Industry Focus

The Motley Fool

About

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.

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2046 episodes

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. __ __

1m
Dec 31, 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: Podcasts https://www.fool.com/podcasts/ Youtube Twitter Reach us by Email @ IndustryFocus@fool.com http://IndustryFocus@fool.com

25m
Dec 22, 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: Podcasts https://www.fool.com/podcasts/ Youtube Twitter Reach us by Email @ IndustryFocus@fool.com http://IndustryFocus@fool.com

25m
Dec 21, 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: Podcasts https://www.fool.com/podcasts/ Youtube Twitter Reach us by Email @ IndustryFocus@fool.com http://IndustryFocus@fool.com

20m
Dec 20, 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: https://www.foolinsights.com/se/04BD76CC18830996 CHECK OUT MORE OF OUR CONTENT HERE: Podcasts https://www.fool.com/podcasts/ Youtube Twitter Reach us by Email @ IndustryFocus@fool.com http://IndustryFocus@fool.com

26m
Dec 17, 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: Podcasts https://www.fool.com/podcasts/ Youtube Twitter Reach us by Email @ IndustryFocus@fool.com http://IndustryFocus@fool.com

26m
Dec 16, 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 beforehaving 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 https://www.fool.com/podcasts/ Youtube Twitter Reach us by Email @ IndustryFocus@fool.com http://IndustryFocus@fool.com

26m
Dec 15, 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: Podcasts https://www.fool.com/podcasts/ Youtube Twitter Reach us by Email @ IndustryFocus@fool.com http://IndustryFocus@fool.com

26m
Dec 14, 2021
Financials: 5 Bold Predictions For 2022

In this week's edition of  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 https://www.fool.com/podcasts/ Youtube Twitter Reach us by Email @ IndustryFocus@fool.com http://IndustryFocus@fool.com

18m
Dec 13, 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: Podcasts https://www.fool.com/podcasts/ Youtube Twitter Reach us by Email @ IndustryFocus@fool.com http://IndustryFocus@fool.com

25m
Dec 10, 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: Podcasts https://www.fool.com/podcasts/ Youtube Twitter Reach us by Email @ IndustryFocus@fool.com http://IndustryFocus@fool.com

23m
Dec 09, 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: Podcasts https://www.fool.com/podcasts/ Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

21m
Dec 08, 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: Podcasts https://www.fool.com/podcasts/ Youtube Twitter Reach us by Email @ IndustryFocus@fool.com http://IndustryFocus@fool.com

28m
Dec 07, 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 , 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 https://www.fool.com/podcasts/ Youtube Twitter Reach us by Email @ IndustryFocus@fool.com http://IndustryFocus@fool.com

21m
Dec 06, 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: Podcasts https://www.fool.com/podcasts/ Youtube Twitter Reach us by Email @ IndustryFocus@fool.com http://IndustryFocus@fool.com

26m
Dec 03, 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: Podcasts https://www.fool.com/podcasts/ Youtube Twitter Reach us by Email @ IndustryFocus@fool.com http://IndustryFocus@fool.com

23m
Dec 02, 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.  : Axon (NASDAQ: AXON) CHECK OUT MORE OF OUR CONTENT HERE: Podcasts https://www.fool.com/podcasts/ Youtube Twitter Reach us by Email @ IndustryFocus@fool.com http://IndustryFocus@fool.com

26m
Dec 01, 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. : Chobani (to be listed NASDAQ: CHO) CHECK OUT MORE OF OUR CONTENT HERE: Podcasts https://www.fool.com/podcasts/ Youtube Twitter Reach us by Email @ IndustryFocus@fool.com http://IndustryFocus@fool.com

25m
Nov 30, 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 , 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 https://www.fool.com/podcasts/ Youtube Twitter Reach us by Email @ IndustryFocus@fool.com http://IndustryFocus@fool.com

30m
Nov 29, 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: Podcasts https://www.fool.com/podcasts/ Youtube Twitter Reach us by Email @ IndustryFocus@fool.com http://IndustryFocus@fool.com

28m
Nov 24, 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: Podcasts https://www.fool.com/podcasts/ Youtube Twitter Reach us by Email @ IndustryFocus@fool.com http://IndustryFocus@fool.com/

27m
Nov 23, 2021
Financials: Are Bill.com and Lemonade Good Buys Now?

In this week's episode of 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: Podcasts https://www.fool.com/podcasts/ Youtube Twitter Reach us by Email @ IndustryFocus@fool.com http://IndustryFocus@fool.com/

23m
Nov 22, 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: Podcasts https://www.fool.com/podcasts/ Youtube Twitter Reach us by Email @ IndustryFocus@fool.com http://IndustryFocus@fool.com/

26m
Nov 19, 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: Podcasts https://www.fool.com/podcasts/ Youtube Twitter Reach us by Email @ IndustryFocus@fool.com http://IndustryFocus@fool.com/

27m
Nov 18, 2021
Tech: 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: Podcasts https://www.fool.com/podcasts/ Youtube Twitter Reach us by Email @ IndustryFocus@fool.com http://IndustryFocus@fool.com/

27m
Nov 17, 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: Podcasts https://www.fool.com/podcasts/ Youtube Twitter Reach us by Email @ IndustryFocus@fool.com http://IndustryFocus@fool.com/

28m
Nov 16, 2021
Financials: SoFi, Boston Omaha, and Marqeta Earnings Review

In this week's installment of  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: Podcasts https://www.fool.com/podcasts/ Youtube Twitter Reach us by Email @ IndustryFocus@fool.com http://IndustryFocus@fool.com/

21m
Nov 15, 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: Podcasts https://www.fool.com/podcasts/ Youtube Twitter Reach us by Email @ IndustryFocus@fool.com http://IndustryFocus@fool.com/

22m
Nov 12, 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: Podcasts https://www.fool.com/podcasts/ Youtube Twitter Reach us by Email @ IndustryFocus@fool.com http://IndustryFocus@fool.com/

26m
Nov 11, 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: Podcasts https://www.fool.com/podcasts/ Youtube Twitter Reach us by Email @ IndustryFocus@fool.com http://IndustryFocus@fool.com/

25m
Nov 10, 2021