Video Games.

Stocks Mentioned:  AAPL, MSFT, NTDOY, EA, FB, GOOG, GOOGL, AMZN, ATVI, ZNGA, GME, TCEHY, BILI, HUYA, DOYU

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Oct 28, 2020
CG: Revenge of the Lifestyle Stocks
39:15

YETI, Dick’s, Thor Industries… Investors were only lukewarm on these stocks last year. But COVID has changed everything. Join Motley Fool contributor Asit Sharma and host Emily Flippen as they discuss these three diverse companies and answer the inevitable question of what happens when life returns to normal for each company.

Stocks: YETI, DKS, THO

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Oct 27, 2020
Financials: Earningspalooza Rolls On, JP Morgan Chase Puts Square in its Sights, & More!
39:12

Financials host Jason Moser and Motley Fool analyst John Maxfield cover the latest earnings reports from LiveOak Bank, Ameris Bancorp, and American Express. Then they take a look at JP Morgan Chase's efforts to take on Square as well as the news that more banks are releasing reserves and what that could mean for investors!

Stocks: AXP LOB ABCB SQ PYPL JPM

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Oct 26, 2020
Tech: Anti-Trust and Snap's Back
36:57

The Department of Justice filing an anti-trust lawsuit against Alphabet property Google was the tech story of the week. We unpack the DOJ's case, Google's response, and what shareholders should make of all of it. Then we talk about how Snap has quietly become a market beating stock and whether our opinion of the business has changed.

Stocks: SNAP, GOOG, GOOGL

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Oct 23, 2020
Energy: The 737 Max Returns and The Best Way to Invest in An Air Travel Recovery
23:34

This week, Motley Fool Contributor Lou Whiteman joins the show to take a look at the upcoming return of the Boeing 737 Max and to discuss the aircraft leasing, which we think is the best way to invest in an air travel recovery. In particular, the conversation focuses on AerCap Holdings (AER), the world’s largest owner of commercial aircraft. We hope you’ll enjoy our conversation.

Stocks Mentioned:  BA, LUV, AAL, UAL, AER, GE, AL

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Oct 22, 2020
Wildcard: Health to 10X Wealth
42:34

We're back with another basket of stocks that look like they may have 10X potential! Brian Feroldi joins the podcast to talk about why Trupanion, Semler Scientific, and Dermtech are healthcare businesses with big markets in front of them.

Stocks: SMLR, DMTK, TRUP

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Oct 21, 2020
CG: Is it Game On for GameStop?
49:11

Gamestop (GME) has consistently been referred to as “the next Blockbuster” - with more shares sold short than issued, it’s been easy to make a bear case against the company. However, what happens when the bear case doesn’t pan out? Join Hidden Gems Canada Advisor Jim Gillies and Host Emily Flippen as they break down the bull case for GameStop and discuss why this legacy retailer may be breathing new life into its forgotten business.

Stocks: GME

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Oct 20, 2020
Financials: Bank Earnings Recap: Who Are the Financial Sector Winners?
28:34

In this week's episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP dive into earnings from JPMorgan Chase (NYSE: JPM), Wells Fargo (NYSE: WFC), Goldman Sachs (NYSE: GS), Morgan Stanley (NYSE: MS), and Bank of America (NYSE: BAC) to look for the important points and trends investors need to know. And don't forget earnings season is just getting started -- hear why Matt is keeping his eye on Live Oak Bancshares (NYSE: LOB) and Jason is watching Ameris Bancorp (NASDAQ: ABCB). 

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Oct 19, 2020
Tech: Apple, Amazon, and K-Pop
30:47

We recap Apple's recent iPhone event, talk about the data from Prime Day, and talk about an unlikely IPO -- Big Hit Entertainment -- the business behind K-Pop megagroup BTS.

Stocks: AAPL, AMZN

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Oct 16, 2020
Energy: Defense Investing? It’s Classified
23:14

Last month, the U.S. Air Force revealed a prototype for a next generation fighter jet, unveiling a program that had been kept secret throughout its development. What issues do investors face when dealing with classified programs such as this? How should an investor analyze a business that does classified work? Motley Fool Contributor Lou Whiteman joins the show this week to discuss these topics and more!

Stocks Mentioned:  MANT, LDOS, BAH, PLTR, LMT, BA, NOC

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Oct 15, 2020
Wildcard: Is It Game On for Unity Software?
29:27

On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser and Motley Fool advisor Tim Beyers dive into a fresh IPO in Unity Software to talk more about the business, the markets it's pursuing, what investors need to know and much more!

Stocks: U TCEHY ADSK

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Oct 14, 2020
CG: 2020’s Top Trends in Consumer Goods
45:50

Join Motley Fool contributor Asit Sharma and host Emily Flippen as they discuss four of the most pervasive trends in consumer goods that we’ve seen break out in 2020.

Stocks: Etsy (ETSY), Fiverr (FVRR), Proctor & Gamble (PG), Pepsi (PEP), Target (TGT), Kohls (KSS), Chewy (CHWY), Wayfair (W), Carvana (CVNA)

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Oct 13, 2020
Financials: Venmo's New Credit Card, Square's New Investment, and a Preview of Bank Earnings
29:45

In this week's installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a closer look at the new Venmo credit card, what makes it unique, and why it could be a win for both PayPal (NASDAQ: PYPL) and Synchrony Financial (NYSE: SYF). Also, the pair takes a look atSquare's (NYSE: SQ) recently-announced investment in bitcoin. And finally, with earnings season upon us, hear what to watch as Wells Fargo (NYSE: WFC), Goldman Sachs (NYSE: GS), and Bank of America (NYSE: BAC) report third quarter results later this week. 

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Oct 12, 2020
Tech: Asana La Vista
32:04

You may not recognize the name Asana, but I’m guessing you know the name Dustin Moskovitz. The Facebook co-founder was depicted in 2010s The Social Network and was at one point the youngest self-made billionaire in the world. Moscovitz didn’t rest on his Facebook riches, though. He left the company in 2008 to form the collaboration software company Asana.

On this episode, we dive deep into Moscovitz’s second act in the tech space and whether it might belong on your watch list.

STOCK: ASAN

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Oct 09, 2020
Energy: Investing in Steel in 2020
27:20

This week, we dive into the Industry Focus mailbag to answer a listener question on the steel industry. Motley Fool Contributor Tyler Crowe joins the show to break down the state of the industry today and take a look at Cleveland Cliffs, a company that’s poised to become North America’s largest integrated steel producer.

Stocks Mentioned:  CLF, MT, NUE

Nucor Podcast from 03/28/2019

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Oct 08, 2020
Wildcard: SPACs 102
37:20

Back in July, Luis Sanchez joined the podcast to discuss the SPAC craze and why it was so hot. Since then, SPACs have become even more omnipresent in investing discussions. This week, Nick and Luis dive deeper into investing in SPACs, discuss SPAC companies backed by Bill Ackman and Chamath Palihapitiya, and Luis shares some of his favorite pre-deal and post-deal SPACs right now.

Check out our July SPAC Podcast here: Apple/Spotify/Web

Stocks Discussed: IPOB, IPOC, PSTH, ENPC, ENPC.U, GOAC, FEAC

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Oct 07, 2020
CG: Saying Goodbye to More than Just Movies
29:39

In this episode of Industry Focus (pre-recorded 9/28) Motley Fool contributor Dan Kline joins host Emily Flippen to take a look at how the movie industry has changed in light of the pandemic. Are studios right to withhold blockbuster releases? Can theater chains survive 2020? Additionally, Dan and Emily discuss an important update for our podcast listeners.

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Oct 06, 2020
Financials: A Deep Dive into eXp World Holdings
33:21
Jason and Matt take a closer look at this fast-growing real estate disruptor.
Intro: We all know that Zillow (NYSE: Z)(NYSE: ZG) and Redfin (NASDAQ: RDFN) are disruptors in the real estate world, but you may not have heard of eXp World Holdings (NASDAQ: EXPI) yet. A real estate broker and provider of cloud-based platforms for agents, eXp is growing rapidly and plans to keep expanding its reach around the world. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a closer look at this interesting and innovative company. Plus, hear why Frankel thinks bargain hunters should keep their eye on EPR Properties (NYSE: EPR) while Moser is watching PayPal (NASDAQ: PYPL) after the announcement of its Venmo-branded credit card. 
 
Stocks: Z, ZG, RDFN, EXPI, EPR, PYPL
 
Oct 05, 2020
Tech: 2020's Most Controversial Tech Stock
34:48

The wait is over! After years of speculation about Silicon Valley's most secretive company, we now have our first look at Palantir's books. We run the company through the standard check-list and explain why it's different than any software stock we've discussed before.

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Oct 02, 2020
Energy: A Renewable Energy Basket
39:14

Motley Fool Contributor Jason Hall joins the show to share 5 picks for building a renewable energy basket. We also discuss what we look for in a renewable energy investment and a few stocks that missed the list.

Stocks Discussed: BEP, BEPC, AY, VWDRY, TPIC, NEE, FSLR, SPWR, ENPH, SEDG

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Oct 01, 2020
Wildcard: Cruisin' into the New Year?
34:27

For this Wildcard Wednesday, we're taking a look at the increasingly wild industry of cruise lines. Join Motley Fool contributor and professional cruiser Dan Kline as he digs into how the industry has coped in the wake of the current pandemic and if now is the time to start buying before ultimately answering the question that we know is on the top of all of our listeners minds: Dan has a cruise booked for January, will it happen?

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Sep 30, 2020
CG: Costco and the Beauty of Membership-Based Retail
34:21

Warehouse clubs have dominated the landscape for consumers this year, from bulk purchases of toilet paper to drowning our loneliness in discount liquor. But one warehouse retailer stands above the rest. What makes the Costco experience special? And how does it compare to BJs and Sams Club? Join Motley Fool's Dan Kline and Emily Flippen to uncover the economics of the membership-based retail experience.

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Sep 29, 2020
Financials: A Fall Financials Check-In and an Exciting New Fool Service
22:59

On today's Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a look back at the first nine months of 2020, and more importantly, discuss what they're watching for the rest of the year. Hear what stocks they've bought recently, what the election could mean to your portfolio, and why third quarter bank earnings could be the most important yet, and more. Plus, Frankel gives listeners a rundown of the new Real Estate stock investing service from The Motley Fool's sister company Millionacres, and why now could be an especially great time to invest in this beaten-down sector. 

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Sep 28, 2020
Tech: Bargain Bin Buys and Bottomed Out Businesses
31:27

After spending the past few weeks running through software stocks with nosebleed valuations, we're bringing it back down to earth with some cheap stocks to watch.We run through how we think about "cheap" and why IBM, Intel, Blackberry, and Electronic Arts might be interesting for folks looking to avoid the high flyers.Stocks: IBM, INTC, BB, EA

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Sep 25, 2020
Energy: The Nikola Saga
25:44

It’s been a wild 6 months for Nikola Motors, going from the leader of the EV SPAC boom to having its stock cut in half following the publication of fraud allegations in a shortseller report authored by Hindenburg Research. Motley Fool Senior Auto Analyst John Rosevear joins the show to break down the Nikola saga from start to finish and share his thoughts on where the business might go from here. 

 

Stocks Mentioned:  NKLA, GM, CNHI, BP, TSLA

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Sep 24, 2020
Wildcard: GoodRx - Prescription for Profit?
35:48

What if I told you there's a business growing sales over 40% with 90%+ gross margins and it's profitable?Today we dive into prescription middleman and recent IPO GoodRx.Stocks: GDRX

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Sep 23, 2020
CG: A discount winner and a beverage contender.
37:09

Ollie's Bargain Outlet has been one of the big success stories of the pandemic which has brought some attention to the sometimes overlooked retailer. Keurig Dr. Pepper also sometimes flies under the radar and the current health crisis has also shined a light on the beverage brand. Emily Flippen is joined by Daniel Kline on this episode of Industry Focus: Consumer Goods to take a look at the discount store and to tell you how the beverage maker is doing and whether K-Cup sales exploded while we're all stuck at home.

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Sep 22, 2020
Financials: Is This Real Estate SaaS Company Worth Buying?
33:44
In this week's episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a closer look at AppFolio (NASDAQ: APPF), a software-as-a-service company that offers a subscription-based solution for the property management industry. Plus, hear why Matt has Bank of America (NYSE: BAC) at the top of his watch list this week, while Jason is looking closely at Darden Restaurants (NYSE: DRI) ahead of earnings. 
 
Sep 21, 2020
Tech: JFrog and the September Blizzard
30:44

Snowflake wound up getting all the headlines this week, but another company hopped into the market -- JFrog.This dev ops business needs some decoding, we break down who they are and what they do, why their financials are incredibly attractive and whether it might be worth its rich valuation.Stocks: FROG

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Sep 18, 2020
Energy: Daniel Yergin on Energy, Climate, and Geopolitics
47:01

This week’s guest is Daniel Yergin, Pulitzer prize winning author and renowned expert in energy, international relations, and economics. We discuss his latest book is The New Map: Energy, Climate, and the Clash of Nations (available now). Topics include: the growing conflict between the U.S. and China, how U.S. shale has impacted international relations, what the coming energy transition might look like, technologies that will impact the future of energy, how the COVID-19 pandemic has impacted energy markets, and more. We hope you’ll enjoy our conversation.

Stocks Mentioned:  TSLA, BP

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Sep 17, 2020
Wildcard: Has Teladoc Health Met Its Match?
30:53

On this week’s episode of Industry Focus: Wildcard Wednesday, telemedicine is having a big year so far and host Jason Moser and Motley Fool analyst Brian Feroldi dig into AmWell's recent S-1 filing as the company prepares to go public and stake its claim on this growing market opportunity. AMWL TDOC LVGO

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Sep 16, 2020
CG: Overlooked and Overstocked
28:51

Join Motley Fool Contributor Dan Kline and Host Emily Flippen to discuss a motley collection of retail stocks that have largely been overlooked by the market, despite dramatic years.
Stocks: JCPenny (JCP), Overstock (OSTK), Lowes (LOW), AtHome (HOME)
Thanks to Motley Fool member Sean for today’s title!

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Sep 15, 2020
Financials: Buffett's IPO Investment and Citigroup's Next CEO
25:05

In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the recent news that Citigroup (NYSE: C) CEO Michael Corbat will be stepping down in 2021 and current President Jane Fraser will be taking his place, which will be the first time a woman has been CEO of a mega-bank. Plus, we recently learned that Warren Buffett's Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B) will be taking a stake in Snowflake's upcoming IPO. And finally, the pair tells listeners why Walker & Dunlop (NYSE: WD) and Adobe (NASDAQ: ADBE) are on their radar this week. 

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Sep 14, 2020
Tech: The "Other, Other, Other" Zoom
39:19

There are too many Zooms to count in the public markets. While Zoom Video Communications has been one of the stars of the past few months, today we switch our gaze to ZoomInfo Technologies (ZI) - a SaaS business that provides companies with organizational information.

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Sep 11, 2020
Energy: Boeing Gets More Bad News + Checking in On Air Travel
29:16

Boeing received another blow this week as stories emerged of issues affecting its 787 Dreamliner, adding to the woes the company faced with the 737 Max aircraft. Motley Fool Contributor Lou Whiteman joins the podcast to explain what this latest news means for Boeing and to discuss the current state of airlines and air travel. 

Stocks Mentioned:  TSLA, BA, DAL, LUV, UAL, AAL, SAVE

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Sep 10, 2020
Wildcard: 3 Med-Tech Sizzlers
29:58

Revisiting one of our most popular Healthcare episodes from 2019, join Motley Fool contributor Brian Feroldi and Host Emily Flippen as they take a look at some of the most interesting companies improving healthcare through technology, Schrodinger (NASDAQ: SDGR), Simulations Plus (NASDAQ: SLP), and Veeva Systems (NYSE: VEEV).

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Sep 09, 2020
CG: Etching out the Future for Etsy
29:35

Etsy (NASDAQ: ETSY) made headlines last week after it beat out Tesla for addition to the S&P500. Was the addition justified? Join Motley Fool contributor Dan Kline and host Emily Flippen as they discuss the business basics of Etsy, what makes the company special, and if Etsy is worthy of a position in your portfolio today.

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Sep 08, 2020
Tech: Your Stock Questions
29:43

We hit the mailbag to do a lightning round of stock talk. Listeners wrote in on Square, Nutanix, Gravity, we explain what's going on with these businesses and what we expect from them going forward. Plus we tackle a tough question about tracking down management info on foreign companies.

Stocks: GRVY, SQ, NTNX, PYPL

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Sep 04, 2020
Energy: Corporate Denial Campaigns with Barbara Freese
42:55

For generations, businesses faced with evidence that their products cause harm to consumers have used public relations campaigns to deny culpability. This week’s guest is Barbara Freese, author of the recent book Industrial Strength Denial: Eight Stories of Corporations Defending the Indefensible, From the Slave Trade to Climate Change. Our conversation delves into corporate denial campaigns in the British slave trade, the fossil fuel industry, the tobacco industry, and more, as well as what changes we can make to make corporate denial less likely.

 

Stocks Mentioned: XOM, BP, GM, F

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Sep 03, 2020
Wildcard: Berkshire Hathaway and the Power of Quality Shareholders w/ Lawrence Cunningham
01:06:07

Warren Buffett just turned 90, announcing a $6 billion investment in five major Japanese trading firms nearly simultaneously. Law professor, corporate governance expert, writer, and Berkshire Hathaway scholar Lawrence Cunningham joins the show to discuss Berkshire’s latest investments, Buffett’s legacy, and how businesses like Berkshire attract quality shareholders. Additional topics include: Constellation Software, succession at Berkshire, ESG investing, and more. 

Professor Cunningham’s latest book, Quality Shareholders: How the Best Managers Attract and Keep Them is available later this Fall. 

Stocks Discussed: BRK.A, BRK.B, DHR, MKL, JEF, GHC, CNSWF, FRFHF

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Sep 02, 2020
CG: More Tales from the Retail Frontier
35:21

In this episode of Industry Focus, Dan Kline joins Host Emily Flippen to break down some of the retailers that are foraging at the front of their own frontiers. These retailers are evolving in unexpected ways, but are all their moves scouting their own paths? Or are they just digging their own graves? 
Stocks: Nike (NKE), GameStop (GME), Ulta Beauty (ULTA), Dick’s Sporting Goods (DKS), Chewy (CHWY) 
Special Thanks to Motley Fool Member Keith Justice for today’s title! 

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Sep 01, 2020
Financials: 2 Fintech Stocks We're Ready to Buy Now
30:28

In this installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP wish a very happy 90th birthday to Warren Buffett, and share some of the greatest lessons we've learned from him over the years. Then, Frankel discusses why recent IPO Lemonade (NASDAQ: LMND) is at the top of his buy list right now, despite being a very young business in a competitive market, and Moser discusses why he's about ready to pull the trigger on Bill.com (NASDAQ: BILL).

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Aug 31, 2020
Tech: There’s No Business Like SNOW Business
36:51

While the market has been crazy, it hasn't kept new entrants from joining. Today we talk about one of 2020s most hotly anticipated IPOs -- Snowflake. The company has big frenemies in the cloud space and a stellar net revenue retention figure, we unpack it all to see whether it's worth buying when it goes public.

Stocks: SNOW, AMZN, GOOG, GOOGL, MSFT

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Aug 28, 2020
Energy: EV IPO Mania
40:52

2020 has been a massive year for electric vehicles. Tesla and Nio have made new to all time highs, and Nikola Motor helped kick off an epic SPAC boom this summer. While Nikola Tesla’s namesake companies have dominated the headlines, we’ve seen a number of smaller EV companies come public, or announce plans to do so. At the same time, the market has rediscovered some EV-related stocks that had been public for years. Motley Fool Senior Auto Analyst John Rosevear joins the show this week to help shed some light on some of these less well-known EV players.

Stocks Mentioned: XPEV, LI, HCAC.U (Future CNOO), DPHC (Future RIDE), WKHS, NIO, TSLA, GM, VWAPY, SHLL

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Aug 27, 2020
Wildcard: The Tesla of Medical Imaging?
33:57

Today we bring you one of the riskiest companies we’ve ever discussed on the show -- Nanox. This imaging company is trying to upend the industry by giving its products away for FREE. We talk about the potentially transformational technology and business model behind the company.

Stocks: NNOX

Producer Note: Due to technical issues we used our backup audio from Zoom.

Aug 26, 2020
CG: Serving the Underserved: Looking at Underrated Consumer Goods Companies
37:05

We’ve taken a look at some of the most prolific and popular consumer goods stock since the outbreak of COVID-19, but what about some underserved winners? Join Host Emily Flippen and Motley Fool Contributor Dan Kline to “serve the underserved” and take a deeper look at some of the most underrated consumer goods companies on the market today. 
Stocks: Ross (ROST), Boston Beer (SAM), Scotts MiracleGro (SMG), Mattel (MAT)

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Aug 25, 2020
Financials: Splits, Shorts, and Refinances: What Investors Need to Know
31:47

Tesla (NASDAQ: TSLA) and Apple (NASDAQ: AAPL) are about to split their stocks, and both have been rocketing higher since making their announcements. Is a split really a meaningless numbers game, or does it add actual value for investors? Also, reports are showing that short-selling is at a 15-year low, and host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss what it means for the stock market and investors in general. Finally, the pair discusses an unpopular cost increase set to hit mortgage refinancers, and talk about why Rocket Companies (NYSE: RKT) and Bill.com (NASDAQ: BILL) are on their radar this week. 

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Aug 24, 2020
Tech: Valuation, TAM, Margin of Safety, and More!
37:49

We go into the Twitter mailbag to talk about different ways to look at a company's valuation, how to gut-check huge total addressable market figures, and ways to bring margin of safety thinking into your investment decisions.

Stocks: AMZN, PINS, UBER

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Aug 21, 2020
Energy: Down with Coal, Up with Renewables
30:08

According to the U.S. Energy Information Administration (EIA), 2020 is projected to be the first year the United States will produce more electricity derived from renewable sources will that it produces with coal. What does that mean for investment opportunities in renewable energy? Motley Fool contributor Jason Hall joins the show to share his take, as well as his elevator pitch for Vestas Wind Systems.

 

Stocks Mentioned: VWDRY, BEP, BEPC, AY, CWEN, CWEN.A

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Aug 20, 2020
Wildcard: China Tech w/ Rui Ma of TechBuzz China
52:14

Chinese tech is in the news lately, with President Donald Trump teasing bans of Chinese apps. Special guest Rui Ma, co-host of the TechBuzz China podcast, joins The Motley Fool’s Ben Ra and Nick Sciple to discuss the state of Chinese tech today, paying special attention to fast-growing Chinese tech companies Pinduoduo and Bytedance (parent company of TikTok).

 

Stocks Mentioned: PDD, TCEHY, BABA

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Aug 20, 2020
CG: Breaking Down the Earnings Barriers: Walmart, Home Depot, and Kohls
32:53

In this episode of Industry Focus: Consumer Goods, Dan Kline, and Emily Flippen discuss strong earnings report across the consumer goods industry including Walmart, Home Depot, and Kohls, plus give an earnings preview for Target. How has foot traffic improved Home Depots sales, and is it sustainable? Plus, what does a premium Walmart subscription mean for Walmart’s growth in the future? Dan and Emily tackle these questions and more in today’s episode.

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Aug 18, 2020
Financials: Here's What Warren Buffett is Buying and Selling
33:17

Warren Buffett-led conglomerate Berkshire Hathaway (NYSE: BRK.A)(NYSE:BRK.B) recently released its latest snapshot of its stock portfolio, and to say that the second quarter was an active one would be an understatement. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the Oracle of Omaha's latest moves, including dramatic reductions in JPMorgan Chase (NYSE: JPM), Wells Fargo (NYSE: WFC), and other bank stocks, as well as an addition to Berkshire's favorite REIT, STORE Capital (NYSE: STOR). And with the addition of Barrick Gold (NYSE: GOLD), has Buffett changed his tune on precious metals? Plus, the pair discusses the current record-low mortgage rate environment and whether it might make sense to refinance your home. All this and our latest stocks to watch on this week's installment!

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Aug 17, 2020
Tech: 10X Stocks
38:08

Who doesn't love seeing their money multiply? On this episode, we talk about what makes a multibagger and three companies -- RedViolet, Endava, and Magnite -- that have 10X potential.

Stocks: MGNI, RDVT, DAVA

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Aug 14, 2020
Energy: Brookfield Renewable Energy and Where to Look for Renewable Energy Stocks
25:04

By overwhelming listener demand, we’re covering Brookfield Renewable Energy (Partners & Corporation) as well as where we look for renewable energy investments and why. Motley Fool Contributor Jason Hall is this week’s guest. 

Stocks Mentioned:  BEP, BEPC, BIP, BIPC, AY, CWEN, CWEN.A

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Aug 13, 2020
Wildcard: Chinese Gaming
24:53

This week, Motley Fool Advisor Aaron Bush, of MasterTheMeta fame, joins Host Emily Flippen to break down how the gaming landscape in China has evolved in the wake of new geopolitical tension. What does the future hold for the largest gaming company in the world? What would a merger of equals mean for the streaming landscape in the Middle Kingdom? Tune in to find out!

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Aug 12, 2020
CG: Uncovering the Un-Carrier
34:26

T-Mobile has officially overtaken AT&T to become the nation’s second largest carrier - but what does this mean for the company branded as the “un-carrier” and telecoms at large? Join Host Emily Flippen and Motley Fool Contributor Dan Kline to unpack T-Mobile’s recent news as well as take a retrospective look at what has made T-Mobile such a formidable competitor.

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Aug 11, 2020
Financials: Insurance Earnings and Interest Rates, Oh My!
44:39

On this week’s episode of Industry Focus: Financials host Jason Moser chats with Motley Fool analysts Dan Caplinger and Jason Hall about recent earnings reports from Berkshire Hathaway and Markel as well as what the current interest rate environment means for investors looking to maximize returns on cash!

BRK.B MKL

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Aug 10, 2020
Tech: Top Stocks of 2020
32:48