Industry Focus

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Financials: Here's What Warren Buffett Has Been Buying and Selling Feb 22, 2021

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In this week's installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a look at the latest 13-F filing from Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B) to see what stocks Warren Buffett and his team have been buying and selling. Plus, Paycom (NASDAQ: PAYC) had a decent quarter but the stock is down, so Jason takes a closer look at the numbers. And finally, Matt's pick for the best financial stock of 2021, Wells Fargo (NYSE:WFC) has been firing on all cylinders -- could there be more room to climb?

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Tech: 3 Monster Earnings Reports Feb 19, 2021

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We've finally got full-year figures from Shopify, Twilio, and Palantir -- three businesses that had absolutely banner 2020s.

We explore Shopify's growth acceleration, Palantir's commercial efforts paying off, and Twilio's rising cash hoard.

Stocks: TWLO, SHOP, PLTR

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Energy: The Texas Blackouts Feb 18, 2021

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Motley Fool Contributor Jason Hall joins the show to break down what happened with the blackouts in Texas and potential impacts it could have across the energy and industrial sectors.

Stocks Mentioned: LGIH, PGE, OXY, CVX, PAA

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Tyro Partners 2019 Dating Paper

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Wildcard: Bumble, Match, and the Online Dating Market Feb 17, 2021

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Online dating is taking over the world. This week, Luis Sanchez and Meilin Quinn join the podcast to discuss the online dating trend and two of its biggest players: Bumble and Match Group.

Stocks Mentioned: BMBL, MTCH

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CG: Curious About CuriosityStream Feb 16, 2021

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CuriosityStream (NASDAQ: CURI) is one of the newest video-on-demand subscription services to hit the public markets, but it is the best? Join Motley Fool analysts Asit Sharma and Emily Flippen as they talk about this unique play on subscription streaming and if CuriosityStream has piqued their portfolio’s curiosity.

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Tech: Twitter's Uber-good Quarter Crosses the Blackline Feb 12, 2021

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We make sense of a flood of tech earnings, with check-ins on recent results from Uber, Blackline, and Twitter.

Listen in for explanations on how meal delivery saved Uber's bacon in 2020, what's behind Twitter's recent surge, and how a sleepy accounting software business keeps putting up great returns.

Stocks: UBER, TWTR, BL

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Energy: David Gardner Talks Rulebreakers in Energy & Industrials Feb 11, 2021

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Motley Fool Co-Chairman, Chief Rulebreaker, and host of the Motley Fool’s Rulebreaker Investing Podcast joins the show to discuss his approach to investing and several energy and industrials themes Nick identified in David’s Stock Advisor and Rulebreakers picks.

Stocks Mentioned: CNI, WM, DAR, TSLA, PRLB, NEE, SEDG

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Wildcard: Checking in on 2020 HC IPOs Feb 10, 2021

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We're back with another check-in on new companies discussed last year!

In this episode we look at results from GoodRx, Inari, and Amwell.

Stocks: AMWL, GDRX, NARI

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CG: Falling Back in LoveSac Feb 09, 2021

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For many investors, LoveSac (NASDAQ: LOVE) may conjure images of stained bean bags or low-end malls, but this reformed retailer of “sacs” and “sactionals” has completely reinvented its image and business over the past few years. Join Asit Sharma and Emily Flippen as they discuss if they love LoveSac enough to add it to their watchlist.

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