Industry Focus

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Financials: An Interview With Howard Hughes Corporation CEO David O'Reilly Oct 25, 2021

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In this week's show, Fool.com contributor Matt Frankel, CFP®, sits down with David O'Reilly, CEO of The Howard Hughes Corporation (NYSE: HHC), one of the most interesting and unique real estate companies in the market. You'll hear what the company does, where O'Reilly sees the biggest opportunities, why the master-planned community business is so attractive, and much more.

Stocks: HHC

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Tech: PayPal + Pinterest = PayPin? PinPal? Oct 22, 2021

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We talk about the rumor of the week -- Paypal's late stage talks to acquire Pinterest.

The move would be a reach outside the payment company's core competency, but could unlock better monetization opportunities for Pinterest and give PayPal some digital real estate to explore marketplace and commerce activity.

We're shareholders of both and talk about why the deal makes sense, why it might not make sense, and what to keep in mind if a company you own is getting bought.

Stocks: PINS, PYPL

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Energy: The Future of the Warehouse with Mark Manduca, Chief Investment Officer at GXO Logistics Oct 21, 2021

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Special Guest Mark Manduca, Chief Investment Officer at GXO Logistics, joins the show to discuss GXO and how e-commerce, automation, and outsourcing are reshaping how companies get their products to market.

Stocks Mentioned: GXO

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Wildcard: WeWork 2.0 Oct 20, 2021

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WeWork will finally hit the public markets after BowX Acquisition Corp (BOWX) shareholders voted to bring the company public via SPAC.

The company coming to the public markets looks a bit different than the one that pulled its IPO in 2019. We compare WeWork then and now, talk about leadership changes, the potential for the new WeWork, and the company's more realistic valuation.

Stocks: BOWX, WE

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CG: Is NerdWallet Worth $5 Billion? Oct 19, 2021

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Personal finance site NerdWallet has filed a prospectus to go public, with reports indicating it could seek up to a $5 billion valuation. What should investors think about this business model? Join Asit Sharma and Emily Flippen as they discuss another upcoming IPO.

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Financials: Big Banks 3Q Earnings Review Oct 18, 2021

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Earnings season is now underway, and we've seen the latest numbers from all of the big U.S. banks. In this installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel discuss third quarter results from JPMorgan Chase (NYSE: JPM), Bank of America (NYSE: BAC), Wells Fargo (NYSE: WFC), Citigroup (NYSE: C), and Goldman Sachs (NYSE: GS). Hear which bank had the best quarter, and what stocks Jason and Matt are keeping an eye on this week.

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Tech: Informatica, Informally Oct 15, 2021

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We take a listener suggestion and look at Informatica, a company that makes it easy for businesses to use AI to integrate, manage, and parse data so that customers can do something useful with it.

The name might be familiar to long-time tech investors -- it was public for over 15 years before being taken private. We explain the company's history, transition to the subscription model, and leadership changes as it prepares for a second act on the market.

Stocks: INFA

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Energy: Foolishly Investing in Renewable Energy Oct 14, 2021

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Jim Mueller, Advisor for The Motley Fool’s Energy Insider service, joins the show to share his approach to investing in renewable energy.

Stocks Mentioned: SHLS

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Wildcard: Interview with The Glimpse Group CEO Lyron Bentovim Oct 13, 2021

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On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser sits down with Co-Founder and CEO of The Glimpse Group Lyron Bentovim. Tune in as they talk about the company's unique strategy, how AR and VR are being used across industries, and what's the deal with the metaverse? Stocks: VRAR Check out more of our content here: