Industry Focus

Latest Episodes:

Energy: International Adventures in Energy and Industrials May 17, 2018

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We take a whirlwind tour of some international stocks, from a truly global infrastructure player, to a Brazilian iron producer dependent on China, and a French oil giant that’s looking to the future and leading the pack.

Healthcare: Don’t Ignore European Stocks! May 16, 2018

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With a population of 741 million people, Europe’s a huge market for medicine, yet most U.S. investors avoid European drugmakers, including Sanofi. On today's episode, we explain how drugs win approval in Europe and why Sanofi ought to be on your radar.

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CG: India Becomes the Next Battleground for 3 Retail Giants May 15, 2018

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Walmart recently announced a $16 billion investment in Flipkart, the biggest e-commerce company in India. For investors around the world, this deal is the opening volley on the latest front of the e-commerce war between Walmart, Amazon, and Alibaba.

Financials: How to Get International Exposure Without Buying Foreign Stocks May 14, 2018

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You should definitely have some international exposure in your portfolio, but you don't need to buy foreign stocks to get it.

Tech: The Netflix of China? May 11, 2018

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Chinese video streaming company iQiyi is drawing some big comparisons, can it possibly live up to them? And might the company be interesting enough to make us break one of our investing rules?

Energy: Are Ford's Sedans Going the Way of the Horse and Buggy? May 10, 2018

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Ford's recently announced move away from cars in its North American market has caused quite a stir. We get the real story behind the headlines, the trends driving the changes in the auto industry, and discuss some investor concerns.

Healthcare: Will Athenahealth Be the Next Big Healthcare Deal? May 09, 2018

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Activist investors are offering to buy the health records company, but visionary CEO Jonathan Bush might not want to sell. Also, Shire gives the thumbs up to Takeda and patience pays off for Portola Pharmaceuticals investors.

CG: Are Competitive Moats Obsolete? May 08, 2018

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Last week, tech mogul Elon Musk shared his bearish view of competitive moats, spurring a response from Warren Buffett who coined the term 20 years ago. So in this day and age, does frequent innovation hold more value than a wide moat? We tackle that question and more of the Musk-Buffett debate on this episode of Industry Focus.

Financials: Berkshire Hathaway’s Annual Meeting: What You Need to Know May 07, 2018

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Here Are The Highlights of Warren Buffett and Charlie Munger’s annual Q&A session at Berkshire Hathaway’s annual meeting.

Tech: SnApple - The Best Stuff on Earth? May 04, 2018

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We run through the earnings releases of one of our favorite companies (Apple) and one of our favorite companies to follow (Snap). Can the young social media company turn it around? And what should investors expect from Apple going forward?

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