Industry Focus Transcripts

Peter Lynch once said, “Never invest in any idea you can’t illustrate with a crayon.” Does that hold true in the highly scientific world of biopharma?

From the apparel industry to your local grocery store, metrics like inventory turnover can tell investors a lot about a company and its operations. But in the words of one of the most well-run retailers today, should management treat inventory as “fundamentally evil”?

After a very difficult first quarter, it’s time to reevaluate the online marketplace model.

Inspired by a Seinfeld clip, we dive into the topic of write-offs and the different forms they take.

Tesla’s sky-high valuation prices the company for perfection. Is this warranted, or should investors beware?

How Bank of America got where it is, where it might go, and why investors might not want to dismiss the company outright.

Big changes are happening in the world of entertainment and coffee consumption; here’s how investors can position their portfolios.

If Tesla's plans for growth and its new Model 3 weren't ambitious enough, it now wants to make it all happen by 2018. Plus, earnings from Royal Dutch Shell, BHP Billiton, and Vale's nightmare situation, and we dip into the mailbag.

We discuss stock splits, the strategy behind them, and why Facebook announced it wants to use C shares to offer investors a 3-to-1 split.

Discussing the details behind the FDA's negative vote on Sarepta's DMD drug and Gilead Sciences' sliding hepatitis C sales.

DreamWorks founder and CEO Jeffrey Katzenberg called the buyout of the company, at $3.8 billion, “the deal I’d always hoped would come along.” But after a major restructuring and string of box-office disappointments for the animation studio, is Comcast getting a good deal?

We call on old Industry Focus host Nathan Hamilton to run through Apple’s recent earnings report and provide some perspective on how the company has changed in the past year.

What we got right and what we got incredibly wrong in our predictions for the energy sector two years ago.

Some things never change -- and in healthcare, we sometimes feel like we’re talking about the same stuff year in and year out. Join us as we cover some stories that were a big deal in 2014, check in on how they’re going now, and predict some major trends in 2018.

Industry Focus welcomes special guest Mark Reeth for a nostalgic look at McDonald's, Lululemon, and more.

A look at investing in one of the slowest sectors around, and how the 2008 financial crisis changed the banking world.

Marc Andreessen and Peter Thiel are two of the most successful tech investors around. Tune in to learn their secrets.

Arconic, which will consist of the aluminum giant's aerospace and automotive divisions, might be designed for fantastic growth, or it may have to shoulder a heavy burden from Alcoa's debts.

We swear capital allocation is sexy! Today we explain what it is, the different strategies businesses use for maximizing shareholder value, and profile two companies: one that has done a great job...and one that hasn’t.

Make more profit-friendly decisions by developing a specific and repeatable process for evaluating stocks.