Industry Focus

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CG: Getting Blunt About Cannabis Stocks Apr 20, 2021

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Motley Fool contributor and resident cannabis expert Keith Speights joins host Emily Flippen as they celebrate 4/20 by talking about how investors should (and shouldn’t!) get invested in marijuana, as well as some of their favorite ideas for all types of listeners.

Stocks: Square (SQ), PayPal (PYPL), Scotts MiracleGro (SMG), Innovative Industrial Properties (IIPR), AYR Wellness (AYRWF), Trulieve Cannabis (TCNNF)

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Financials: Beyond the Tank: An Interview With Shark Tank's Robert Herjavec and Daniel Lubetzky Apr 19, 2021

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Many of our listeners are familiar with Shark Tank, but how does the TV show compare to real-life private equity investing? In this week's installment of Industry Focus: Financials, long-time Shark Tank star Robert Herjavec and guest Shark and Kind founder Daniel Lubetzky join Fool.com contributor Matt Frankel, CFP, for a look into their investment styles and much more.

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Tech: Checking in on 2020 IPOs Apr 16, 2021

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We circle back on three companies we profiled months ago when their prospectuses first became available -- C3.ai, Snowflake, and ZoomInfo.

Tune in to hear how each have lived up to heady expectations, why two have stumbled, and why ultimately all three businesses remain interesting companies for your watch list.

Stocks: SNOW, ZI, AI

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Seth’s EV Slides/Notes Referenced on the Podcast

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Energy: EV Charging Apr 15, 2021

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By overwhelming listener demand, this week we’re breaking down the EV charging industry. Motley Fool Advisor Seth Jayson joins the show to give an introduction to the basics of EV charging and share his thoughts on how to invest in the space.

Stocks Mentioned: CHPT, TSLA, SIEGY, VWAGY, BLNK, GM, F

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Wildcard: Brett Perlman on Blackouts and the Future of Texas Energy Apr 14, 2021

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Brett Perlman, CEO of the Center for Houston’s Future, joins the show to discuss the past, present, and future of energy production and the energy grid in Texas. Brett shares why Texas could have the potential to become a hub for clean energy technology like hydrogen and carbon capture.

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CG: Checking in With At-Home Fitness Apr 13, 2021

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Is at-home fitness going the distance? Join Motley Fool analysts Asit Sharma and Emily Flippen as they discuss six companies, each with their own unique take on tackling the fitness industry.

Stocks: Peloton (PTON), Affirm (AFRM), Lululemon (LULU), Garmin (GRMN), Nike (NKE), Planet Fitness (PLNT)

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Financials: 3 Key Takeaways From Jamie Dimon's Annual Letter Apr 12, 2021

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Next to Warren Buffett, nobody's annual letters to shareholders are as closely watched as JPMorgan Chase(NYSE: JPM) CEO Jamie Dimon. Dimon tackled many topics in his 66-page letter, but we found his commentary on fintech, bank regulations, and working in offices. In this week's installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, discuss what Dimon said and what it could mean to investors.

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Tech: The Next Snowflake? Apr 09, 2021

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Today we talk about UiPath, a soon to be public company that private investors have fawned over the past few years.

We talk about how the company serves the RPA market, the insane growth rates the business is posting, and why UiPath reminds us both of another recent IPO — Snowflake.

Stocks: PATH, SNOW

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Energy: Biden’s Infrastructure Proposal Apr 08, 2021

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Jason Hall joins the show to break down President Biden’s infrastructure plan, discuss potential winners and losers, and how to think about legislative action when establishing an investment thesis.

Stocks Mentioned: VMC, NVEE, STLD, BRK-A, BRK-B

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