Industry Focus

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CG: Rotating into Revolve Dec 08, 2020

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Revolve’s clothing platform may not be “off-the-rack”, but can this high-end fashion retailer compete to win its Gen Z audience even during a global pandemic? Join Asit Sharma and Emily Flippen as they take a look at this small but thriving retailer. Revolve (RVLV), FarFetch (FTCH), Atlassian (TEAM)

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Financials: LivePerson Founder and CEO Rob LoCascio on BELLA and the Future of Banking Dec 07, 2020

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Financials host Jason Moser sits down with the Founder and CEO of LivePerson, Rob LoCascio. Tune in as Jason and Rob talk about BELLA and the future of banking, the state of retail and conversational AI's role, and Rob shares some thoughts on what the late Tony Hsieh meant to him in his entrepreneurial journey. To learn more about BELLA and compassionate banking visit www.bellaloves.me.

Stocks: LPSN

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Tech: C3.AI IPO Dec 04, 2020

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Don't be fooled by the odd name, this enterprise AI business is interesting.

Led by tech veteran Thomas Siebel, C3.AI gives businesses the keys to artificial intelligence and a host of industry-specific apps.

We break down the huge opportunity in front of this business, the customer concentration risks, and the things that give us confidence investing in a black box technology like AI.

Stocks: AI

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Energy: Bottom Fishing and Trend Chasing ft. Exxon, Fuel Cells, and More Dec 03, 2020

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Motley Fool Contributor Jason Hall joins the show to break down Exxon’s $20 billion writedown, high-flying clean energy stocks, and when (and when not) to buy the dip in a stock that’s been beaten down and to buy stocks trading at their highs.

Stocks Mentioned: XOM, BE, PLUG, BLDP, FCEL, BLNK, SBE, TPIC, MTCH

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Wildcard: Investing in the Subscription Economy Dec 02, 2020

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Wildcard Wednesday host Jason Moser and MyWallSt Head Analyst Rory Carron dive into the subscription economy. Markets including media, retail, and insurance present some compelling opportunities for investors. There are even a few IPOs on the horizon worth watching as well as areas to avoid.

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CG: Is Black Friday Over? Dec 01, 2020

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The combined sales of Black Friday and Cyber Monday in 2020 are shaping up to be the biggest shopping day in recent history. At the same time, the United States is facing unprecedented unemployment and uncertainty. What should consumer good investors make of this shopping holiday? And is Black Friday really dead?

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Financial: Crypto-Mania is Back, and Retail REITs Are Too Nov 30, 2020

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PayPal (NASDAQ: PYPL) recently joined Square (NYSE: SQ) in allowing its users to buy, sell, and hold cryptocurrencies. But this could just be the starting point, as PayPal plans to allow users to pay with digital currencies at its 26 million merchant partners. In today's Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the latest developments. Then, Matt revisits his "Retail Isn't Dead" basket from earlier in 2020, and the pair take a look at a cryptocurrency-focused bank. You'll hear all this and more on this week's episode.

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Wildcard: Jeans Post-Vaccine Nov 25, 2020

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Motley Fool Contributor Asit Sharma returns to the show to update us on blue jeans stocks (last discussed on our 11/26/19 episode) and take a look at how a vaccine might impact retail at large. In addition, Asit and Nick share some retail investments on their radar as we head into 2021.

Reminder: There will be no Industry Focus episode on Thursday OR Friday this week, due to the Thanksgiving holiday.

Stocks Mentioned: LEVI, KTB, KSS, GME, REAL, WMT, JWN

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CG: Doubling Down on DraftKing Nov 24, 2020

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Join Motley Fool contributor Asit Sharma and host Emily Flippen as they break down the landscape for DraftKing (DKNG) in the wake of this month’s election in which three states legalized some form of sports betting.

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