Industry Focus

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 [email protected].

Introducing the New Motley Fool Money 12/31/2021

Introducing the New Motley Fool Money We're moving over to a new show! Here's a sneak peek of what to expect when Motley Fool Money goes daily on January 5, 2022. Subscribe here on Subscribe here on /episode/index/show/wherethemoneyis/id/21627791

Wildcard: The Stocks We've Learned the Most From 12/22/2021

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 Check out more of our content here: Reach us by Email @ /episode/index/show/wherethemoneyis/id/21552596

CG: The Long Goodbye 12/21/2021

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) Check out more of our content here: Reach us by Email @ /episode/index/show/wherethemoneyis/id/21564644

Financials: Regulators Take a Closer Look at Buy Now Pay Later 12/20/2021

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. Check out more of our content here: Reach us by Email @ /episode/index/show/wherethemoneyis/id/21546860

Tech: 2021 IPO Recap 12/17/2021

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 Listener survey: Check out more of our content here: Reach us by Email @ /episode/index/show/wherethemoneyis/id/21522071

Energy: 2021 Year-in-Review + 2022 Predictions 12/16/2021

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 Check out more of our content here: Reach us by Email @ /episode/index/show/wherethemoneyis/id/21508883

Wildcard: BICO, Bioprinting, and Bioconvergence 12/15/2021

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) Check out more of our content here: Reach us by Email @ /episode/index/show/wherethemoneyis/id/21495314

CG: The Business of Haircare 12/14/2021

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) Check out more of our content here: Reach us by Email @ /episode/index/show/wherethemoneyis/id/21484931

Financials: 5 Bold Predictions For 2022 12/13/2021

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. Check out more of our content here: Reach us by Email @ /episode/index/show/wherethemoneyis/id/21469406

Tech: 3 Tech Monopolies Not Named Facebook 12/10/2021

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 Check out more of our content here: Reach us by Email @ /episode/index/show/wherethemoneyis/id/21446489

Energy: EV News (Chips, Batteries, SEC Investigations, and More!) 12/09/2021

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 Check out more of our content here: Reach us by Email @ /episode/index/show/wherethemoneyis/id/21433496

Wildcard: Interview with Latch Co-Founder and CEO Luke Schoenfelder 12/08/2021

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 Check out more of our content here: Reach us by Email @ /episode/index/show/wherethemoneyis/id/21410204

CG: Can Brilliant Earth be a Brilliant Stock? 12/07/2021

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) Check out more of our content here: Reach us by Email @ /episode/index/show/wherethemoneyis/id/21410096

Financials: A Look at Nubank's Upcoming IPO 12/06/2021

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? Check out more of our content here: Reach us by Email @ /episode/index/show/wherethemoneyis/id/21388457

Tech: Dealing with Downturns 12/03/2021

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 Check out more of our content here: Reach us by Email @ /episode/index/show/wherethemoneyis/id/21372236

Energy: Finding Riches in Niches with XPEL 12/02/2021

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 Check out more of our content here: Reach us by Email @ /episode/index/show/wherethemoneyis/id/21356843

Wildcard: The One Mid-Cap You'd Have to Pry from my Cold, Dead Hands in 2022 12/01/2021

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) Check out more of our content here: Reach us by Email @ /episode/index/show/wherethemoneyis/id/21341498

CG: Chowing down on Chobani 11/30/2021

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) Check out more of our content here: Reach us by Email @ /episode/index/show/wherethemoneyis/id/21328265

Financials: An Interview With Lemonade Co-Founder Daniel Schreiber 11/29/2021

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. Check out more of our content here: Reach us by Email @ /episode/index/show/wherethemoneyis/id/21312587

Wildcard: How Nuvei Is Modernizing Payments with Nuvei Founder Phil Fayer 11/24/2021

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 Check out more of our content here: Reach us by Email @ /episode/index/show/wherethemoneyis/id/21251681

CG: Can Salads be the Next Burrito? 11/23/2021

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: Reach us by Email @ /episode/index/show/wherethemoneyis/id/21252224

Financials: Are Bill.com and Lemonade Good Buys Now? 11/22/2021

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. Check out more of our content here: Reach us by Email @ /episode/index/show/wherethemoneyis/id/21246494

Tech: UserTesting's S1 11/19/2021

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 Check out more of our content here: Reach us by Email @ /episode/index/show/wherethemoneyis/id/21223799

Energy: Stem and the Future of Battery Storage 11/18/2021

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 Check out more of our content here: Reach us by Email @ /episode/index/show/wherethemoneyis/id/21185624

Wildcard: Bird is the Word? 11/17/2021

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 Check out more of our content here: Reach us by Email @ /episode/index/show/wherethemoneyis/id/21197861

CG: The Controversy Nextdoor 11/16/2021

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. Check out more of our content here: Reach us by Email @ /episode/index/show/wherethemoneyis/id/21185183

Financials: SoFi, Boston Omaha, and Marqeta Earnings Review 11/15/2021

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). Check out more of our content here: Reach us by Email @ /episode/index/show/wherethemoneyis/id/21168860

Tech: Palantir, DataDog, The Trade Desk 11/12/2021

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 Check out more of our content here: Reach us by Email @ /episode/index/show/wherethemoneyis/id/21146768

Energy: How Kornit Digital is Revolutionizing Fashion 11/11/2021

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 Check out more of our content here: Reach us by Email @ /episode/index/show/wherethemoneyis/id/21133688

Wildcard: Digging Into Expensify's IPO 11/10/2021

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 Check out more of our content here: Reach us by Email @ /episode/index/show/wherethemoneyis/id/21122093

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