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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: Can Salads be the Next Burrito? Nov 23, 2021
    Show notes

    In his Industry Focus debut, Motley Fool Analyst Sanmeet Deo joins Emily Flippen to look at fast casual salad chain Sweetgreen to help determine if investors should take a big bite out of this mouthwatering opportunity.

    Stocks: Sweetgreen (NYSE: SG)

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    Financials: Are Bill.com and Lemonade Good Buys Now? Nov 22, 2021
    Show notes

    In this week's episode of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP, and host Jason Moser take a closer look at two stocks they bought last August, Lemonade (NYSE: LMND) and Bill.com (NASDAQ: BILL). Matt and Jason will dig into the stock performance of each one, how the businesses are doing, and more, to determine whether these stocks are still worth buying today.

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    Tech: UserTesting's S1 Nov 19, 2021
    Show notes

    Ever wonder what customers actually think of the unboxing process, or where shoppers get stuck during check out on your site?

    UserTesting is a company focused on collecting customer insights for businesses to improve the usability of their products. Shares of the company just hit the market, and in this episode, we break down how this business is a huge beneficiary of where the world is going and how they'll have to educate the market to meaningfully grow.

    Stocks: USER

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    Energy: Stem and the Future of Battery Storage Nov 18, 2021
    Show notes

    Jason Hall joins the show to take a look at Stem, Inc. and how it’s using software to stand out in the emerging market for battery storage technology.

    Stocks Mentioned: STEM, TSLA

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    Wildcard: Bird is the Word? Nov 17, 2021
    Show notes

    We get a first look at recent SPAC debut Bird Global, the company known for its e-scooters and last mile mobility options.We talk through how changes to the company's fleet management has dramatically changed the Bird's financials over the past few years and how the company stacks up to more robust mobility offerings from Lyft and Uber.

    Stocks: BRDS, UBER, LYFT

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    CG: The Controversy Nextdoor Nov 16, 2021
    Show notes

    Nextdoor may be the most controversial business to go public since WeWork’s failed listing, however, can Nextdoor’s new and experienced management team turn around this business given its history of bad publicity? Join Asit Sharma and Emily Flippen as they discuss if Nextdoor’s product is really better than you may think.

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    Financials: SoFi, Boston Omaha, and Marqeta Earnings Review Nov 15, 2021
    Show notes

    In this week's installment of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP®, and host Jason Moser dig into a trio of financial sector earnings. First, the pair talks about the latest results from high-growth fintech SoFi (NASDAQ: SOFI), and then pivots to slow-and-steady compounder Boston Omaha Corporation (NASDAQ: BOMN). Last but certainly not least, Frankel and Moser take a look at the latest numbers from card payment specialist Marqeta (NYSE: MQ).

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    Tech: Palantir, DataDog, The Trade Desk Nov 12, 2021
    Show notes

    We try and keep up with tech earnings and check-in on three companies we regularly talk about -- Palantir, DataDog, and The Trade Desk.

    Tune in for a breakdown on how commercial revenue is poised to become a bigger part of the pie for Palantir, how DataDog keeps cruising along, and why ad tracking concerns shouldn't faze Trade Desk shareholders.

    Stocks: TTD, DDOG, PLTR

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    Energy: How Kornit Digital is Revolutionizing Fashion Nov 11, 2021
    Show notes

    Kornit Digital CEO Ronen Samuel joins the show to share how Kornit’s print-on-demand technology is ushering in a new era of sustainable, on-demand, digital fashion

    Stocks Mentioned: KRNT, AMZN, BOO.L

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    Wildcard: Digging Into Expensify's IPO Nov 10, 2021
    Show notes

    On this week’s episode of Industry Focus: Wildcard host Jason Moser sits down with Motley Fool Ventures Partner Brendan Mathews. Tune in as they take a closer look at the business of Expensify as it makes its debut as a publicly traded company!

    Stocks: EXFY

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