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Sep 16, 2021 • 17min

The Rising Battle for Your Delivery Dollars

DoorDash shares pop on an upgrade. Walmart teams up with Ford Motor to test robo-deliveries in three cities. Alicia Alfiere analyzes those stories as well as the surprisingly good retail numbers from August.
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Sep 15, 2021 • 16min

“Give Microsoft its appropriate golf clap!”

Apple rolls out new versions of the iPhone, iPad, and Apple Watch. Microsoft hikes its dividend and announces a $60 billion stock buyback plan. Tim Beyers analyzes those stories and shares why, despite the fact they generate good cash flow, he’s not a huge fan of McAfee’s business.
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Sep 14, 2021 • 18min

Tacos as a Service? Tacos as a Service.

Intuit buys MailChimp in a cash-and-stock deal worth $12 billion. Shares of Angi pop on encouraging numbers from August. Asit Sharma analyzes those stories as well as Taco Bell’s newest promotion: a taco subscription service.
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Sep 13, 2021 • 23min

Disney’s Going to Theaters, Amazon’s Going Vertical

Disney announces the rest of its 2021 slate will hit movie theaters before heading to Disney+. Amazon gears up to launch a new line of TVs and possibly sign exclusive rights to the NFL’s “Sunday Ticket” package. Jason Moser analyzes those stories and offers a preview of Apple’s event on Tuesday.
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Sep 9, 2021 • 19min

Lululemon: Underappreciated Monster

Shares of Lululemon Athletica hit an all-time high after huge 2nd-quarter results. Boston Beer pulls its earnings guidance and shares fall 8%. Bill Mann analyzes those stories, discusses the lack of communication from GameStop executives, and calls for Congressional hearings to investigate “holiday drift”.
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Sep 8, 2021 • 25min

“What’s the deal with Industry Focus?”

PayPal buys Paidy (a Japanese buy now, pay later company) for $2.7 billion. Asit Sharma analyzes the growing interest in the buy now, pay later industry, as well as the latest results from Coupa Software. As the Industry Focus podcast gets ready to record its 2,000th episode, Chris Hill answers a question he’s gotten several times over the years.
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Sep 7, 2021 • 22min

3 Stocks, 3 Different Opinions

A slow news day means it’s time to break out a round of “Yes, No, Maybe So”. Jason Moser shares why he’s bullish on Elastic, why he thinks the thesis has changed for Fastly, and why he’s on the fence about Lemonade. Plus, we dip into the Fool Mailbag to discuss allocation strategies.
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Sep 1, 2021 • 11min

Edgar Allan Poe, Business Guru

Why was one of history’s most celebrated writers vastly underpaid? What can Poe teach us about the gig economy and getting ahead in our own careers? Catherine Baab-Muguira answers those questions and shares other highlights from her new book, Poe for Your Problems: Uncommon Advice from History’s Least Likely Self-Help Guru. Discover more about the book at https://www.amazon.com/Poe-Your-Problems-Uncommon-Self-Help/dp/0762499095
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Aug 31, 2021 • 12min

Zoom Video Falls on Slowing Growth

Zoom Video’s 2nd-quarter revenue topped $1 billion for the first time, but shares fell more than 15% as growth slows. Shares of Yandex rise as the Russian tech company buys out Uber’s interest in several joint ventures. Maria Gallagher analyzes those stories and shares why Designer Brands’ amazing 2nd-quarter report glosses over genuine challenges for the business.
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Aug 30, 2021 • 18min

Affirm Soars on Amazon Partnership

Shares of Affirm pop 44% as the buy now, pay later business teams up with Amazon. Disney looks to license the ESPN brand to sports-betting companies for a reported $3 billion. Jason Moser analyzes those stories and shares five great quotes from Warren Buffett on his 91st birthday.

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