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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Energy: Canada Day Special
01/07/2021 Duración: 34minThe 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 Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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Wildcard: The Race for Space with Author Christian Davenport
30/06/2021 Duración: 28minOn 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! Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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CG: Raking in the Dough with Krispy Kreme
29/06/2021 Duración: 44minAfter 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. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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Financials: Big Banks Passed Their Stress Tests and Visa Makes a Major Acquisition
28/06/2021 Duración: 31minThe 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. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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Tech: 3 Tech Stocks Down Big. Should They Be?
25/06/2021 Duración: 35minWe 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 Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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Energy: The Lordstown Motor Saga, Solid State Batteries, Amazon, and More
24/06/2021 Duración: 31minMotley 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 Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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Wildcard: Qualcomm Is Making Big Investments in 5G
23/06/2021 Duración: 21minOn 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) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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CG: More than Just a Lottery Cricut
22/06/2021 Duración: 44minCricut 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) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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Financials: Inflation Concerns and a Very Large SPAC Deal
21/06/2021 Duración: 37minBillionaire 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. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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Tech: Piecing Together Confluent
18/06/2021 Duración: 28minToday 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. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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Energy: Tracy Shuchart (@Chigrl) On Oil and Commodities
17/06/2021 Duración: 28minEnergy 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 Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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Wildcard: The LinkedIn Of Healthcare
16/06/2021 Duración: 37minWhether 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) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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CG: DingDong's IPO May Ring Investors' Bell, But Miss Fresh Is Already Stale
15/06/2021 Duración: 48minJoin 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) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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Financials: Warren Buffett Doubles Down on Brazil and U.S. Consumers Are Spending More Than Pre-COVID
14/06/2021 Duración: 30minWe 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. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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Tech: Cybersecurity + AI = SentinelOne
11/06/2021 Duración: 32minWe 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 Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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Energy: Bezos, Battleships, and Boeing
10/06/2021 Duración: 23minLou 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 Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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WIldcard: Legal Tech IPOs (LegalZoom + Intapp)
09/06/2021 Duración: 46minMotley 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) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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CG: Can Vimeo be the Video of the Future?
08/06/2021 Duración: 49minFor 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) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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Financials: A Fintech IPO to Watch and a Very Complex SPAC Deal
07/06/2021 Duración: 30minIn 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. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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Tech: The Industry Powering the Digital Revolution
04/06/2021 Duración: 33minAnalysts 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. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com