Industry Focus

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Apr 13, 2021 • 45:12 • Industry Focus

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Financials: 3 Key Takeaways From Jamie Dimon's Annual Letter

Next to Warren Buffett, nobody's annual letters to shareholders are as closely watched as JPMorgan Chase(NYSE: JPM) CEO Jamie Dimon. Dimon tackled many topics in his 66-page letter, but we found his commentary on fintech, bank regulations, and working in offices. In this week's installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, discuss what Dimon said and what it could mean to investors.

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Apr 12, 2021 • 30:37 • Industry Focus

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Tech: The Next Snowflake?

Today we talk about UiPath, a soon to be public company that private investors have fawned over the past few years.

We talk about how the company serves the RPA market, the insane growth rates the business is posting, and why UiPath reminds us both of another recent IPO — Snowflake.

Stocks: PATH, SNOW

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Apr 09, 2021 • 27:24 • Industry Focus

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Energy: Biden’s Infrastructure Proposal

Jason Hall joins the show to break down President Biden’s infrastructure plan, discuss potential winners and losers, and how to think about legislative action when establishing an investment thesis.

Stocks Mentioned: VMC, NVEE, STLD, BRK-A, BRK-B

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Apr 08, 2021 • 26:33 • Industry Focus

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Wildcard: Nanox and Understanding the Risk/Reward Spectrum

We check back in on Nanox -- the Tesla of medical imaging -- after big news came out about its single source Nanox.ARC digital x-ray technology getting 510(k) clearance from the FDA. Then we use the company to explore the risk/reward spectrum and the tradeoff of upside vs. certainty with an investment.

Stocks: NNOX

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Apr 07, 2021 • 34:50 • Industry Focus

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CG: Heading Back to School with Coursera

Coursera is one of the newest ed-tech stocks on the market today, but is it a course worth buying? Join Motley Fool Analysts Asit Sharma and Emily Flippen as they study up on the evolution of higher education.

Stocks: Coursera (COUR), 2U (TWOU)

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Apr 06, 2021 • 48:51 • Industry Focus

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Financials: Upstart's 250% Gain, Coinbase's Public Debut, and the SPAC Slowdown

Fintech lender Upstart (NASDAQ: UPST) has delivered a year-to-date gain of about 250%, but it isn't just because of earnings. In this episode of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP, and host Jason Moser discuss why the stock has performed so well. Plus, we now have an official date for the upcoming Coinbase direct listing. And finally, there has been a massive slowdown in the SPAC world in recent weeks, so why are we seeing such a sudden lack of interest?

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Apr 05, 2021 • 30:57 • Industry Focus

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Energy: Blue Collar Technology

When you think technology, you probably don’t think John Deere and Caterpillar, but these two businesses have been quietly building meaningful technology businesses. Luis Sanchez joins the podcast this week to break down what both businesses are doing in technology, as well as take a high level view of what it means to be a “tech company” in 2021.

Stocks Mentioned: DE, CAT

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Apr 01, 2021 • 43:48 • Industry Focus

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Wildcard: The Future of the Massive Home Furnishings Market

On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser and VP of Motley Fool Ventures Brendan Mathews take a closer look at how Wayfair is shaping the future of the massive home furnishings market and what Bed Bath & Beyond is doing to remain a part of it.

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Mar 31, 2021 • 33:32 • Industry Focus

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CG: Are These Boots Made For Walking?

BootBarn’s boots may be made for walkin’, but is BootBarn’s stock made for buyin’? Join Motley Fool analysts Asit Sharma and Emily Flippen as they take a listener’s question and talk about this rapidly expanding boot business.

Stocks: BootBarn (NYSE: BOOT)

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