4.6 • 854 Ratings
🗓️ 16 July 2021
⏱️ 39 minutes
🧾️ Download transcript
Almost a quarter of our shows so far in 2021 have been breakdowns of newly public companies.
On today's show, we revisit all the businesses we looked at in the first half of the year, get up to speed on their latest results, and talk about which ones are our favorites.
Stocks: OLO, PATH, S, GLBE, SQSP, KNBE, RAAC, AFRM.
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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 Seyple. I'm Dylan Lewis. And today |
| 0:16.0 | we're talking financials. Today we're talking consumer goods. Wild Card Wednesday. |
| 0:20.4 | And we're talking energy. And today we're talking tech. |
| 0:23.0 | Let's dive in. |
| 0:25.0 | It's Friday, July 16th, and we're doing a speed round of S1 catch-ups. |
| 0:31.0 | I'm your host, Bill Lewis, and I'm joined by Fool dot com's eager |
| 0:33.7 | eager-and-jeep-erness-acid examinations. Brian Feroldi. Brian how you doing? |
| 0:40.8 | Dylan I am doing great not only do we have a fun show plan for today, but right after this I am heading out on a weekend vacation to Long Island so I'm going to have a good day. How are you Dylan? That's much deserved Brian. You're a hard-working guy and I think anyone that follows you on Twitter knows that. I feel like you are all over the place and constantly doing stuff. I'm glad you're taking a break. |
| 1:00.3 | Yeah, I'm not taking a break from any of that. I'm just going to be physically somewhere else. |
| 1:04.4 | I guess that's a break in its own way after spending so much time at home over the last year and a half. |
| 1:09.6 | Well that's awesome, happy to hear it. I am looking forward to doing a little grilling after work today. So I can |
| 1:15.1 | have a couple friends come over, do a little outside hang, very excited for that. Love to get |
| 1:19.7 | into the summer tradition of standing around the grill hanging out. |
| 1:23.3 | Always a good time. |
| 1:24.7 | Before we get to our weekends, though, Brian, |
| 1:26.9 | we got to talk tech stocks, as we often do on Fridays. |
| 1:29.4 | And on today's show, we're going to be talking about eight different businesses that we have done |
| 1:34.3 | S1 shows on and you know I I don't know that we intentionally planned it this way but |
| 1:38.5 | we're basically in that you know the first half of July so we have a good chance to |
| 1:42.0 | look back over the first six months of |
| 1:43.6 | 2021. Nice time to check in. We've done eight different shows on S1 |
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