Industry Focus

Reach us by Email @ IndustryFocus@fool.com

Tech: Air B and Buy? Nov 20, 2020

Show notes

Any time a unicorn files to go public, the market takes notice.

Earlier this year, Airbnb filed paperwork to go public, and earlier this week, the public got their first look at the rental marketplace company’s financials.

We break down what we know about Airbnb’s business and how the company could be a huge gig economy winner.

Check out more of our content here:

Reach us by Email @ IndustryFocus@fool.com

Energy: What to Make of Vaccine News? Nov 19, 2020

Show notes

After months of waiting and hoping, we’ve seen lots of positive vaccine news in the last two weeks. Enough to where many are seeing the pathway out of the COVID-19 pandemic. What does that mean for stocks? Motley Fool Contributor Lou Whiteman joins the show to update us on how the situation changes the situation for a number of companies we’ve discussed this year in the aerospace industry.

Stocks Mentioned: PFE, MRNA, LUV, AAL, DAL, SAVE, UAL, AER, BA, TDG, RTX, HEI

Check out more of our content here:

Reach us by Email @ IndustryFocus@fool.com

Wildcard: Retail Earnings & Special Dividends Nov 18, 2020

Show notes

Costco shareholders got a surprise this week, they'll be getting a special $10 per share dividend thanks to the company's strong balance sheet. We unpack the payment and how the company is slowly shaping up to be a future dividend aristocrat.

Then we talk through recent results from Walmart, Target, Lowe's, Home Depot, TJX, and Kohl's and offer up takeaways for folks watching the retail space.

Stocks: WMT, TGT, LOW, HD, TJX, KSS, COST

Check out more of our content here:

Reach us by Email @ IndustryFocus@fool.com

CG: Digging into DoorDash’s S-1 Nov 17, 2020

Show notes

Join Jason Hall and Emily Flippen as they pig out on the newest S-1: DoorDash (DASH). Does the largest food delivery platform in the United States have what it takes to make mouthwatering returns? We’re not quite sure we can stomach it.

Check out more of our content here:

Reach us by Email @ IndustryFocus@fool.com

Financials: A Closer Look at Capital One Nov 17, 2020

Show notes

Capital One Financial (NYSE: COF) is one of the more unique U.S. banks, with an innovative approach to branch-based banking and a credit card focused lending operation. In this week's Industry Focus: Financials show, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a closer look at how the business works and what investors need to know. Plus, hear why Frankel has his eye on Simon Property Group (NYSE: SPG) this week, while Moser thinks Target (NYSE: TGT) could be worth a look.

Check out more of our content here:

Reach us by Email @ IndustryFocus@fool.com

Tech: Tim B's Process Nov 13, 2020

Show notes

Longtime Fool analyst and Cloud Disruptors 2020 lead advisor Tim Beyers joins the podcast to walk listeners through his process for evaluating tech companies.

Tune in to hear about how Tim starts with the product and users, and then works his way through some of the more conventional items like leadership, incentives, financials, and valuation.

Stocks: FSLY, TWLO, SNOW, MDB

Check out more of our content here:

Reach us by Email @ IndustryFocus@fool.com

Energy: Catching Up with Redfin Nov 12, 2020

Show notes

Motley Fool Analyst Tim Beyers joins the show to update us on Redfin, the tech-enabled real estate brokerage working to disrupt the industry. We discuss what Redfin does, how the company has adjusted to the pandemic, its recent earnings report, iBuyin and more!

For those interested in listening to our 05/23/19 episode discussing Redfin, you can listen here: web / Spotify / Apple Podcasts

Stocks Mentioned: RDFN, ZG, Z

Check out more of our content here:

Reach us by Email @ IndustryFocus@fool.com

Wildcard: The Future of Fitness is Connected and Community Nov 11, 2020

Show notes

On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser and MyWallSt Head Analyst Rory Carron dive into the future of fitness. Companies like Peloton, Apple, Lululemon, and more are shaping a new paradigm of how people all over the world are keeping fit which means plenty of opportunities for investors on the horizon.

Stocks: PTON AAPL LULU FIT

Check out more of our content here:

TwitterReach us by Email @ IndustryFocus@fool.com

CG: Biden’ our Time Until a Vaccine Nov 10, 2020

Show notes

The Motley Fool’s Asit Sharma and Host Emily Flippen take a look at major consumer goods industries and companies in light of recent advances in the push for an effective coronavirus vaccine.

Stocks: Carnival Cruise (CCL), Norwegian Cruise (NCL), Royal Caribbean (RCL), Marriott International (MAR), Chipotle (CMG), Dunkin’ Brands (DKNG), Darden Restaurant (DRI), Walmart (WMT), Target (TGT), Costco (COST), Disney (DIS), Etsy (ETSY), Ollie’s Bargain Outlet (OLLI)

Check out more of our content here: