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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:
    Financials: Bill.com Earnings, Lemonade's New Product, and the Latest Fintech SPAC IPO Feb 08, 2021
    Show notes

    Several months ago, we did an episode of Industry Focus: Financials about two stocks we planned to add to our portfolios at the time -- Bill.com (NASDAQ: BILL) and Lemonade (NYSE: LMND). Well, Bill.com just demolished earnings expectations and Lemonade has rolled out its new term life insurance product, so it's time for another look. Plus, Jason and Matt take a look at Payoneer, the latest Fintech company to go public via SPAC merger, they look at some of the most heavily shorted financial and real estate stocks and tell listeners why General Motors (NYSE: GM) and Affirm (NASDAQ: AFRM) are on the top of their watch lists this week.

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    Tech: Twilio CEO Jeff Lawson Feb 05, 2021
    Show notes

    Today we bring you a conversation from our member livestream Motley Fool Live. Twilio CEO Jeff Lawson joins David Gardner and Tim Beyers to talk through building good organizations, what a developer-first culture looks like, and other insights from his recent book Ask Your Developer.

    Stocks: TWLO

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    Energy: SpaceX News, Boeing's Troubles & UPS Earnings Feb 04, 2021
    Show notes

    It’s a grab bag of topics on this week’s episode as Lou Whiteman joins the show to break down the good and bad news that’s coming out of SpaceX, the latest plane troubles, at Boeing, UPS earnings, and more. Listen to the end to hear about Lou and Nick’s favorite shipping/logistics stock: XPO Logistics.

    Stocks Mentioned: BA, UPS, FDX, XPO, AMZN

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    Wildcard: The Gang Digs Into A New Healthcare IPO Feb 03, 2021
    Show notes

    Wildcard Wednesday host Jason Moser and The Motley Fool's Brian Feroldi take a closer look at Ortho Clinical Diagnostics' debut on the public markets to see if this healthcare stock is one worth watching.

    STOCKS: OCDX

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    CG: BarkBoxing up the Right Tree Feb 02, 2021
    Show notes

    Join the Motley Fool’s Brian Feroldi and Emily Flippen as they talk about one of the newest pet plays on the market today: BarkBox. Can this pet subscription box business break out of the confines faced by other subscription businesses? Feroldi and Flippen break down BarkBox's unit economics and more on today’s episode.

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    Financials: Robinhood, SoFi, and 2 IPOs We're Watching Feb 01, 2021
    Show notes

    In this installment of Industry Focus: Financials, Fool.com contributor and host Jason Moser give their take on the short squeeze situation, as well as the issues surrounding Robinhood's decision to limit trading in several high-volume tickers. Plus, we'll dive into the upcoming IPO of Latch, which is going public via SPAC merger with TS Innovation Acquisition (NYSE: TSIA), as well as Loan Depot's IPO, which will be the latest in a string of high-profile mortgage IPOs. Plus, we answer a listener question on Coinbase, and share two stocks we're watching this week.

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    Tech: 2020 IPOs Part 2 - JFrog, BigCommerce, ZoomInfo Jan 29, 2021
    Show notes

    This Friday we have another episode bringing the stories of 2020 S-1 shows to the present.

    Tune-in for updates on JFrog, BigCommerce, and ZoomInfo.

    Stocks: BIGC, JFROG, ZI

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    Energy: Investing in Agriculture Jan 28, 2021
    Show notes

    By listener demand, this week we’re discussing agriculture stocks. Lou Whiteman joins the show to give an overview of the industry, and we share some agriculture stocks on our radar.

    Stocks Mentioned: CTVA, BAYRY, LAND, NOVS

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    Wildcard: Can GAN Win? Jan 27, 2021
    Show notes

    On this Wildcard Wednesday, Motley Fool Analyst Clay Bruning and Host Emily Flippen talk about a small and under-the-radar play on digital gaming: Gan Limited.

    Stocks: Gan Limited (GAN)

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    CG: Consumer Gaming with Corsair Jan 26, 2021
    Show notes

    Corsair (NASDAQ: CRSR) is one of the newest and most exciting plays in the world of high-end gaming. But is this reformed business the next best thing? Or will its reliance on hardware keep it down? Join Host Emily Flippen and Asit Sharma as they break down this interesting provider of tech gear for professional and amateur gamers alike.

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