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    Business

    Industry Focus

    Healthcare, technology, energy, consumer goods, and more. Every day, Motley Fool analysts break down a specific industry and the stocks making headlines. Questions? Comments? Email us at IndustryFocus@fool.com.

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    Latest Episodes:
    CG: ThreadUP and the Business of Digital Resale Mar 23, 2021
    Show notes

    ThreadUP is headed to public markets, looking to help investors capitalize on the multibillion-dollar a year opportunity in digital resale and thrift. But is ThreadUP the next Real Real… or the next Poshmark? Join Analysts Emily Flippen and Asit Sharma as they break down ThreadUP’s S-1.

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    Financials: An Interview with AppHarvest President David Lee Mar 22, 2021
    Show notes

    In the fourth and final week of our four-part SPAC series on Industry Focus: Financials, host Jason Moser sits down with David Lee, President of AppHarvest to chat about the business, its journey to the public markets via SPAC, and the roles technology and 5G are playing in the burgeoning ag tech movement.

    Stocks: APPH

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    Tech: 50 Shades of Berkshire Grey Mar 19, 2021
    Show notes

    We get on the SPAC train with a rundown of Berkshire Grey, the automation and software company being acquired by Revolution Acceleration Acquisition Corp.

    In the episode, we break down the HUGE growth story Berkshire is presenting to investors and the impressive pedigrees from company management and Revolution's investing team.

    Stocks: RAAC, AMZN

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    Energy: Volkswagen and BMW Have Big EV Announcements, Lordstown Faces Down a Shortseller Mar 18, 2021
    Show notes

    Motley Fool Auto Specialist John Rosevear joins the show to break down the latest round of EV announcements from Volkswagen and BMW, as well as take a look at Hindenburg Research’s short report calling out EV startup Lordstown Motors.

    Lordstown Squawk Box Tweet

    Stocks Mentioned: VWAGY, BMWYY, RIDE, TSLA, GM, F, TM, WKHS

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    Wildcard: Investin’ in Wrasslin’ Mar 17, 2021
    Show notes

    Since taking the helm of the predecessor to the WWE in 1982, Vince McMahon has built a global powerhouse in sports entertainment, virtually monopolizing his industry. Today, the company is at a turning point in its business, as cable gives way to streaming as the primary means to deliver content. Motley Fool analysts Bill Mann and Jim Gillies join host Nick Sciple to break down WWE’s business and discuss why it could make a compelling investment today.

    Stocks Mentioned: WWE, DIS, CMCSA

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    CG: Getting in the Game with Coupang Mar 16, 2021
    Show notes

    Coupang (CPNG) is the largest e-commerce business in Korea, but is its comparison to Amazon overdrawn? Join Motley Fool analysts Asit Sharma and Emily Flippen as they break down one of the newest digital retail companies on the market.

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    Financials: 3 SPACs That Should Be on Your Radar Mar 15, 2021
    Show notes

    In the third week of our four-part SPAC series on Industry Focus: Financials, Fool.com contributor Matt Frankel and host Jason Moser dive into three SPACs that could be very interesting for investors in the coming months and years. First, the paid discusses VG Acquisition Corporation(NYSE: VGAC) and why its pending acquisition of 23andMe is so exciting. Next, Matt and Jason take a closer look at the most high-profile SPAC merger of 2021 (so far) with Churchill Capital IV (NYSE: CCIV) and its acquisition of Lucid Motors. And finally, with a war chest of more than $4 billion, Pershing Square Tontine Holdings (NYSE: PSTH) has some interesting possibilities.

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    Tech: Global-E - International Stock of Mystery Mar 12, 2021
    Show notes

    Another S-1 show, another profitable high growth tech stock. What?

    You heard right, in this episode we walk through Global-E's prospectus and explain how the company makes international e-commerce a breeze for businesses.

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    Energy: Copart -- Making Money From Totaled Cars Mar 11, 2021
    Show notes

    We all know someone who’s had their car totaled. It’s no fun, but did you know there are businesses built entirely around buying and selling cars after they’re totaled? This week, Motley Fool Contributor Luis Sanchez joins the show to take a look at Copart and how the automotive auction industry profits from totaled cars.

    Stocks Mentioned: CPRT, KAR, IAA, CVNA, VRM

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    Wildcard: Interview with Steel Sky Ventures' Maria Velissaris and Buffy Alegria Mar 10, 2021
    Show notes

    Today, Kristine Harjes of Motley Fool Ventures hosts our Wildcard Wednesday episode. She interviews Maria Velissaris and Buffy Alegria, Managing Partners of Steel Sky Ventures. They discuss the origins of Steel Sky Ventures, investing across the spectrum of women's health indications and in technology infrastructure that supports new and innovative care delivery models.

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