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PODCAST

Industry Focus

The 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.

business business news

All Episodes

28:24

CG: Can On Holdings Get its Foot in the Door?

Industry Focus ·

2021/09/28

Did you think we were done with footwear IPOs? Think again! The market is hot for performance apparel, and On Holdings is the newest public business looking to capitalize. Join Asit Sharma and Emily Flippen as they continue the footwear discussion in today’s episode over On Performance running shoes. Stocks: On Holdings AG (NYSE: ONON) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

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22:27

Financials: Digging Into Recent Fintech IPO Remitly

Industry Focus ·

2021/09/27

Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, take a deep dive into Remitly (NASDAQ: RELY), a cross-border payments company that just went public last week. The paid discusses what Remitly does, how it makes money, its market opportunity, and much more, so check out the discussion to see if it could be a stock to put on your radar. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

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30:52

Tech: What Do The Apps Say?

Industry Focus ·

2021/09/24

We take a look at other industries through the lens of the app store to explore how mobile apps fit into the direction and strategy for companies. Plus, Dylan explaining the obvious aha moment of the phone being the remote control for his life. Stocks: CMG, SBUX, MCD, UBER, ETSY, SQ Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

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27:59

Energy: EV News Update (Lucid, Rivian, Ford, GM,...

Industry Focus ·

2021/09/23

Motley Fool Auto Analyst John Rosevear returns to the podcast to break down EV stories, including Lucid’s 520-mile range vehicle, Rivian’s EV truck beginning production, Ford’s deal with Tesla’s former CTO, and more! Stocks Mentioned: LCID, F, GM, NIO, XPEV, TSLA Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

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19:04

Wildcard: Breaking Down CRISPR Technology

Industry Focus ·

2021/09/22

Tune in for Motley Fool Advisor Karl Thiel’s debut on Industry Focus as our resident biotech expert discusses the advances and challenges of CRISPR gene-editing technology, as well as how investors should be thinking about the space. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

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30:58

CG: AllBirds is Soaring into Public Markets

Industry Focus ·

2021/09/21

As a sustainable footwear brand with a cult following, AllBirds has reinvented what it means to be a digitally native apparel retailer. In this episode of Industry Focus, Motley Fool Analysts Asit Sharma and Emily Flippen take a look through AllBird’s S-1 to determine if the business has more staying power beyond it’s high-end brand. Stocks: AllBirds (to be listed: BIRD)

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23:48

Financials: A Deep Dive Into Compass

Industry Focus ·

2021/09/21

In this week's episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, take a closer look at real estate disruptor Compass (NYSE: COMP), which went public earlier this year. Hear Jason and Matt talk about what compass does, its strengths, the management team, and whether it can have a bright future even as iBuying gains traction.

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27:06

Tech: Toast to Toast?

Industry Focus ·

2021/09/17

We talk about a sneaky-big tech company helping restaurants take their operations and systems digital -- Toast! Listen in for a breakdown of how the company has grown from a humble point-of-sales solution into a robust offering aimed at making life easier for restaurateurs, staff, and customers. Stocks: TOST Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

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27:46

Energy: Solar Energy’s 'Growthery' Future

Industry Focus ·

2021/09/16

Jason Hall joins the podcast to discuss the Department of Energy’s Solar Futures Study and discuss ways to invest in solar energy’s future. Stocks Mentioned: FSLR, SEDG, ENPH, CWEN, CWEN.A, NEP, BEP, BEPC Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

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29:11

Wildcard: Investing in China with Esoterica Capital...

Industry Focus ·

2021/09/15

Wildcard Wednesday host Jason Moser sits down with Esoterica Capital Senior Analyst Kai Zhang. Tune in as they talk about the current regulatory environment in China, how investors should view opportunities in the region and much more! Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

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23:59

CG: America's Favorite Publicly Traded Convenience Store

Industry Focus ·

2021/09/14

Casey's General Store is a midwestern favorite, serving fuel, food, and groceries to rural and suburban communities across sixteen states. But is Casey's the best convenience store, or just the only one available? Join Emily Flippen and Asit Sharma as they break down this classic retailer and discuss what the future may hold for its business. Stocks: Casey's General Store (CASY) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

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26:13

Financials: Affirm's Stellar Quarter and PayPal's Own...

Industry Focus ·

2021/09/13

On the heels of its recently-announced partnership with Amazon (NASDAQ: AMZN), buy-now-pay-later company Affirm (NASDAQ: ARFM) just released some pretty impressive results. And elsewhere in the BNPL space, PayPal (NASDAQ: PYPL) just announced its acquisition of a leader in the Japanese market that could have global implications for the business. Plus, host Jason Moser and Fool.com contributor Matt Frankel, CFP, each discuss a stock they have on their watch list right now. Check out more of our

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25:04

Tech: Freshworks, Fresh S1?

Industry Focus ·

2021/09/10

We dig into helpdesk and CRM software company Freshworks. After having a subpar customer experience a decade ago, CEO Girish Mathrubootham built a tool to help businesses better manage and centralize their customer interactions. We talk about the company's torrid growth and the competition it might face from the big dogs. Stocks: FRSH Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

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29:23

2000th Episode Special

Industry Focus ·

2021/09/09

ll the Industry Focus hosts come together to celebrate the 2000th episode of the podcast. Topics include lessons learned from the podcast, the story that made the biggest impact on the hosts, most recent stock buys, and more! Stocks Mentioned: GME, TSLA, GTLS, AI, SPOT, NNI Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

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27:00

Wildcard: The Longview on Heartflow

Industry Focus ·

2021/09/08

Today we explore a tech company focused on heart health -- HeartFlow! The company uses medical imaging to create more complete models of patient cardiovascular systems, a non-invasive technology aimed are improving treatment and reducing unnecessary procedures and costs. The SPAC is set to come public later this year, tune in to find out if we'll be buying. Stocks: LGV, HFLO Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

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31:27

CG: Should You Take a Stake in the Business of...

Industry Focus ·

2021/09/07

Weber is the preeminent decades-old outdoor grilling business that enthusiasts love. Traeger is the up-and-coming disruptor looking to convert every grill master into a wood pellet grill owner. Which of these newly public businesses is setting itself a part from the competition? Join Motley Fool analysts Asit Sharma and Emily Flippen as they discuss these questions and more in today’s episode. Stocks: Weber (WEBR), Traeger (COOK) Check out more of our content here: Podcasts Youtube Twitter Reach

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28:34

Tech: 3 Stocks We Just Bought

Industry Focus ·

2021/09/03

We talk our own book on today's show, bringing you three different companies we've added to our own portfolios over the past few weeks. Tune-in for breakdowns on Spotify's ad business, why Lemonade not taking Jason as a customer on was a good thing, and how Etsy is keeping e-commerce crafty. Stocks: SPOT, ETSY, LMND Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

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30:49

Energy: Desktop Metal CPO Arjun Aggarwal Talks 3D...

Industry Focus ·

2021/09/02

Desktop Metal CPO Arjun Aggarwal joins the show to discuss 3D printing and Desktop Metal’s aim to help it cross the chasm from prototyping parts to full-scale mass production. Stocks Mentioned: DM Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

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27:50

Wildcard: Ziprecruiter IPO Breakdown

Industry Focus ·

2021/09/01

Asit Sharma joins the show to break down Ziprecruiter’s direct listing Stocks Mentioned: ZIP Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

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27:34

CG: Humbling Ourselves with Retail Earnings

Industry Focus ·

2021/08/31

Motley Fool analysts Asit Sharma and Emily Flippen break down two recent retail earnings reports and discuss how the businesses are performing, their expectations for the future, and where they’ve each gone wrong in their past analysis. Stocks: Dicks Sporting Goods (DKS), Best Buy (BBY) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

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