Industry Focus

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Feb 25, 2021 • 35:54 • Industry Focus

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Wildcard: Is Clover Health a Disruptor or Distractor?

Clover Health (NASDAQ: CLOV) has been one of the most controversial Medicare insurance providers since being brought public by Social Capital and Hedosophia. In this Wildcard episode, Motley Fool contributor Jason Hall and analyst Emily Flippen discuss Clover’s business, its unique value proposition, and then debate if the controversial short-seller report should have investors running for the door.

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Feb 24, 2021 • 41:16 • Industry Focus

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CG: Gettin’ Head Rover Heels

As a platform for pet services such as dog boarding and cat sitting, Rover has made a name for itself among a growing number of pet parents across the United States. But does this small company have what it takes to make it as a public investment? Fool Analysts Asit Sharma and Emily Flippen break down this business before it hits markets.

Stocks: Nebula Carvel Acquisition Corp (NASDAQ: NEBC), Rover (N/L: ROVR)

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Feb 23, 2021 • 50:46 • Industry Focus

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Financials: Here's What Warren Buffett Has Been Buying and Selling

In this week's installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a look at the latest 13-F filing from Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B) to see what stocks Warren Buffett and his team have been buying and selling. Plus, Paycom (NASDAQ: PAYC) had a decent quarter but the stock is down, so Jason takes a closer look at the numbers. And finally, Matt's pick for the best financial stock of 2021, Wells Fargo (NYSE:WFC) has been firing on all cylinders -- could there be more room to climb?

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Feb 22, 2021 • 39:57 • Industry Focus

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Tech: 3 Monster Earnings Reports

We've finally got full-year figures from Shopify, Twilio, and Palantir -- three businesses that had absolutely banner 2020s.

We explore Shopify's growth acceleration, Palantir's commercial efforts paying off, and Twilio's rising cash hoard.

Stocks: TWLO, SHOP, PLTR

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Feb 19, 2021 • 29:44 • Industry Focus

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Energy: The Texas Blackouts

Motley Fool Contributor Jason Hall joins the show to break down what happened with the blackouts in Texas and potential impacts it could have across the energy and industrial sectors.

Stocks Mentioned: LGIH, PGE, OXY, CVX, PAA

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Tyro Partners 2019 Dating Paper

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Feb 18, 2021 • 24:48 • Industry Focus

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Wildcard: Bumble, Match, and the Online Dating Market

Online dating is taking over the world. This week, Luis Sanchez and Meilin Quinn join the podcast to discuss the online dating trend and two of its biggest players: Bumble and Match Group.

Stocks Mentioned: BMBL, MTCH

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Feb 17, 2021 • 41:38 • Industry Focus

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CG: Curious About CuriosityStream

CuriosityStream (NASDAQ: CURI) is one of the newest video-on-demand subscription services to hit the public markets, but it is the best? Join Motley Fool analysts Asit Sharma and Emily Flippen as they talk about this unique play on subscription streaming and if CuriosityStream has piqued their portfolio’s curiosity.

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Feb 16, 2021 • 44:24 • Industry Focus

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Tech: Twitter's Uber-good Quarter Crosses the Blackline

We make sense of a flood of tech earnings, with check-ins on recent results from Uber, Blackline, and Twitter.

Listen in for explanations on how meal delivery saved Uber's bacon in 2020, what's behind Twitter's recent surge, and how a sleepy accounting software business keeps putting up great returns.

Stocks: UBER, TWTR, BL

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Feb 12, 2021 • 33:41 • Industry Focus

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Energy: David Gardner Talks Rulebreakers in Energy & Industrials

Motley Fool Co-Chairman, Chief Rulebreaker, and host of the Motley Fool’s Rulebreaker Investing Podcast joins the show to discuss his approach to investing and several energy and industrials themes Nick identified in David’s Stock Advisor and Rulebreakers picks.

Stocks Mentioned: CNI, WM, DAR, TSLA, PRLB, NEE, SEDG

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