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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: Cashing in on CoinBase Mar 09, 2021
    Show notes

    As one of the largest cryptoasset platforms in the world, CoinBase is gearing up to hit public markets through a direct listing. Join Motley Fool Analyst Asit Sharma and Emily Flippen as they sift through CoinBase’s business and attempt to demystify an emerging asset class taking the world by storm.

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    Financials: An Interview With Latch's CEO and 2 Other SPACs On Our Radar Mar 08, 2021
    Show notes

    In this week's installment of Industry Focus: Financials, we have week two of our four-part series on SPACs. The show starts with Fool.com contributor Matt Frankel, CFP, interviewing Luke Schoenfelder, CEO of property technology company Latch, which recently announced plans to go public via TS Innovation Acquisition (NYSE: TSIA). Then, Matt and host Jason Moser take a closer look at two other blank check companies on their radar.

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    Tech: Tumultuous Tech Tumble Mar 05, 2021
    Show notes

    Banner results from 2020 darlings haven't turned into strong 2021 returns.We talk about the tech landscape in 2021, how a recovery economy affects high growth businesses, and look at earnings results from MercadoLibre, Zoom, and Cloudflare.

    Stocks: MELI, ZM, NET

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    Energy: AerCap Earnings and Buffett’s Annual Letter Mar 04, 2021
    Show notes

    Motley Fool Canada Advisor Jim Gillies joins the podcast to share his thoughts on aircraft lessor AerCap Holdings following its recent earnings report and on Berkshire Hathaway CEO Warren Buffett’s annual letter to shareholders.

    Stocks Mentioned: AER, BRK.A, BRK.B

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    Wildcard: Swinging for the Fences in Healthcare! Mar 03, 2021
    Show notes

    On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser and The Motley Fool's Brian Feroldi take a closer look at 3 companies in the healthcare space that possess many of the characteristics of investments that have the potential to offer patient investors 10X returns!

    Stocks: DMTK OM TMDX

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    CG: FarFetch and the Business of Luxury E-tailing Mar 02, 2021
    Show notes

    Motley Fool analyst Yasser El-Shimy makes his Industry Focus debut as he joins host Emily Flippen to talk about one of the largest and most successful e-retailer of luxury goods: Farfetch (FTCH).

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    Financials: An Interview With Payoneer's CEO and 2 SPACs We're Watching Mar 01, 2021
    Show notes

    In this week's installment of Industry Focus: Financials, Fool.com contributor and SPAC investor Matt Frankel interviews Scott Galit, CEO of Payoneer, a fintech disruptor that recently agreed to go public via merger with FTAC Acquisition(NYSE: FTOC). Then, Frankel and host Jason Moser discuss two other SPACs investors might want to put on their radar -- one value-seeking SPAC that just agreed to take a data center operator public, and one SPAC sponsored by a retail heavyweight that just launched.

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    Tech: Whoa Olo! Feb 26, 2021
    Show notes

    We're back on the S-1 hunt, this time looking at the books for Olo, a SaaS provider that helps big brand restaurants stand up their digital storefronts and make delivery happen.

    It's a high growth business in a booming market and it's surprisingly profitable. We explain why it'll be near the top of our watch lists once it is public.

    Stocks: OLO

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    Energy: Gold, Bitcoin, and You Feb 25, 2021
    Show notes

    This week, Jason Hall and Anand Chokkavelu join the podcast to discuss the role gold, bitcoin, and other so-called “alternative” assets can play in an individual investor’s portfolio.

    Stocks/Cryptocurrencies Mentioned: Bitcoin

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    Wildcard: Is Clover Health a Disruptor or Distractor? Feb 24, 2021
    Show notes

    Clover Health (NASDAQ: CLOV) has been one of the most controversial Medicare insurance providers since being brought public by Social Capital and Hedosophia. In this Wildcard episode, Motley Fool contributor Jason Hall and analyst Emily Flippen discuss Clover’s business, its unique value proposition, and then debate if the controversial short-seller report should have investors running for the door.

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