
1,864 episodes

Industry Focus The Motley Fool
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- Investing
Healthcare, technology, energy, consumer goods, and more. Every day, Motley Fool analysts break down a specific industry and the stocks making headlines. Questions? Comments? Email us at IndustryFocus@fool.com.
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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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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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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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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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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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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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