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Industry Focus

Author: The Motley Fool

Subscribed: 9,629Played: 528,425
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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.
2041 Episodes
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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 Spotify Subscribe here on Apple Podcasts
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: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
CG: The Long Goodbye

CG: The Long Goodbye

2021-12-2125:41

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: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
Tech: 2021 IPO Recap

Tech: 2021 IPO Recap

2021-12-1726:391

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: https://www.foolinsights.com/se/04BD76CC18830996 Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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Comments (29)

steve

Nooo it’s archived now 😳

Feb 3rd
Reply

steve

That consumer goods basket…😅😅

Dec 22nd
Reply

steve

Ok

Dec 20th
Reply

Christoph Schuerch

The guest talks about how valuations of these businesses got way ahead of the businesses themselves. All that time, Motley Fool stock advisor was telling you to buy those stocks. What I learned this year was that I won't continue my subscription. I could do better using my common sense and investing in more stable stocks while tech is extremely overvalued, then shift around on a pullback.

Dec 6th
Reply

steve

Tech on Wednesday—amzn!!!

Nov 18th
Reply

steve

HSY?

Oct 27th
Reply

steve

This is about to be a 100 bagger for Joey. Wow. 10k -> 1mm

Oct 3rd
Reply

Charlie Spierto

how can you take 42 minutes to talk about crox? Please speed it up.

Jul 19th
Reply

steve

Times Emily said Planet thirteen: 13+

Jul 10th
Reply

Cameron MacDonald

ETH has more value than Bitcoin? ETH is the slowest and most expensive to use crypto out there. it's literally the worst one. save yourself some time and don't listen to this episode. He has absolutely no idea what he's talking about. All the other episodes have been great but this has doesn't have a clue. I doubt he's ever bought crypto.

May 12th
Reply (1)

M Morr

always less sugar is better. oat milk has less sugar and less additives than almond milk.

May 5th
Reply (1)

steve

IPOC

Feb 27th
Reply

Cameron MacDonald

Can we get Dan Kline Back please. Emily is great but the new guy not so much

Dec 31st
Reply (1)

M Morr

poor cats

Jul 9th
Reply

Raphael Fajersztajn

loved the episode. she sounds like a little kid, so cute

Jun 17th
Reply

BOO DADDY

Excellent podcast, helped me understand zoom and made me an investor

Jun 10th
Reply

M Morr

Omaha steaks??. I love these podcasts but they are promoting eating trash and junk food. so what is a better message? strong finances or bad diet. says a lot about america. we have a big problem with America eating poorly and I always hear this team talking about eating absolute junk. i will soon be out if I keep hearing them promote eating SAD CRAP diet. it is heart wrenching. fix finances but promote poor health. not good.

May 12th
Reply

Jackson Ling

Agreed, one of the most insightful episode. More of Jim’s deep dive on other stocks please!

May 12th
Reply

Raphael Fajersztajn

one of the best industry focus episodes. such a learning

May 8th
Reply

JW

Nice podcast but the intro music is so uninspiring; please change to something more upbeat.

Mar 25th
Reply
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