Industry Focus

After a dismal quarter from Peloton, investors seem convinced that fitness trends may be shifting back to pre-pandemic norms. Life Time Fitness is looking to capitalize on this sentiment by attracting members back to its resort-like gyms. However, does this old company revisiting public markets have the financial fortitude for your portfolio? Join Asit Sharma and Emily Flippen as they discuss in today’s show. 

Stocks: Life Time Group Holdings (NYSE: LTH)

Check out more of our content here:

Podcasts

Youtube

Twitter

Reach us by Email @ [email protected]

In this week's Industry Focus: Financials, Matt and Jason discuss the recent earnings reports from some of our favorite companies. They start with Square (NYSE: SQ), which declined after earnings despite strong results, and then pivot to retail REITs Simon Property Group (NYSE: SPG) and Tanger Factory Outlet Centers (NYSE: SKT). Then, they give a quick take on Berkshire Hathaway's (NYSE: BRK.A)(NYSE: BRK.B) latest results before ending with Zillow's (NASDAQ: Z)(NASDAQ: ZG) disappointing news. 

Check out more of our content here:

Podcasts

Youtube

Twitter

Reach us by Email @ [email protected]

Earlier this year, we talked about how 2020 pulled a lot of growth forward and YoY comps might be tough for tech companies.

We saw that in the results for Peloton, Pinterest, and Roku this week. But while some numbers might've been a bit disappointing for these businesses, the thesis for each is still very much in tact. We run through the quarterly numbers and explain why.

Stocks: ROKU, PINS, PTON

SEMrush is an online visibility management platform looking to become the new standard for marketing and search engine optimization worldwide. Join the Motley Fool’s Brian Stoffel and host Emily Flippen as they dive into this recent IPO on today’s Wildcard Wednesday show.

Stocks: SEMrush Holdings (SEMR)

Rent the Runway is looking to invent a designer cloud-based wardrobe for fashionistas across the world, but it’s financial picture paints a slightly different story. Join Motley Fool analysts Asit Sharma and Emily Flippen as they discuss the challenging business of resale and renting and if Rent the Runway has what it takes to turn business around. Rent The Runway Ticker: RENT.

On this week’s episode of Industry Focus: Financials host Jason Moser sits down with Motley Fool analyst Jason Hall. Tune in as they take a look at the most recent earnings reports from Mastercard, Visa, and Robinhood! 

We run through the strong earnings results from music streamer Spotify and ad giant Alphabet.

Tune in for breakdowns on how we're even more confident in Spotify's ad strategy after pouring through the results, and how Google properties continue to defy the law of large numbers. Also, we touch on the Pinterest/PayPal deal that wasn't.

Stocks: SPOT, GOOG, GOOGL, PINS, PYPL

Description: Motley Fool Contributor Lou Whiteman joins the show to take a look at earnings reports from Lockheed Martin, Northrop Grumman, and General Dynamics, as well as the overall state of the defense industry today.

Stocks Mentioned: LMT, NOC, BA, GD

Check out more of our content here:

Podcasts

Youtube

Twitter

Reach us by Email @ [email protected]

Moneygram CEO Alex Holmes joins Industry Focus Host Nick Sciple and Motley Fool Contributor Luis Sanchez to take a look at the international remittance market (AKA sending money across borders), how cryptocurrency is playing a role in the market, and more!

Stocks Mentioned: MGI

Check out more of our content here:

Podcasts

Youtube

Twitter

Reach us by Email @ [email protected]

Get in the spirit for Halloween by joining Motley Fool analysts Asit Sharma and Emily Flippen as they break down the business of candy in today's episode of Industry Focus. 

Stocks: Tootsie Roll (TR), Nestle (NSRGY), Mondelez (MDLZ), Berkshire Hathaway (BRK.B)

Check out more of our content here:

Podcasts

Youtube

Twitter

Reach us by Email @ [email protected]