Industry Focus

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Financials: Affirm's Stellar Quarter and PayPal's Own Buy-Now-Pay-Later Ambitions Sep 13, 2021

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On the heels of its recently-announced partnership with Amazon (NASDAQ: AMZN), buy-now-pay-later company Affirm (NASDAQ: ARFM) just released some pretty impressive results. And elsewhere in the BNPL space, PayPal (NASDAQ: PYPL) just announced its acquisition of a leader in the Japanese market that could have global implications for the business. Plus, host Jason Moser and Fool.com contributor Matt Frankel, CFP, each discuss a stock they have on their watch list right now.

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Tech: Freshworks, Fresh S1? Sep 10, 2021

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We dig into helpdesk and CRM software company Freshworks.

After having a subpar customer experience a decade ago, CEO Girish Mathrubootham built a tool to help businesses better manage and centralize their customer interactions. We talk about the company's torrid growth and the competition it might face from the big dogs.

Stocks: FRSH

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2000th Episode Special Sep 09, 2021

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ll the Industry Focus hosts come together to celebrate the 2000th episode of the podcast. Topics include lessons learned from the podcast, the story that made the biggest impact on the hosts, most recent stock buys, and more!

Stocks Mentioned: GME, TSLA, GTLS, AI, SPOT, NNI

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Wildcard: The Longview on Heartflow Sep 08, 2021

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Today we explore a tech company focused on heart health -- HeartFlow!

The company uses medical imaging to create more complete models of patient cardiovascular systems, a non-invasive technology aimed are improving treatment and reducing unnecessary procedures and costs. The SPAC is set to come public later this year, tune in to find out if we'll be buying.

Stocks: LGV, HFLO

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CG: Should You Take a Stake in the Business of Outdoor Grilling? Sep 07, 2021

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Weber is the preeminent decades-old outdoor grilling business that enthusiasts love. Traeger is the up-and-coming disruptor looking to convert every grill master into a wood pellet grill owner. Which of these newly public businesses is setting itself a part from the competition? Join Motley Fool analysts Asit Sharma and Emily Flippen as they discuss these questions and more in today’s episode.

Stocks: Weber (WEBR), Traeger (COOK)

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Tech: 3 Stocks We Just Bought Sep 03, 2021

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We talk our own book on today's show, bringing you three different companies we've added to our own portfolios over the past few weeks.

Tune-in for breakdowns on Spotify's ad business, why Lemonade not taking Jason as a customer on was a good thing, and how Etsy is keeping e-commerce crafty.

Stocks: SPOT, ETSY, LMND

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Energy: Desktop Metal CPO Arjun Aggarwal Talks 3D Printing Sep 02, 2021

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Desktop Metal CPO Arjun Aggarwal joins the show to discuss 3D printing and Desktop Metal’s aim to help it cross the chasm from prototyping parts to full-scale mass production.

Stocks Mentioned: DM

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Wildcard: Ziprecruiter IPO Breakdown Sep 01, 2021

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Asit Sharma joins the show to break down Ziprecruiter’s direct listing

Stocks Mentioned: ZIP

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CG: Humbling Ourselves with Retail Earnings Aug 31, 2021

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Motley Fool analysts Asit Sharma and Emily Flippen break down two recent retail earnings reports and discuss how the businesses are performing, their expectations for the future, and where they’ve each gone wrong in their past analysis.

Stocks: Dicks Sporting Goods (DKS), Best Buy (BBY)

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