Industry Focus
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Wildcard: The Stocks We've Learned the Most From
Nick, Emily, Jason, and Dylan get together to talk through the companies they've learned the most from, the stocks they've sold recently (and why!) and also where you can catch all of them with The Motley Fool's new audio offering in 2022.
Stocks: MELI, SHOP, GME, BBY
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CG: The Long Goodbye
In this last iteration of Industry Focus Consumer Goods (don?t worry - we?re just moving to Motley Fool Money!), Emily Flippen and Asit Sharma revisit their 2021 consumer goods basket as well as reflect on lessons learned from investing in the industry at large.
Stocks: Grocery Outlet (GO), Peloton (PTON), Beyond Meat (BYND), Dollar General (DG), and Sleep Number (SNBR)
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Financials: Regulators Take a Closer Look at Buy Now Pay Later
On this week?s episode of Industry Focus: Financials host Jason Moser sits down with Motley Fool contributor Dan Caplinger. Tune in as they discuss why regulators are taking a closer look at the buy now pay later space. Then they wrap up the show with a listener question on where to put non-stock portfolio cash.
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Tech: 2021 IPO Recap
We revisit all the new companies we talked about in 2021, look at the landscape of the IPO market in general, and zoom in on some of the most interesting debuts from the year.
Stocks: OLO, KNBE, GLBE
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Energy: 2021 Year-in-Review + 2022 Predictions
Jason Hall and Matt DiLallo join the show to break down the defining energy themes of 2021 and share their predictions for 2022
Stocks Mentioned: PSX, DAR, VLO, KMI, WMB, ET, GTLS, BP, TTE, XOM, CVX, BKR, DVN, PXD, COP, EOG, TPIC, BAM
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Wildcard: BICO, Bioprinting, and Bioconvergence
We get back to Wednesday's healthcare roots with a rundown on BICO Group, a Sweden-based business that enables researchers and scientists to model, build, test, analyze and observe 3-D printed cells, tissues and organs.
This company helps researchers reduce the time and cost of identifying potentially efficacious drugs and can help provide initial results on whether drug compounds are safe and effective before having to test them on animals or humans.
We talk through the huge implications it could have for research in life sciences and personalized medicine and try to clear up some of the jargon around the company.
Stocks: (OM:BICO)
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CG: The Business of Haircare
Olaplex is a nearly $17 billion dollar hair care business that has made its name by combining science with influence. But does this recent IPO have what it takes to be the next best consumer goods business? Join Motley Fool analysts Sanmeet Deo and Emily Flippen as they discuss the tailwinds and challenges of investing in haircare.
Stocks: Olaplex Holdings (NASDAQ: OLPX)
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Financials: 5 Bold Predictions For 2022
In this week's edition of Industry Focus: Financials, we take a look back at the stock market predictions Fool.com contributor Matt Frankel made in December of last year and see how he did. And then, Matt and host Jason Moser discuss his 2022 predictions and why he thinks they have a good chance of actually happening.
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Tech: 3 Tech Monopolies Not Named Facebook
We talk through the natural and curated monopolies that exist in the tech landscape and use three companies -- Alphabet, VeriSign, and Axon -- to explore the traits of businesses with incredibly strong market position and why they're so attractive.
Stocks: AXON, GOOG, GOOGL, VRSN
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Energy: EV News (Chips, Batteries, SEC Investigations, and More!)
John Rosevear joins the show to break down the latest EV headlines.
Stocks Mentioned: INTC, F, GFS, STLA, GM, TM, TSLA, LCID
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Wildcard: Interview with Latch Co-Founder and CEO Luke Schoenfelder
Wildcard Wednesday host Jason Moser sits down with Latch co-founder and CEO Luke Schoenfelder. Tune in as they talk about Latch's most recent quarterly results, the opportunities the company is focused on going forward, and much more! LTCH
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CG: Can Brilliant Earth be a Brilliant Stock?
Brilliant Earth is a digitally native jewelry business looking to redefine the shopping experience for engagement rings. But will consumers take to this digital experience? Join Asit Sharma and Emily Flippen as they discuss one of the newest jewelry businesses on the market today.
Stocks: Brilliant Earth Group (NASDAQ: BRLT)
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Financials: A Look at Nubank's Upcoming IPO
Brazilian fintech Nubank is set to go public at a valuation of as much as $40 billion. In this week's episode of Industry Focus: Financials, Jason Moser and Matt Frankel dig into Nubank -- what the company does, how has it grown, what is its market opportunity? Could this Buffett-backed fintech be a good fit for your portfolio?
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Tech: Dealing with Downturns
High growth stocks have taken a big haircut in the past few months after an incredible 2020. We talk about the factors affecting them, why the major indices haven't seen the same sell-off (hint: Big Tech), and how investors can keep their heads on straight while seeing so much red.
Stocks: AAPL, AMZN, MSFT, GOOG, GOOGL, FB, Z, PLTR
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Energy: Finding Riches in Niches with XPEL
Motley Fool Analyst Auri Hughes joins the podcast to discuss XPEL, a rapidly growing business providing paint and window protection films to the automotive industry, among other applications.
Stocks Mentioned: XPEL, MMM
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Wildcard: The One Mid-Cap You'd Have to Pry from my Cold, Dead Hands in 2022
Heading into the final month of the year, join Brian Stoffel as he shares with host Emily Flippen the one mid cap stock you?d have to pry from his cold, dead, hands.
Stocks: Axon (NASDAQ: AXON)
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CG: Chowing down on Chobani
Chobani is one of the most popular yogurt brands across the United States, but it's founder-led management team has a much bigger vision for its brand. As a consumer products leader for conscious consumers, how much of Chobani's growth is still yet to be found? Join Asit Sharma and Emily Flippen as they discuss this recent S-1 filing.
Stocks: Chobani (to be listed NASDAQ: CHO)
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Financials: An Interview With Lemonade Co-Founder Daniel Schreiber
Insurance disruptor Lemonade (NYSE: LMND) may not be one of the year's best stock performers, but there are big things happening in the business that could drive serious long-term shareholder value. In this special episode of Industry Focus: Financials, Lemonade's co-founder and co-CEO Daniel Schreiber joins Fool.com contributor Matt Frankel to discuss how the business has reached this point, why the Lemonade Car rollout is so exciting, and much more.
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Wildcard: How Nuvei Is Modernizing Payments with Nuvei Founder Phil Fayer
Nuvei Founder, Chairman, and CEO Phil Fayer joins Fool Canada Analyst Nate Parmelee and Industry Focus Host Nick Sciple to discuss how Nuvei is working to achieve its purpose ?to make our world a local marketplace.?
Stocks Mentioned: NVEI
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CG: Can Salads be the Next Burrito?
In his Industry Focus debut, Motley Fool Analyst Sanmeet Deo joins Emily Flippen to look at fast casual salad chain Sweetgreen to help determine if investors should take a big bite out of this mouthwatering opportunity.
Stocks: Sweetgreen (NYSE: SG)Check out more of our content here:
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Financials: Are Bill.com and Lemonade Good Buys Now?
In this week's episode of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP, and host Jason Moser take a closer look at two stocks they bought last August, Lemonade (NYSE: LMND) and Bill.com (NASDAQ: BILL). Matt and Jason will dig into the stock performance of each one, how the businesses are doing, and more, to determine whether these stocks are still worth buying today.
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Tech: UserTesting's S1
Ever wonder what customers actually think of the unboxing process, or where shoppers get stuck during check out on your site?
UserTesting is a company focused on collecting customer insights for businesses to improve the usability of their products. Shares of the company just hit the market, and in this episode, we break down how this business is a huge beneficiary of where the world is going and how they'll have to educate the market to meaningfully grow.
Stocks: USER
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Energy: Stem and the Future of Battery Storage
Jason Hall joins the show to take a look at Stem, Inc. and how it?s using software to stand out in the emerging market for battery storage technology.
Stocks Mentioned: STEM, TSLA
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Wildcard: Bird is the Word?
We get a first look at recent SPAC debut Bird Global, the company known for its e-scooters and last mile mobility options.We talk through how changes to the company's fleet management has dramatically changed the Bird's financials over the past few years and how the company stacks up to more robust mobility offerings from Lyft and Uber.
Stocks: BRDS, UBER, LYFT
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CG: The Controversy Nextdoor
Nextdoor may be the most controversial business to go public since WeWork?s failed listing, however, can Nextdoor?s new and experienced management team turn around this business given its history of bad publicity? Join Asit Sharma and Emily Flippen as they discuss if Nextdoor?s product is really better than you may think.
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Financials: SoFi, Boston Omaha, and Marqeta Earnings Review
In this week's installment of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP®, and host Jason Moser dig into a trio of financial sector earnings. First, the pair talks about the latest results from high-growth fintech SoFi (NASDAQ: SOFI), and then pivots to slow-and-steady compounder Boston Omaha Corporation (NASDAQ: BOMN). Last but certainly not least, Frankel and Moser take a look at the latest numbers from card payment specialist Marqeta (NYSE: MQ).
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Tech: Palantir, DataDog, The Trade Desk
We try and keep up with tech earnings and check-in on three companies we regularly talk about -- Palantir, DataDog, and The Trade Desk.
Tune in for a breakdown on how commercial revenue is poised to become a bigger part of the pie for Palantir, how DataDog keeps cruising along, and why ad tracking concerns shouldn't faze Trade Desk shareholders.
Stocks: TTD, DDOG, PLTR
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Energy: How Kornit Digital is Revolutionizing Fashion
Kornit Digital CEO Ronen Samuel joins the show to share how Kornit?s print-on-demand technology is ushering in a new era of sustainable, on-demand, digital fashion
Stocks Mentioned: KRNT, AMZN, BOO.L
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Wildcard: Digging Into Expensify's IPO
On this week?s episode of Industry Focus: Wildcard host Jason Moser sits down with Motley Fool Ventures Partner Brendan Mathews. Tune in as they take a closer look at the business of Expensify as it makes its debut as a publicly traded company!
Stocks: EXFY
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CG: Life Time is Getting Back in Shape
After a dismal quarter from Peloton, investors seem convinced that fitness trends may be shifting back to pre-pandemic norms. Life Time Fitness is looking to capitalize on this sentiment by attracting members back to its resort-like gyms. However, does this old company revisiting public markets have the financial fortitude for your portfolio? Join Asit Sharma and Emily Flippen as they discuss in today?s show.
Stocks: Life Time Group Holdings (NYSE: LTH)
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Financials: 5 Earnings Reports You Need to Hear About
In this week's Industry Focus: Financials, Matt and Jason discuss the recent earnings reports from some of our favorite companies. They start with Square (NYSE: SQ), which declined after earnings despite strong results, and then pivot to retail REITs Simon Property Group (NYSE: SPG) and Tanger Factory Outlet Centers (NYSE: SKT). Then, they give a quick take on Berkshire Hathaway's (NYSE: BRK.A)(NYSE: BRK.B) latest results before ending with Zillow's (NASDAQ: Z)(NASDAQ: ZG) disappointing news.
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Tech: Peloton, Pinterest, Roku Earnings
Earlier this year, we talked about how 2020 pulled a lot of growth forward and YoY comps might be tough for tech companies.
We saw that in the results for Peloton, Pinterest, and Roku this week. But while some numbers might've been a bit disappointing for these businesses, the thesis for each is still very much in tact. We run through the quarterly numbers and explain why.
Stocks: ROKU, PINS, PTON
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Energy: The Future of Home Rental with Invitation Homes Co-Founder Dallas Tanner
Invitation Homes Co-Founder, President, and CEO joins Industry Focus Host Nick Sciple and Motley Fool Canada Advisor Iain Butler to discuss how the rental home industry has changed in the past decade, how Invitation Homes has grown to become America?s largest home lessor, and where the company and its market are headed over the next 5 years.
Stocks Mentioned: INVH, TSX:TCN
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CG: Diving into SEMrush
SEMrush is an online visibility management platform looking to become the new standard for marketing and search engine optimization worldwide. Join the Motley Fool?s Brian Stoffel and host Emily Flippen as they dive into this recent IPO on today?s Wildcard Wednesday show.
Stocks: SEMrush Holdings (SEMR)
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Run from The Runway
Rent the Runway is looking to invent a designer cloud-based wardrobe for fashionistas across the world, but it?s financial picture paints a slightly different story. Join Motley Fool analysts Asit Sharma and Emily Flippen as they discuss the challenging business of resale and renting and if Rent the Runway has what it takes to turn business around. Rent The Runway Ticker: RENT.
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Financials: Mastercard, Visa, and Robinhood Earnings Review
On this week?s episode of Industry Focus: Financials host Jason Moser sits down with Motley Fool analyst Jason Hall. Tune in as they take a look at the most recent earnings reports from Mastercard, Visa, and Robinhood!
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Tech: Spotify and Alphabet Soar
We run through the strong earnings results from music streamer Spotify and ad giant Alphabet.
Tune in for breakdowns on how we're even more confident in Spotify's ad strategy after pouring through the results, and how Google properties continue to defy the law of large numbers. Also, we touch on the Pinterest/PayPal deal that wasn't.
Stocks: SPOT, GOOG, GOOGL, PINS, PYPL
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Energy: Defense Earnings Roundup
Description: Motley Fool Contributor Lou Whiteman joins the show to take a look at earnings reports from Lockheed Martin, Northrop Grumman, and General Dynamics, as well as the overall state of the defense industry today.
Stocks Mentioned: LMT, NOC, BA, GD
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Wildcard: The Business of Remittances with Moneygram CEO Alex Holmes
Moneygram CEO Alex Holmes joins Industry Focus Host Nick Sciple and Motley Fool Contributor Luis Sanchez to take a look at the international remittance market (AKA sending money across borders), how cryptocurrency is playing a role in the market, and more!
Stocks Mentioned: MGI
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CG: The Business of Candy
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)
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Financials: An Interview With Howard Hughes Corporation CEO David O'Reilly
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
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Tech: PayPal + Pinterest = PayPin? PinPal?
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
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Energy: The Future of the Warehouse with Mark Manduca, Chief Investment Officer at GXO Logistics
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
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Wildcard: WeWork 2.0
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
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CG: Is NerdWallet Worth $5 Billion?
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.
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Financials: Big Banks 3Q Earnings Review
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.
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Tech: Informatica, Informally
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
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Energy: Foolishly Investing in Renewable Energy
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
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Wildcard: Interview with The Glimpse Group CEO Lyron Bentovim
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CG: iFit is Getting in Shape for Public Markets
Stocks: Peloton (PTON), iFit (N/L: IFIT) Check out more of our content here:
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