We practically ran out of adjectives to talk about Zoom Video Communications most recent quarter... get ready to here "amazing" "ridiculous" and "bonkers" about a dozen times. Stay-at-home has meant people and companies rushing into web-conferencing and Zoom has turned that into huge customer and revenue figures. We talk about why the past quarter was one of the best we've ever seen from a tech company and why 2020 looks even better. Stocks: ZM, MSFT, CSCO Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter 

Industry Focus

Tech: Zoom Zoom Zoom

Aerospace stocks have rocketed up over 30% in the past month in the aftermath of Warren Buffett’s announcement he had sold all of Berkshire Hathaway’s airline stocks. Industry Focus Contributor Lou Whiteman joins the show to share his thoughts on the airline industry today, in addition to discussing Boeing and AerCap Holdings.  Stocks Mentioned:  DAL, AAL, UAL, LUV, SAVE, BA, SPR, AER  Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter 

Energy: Airlines Get Up Off the Mat

Moderna has gone from your standard biotech to one of the hot stocks of 2020 over the past few months as the company has worked on a COVID-19 vaccine. Shares are up around 200% since the pandemic hit, and the company has made some moves that seem odd on first pass. We use the company's dramatic rise and position as a clinical-stage business to explore insider selling, raising capital, and the business of biotechs. Stocks: MRNA Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter 

Wildcard: Moderna - A Case Study

Motley Fool analyst Buck Hartzell joins Emily Flippen to discuss a small but powerful company involved in fashion resale: Winmark Corporation (NASDAQ: WINA). Winmark, the parent company of franchises like Plato’s Closet and Once Upon a Child, has been benefitting from the long-term tailwinds of shifting demographics and a growing resale market. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter 

CG: Is Winmark the Key to Winning at Resale?

In this week’s episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a deep dive into Axos Financial (NYSE: AX), an online-based banking institution that offers checking and savings accounts, mortgages, auto loans, and more. The pair discusses what makes Axos’ business model unique compared to other online banks, and what investors should know about the risk factors involved. Plus, Frankel discusses why net-lease REIT STORE Capital (NYSE: STOR) is on his radar now and Moser talks about what he’s watching when Zoom (NASDAQ: ZM) reports earnings. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter 

Financials: Axos Financial: A Deep Dive Into The Innovative Online Bank

For Slack's life as a publicly traded company, the collaboration company has been plagued by concerns that its lunch might be eaten by tech giant Microsoft and its Teams product. But are they actually competitors?Microsoft seems to think so, but Slack doesn't. We explore why and how investors should look at the battle for workplace collaboration. Stocks: WORK, MSFT Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter 

Tech: Slack vs. Microsoft Teams

For over 100 years, railroads have been the backbone of America’s logistics infrastructure. Today, railroads represent 40% of of freight miles in the United States. Industry Focus Contributor Lou Whiteman joins the show to give a high level overview of the railroad industry today and the major companies operating in the space.  Stocks Mentioned: CSX, UNP, KSU, NSC, CNI, CP Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter 

Energy: Investing In Railroads

Since we were off for Memorial Day on Monday, we're doing a special edition of Industry Focus: Financials today. Host Jason Moser and Fool.com contributor Matt Frankel start by discussing the stock price action we've been seeing in the banking industry, and why some banks like M&T Bank (NYSE: MTB) and Ameris Bancorp (NYSE: ABCB) are underperforming their peers. Then, the pair dives into StoneCo (NASDAQ: STNE) earnings and discusses some of the positive suprises we're seeing in the real estate market. And finally, you'll hear why Frankel has his eye on U.S. Bancorp(NYSE: USB) and why Moser is watching Ulta (NASDAQ: ULTA) closely this week. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter 

Wildcard: StoneCo Soars on Earnings and Real Estate is Making a Comeback

The duopoly between the two biggest Home Improvement Retailers, Home Depot and Lowes, reached a boiling point last week after Lowe’s reported same store sales that were nearly double of their competitor. Is this a one-off event, or the first of a rapidly shifting tide? Join Dan Kline and Emily Flippen as they take a deep dive into these two behemoths and explore if one is really better than the other. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter 

CG: Home Improvement Earnings Faceoff: Settling the Score Between Home Depot and Lowes

Earlier this week Facebook announced Facebook Shops, an e-commerce product that will allow users to browse and buy products while on Facebook -- it seems like a boon for Facebook and one of its partners on the product, Shopify.And anti-trust suits against Google Parent Alphabet seem to be picking up steam, we analyze what regulators are honing in on and some of the problems big tech companies have created for themselves as they've gotten bigger. Stocks: FB, SHOP, GOOG, GOOGL, AMZN Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter 

Tech: Facebook Gets Shopified

 Last Friday, Berkshire Hathaway and Warren Buffett filed their quarterly 13-F form, which reveals what stocks Berkshire held as of the end of the first quarter, March 31, 2020. Motley Fool Contributor Jason Hall joins the show to share his thoughts on Uncle Warren’s moves, including one sell he thinks Buffett got wrong. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter 

Energy: Oil Stocks are Hard: Warren Buffett Edition

Financial fraud has been a hot topic - between Luckin Coffee and short seller reports, no investor seems to be immune from the claims which range from the ridiculous to the righteous. Joining host Emily Flippen to breakdown the ins and outs of financial fraud is Motley Fool advisor Bill Mann. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter 

Wildcard: Snooping for the Scoop: A Deep-Dive into Financial Fraud

Still missing this year’s March Madness? Join Dan Kline and Emily Flippen as they bring their top 8 retail companies face-to-face in the first ever Retail Bracket Showdown. Who will come out on top? Tune in to find out! Stocks: WMT, HD, BBY, COST, DG, TJX, W, TGT Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter 

CG: May Madness: Retail Bracket Showdown

Business payments solution company Bill.com (NASDAQ: BILL) has been one of the best-performing financial stocks during the COVID-19 pandemic. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take an in-depth look at the company and what investors need to know. Plus, hear Frankel and Moser discuss why they're keeping an eye on Goldman Sachs(NYSE: GS) and Intuit (NASDAQ: INTU) this week. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter 

Financials: A Closer Look at Soaring Fintech Bill.com

News broke earlier this week that Uber is interested in buying meal delivery service Grubhub for roughly $6 million. The deal would be the latest in a long series on acquisitions in the meal delivery space, but does it make sense?We dive into the deal, explore why the meal delivery market might be a winner-take-all proposition, and why the deal could run into regulatory issues. Stocks: UBER, GRUB Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter 

Tech: Uber Orders In

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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Industry Focus

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