4.6 • 854 Ratings
🗓️ 3 September 2021
⏱️ 29 minutes
🧾️ Download transcript
We talk our own book on today's show, bringing you three different companies we've added to our own portfolios over the past few weeks.
Tune-in for breakdowns on Spotify's ad business, why Lemonade not taking Jason as a customer on was a good thing, and how Etsy is keeping e-commerce crafty.
Stocks: SPOT, ETSY, LMND
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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. |
0:25.0 | It's Friday, September 3rd and we're talking about stocks we've recently bought. |
0:30.0 | I'm your host, Dylan Lewis and I'm joined by Fool. Com's Jason Hall. |
0:35.0 | Jason stepping away from his computer making it back just in the nick of time. |
0:39.0 | How you doing? |
0:40.0 | I am fantastic this morning I'm excited to be on and I think our listeners on the podcast are going to notice like a consistent |
0:47.3 | up into the right improvement of the quality of my participation in the show as my coffee intake increases over the next half hour. |
0:54.9 | So if you don't like Jason now, just wait 20 minutes until the caffeine really hits. |
0:59.3 | Who buddy, that's right. |
1:01.3 | I'm in the same boat, Jason. |
1:04.1 | And while I love coffee, I'm |
1:06.5 | going to be talking about some companies that we love. |
1:10.2 | I think this is a fun show. |
1:11.5 | We're going to be talking about businesses that we've both bought recently. |
1:15.0 | We're bringing three stocks to the conversation and I will say just you put it out there to start. |
1:21.0 | Shareholder of one of these businesses, obviously bought one of them, but I have |
1:24.1 | interacted with all three of these companies as a consumer in the past week and a half, which is absolutely |
1:30.1 | wild. And like we talk about doing some kind of scuttle butt research here and there |
1:33.7 | I'm definitely guilty of that particularly with this first one we're going to talk |
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