Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day.

I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seyple. I'm Dylan Lewis. And today

we're talking financials. Today we're talking consumer goods. Wild Card Wednesday.

And we're talking energy. And today we're talking tech.

Let's dive in.

Welcome to Industry Focus.

Today is Tuesday, February 23rd, and I'm your host, Emily Flippin. Today I am joined by

Motley full analyst Osset Sharma as we talk about the next pet focus business

to hit the market, Rover. And Osset, as I said that sentence it occurred to me that when I heard this business was

going public I immediately jumped on it for industry focus without really thinking about whether or not this is a

consumer goods company. Would you classify Rover as tech or consumer goods? Now I feel like

maybe I need to send Dylan an apology note. I think this is absolutely consumer goods Emily and something in me has

shifted since let's say last year pre-Covid there are a lot of companies that are totally consumer-focused

but they come at it with a lot of tech so I have my own pet name not to have a

pun here my own pet name for this category, Tech-infused

C.G. That gives us a little bit of space to, you know, blur some boundaries.

Well, I was clearly way too excited about the pet trend and the continuance of the chewy curve here, if you'll call it that.

So hopefully our listeners won't get a second episode over Rover on Friday when Dylan comes on.

But even if you do, what I will say is that this is a business that I think deserves

two episodes of industry focus because it is such an oddity and I think I think you and I

I'm basing this opinion off of your notes that I've read I think you and I felt differently about this company.

We kind of fell on two different ends of the spectrum here.

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