Sinopsis
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.
Episodios
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Wildcard: Butterfly-ing into the Markets
09/12/2020 Duración: 39minAs 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. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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CG: Rotating into Revolve
08/12/2020 Duración: 27minRevolve’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) Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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Financials: LivePerson Founder and CEO Rob LoCascio on BELLA and the Future of Banking
07/12/2020 Duración: 35minFinancials 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 Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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Tech: C3.AI IPO
04/12/2020 Duración: 32minDon'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 Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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Energy: Bottom Fishing and Trend Chasing ft. Exxon, Fuel Cells, and More
03/12/2020 Duración: 38minMotley 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 Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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Wildcard: Investing in the Subscription Economy
02/12/2020 Duración: 35minWildcard 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. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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CG: Is Black Friday Over?
01/12/2020 Duración: 30minThe 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? Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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Financial: Crypto-Mania is Back, and Retail REITs Are Too
30/11/2020 Duración: 33minPayPal (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. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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Wildcard: Jeans Post-Vaccine
25/11/2020 Duración: 47minMotley 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 Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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CG: Doubling Down on DraftKing
24/11/2020 Duración: 26minJoin 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. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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Financials: Digging Into Affirm's S-1 and What Buffett's Been Buying and Selling
23/11/2020 Duración: 34minOn 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! Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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Tech: Air B and Buy?
20/11/2020 Duración: 37minAny 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. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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Energy: What to Make of Vaccine News?
19/11/2020 Duración: 26minAfter 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 Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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Wildcard: Retail Earnings & Special Dividends
18/11/2020 Duración: 42minCostco 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 Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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CG: Digging into DoorDash’s S-1
17/11/2020 Duración: 40minJoin 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. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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Financials: A Closer Look at Capital One
17/11/2020 Duración: 31minCapital 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. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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Tech: Tim B's Process
13/11/2020 Duración: 49minLongtime 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 Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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Energy: Catching Up with Redfin
12/11/2020 Duración: 28minMotley 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 Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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Wildcard: The Future of Fitness is Connected and Community
11/11/2020 Duración: 35minOn 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 Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube TwitterReach us by Email @ IndustryFocus@fool.com
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CG: Biden’ our Time Until a Vaccine
10/11/2020 Duración: 41minThe 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) Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube TwitterReach us by Email @ IndustryFocus@fool.com