Industry Focus

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CG: Wow, No Cow! May 04, 2021

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As the largest oatmilk company in the world, Oatly has taken the alternative milk world by storm. Now, Oatly is setting its sights on financial markets. Join Asit Sharma and Emily Flippen as they breakdown Oatly’s F-1 and determine if investors should take a big gulp of this unique consumer goods company.

Stocks: Oatly (planned NASDAQ: OTLY)

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Financials: 5 Key Takeaways From Berkshire Hathaway's Annual Meeting May 03, 2021

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Berkshire Hathaway's (NYSE: BRK.A)(NYSE: BRK.B) 2021 annual meeting may have been virtual for the second year in a row, but it certainly didn't disappoint. In this installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, discuss five things from the meeting that investors need to hear. Plus, Moser and Frankel discuss the latest results from Capital One (NYSE: COF), SVB Financial (NASDAQ: SIVB), and American Express (NYSE: AXP).

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Tech: Stellar Earnings From Amazon, Facebook, and Shopify Apr 30, 2021

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Tons of tech companies have released earnings in the past few weeks -- we break down recent results from three Fool favorites: Amazon, Shopify, and Facebook.

In the episode, we talk through the truly staggering top line growth numbers from the tech titans, and why everything seems to be coming up aces at Shopify.

Stocks: SHOP, AMZN, FB

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Energy: Earnings Roundup (Enphase, Tesla, Nucor, UPS) Apr 29, 2021

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Earnings season is in full swing! This week, Jason Hall joins the show to share his thoughts on earnings reports from Enphase, Tesla, Nucor, and UPS.

Stocks Mentioned: ENPH, TSLA, NUE, STLD, UPS

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Wildcard: 5G & the Digital Economy with Esoterica Capital's Bruce Liu Apr 28, 2021

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On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser chats with Esoterica Capital CEO Bruce Liu about 5G, the digital economy, chip shortages, valuations, stocks he likes, and much more. We hope you enjoy their conversation! To learn more about Esoterica Capital visit www.esotericacap.com.

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CG: Amazon Roll-upperators Apr 27, 2021

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Join Motley Fool Analysts Asit Sharma and Emily Flippen as they dig into the business of “aggregating Amazon”, and the small private and public companies creating a $200 billion industry from the ground up.

Stocks: Mohawk Group Holdings (NASDAQ: MWK), Amazon (NASDAQ: AMZN), Walmart (NYSE: WMT)

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Financials: Big Bank Earnings Recap -- Prepare to Be Impressed Apr 26, 2021

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We recently got a look at first quarter results from JPMorgan Chase (NYSE: JPM), Bank of America (NYSE: BAC), Citigroup (NYSE: C), Wells Fargo (NYSE: WFC), and Goldman Sachs (NYSE: GS). And all five beat estimates for revenue and earnings. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, discuss the strong numbers and what investors need to know. Also, we speak with Nick Ludlum, senior vice president with CTIA about impact the 5G rollout will have here in the U.S., the state of the digital economy, and much more.

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Tech: A New Play on Cybersecurity Apr 23, 2021

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Today we explore Knowbe4, a newly public company in the cybersecurity industry.

This business is part tech/part consulting, and has the books to earn a spot on your watch list. We talk through the numbers and explain why management and company culture are the real things to be excited about with this biz.

Stocks: KNBE

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Energy: SpaceX to the Moon + A Railroad Bidding War Apr 22, 2021

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Motley Fool Contributor Lou Whiteman returns to the podcast to break down SpaceX winning the NASA contract to return humans to the moon, the Mars helicopter Ingenuity, and Canadian National Railway challenging Canadian Pacific’s bid to acquire Kansas City Southern Railroad.

Stocks Mentioned: SpaceX (Private), LDOS, CNI, CP, KSU

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