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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Financials: Bank Raises, Conglomerates, and LivePerson’s CEO Drops By
18/03/2019 Duración: 41minIn the latest installment of our Between Two Fools interview series, Industry Focus: Financials host Jason Moser sits down with LivePerson (NYSE: LPSN) CEO Rob LoCascio. Plus, Wells Fargo (NYSE: WFC) CEO Tim Sloan just got a $1 million raise – did he deserve it? And, why does conglomeration seem to work so well for companies like Berkshire Hathaway (NYSE: BRK-A) (NYSE: BRK-B) and Markel (NYSE: MKL), but not forGeneral Electric (NYSE: GE). All this and more on this week’s episode. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Thanks to LinkedIn for supporting The Motley Fool. Go to Linkedin.com/fool and get $50 off your first job post.
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Tech: Salesforce turns 20!
15/03/2019 Duración: 28minThe original SaaS business hit a big milestone recently, we recap how the company turned CRM into a business worth over $100 billion. Then we turn our attention to a SaaS stock that's still in its early innings, Shopify. To wrap things up, we get some tips on how to talk about money with kids from a visiting team of junior analysts. Stocks: CRM, SHOP, WDAY, NOW Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
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Energy: Boeing Gets Grounded, Tax Lessons and the Joy of Yeildcos
14/03/2019 Duración: 47minFollowing a second fatal crash of its 737 Max aircraft, Boeing has grounded the planes worldwide. Motley Fool Contributor Jason Hall and IF Host Nick Sciple break down what we know so far and how investors should be reacting and dive into the listener mailbag to give investors a primer on Schedule K-1 taxes and an overview of their favorite Renewable Energy Yieldcos. Stocks Mentioned: BA, LUV, EADSY, BEP, TERP, PEGI, NEP, CWEN, PCG Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
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Healthcare: An Interview With Brad Loncar, CEO of Loncar Investments, on China’s Biotech Revolution
13/03/2019 Duración: 31minIn this week’s episode of Industry Focus: Healthcare, Shannon Jones and special guest Simon Erickson, sit down with Brad Loncar, CEO of Loncar Investments, to discuss China’s biotech revolution. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
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CG: Papa John, JAB, and the Future of Retail
12/03/2019 Duración: 31minOn this week’s Industry Focus Consumer Goods, Motley Fool Contributor Dan Kline and host Nick Sciple break down some of the latest news in the CG space. “Papa” John Schnatter has reached an agreement with his namesake company to retract his lawsuit with the company and step down from its board. What does this mean for the company’s future? JAB Holdings is considering spinning off its coffee and retail brands. Should investors be paying attention? Finally, Dan discusses some of the latest retail technology he learned about last week at ShopTalk in Vegas. We hope you’ll enjoy their conversation. Stocks Mentioned: PZZA, DPZ, KDP, SBUX, AMZN, WMT, TGT Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
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Financials: Getting to Know Boston Omaha and Three Key Trends in Retail and Payments
11/03/2019 Duración: 28minIn this week’s Industry Focus: Financials, host Jason Moser sits down with The Motley Fool’s own senior analyst Buck Hartzell to talk about Boston Omaha Corporation (NASDAQ: BOMN), an up-and-coming financial stock that’s been getting lots of attention. Then, Fool.com contributor Matt Frankel, CFP discusses some of the main themes at this year’s ShopTalk conference in Las Vegas. And, Moser and Frankel discuss a couple of stocks on their radar and The Motley Fool’s new real estate investing website. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
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Tech: Lyft Deep Dive
08/03/2019 Duración: 24minWe finally have financials from ride-hailing company Lyft! On today's show we run through how the company makes money, the core business metrics investors need to know about, and the big risks facing the business. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Hello Monday from LinkedIn - https://itunes.apple.com/us/podcast/hello-monday/id1121084031?mt=2
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Energy: Tesla: We’ve Got a Lot to Talk About
07/03/2019 Duración: 01h21min[WARNING: This Episode is Long] In recent weeks, Tesla has released a flood of news onto the public markets, from confusion surrounding deliveries in Europe and Asia, departures of multiple C-level executives, contempt charges against Elon Musk by the SEC, price cuts across its entire lineup of vehicles, eliminating the vast majority of its retail presence, and an upcoming announcement of the Model Y-- and that’s the short list. Motley Fool Senior Auto Analyst John Rosevear and Industry Focus Host Nick Sciple discuss these stories and more in a comprehensive look at the challenges facing Tesla today. Listening Guide First ~30 minutes -- $35k Model 3 + Store Closure Announcements + Model Y Middle ~30 minutes -- Import issues in Asia/Europe + Elon’s Contempt of Court Final ~30 minutes -- Consumer Reports Removes Model 3 Rec + Changes to Autopilot Marketing Stocks Mentioned: TSLA Stories Mentioned: Will the Feds Tell Tesla to Fire Elon Musk Over Tweets? Tesla customers describe maddening problems with
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Healthcare: Gene Therapy Deals -- What Company Could Be Next?
06/03/2019 Duración: 26minHere's why Roche's acquisition of gene therapy pioneer Spark Therapeutics and Biogen's acquisition of gene therapy upstart Nightstar Therapeutics could put Regenxbio in play. RHHBY, ONCE, BIIB, NITE, RGNX Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
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CG: Breaking Up Is Hard To Do
05/03/2019 Duración: 32minGap is breaking up with…itself? And why is Levi Strauss giving it another go as a publicly traded company? On this week’s episode of Industry Focus: Consumer Goods host Jason Moser and Fool.com contributor Asit Sharma give listeners the must-know details about these stories, and also offer up a couple of stocks they’re watching in the coming week. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
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Financials: A Trio of Fintech Earnings and Competition in Payment Processing
04/03/2019 Duración: 23minHere's the latest from around the financial sector that investors need to know. In this week's installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss earnings from Green Dot (NASDAQ: GDOT), Mercadolibre (NASDAQ: MELI), and Square (NYSE: SQ). Plus, hear why Kroger (NYSE: KR) is no longer accepting Visa (NYSE:V) credit cards in some company-owned stores. All this and more on this week's info-packed episode. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
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Tech: International Stocks Steal the Show
01/03/2019 Duración: 31miniQiyi and MercadoLibre put up some monster earnings results to end 2018 -- we break down the numbers, and why both businesses still have plenty of growth ahead of them. Stocks: IQ, MELI Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
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Energy: X(PO) Gonna Give It To Ya
28/02/2019 Duración: 26minXPO Logistics is one of the largest freight and logistics providers in the world. Following steady growth over the last 5 years, shares are down more than 50% from their October highs. Bill Barker, a portfolio manager a MFAM Funds, joins Industry Focus Host Nick Sciple to shed light on the company’s history, recent performance, and prospects for the future. Stocks Mentioned: XPO, AMZN Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
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Healthcare: An Interview With Alexandria Real Estate Equities Executive Chairman Joel Marcus
27/02/2019 Duración: 27minMarcus explains why America's most innovative life sciences companies call Alexandria's buildings home, how the biotechnology business is evolving, and what could be in store for his company next. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Thanks to Airbnb for supporting MarketFoolery. Go to airbnb.com/fool and start hosting you’ll receive a $100 Amazon Gift Card if you generate $500 in booking value by May 30. Terms and conditions apply.
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Consumer Goods: Stamps.com Changes Course and CVS Doubles Down On Health
26/02/2019 Duración: 23minStamps.com (NASDAQ: STMP) shocked the investing world when it said that it would be dropping its relationship with the United States Postal Service. That’s part of a major shift in the company’s business model and Industry Focus: Consumer Goods host Shannon Jones and Fool.com contributor Dan Kline break down what this news means for investors. Later in the show they talk about CVS (NYSE: CVS) another company that’s shifting its business model. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
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Financials: Apple’s Upcoming Credit Card and a Major Fintech Acquisition
25/02/2019 Duración: 31minApple (NASDAQ: AAPL) and Goldman Sachs (NYSE: GS) are teaming up to offer a new credit card product, so Industry Focus: Financials host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss what we know so far. Plus, one of Moser’s favorite fintech stocks is being acquired at a hefty premium – should investors sell or hang on? As if that weren’t enough, Warren Buffett just released his annual letter to investors, and we’ll discuss the key takeaways. You’ll hear all of this and more in this week’s episode. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Thanks to Airbnb for supporting Industry Focus. Go to airbnb.com/fool and start hosting you’ll receive a $100 Amazon Gift Card if you generate $500 in booking value by May 30. Terms and conditions apply.
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Tech: Stealth Tech Stocks
22/02/2019 Duración: 16minWhat's in a tech stock? Today we explain why three companies that are firmly in other industries -- Domino's, Axon, and Proto Labs -- are really tech companies because of the way they operate. Stocks: DPZ, AAXN, PRLB Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
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Energy: Welcome to the Brookfield Family (Part 2)
21/02/2019 Duración: 32minPart Two of our discussion of the Brookfield Asset Management family of companies. On this week’s episode, we take a look at Brookfield Infrastructure Partners and Brookfield Renewable Partners to see what opportunities they provide for investors. Stocks Mentioned: BIP, BEP, TERP, NEE Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
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Healthcare: 3 Medical Device Monopolies
20/02/2019 Duración: 22minSome medical device companies hold such a strong competitive position in their industry that it isn't a stretch to call them a monopoly. In this week's episode, Motley Fool Contributor Brian Feroldi and Industry Focus host Shannon Jones discuss why Intuitive Surgical, Abiomed, and Novocure are three medical device monopolies hiding in plain sight. Stocks Mentioned: ISRG, ABMD, NVCR Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
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CG: What’s Crackin’ @ Cracker Barrel?
19/02/2019 Duración: 37minCracker Barrel Old Country Stores. Is it a restaurant, or is it a store? The Motley Fool’s Asit Sharma and Nick Sciple answer these questions and more in an in-depth discussion on the company and its investment opportunities. Stocks Mentioned: CBRL, DNKN, BH Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter