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Industry Focus

Motley Fool

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.

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.

Location:

Alexandria, VA

Networks:

Motley Fool

Description:

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.

Language:

English

Contact:

The Motley Fool 2000 Duke St., Fourth Floor Alexandria, VA 22314 703-838-3665


Episodes

Energy: SpaceX to the Moon + A Railroad Bidding War

4/22/2021
Motley Fool Contributor Lou Whiteman returns to the podcast to break down SpaceX winning the NASA contract to return humans to the moon, the Mars helicopter Ingenuity, and Canadian National Railway challenging Canadian Pacific’s bid to acquire Kansas City Southern Railroad. Stocks Mentioned: SpaceX (Private), LDOS, CNI, CP, KSU Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

Duration:00:24:53

Wildcard: Can 10x Genomics 10x?

4/21/2021
In today’s healthcare focused episode, Motley Fool analysts Maria Gallagher and Emily Flippen discuss the prospects for 10x Genomics, a healthcare tech company looking to reform the way researchers discover single cell gene expression. Stocks: 10x Genomics (NASDAQ: TXG) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

Duration:00:31:35

CG: Getting Blunt About Cannabis Stocks

4/20/2021
Motley Fool contributor and resident cannabis expert Keith Speights joins host Emily Flippen as they celebrate 4/20 by talking about how investors should (and shouldn’t!) get invested in marijuana, as well as some of their favorite ideas for all types of listeners. Stocks: Square (SQ), PayPal (PYPL), Scotts MiracleGro (SMG), Innovative Industrial Properties (IIPR), AYR Wellness (AYRWF), Trulieve Cannabis (TCNNF) Check out more of our content here: Podcasts Youtube Twitter Reach us by...

Duration:00:35:56

Financials: Beyond the Tank: An Interview With Shark Tank's Robert Herjavec and Daniel Lubetzky

4/19/2021
Many of our listeners are familiar with Shark Tank, but how does the TV show compare to real-life private equity investing? In this week's installment of Industry Focus: Financials, long-time Shark Tank star Robert Herjavec and guest Shark and Kind founder Daniel Lubetzky join Fool.com contributor Matt Frankel, CFP, for a look into their investment styles and much more. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

Duration:00:30:33

Tech: Checking in on 2020 IPOs

4/16/2021
We circle back on three companies we profiled months ago when their prospectuses first became available -- C3.ai, Snowflake, and ZoomInfo. Tune in to hear how each have lived up to heady expectations, why two have stumbled, and why ultimately all three businesses remain interesting companies for your watch list. Stocks: SNOW, ZI, AI Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

Duration:00:40:52

Energy: EV Charging

4/15/2021
By overwhelming listener demand, this week we’re breaking down the EV charging industry. Motley Fool Advisor Seth Jayson joins the show to give an introduction to the basics of EV charging and share his thoughts on how to invest in the space. Seth’s EV Slides/Notes Referenced on the Podcast Stocks Mentioned: CHPT, TSLA, SIEGY, VWAGY, BLNK, GM, F Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

Duration:00:30:25

Wildcard: Brett Perlman on Blackouts and the Future of Texas Energy

4/14/2021
Brett Perlman, CEO of the Center for Houston’s Future, joins the show to discuss the past, present, and future of energy production and the energy grid in Texas. Brett shares why Texas could have the potential to become a hub for clean energy technology like hydrogen and carbon capture. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

Duration:00:31:43

CG: Checking in With At-Home Fitness

4/13/2021
Is at-home fitness going the distance? Join Motley Fool analysts Asit Sharma and Emily Flippen as they discuss six companies, each with their own unique take on tackling the fitness industry. Stocks: Peloton (PTON), Affirm (AFRM), Lululemon (LULU), Garmin (GRMN), Nike (NKE), Planet Fitness (PLNT) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

Duration:00:45:11

Financials: 3 Key Takeaways From Jamie Dimon's Annual Letter

4/12/2021
Next to Warren Buffett, nobody's annual letters to shareholders are as closely watched as JPMorgan Chase(NYSE: JPM) CEO Jamie Dimon. Dimon tackled many topics in his 66-page letter, but we found his commentary on fintech, bank regulations, and working in offices. In this week's installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, discuss what Dimon said and what it could mean to investors. Check out more of our content...

Duration:00:30:36

Tech: The Next Snowflake?

4/9/2021
Today we talk about UiPath, a soon to be public company that private investors have fawned over the past few years. We talk about how the company serves the RPA market, the insane growth rates the business is posting, and why UiPath reminds us both of another recent IPO — Snowflake. Stocks: PATH, SNOW Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

Duration:00:27:23

Energy: Biden’s Infrastructure Proposal

4/8/2021
Jason Hall joins the show to break down President Biden’s infrastructure plan, discuss potential winners and losers, and how to think about legislative action when establishing an investment thesis. Stocks Mentioned: VMC, NVEE, STLD, BRK-A, BRK-B Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

Duration:00:26:32

Wildcard: Nanox and Understanding the Risk/Reward Spectrum

4/7/2021
We check back in on Nanox -- the Tesla of medical imaging -- after big news came out about its single source Nanox.ARC digital x-ray technology getting 510(k) clearance from the FDA. Then we use the company to explore the risk/reward spectrum and the tradeoff of upside vs. certainty with an investment. Stocks: NNOX Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

Duration:00:34:49

CG: Heading Back to School with Coursera

4/6/2021
Coursera is one of the newest ed-tech stocks on the market today, but is it a course worth buying? Join Motley Fool Analysts Asit Sharma and Emily Flippen as they study up on the evolution of higher education. Stocks: Coursera (COUR), 2U (TWOU) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

Duration:00:48:50

Financials: Upstart's 250% Gain, Coinbase's Public Debut, and the SPAC Slowdown

4/5/2021
Fintech lender Upstart (NASDAQ: UPST) has delivered a year-to-date gain of about 250%, but it isn't just because of earnings. In this episode of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP, and host Jason Moser discuss why the stock has performed so well. Plus, we now have an official date for the upcoming Coinbase direct listing. And finally, there has been a massive slowdown in the SPAC world in recent weeks, so why are we seeing such a sudden lack of...

Duration:00:30:56

Energy: Blue Collar Technology

4/1/2021
When you think technology, you probably don’t think John Deere and Caterpillar, but these two businesses have been quietly building meaningful technology businesses. Luis Sanchez joins the podcast this week to break down what both businesses are doing in technology, as well as take a high level view of what it means to be a “tech company” in 2021. Stocks Mentioned: DE, CAT Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

Duration:00:43:47

Wildcard: The Future of the Massive Home Furnishings Market

3/31/2021
On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser and VP of Motley Fool Ventures Brendan Mathews take a closer look at how Wayfair is shaping the future of the massive home furnishings market and what Bed Bath & Beyond is doing to remain a part of it. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

Duration:00:33:30

CG: Are These Boots Made For Walking?

3/30/2021
BootBarn’s boots may be made for walkin’, but is BootBarn’s stock made for buyin’? Join Motley Fool analysts Asit Sharma and Emily Flippen as they take a listener’s question and talk about this rapidly expanding boot business. Stocks: BootBarn (NYSE: BOOT) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

Duration:00:42:26

Financials: IPOs, SPACs, and Bank Buybacks

3/29/2021
Banks were forced to stop buying back shares when the pandemic started, but recent commentary from Treasury Secretary Janet Yellen and the Federal Reserve indicate there could be better time ahead. And thanks to fintechs SoFi and Robinhood, it could get easier to buy shares of the hottest IPOs. And we just learned that WeWork is finally going public -- via SPAC. In this week's episode, Fool.com contributor Matt Frankel, CFP, and Industry Focus host Jason Moser take a closer look into these...

Duration:00:32:44

Tech: Microsoft Sows Gaming Discord

3/26/2021
Rumors swirled this week that Microsoft is interested in buying gaming communications platform Discord for $10 billion. We break down how Discord fits into Microsoft's gaming ambitions, what the service could look like under their umbrella, and what separates Discord from Teams competitor Slack. Stocks: MSFT, WORK Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

Duration:00:25:22

Energy: KSU and CP’s Record Railroad Merger + Trouble in the Suez

3/25/2021
Motley Fool Contributor Lou Whiteman joins the podcast this week to break down the record-setting merger between Kansas City Southern and Canadian Pacific Railway and to take a look at how a blockage in the Suez Canal could impact global trade. Satellite View of Ever Given in the Suez Canal Stocks Mentioned: KSU, CP 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

Duration:00:24:08