In my previous three video articles with C3 founder Doug Newcomb, we talked about how smart cities are hoping to improve traffic conditions, how the transportation industry is similar to where the Internet was 20 years ago, and how automakers are coping with all this change.

In today's finale, we chat about specific investing opportunities available to us at the dawn of this new age of connected cars and self-driving vehicles.

Ford's (NYSE:F) mobility initiative and Tesla's (NASDAQ:TSLA) Autopilot feature provide two obvious examples. Indeed, both companies are recommended by various Motley Fool newsletters, and their innovations are a big part of the investing thesis.

I asked Doug for some examples beyond the obvious, however. There are suppliers to the auto giants, as well as companies that provide software and sensors. Doug says investors should also look at adjacent industries, such as healthcare and insurance.

Watch the video below as we discuss MobileEye (NYSE:MBLY), Nvidia (NASDAQ:NVDA), NXP Semiconductors (NASDAQ:NXPI), General Motors (NYSE:GM), and Delphi (NYSE:DLPH).

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.