Industry Focus

Get in the spirit for Halloween by joining Motley Fool analysts Asit Sharma and Emily Flippen as they break down the business of candy in today's episode of Industry Focus.  Stocks: Tootsie Roll (TR), Nestle (NSRGY), Mondelez (MDLZ), Berkshire Hathaway (BRK.B) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

In this week's show, Fool.com contributor Matt Frankel, CFP®, sits down with David O'Reilly, CEO of The Howard Hughes Corporation (NYSE: HHC), one of the most interesting and unique real estate companies in the market. You'll hear what the company does, where O'Reilly sees the biggest opportunities, why the master-planned community business is so attractive, and much more. Stocks: HHC Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

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 Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

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 Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

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 Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

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. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

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.  Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

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 Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

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 Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

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   Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

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)   Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

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. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

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 Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

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 Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

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) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

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. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

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. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

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 Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

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 Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

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 Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com