CG: Amazon Roll-upperators

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CG: Amazon Roll-upperators

FromIndustry Focus

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42 minutes

Released:

Apr 27, 2021

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Podcast episode

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Join Motley Fool Analysts Asit Sharma and Emily Flippen as they dig into the business of “aggregating Amazon”, and the small private and public companies creating a $200 billion industry from the ground up. Stocks: Mohawk Group Holdings (NASDAQ: MWK), Amazon (NASDAQ: AMZN), Walmart (NYSE: WMT) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

Released:

Apr 27, 2021

Format:

Podcast episode

Titles in the series (100)

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: Apple – Then and Now by Industry Focus
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Energy: A Rundown of This Week’s Big Earnings Stories by Industry Focus
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Energy: The Military’s Autonomous Future: Earlier this month, FedEx announced that it would no longer provide domestic express service to Amazon. What does this breakup mean for Amazon, e-commerce, and the future of logistics? Motley Fool Contributor Dan Kline joins the show to answer this... by Industry Focus
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Energy: Automating to Solve the Last-Mile Problem: With the rise of two-day and next-day shipping, figuring out how to get products from a warehouse to customers’ doors is becoming ever more important to business success. However, this problem is more complicated than it might seem. To solve... by Industry Focus
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CG: Retail Spin-Outs: These days it seems like all the struggling retailers are taking their strongest performing brands and spinning them out from the larger parent companies. J Crew plans to take its Madewell brand public, and Gap intends to spin out Old Navy. Why are so... by Industry Focus
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Financials: The Future of Fintech - $280 Billion in Payments Revenue and More: A new report predicts that banks are likely to lose as much as $280 billion of their payments revenue by 2025, thanks to fintech disruption from companies like Square (NYSE: SQ), PayPal (NASDAQ: PYPL), and others. Here’s why investors may want to... by Industry Focus
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Tech: X's and O's of IPOs: We answer a listener email asking about the ins and outs of the IPO process: - How IPOs work - Why IPO prices can change - And how a company like WeWork can decide to pull its IPO Check out more of our content here: by Industry Focus
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Tech: 3 More 2019 IPOs: The IPO calendar in 2019 has been unbelievably full -- today we break down three lesser known names that went public in the past month: Smile Direct, Cloudflare, and DataDog. Stocks: DDOG, NET, SDC Check out more of our content here: Get the... by Industry Focus
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Consumer Goods: Kraft Heinz Stays Cagey With Its First Quarterly Earnings Release by Industry Focus
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Healthcare: How Doctors Treat Dementia and Lung Cancer Could Be About to Change: Acadia Pharmaceuticals' dementia-related psychosis trial offers new hope to patients diagnosed with Alzheimer's disease. Also, results from a lung cancer trial just strengthened Eli Lilly's leadership in precision medicine. Stocks:... by Industry Focus
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Healthcare: How Amazon's Shaking up Telemedicine, Plus A Winner and Loser Exiting ESMO: Why Seattle Genetics and Amgen could be the biggest winner and loser, respectively, following this year's annual European Society for Medical Oncology (ESMO) conference. Also, here's what you should know about the virtual health service Amazon's... by Industry Focus
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CG: What’s Next for the U.S. Grocery Industry?: It’s a time of major upheaval for the grocery business. Companies big and small are struggling with changing consumer demand. How to handle that was the main topic at GroceryShop, a trade show that brought the industry together taking place now in... by Industry Focus
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Tech: Apple’s Big Day: Tech: Apple’s Big DayWe’ve set our eyes on the new iDevices! Apple has a refresh of its iPad, iPhone and Watch products, but those new developments have taken a backseat to the company’s larger commitment to streaming services. We dig into the... by Industry Focus
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Tech: Manhattan Associates: We're back with another deep dive on a software company currently undergoing the transition from the license model to SaaS -- Manhattan Associates. We run the company through contributor Brian Feroldi's checklist. Stocks: MANH Check... by Industry Focus
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Tech: Checking in on China: The Fool's expert on all things China, Ben Ra, joins us to talk about how he's thinking about the macro conditions in China these days, the considerations that come into play as companies like Tencent, Alibaba, and Baidu become more mature, and which... by Industry Focus
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Tech: Discover Weekly - Spotify & Twitter: More big name tech earnings came out this week! On this episode we break down the new metrics Twitter is giving investors (and what they're taking away) and how Spotify managed to eek out its first ever operating profit. by Industry Focus
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Healthcare: How Shows Like Grey's Anatomy Influence Patient Perceptions: The doctors on TV make it look like curing disease is simple and that the hospital industry is exciting, but the reality is far different than the fiction. Also, how one big challenge for charity paid off with a... by Industry Focus
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Energy: The UAW Strikes Against GM -- What It Means for Investors: On Monday, the United Auto Workers (UAW) announced a nationwide strike against General Motors (GM), the first nationwide strike from the union since 2007. This strike occurs at an interesting time for the industry, with automakers having enjoyed a... by Industry Focus
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Financials: Apple's New Card, Wells Fargo's New CEO & Plenty of Stock Ideas!: On this week’s episode of Industry Focus: Financials host Jason Moser and Fool.com contributor Dan Kline dig into how Apple Card measures up to its competitors and they take a look at the challenges in store for Wells Fargo's new CEO. Then be sure... by Industry Focus
29 min listen
Healthcare: 3 Companies That Are Lowering The Cost of Care: Americans spend more than $3.5 trillion on healthcare each year. That amounts to $10,739 in per-person spending, which is almost twice as high as the average developed country. The ever-rising costs are creating enormous opportunities for any company... by Industry Focus
28 min listen
Healthcare: Will Vaping Deaths Derail Marijuana Stocks? Plus, A New Treatment for Peanut Allergies Advances: A wave of vaping related illnesses has resulted in at least seven deaths. Here's what people should know about vaping health risks and the potential impact on cannabis companies. Also, Aimmune Therapeutics peanut allergy pill clears an important... by Industry Focus
26 min listen
Financials: Zero-Commission Stock Trading, Crowdfunded Real Estate Investing, and More: Over the past week, four major brokerages have decided to scrap their trading commissions. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss what it means for investors and who the big... by Industry Focus
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Energy: Plumbing Permian Pipelines for Plentiful Dividends: With oil and gas production exploding in the U.S., takeaway capacity is running low, leading to oversupply and even flaring of unwanted natural gas that producers can’t get to market. That creates opportunities for midstream companies, businesses... by Industry Focus
24 min listen
CG:Hooters and Cancer Drugs? Costco Has Opened a Chicken Farm?: Chanticleer Holdings, the company that owns a handful of Hooters locations along with other eateries in the burger space is being purchased by Sonnet BioTherapeutics Inc., a company that makes cancer drugs. This isn’t a combination or a plan to get... by Industry Focus
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Healthcare: Pfizer Takes Aim At Regeneron, And UnitedHealth's Earnings Update: Pfizer's latest phase 3 trial results put its promising eczema drug on a path to challenge Regeneron and Sanofi's $2 billion-per-year drug, Dupixent. Also, how Regenxbio and Adverum Biotechnologies hope to change how a we treat a common cause of... by Industry Focus
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Headline: CG: Is Michael’s a Value Stock or a Value Trap?: Michael’s is the largest craft retailer in North America, but is it a good stock? With shares down more than 40% since most recent its IPO in 2014, some may quickly dismiss the company. However, on closer inspection the company appears like it could... by Industry Focus
38 min listen

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CG: Amazon Roll-upperators

CG: Amazon Roll-upperators

Description

Titles in the series (100)

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