Industry Focus

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Wildcard: The LinkedIn Of Healthcare Jun 16, 2021

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Whether you think it is more like Facebook or LinkedIn, there’s no denying that Doximity is making a name for itself in digitizing the world of medicine. Join the Motley Fool’s Brian Feroldi and Emily Flippen as they break down this new healthcare IPO.

Stocks: Doximity (DOCS)

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CG: DingDong's IPO May Ring Investors' Bell, But Miss Fresh Is Already Stale Jun 15, 2021

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Join Motley Fool analysts Emily Flippen and Asit Sharma as they take a big bite out of the Chinese grocery delivery market and break down two recent F-1s, DingDing and Miss Fresh.

Stocks: DingDong MaiCai (DDL), MissFresh (MF)

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Financials: Warren Buffett Doubles Down on Brazil and U.S. Consumers Are Spending More Than Pre-COVID Jun 14, 2021

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We recently learned that Berkshire Hathaway(NYSE: BRK.A)(NYSE: BRK.B) is investing $500 million in a Brazilian fintech startup, following up on its successful investment in StoneCo (NASDAQ: STNE) a few years ago. Plus, Bank of America (NYSE: BAC) CEO Brian Moynihan says that consumer spending is 20% higher than it was before the pandemic, and Fool.com contributor Matt Frankel thinks it could have big implications for the financial sector. Frankel and host Jason Moser also discuss the latest mall REIT to file for bankruptcy, and each reveal one stock they're watching this week.

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Tech: Cybersecurity + AI = SentinelOne Jun 11, 2021

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We break down the prospectus from soon-to-be-public cybersecurity company SentinelOne. The company uses AI for endpoint security, aiming to protect enterprise clients and prevent massive breaches.In the show, we explain what they do, where they stand in the industry, and how they stack up to competitor Crowdstrike.

Stocks: S, CRWD

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Energy: Bezos, Battleships, and Boeing Jun 10, 2021

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Lou Whiteman joins the show to break down Jeff Bezos’s upcoming trip to space and what it means for other space barons like Elon Musk and Richard Branson. In addition, we take a look at the state of the defense industry and check-in on Boeing news.

Stocks Mentioned: SPCE, HII, BA, EADSY

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WIldcard: Legal Tech IPOs (LegalZoom + Intapp) Jun 09, 2021

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Motley Fool Analyst Asit Sharma joins the show to break down the S-1 filings for LegalZoom and Intapp, legal tech companies targeting very different segments of the market.

Stocks Mentioned: LZ, INTA (Proposed Tickers)

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CG: Can Vimeo be the Video of the Future? Jun 08, 2021

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For many investors, Vimeo is associated with a half-baked attempt to usurp Alphabet’s ubiquitous YouTube. However, now that Vimeo has hit public markets, it has a bigger plan: becoming a software service for the masses. Join analysts Emily Flippen and Asit Sharma as they break down this old name and its new business.

Stocks: Vimeo (VMEO), InterActiveCorp (IAC), Alphabet (GOOG)

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Financials: A Fintech IPO to Watch and a Very Complex SPAC Deal Jun 07, 2021

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In this week's installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, take a closer look at recent fintech IPO Flywire (NASDAQ:FLYW) and why it could be a smart stock for investors to keep on their radar. Plus, we recently received some details about $4 billion SPAC Pershing Square Tontine Holdings' (NYSE: PSTH) potential deal, and to say that it is complex would be an understatement. And finally, QTS Realty (NYSE: QTS) is being taken private, and Matt and Jason discuss why there's so much excitement in the data center space right now.

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Tech: The Industry Powering the Digital Revolution Jun 04, 2021

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Analysts Jason Hall and John Rotonti guest host this episode on the semiconductor industry.

Listen in for a breakdown of how semiconductors are made, the major players throughout the value chain, and the most investable ideas in the space.

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