

Software Eating The World, Healthcare Stocks to Watch
Jun 18, 2021
Keith Speights, a healthcare technology consultant and contributor at The Motley Fool, dives into the latest developments in the healthcare sector. He discusses the evolving landscape of COVID-19 vaccines and the significant role of Johnson & Johnson in the U.S. economy. The conversation also tackles the controversial FDA approval of Biogen's Alzheimer’s treatment and its implications for investors and patients. Additionally, insights on value stocks highlight the challenges of the pharmaceutical market amid ongoing pandemic concerns.
AI Snips
Chapters
Transcript
Episode notes
Adobe's Strengths
- Adobe's success is partly due to its subscription model and high gross margins.
- Their tools are widely used in various sectors, including the growing e-commerce market.
Kroger's Performance
- Kroger's digital investments are paying off, expanding pickup and delivery services.
- However, increased shrink and COVID-related expenses impacted margins.
Honest Company's Strategy
- The Honest Company focuses on the growing clean and natural products market.
- Their partnership with Target helps expand their reach and brand visibility.