Industry Focus

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Tech: BigCommerce Deep Dive Jul 17, 2020

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Shopify competitor BigCommerce filed its IPO prospectus with the SEC. We walk through the company's S-1 and talk about how it stacks up to its much bigger e-commerce rival.

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Energy: The New Ford Bronco, EV IPOs, and AV Consolidation Jul 17, 2020

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Description: On Monday, Ford revealed the new Ford Bronco, marking a return after 25 years. Motley Fool Senior Auto Analyst John Rosevear joins the show to break down what the reveal means for Ford and share his thoughts on recent IPOs in the electric vehicle space, as well as recent autonomy deals reached by both Amazon and Alphabet’s Waymo self-driving subsidiary.

Stocks Mentioned: F, FCAU, GM, AMZN, NKLA, SHLL, SPAQ, GOOG, VLVLY,

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Wildcard: Technology in the Era of COVID Jul 15, 2020

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The sudden onset of COVID-19 has pushed many company’s backs against the walls as they struggle to keep themselves afloat during unpredictable times. While a global pandemic was not an expected turn of events for most people, we’ve seen a surge in innovation as technology rushes to meet the demands of a changing world. Join host Emily Flippen and Motley Fool intern Meilin Quinn as they dissect the companies and technologies that are building out a future to make the most of the new normal.

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CG: The Current State of Cord Cutting Jul 14, 2020

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The trend towards cord cutting has continued to accelerate amidst increased competition in the streaming wars. But as streaming services continue to crop up, prices have inflated as well. What does the current state of cord cutting look like now that its prices simply aren’t as appealing? Join Motley Fool contributor Dan Kline and host Emily Flippen to find out!

Note: In today's show, Dan referred to Crackle as being a Sony company. In March 2019 Sony sold a majority stake in the platform to Chicken Soup for the Soul Entertainment, partnering on a new venture called Crackle Plus, which includes Crackle and other ad-based videos on demand (AVOD) streamers.

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Financials: The Largest Mortgage Originator is Finally Going Public Jul 13, 2020

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Quicken Loans, the largest mortgage originator in the United States, has filed IPO paperwork under the Rocket Companies brand name, presumably to continue its emphasis on its Rocket Mortgage platform. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss what the company does, how it makes money, and what investors should expect.

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Tech: Finally Uber Goes Buying Jul 10, 2020

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After months of speculation, the great meal-delivery consolidation has happened!

Spurned by Grubhub, Uber announced it was buying rival Postmates in a $2.65 billion deal. This narrows the space down to three major players, we talk about how it impacts the market and consumers.

Then, we talk about a rumored subscription offering from Twitter, and why it might make sense from a monetization and talent retention standpoint.

Stocks: UBER, GRUB, TWTR

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Energy: Warren Buffett, Pipelines, and the Courts Jul 09, 2020

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On Monday, Warren Buffett and Berkshire Hathaway announced a nearly $10 billion dollar enterprise value deal for Berkshire to acquired the natural gas distribution and processing assets of Dominion Energy. At the same time, we’ve seen multiple court decisions in the past week targeted toward delaying or preventing the construction of new pipelines. Motley Fool Contributor Jason Hall joins the show to break down Buffett’s big deal and the operating environment for pipeline companies today.

Stocks Mentioned: BRK-A, BRK-B, D, DUK, ET, KMI

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Wildcard: What Are SPACs and Why Are They So Hot Right Now? Jul 08, 2020

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Description: It’s been a huge year for Special Purpose Acquisition Companies, commonly known as SPACs, with DraftKings, Nikola Motor, Virgin Galactic, and more using SPACs to bring their companies public. Why have SPACs suddenly become so popular? Motley Fool Contributor Luis Sanchez joins the podcast to share his perspective on that question as well as some SPACs currently on his radar.

Stocks Mentioned: SPCE, NKLA, DKNG, SHLL, CCH, GRAF, IPOB, IPOC, LCA

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CG: Tractor Supply Co Deep Dive Jul 07, 2020

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Tractor Supply (TSCO) has been one of the niche retail winners over the past decade, but it’s success and brand still remains a mystery for many. Join Dan Kline and Emily Flippen as they take a deep dive into this curious winner and discuss whether its past successes are still replicable or if it’s best days are behind it.

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