Industry Focus

Latest Episodes:

Healthcare: Gilead Sciences Couldn't Have Timed its Splash Into CAR-T Better Aug 30, 2017

Show notes

The FDA approved the world's first CAR-T therapy on Wednesday, one month ahead of schedule, and only days after Gilead Sciences announced it’s buying CAR-T powerhouse Kite Pharma in a deal valued at $11.9 billion.

CG: Do You Have What It Takes to Be a Professional Gamer? Aug 29, 2017

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Join us for a look at the incredible growth of e-sports and the opportunity it presents to various industry stakeholders, including game publishers, content networks, and the players themselves. We also discuss the recent legal troubles at iRobot.

Financials: The Best Bankers in America Aug 28, 2017

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Every industry has its shining lights, and the bank industry is no different. In this episode of Industry Focus: Financials edition we discuss the top bankers in the modern era, including Jamie Dimon, Richard Davis, Robert Wilmers, and more.

Tech: How Fermi Could've Saved Me From Myself Aug 25, 2017

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Two years ago we tossed out a terrible ballpark on the revenue Apple Music might be able to bring in for the tech giant. Today we talk about that mistake and how to set yourself up to make better projections.

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Energy: We Finally Learned That Leveraged Oil Stocks Without a Cost Advantage Probably Are Bad Investments Aug 24, 2017

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Everyone makes mistakes, the important thing is to learn from them.

Healthcare: Boy Were We Wrong About Rite Aid and Opko Health Aug 23, 2017

Show notes

We said what? Let’s face it, sometimes our predictions miss the mark, and with Rite Aid and Opko Health, they missed the mark by a lot. Here’s what we said, why we said it, and what we learned from our mistakes.

CG: Looking Back at Our Missteps on Wal-Mart and Amazon Aug 22, 2017

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We said what?!? That is our theme for Industry Focus this week, and we continue the discussion with missed calls on Wal-Mart’s Jet.com acquisition and the 2,000 stores Amazon was supposed to open in the next several years.

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Financials: Mistakes We've Made Aug 21, 2017

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Everyone makes mistakes. But not many of us air them publicly. That's the theme of this week's Industry Focus, starting with our prediction in 2015 that concerns about Wells Fargo's cross-selling culture were much ado about nothing.

Tech: What's Up With Wearables? Aug 18, 2017

Show notes

We run through recent wearables market data from Strategy Analytics, check in on the major players, and talk about the long-term outlook for Fitbit.

Energy: Should Solar Stock Investors Be Worried About the Solar Eclipse? Aug 17, 2017

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A solar eclipse occurs Monday -- what that means for solar producers may surprise you.