Industry Focus

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.  Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube TwitterReach us by Email @ IndustryFocus@fool.com

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 Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube TwitterReach us by Email @ IndustryFocus@fool.com

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 Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube TwitterReach us by Email @ IndustryFocus@fool.com

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. 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

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 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

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  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

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 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

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 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

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 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

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 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

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 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

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 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

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 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

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 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

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 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

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).  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

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 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

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 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

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 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

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) 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