Industry Focus

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Wildcard: Trying on Figs Jun 02, 2021

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In true wildcard fashion, today we tackle an industry we've never discussed on the podcast -- healthcare apparel.

We break down the recently public Figs, a company with a modern, more customer-first approach to the classic scrubs healthcare professionals wear. Listen in for why Figs financials make it look like a software company and the two big numbers that caught our eye going through the company's prospectus.

Stocks: FIGS

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CG: Turning Trash into Treasure Jun 01, 2021

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As one of the best performing stocks over the past decade, Trex has managed to fuel growth by converting wood decks to composite and convincing homeowners to invest in the Trex brand. But can Trex post another 800%+ gains over the next five years? Join Motley Fool analysts Asit Sharma and Emily Flippen as they break down Trex’s business and discuss its potential for long-term market-beating returns.

Stocks: Trex (TREX)

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Tech: Hip to Be Squarespace? May 28, 2021

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We work our way through all-in-one digital and commerce platform Squarespace.

In the show, we breakdown the company's massive user base, why growth is generally fueled by new users, and how the company stacks up to Wix, Shopify, and BigCommerce.

Stocks: SQSP, WIX, SHOP, BIGC

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Energy: Ford’s Electric Vehicle Strategy May 27, 2021

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On Wednesday, Ford held its 2021 Capital Markets Day, outlining its Ford+ strategy for the future of the business, including details on its electric vehicle plans. Motley Fool Senior Auto Analyst John Rosevear joins the show to break down what we learned at Ford’s event and what it means for the electric vehicle industry.

Stocks Mentioned: F, GM, TSLA, RIDE

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Wildcard: An Interview with AppHarvest Founder and CEO Jonathan Webb May 26, 2021

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On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser chats with AppHarvest Founder and CEO Jonathan Webb about the growing opportunity in the agtech space, what makes AppHarvest unique, his vision of the future of farming, and much more. We hope you enjoy their discussion!

Stocks: APPH

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CG: Revisiting our Pandemic Winners and Losers May 25, 2021

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Motley Fool analysts Asit Sharma and Emily Flippen hold a quick-fire discussion over seven consumer goods companies that have recently reported earnings and discuss how their guidance (or lack thereof) may impact investor expectations in the second half of 2021.

Stocks: Target (TGT), Dicks Sporting Goods (DKS), Lowes (LOW), Home Depot (HD), Poshmark (POSH), ThreadUp (TDUP), TattooedChef (TTCF)

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Financials: Inflation, Cryptocurrencies, and Fintech IPOs May 24, 2021

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Here's the latest from around the financial sector. Intro: Inflation is on the rise, and there are investor fears that it could get out of control. How should you position your portfolio to thrive in an inflationary environment? Are cryptocurrencies inflation hedges, or are you better off with stocks or precious metals? And one of our favorite fintechs, SoFi, is set to finally go public via merger with Social Capital Hedosophia Holdings V (NYSE: IPOE). Jason and Matt talk about the latest results from the business, as well as what investors should expect when the SPAC merger is finalized.

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Tech: Stocks That Roared Back May 21, 2021

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Today we check in on three companies that at various points over the past few years were down 80% from highs, but roared back to give investors multibagger returns.Listen for breakdowns of how Upwork, Snap, and Twitter transformed, and the lessons we've taken away from each company's rise.

Stocks: SNAP, UPWK, TWTR

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Energy: Why NVR Is a Top Homebuilding Stock May 20, 2021

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Motley Fool Analyst John Rotonti joins the show to discuss the U.S. housing market and why he thinks NVR could be a top-performing stock over the next 5 years.

Stocks Mentioned: NVR

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