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Industry Focus

Author: The Motley Fool

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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.
1732 Episodes
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Warehouse clubs have dominated the landscape for consumers this year, from bulk purchases of toilet paper to drowning our loneliness in discount liquor. But one warehouse retailer stands above the rest. What makes the Costco experience special? And how does it compare to BJs and Sams Club? Join Motley Fool's Dan Kline and Emily Flippen to uncover the economics of the membership-based retail experience. 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
On today's Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a look back at the first nine months of 2020, and more importantly, discuss what they're watching for the rest of the year. Hear what stocks they've bought recently, what the election could mean to your portfolio, and why third quarter bank earnings could be the most important yet, and more. Plus, Frankel gives listeners a rundown of the new Real Estate stock investing service from The Motley Fool's sister company Millionacres, and why now could be an especially great time to invest in this beaten-down sector.  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
After spending the past few weeks running through software stocks with nosebleed valuations, we're bringing it back down to earth with some cheap stocks to watch.We run through how we think about "cheap" and why IBM, Intel, Blackberry, and Electronic Arts might be interesting for folks looking to avoid the high flyers.Stocks: IBM, INTC, BB, EA 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
It’s been a wild 6 months for Nikola Motors, going from the leader of the EV SPAC boom to having its stock cut in half following the publication of fraud allegations in a shortseller report authored by Hindenburg Research. Motley Fool Senior Auto Analyst John Rosevear joins the show to break down the Nikola saga from start to finish and share his thoughts on where the business might go from here.    Stocks Mentioned:  NKLA, GM, CNHI, BP, TSLA 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
What if I told you there's a business growing sales over 40% with 90%+ gross margins and it's profitable?Today we dive into prescription middleman and recent IPO GoodRx.Stocks: GDRX 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
Ollie's Bargain Outlet has been one of the big success stories of the pandemic which has brought some attention to the sometimes overlooked retailer. Keurig Dr. Pepper also sometimes flies under the radar and the current health crisis has also shined a light on the beverage brand. Emily Flippen is joined by Daniel Kline on this episode of Industry Focus: Consumer Goods to take a look at the discount store and to tell you how the beverage maker is doing and whether K-Cup sales exploded while we're all stuck at home. 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
In this week's episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a closer look at AppFolio (NASDAQ: APPF), a software-as-a-service company that offers a subscription-based solution for the property management industry. Plus, hear why Matt has Bank of America (NYSE: BAC) at the top of his watch list this week, while Jason is looking closely at Darden Restaurants (NYSE: DRI) ahead of earnings.    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
Snowflake wound up getting all the headlines this week, but another company hopped into the market -- JFrog.This dev ops business needs some decoding, we break down who they are and what they do, why their financials are incredibly attractive and whether it might be worth its rich valuation.Stocks: FROG 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
This week’s guest is Daniel Yergin, Pulitzer prize winning author and renowned expert in energy, international relations, and economics. We discuss his latest book is The New Map: Energy, Climate, and the Clash of Nations (available now). Topics include: the growing conflict between the U.S. and China, how U.S. shale has impacted international relations, what the coming energy transition might look like, technologies that will impact the future of energy, how the COVID-19 pandemic has impacted energy markets, and more. We hope you’ll enjoy our conversation. Stocks Mentioned:  TSLA, BP 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
On this week’s episode of Industry Focus: Wildcard Wednesday, telemedicine is having a big year so far and host Jason Moser and Motley Fool analyst Brian Feroldi dig into AmWell's recent S-1 filing as the company prepares to go public and stake its claim on this growing market opportunity. AMWL TDOC LVGO 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
Join Motley Fool Contributor Dan Kline and Host Emily Flippen to discuss a motley collection of retail stocks that have largely been overlooked by the market, despite dramatic years. Stocks: JCPenny (JCP), Overstock (OSTK), Lowes (LOW), AtHome (HOME) Thanks to Motley Fool member Sean for today’s title! 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
In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the recent news that Citigroup (NYSE: C) CEO Michael Corbat will be stepping down in 2021 and current President Jane Fraser will be taking his place, which will be the first time a woman has been CEO of a mega-bank. Plus, we recently learned that Warren Buffett's Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B) will be taking a stake in Snowflake's upcoming IPO. And finally, the pair tells listeners why Walker & Dunlop (NYSE: WD) and Adobe (NASDAQ: ADBE) are on their radar this week.  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
There are too many Zooms to count in the public markets. While Zoom Video Communications has been one of the stars of the past few months, today we switch our gaze to ZoomInfo Technologies (ZI) - a SaaS business that provides companies with organizational information. 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
Boeing received another blow this week as stories emerged of issues affecting its 787 Dreamliner, adding to the woes the company faced with the 737 Max aircraft. Motley Fool Contributor Lou Whiteman joins the podcast to explain what this latest news means for Boeing and to discuss the current state of airlines and air travel.  Stocks Mentioned:  TSLA, BA, DAL, LUV, UAL, AAL, SAVE 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
Revisiting one of our most popular Healthcare episodes from 2019, join Motley Fool contributor Brian Feroldi and Host Emily Flippen as they take a look at some of the most interesting companies improving healthcare through technology, Schrodinger (NASDAQ: SDGR), Simulations Plus (NASDAQ: SLP), and Veeva Systems (NYSE: VEEV). 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
Etsy (NASDAQ: ETSY) made headlines last week after it beat out Tesla for addition to the S&P500. Was the addition justified? Join Motley Fool contributor Dan Kline and host Emily Flippen as they discuss the business basics of Etsy, what makes the company special, and if Etsy is worthy of a position in your portfolio today. 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
We hit the mailbag to do a lightning round of stock talk. Listeners wrote in on Square, Nutanix, Gravity, we explain what's going on with these businesses and what we expect from them going forward. Plus we tackle a tough question about tracking down management info on foreign companies. Stocks: GRVY, SQ, NTNX, PYPL 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
For generations, businesses faced with evidence that their products cause harm to consumers have used public relations campaigns to deny culpability. This week’s guest is Barbara Freese, author of the recent book Industrial Strength Denial: Eight Stories of Corporations Defending the Indefensible, From the Slave Trade to Climate Change. Our conversation delves into corporate denial campaigns in the British slave trade, the fossil fuel industry, the tobacco industry, and more, as well as what changes we can make to make corporate denial less likely.   Stocks Mentioned: XOM, BP, GM, F 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
Warren Buffett just turned 90, announcing a $6 billion investment in five major Japanese trading firms nearly simultaneously. Law professor, corporate governance expert, writer, and Berkshire Hathaway scholar Lawrence Cunningham joins the show to discuss Berkshire’s latest investments, Buffett’s legacy, and how businesses like Berkshire attract quality shareholders. Additional topics include: Constellation Software, succession at Berkshire, ESG investing, and more.  Professor Cunningham’s latest book, Quality Shareholders: How the Best Managers Attract and Keep Them is available later this Fall.  Stocks Discussed: BRK.A, BRK.B, DHR, MKL, JEF, GHC, CNSWF, FRFHF 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
In this episode of Industry Focus, Dan Kline joins Host Emily Flippen to break down some of the retailers that are foraging at the front of their own frontiers. These retailers are evolving in unexpected ways, but are all their moves scouting their own paths? Or are they just digging their own graves?  Stocks: Nike (NKE), GameStop (GME), Ulta Beauty (ULTA), Dick’s Sporting Goods (DKS), Chewy (CHWY)  Special Thanks to Motley Fool Member Keith Justice for today’s title!  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
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Comments (12)

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

J Wolf

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

Mar 25th
Reply

Salvatore Pacilio

dear God, you have one guy yelling into the microphone and the other guy talking so low I can barely hear him sometimes. what the hell?

Feb 22nd
Reply

Salvatore Pacilio

for the love of God, can you not turn the volume down on this guy a little bit?

Dec 18th
Reply

phoenix2759

love this podcast, great analysis

Oct 29th
Reply

Lj Calixte

brilliant analysis

Jun 7th
Reply

AltieJean Singleton

شمفهث تثشى سهىلمثفخى

Jul 17th
Reply
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