4.6 • 854 Ratings
🗓️ 16 August 2021
⏱️ 21 minutes
🧾️ Download transcript
In this week's episode of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP, and host Jason Moser dig into the latest results from Boston Omaha (NASDAQ: BOMN) and Latch (NASDAQ: LTCH), two of their favorite small cap stocks to follow. Plus, Frankel gives his take on the merger of top gaming REITs VICI Properties (NYSE: VICI) and MGM Growth Properties (NYSE: MGP). Finally, you'll hear why Frankel is keeping an eye on 23andMe (NASDAQ: ME) this week, while Moser is looking at fintech disruptor SoFi (NASDAQ: SOFI).
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| 0:00.0 | Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day. |
| 0:11.0 | I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seidphle. I'm Dylan |
| 0:15.0 | Lewis. And today we're talking financials. Today we're talking consumer |
| 0:18.7 | goods. Wild Card Wednesday. And we're talking energy. And today we're talking tech. Let's dive in. |
| 0:26.3 | It's Monday, August 16th. I'm your host Jason Moser and on this week's financial show |
| 0:30.3 | we've got a couple of earnings reports to dig into. We've got a listener question regarding |
| 0:34.7 | a recent acquisition in the Reed space and we'll have a couple of stocks for you watch this coming |
| 0:39.8 | week. Joining me as always a certified financial planner I guess maybe he's back from |
| 0:45.8 | Orlando I don't know maybe he'll shed a little bit of light on this but it's |
| 0:48.2 | Matt Frankle Matt how's everything going I am me and the dogs are back in our own |
| 0:52.0 | house and the one that just heard me say that and got up but |
| 0:56.2 | Hopefully he will let us have a nice quiet show this week because he's in his his own home |
| 1:00.5 | Well, that's all right. We we never hold that against our pups right but it was a good |
| 1:08.8 | trip to Orlando the family had a good time. Oh yeah that was our first time |
| 1:12.1 | it's actually staying in the house since we |
| 1:13.7 | bought it a few months ago. So yeah it was a great time, beautiful weather, good |
| 1:19.5 | pool days. It was nice. Nice, good deal. Good to hear hear well hopefully had a chance over the weekend to dig into some of these earnings reports |
| 1:26.6 | Matt because we have a couple of companies that we want to get to today that are in our universe here and we'll start it off with Boston, Omaha. |
| 1:33.6 | Boston, Omaha, obviously a business we talked about on the show before, one that a lot of |
| 1:38.1 | listeners are interested in. |
| 1:39.6 | And I love looking down this earnings report because you see |
| 1:42.8 | billboard rentals broadband services insurance commissions I mean it's a |
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