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Industry Focus

Tech: JFrog and the September Blizzard

Industry Focus

The Motley Fool

Interview, Money, Consumergoods, Business, Businessnews, Ceo, Technology, Investing, Stocks, Energy, Fool, Financial, Economy, Healthcare, News, Banking, Motley, Tech, Business News, Investments

4.6854 Ratings

🗓️ 18 September 2020

⏱️ 31 minutes

🧾️ Download transcript

Summary

Snowflake wound up getting all the headlines this week, but another company hopped into the market -- JFrog.This dev ops business needs some decoding, we break down who they are and what they do, why their financials are incredibly attractive and whether it might be worth its rich valuation.Stocks: FROG

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Transcript

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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 Seyphle. I'm Dylan Lewis. And today

0:16.0

we're talking financials. Today we're talking consumer goods.

0:19.1

Wild-C-C-C-Chert Wednesday. And we're talking energy. And today we're talking tech. Let's dive in.

0:27.2

It's Friday, September 18th and we're talking about our recent IPO that has not

0:30.7

gotten enough attention, J-Frog.'m hostel and Lewis and I'm joined

0:34.3

by fool.com's chief curator of cautious continuous compounding. Brian for

0:38.9

rolledy. Brian, how's it going? Dylan, we have been incredibly spoiled

0:44.6

with the number of IPOs that are actually

0:47.4

worth talking about over the last two months,

0:49.8

and we have yet another one today that is worth a look.

0:53.5

You know, it's remarkable because you would think, if I were to tell you maybe eight months ago,

0:58.6

hey, we're going to be in wildly uncertain times. There are going to be some serious whipsaws happening in the market.

1:06.5

There's going to be a lot of unemployment.

1:08.3

Do you think a lot of companies are going to be going public?

1:11.4

You probably say, maybe not. There's probably going to be some people sitting on the sidelines waiting for things to stabilize,

1:16.1

and yet we've seen some very quality businesses come out.

1:18.8

Yeah, and this company we're going to talk about today, J-Frog, one that I'd never heard of before until I looked at the

1:25.4

S-1. I did hear some buzz about it from some people I respect on Twitter. When you look at this

1:30.4

company, I understand why it's something that has caught a lot of

1:33.9

smart people's attention. Yeah and it's a it's a business that needs some

1:37.6

explanation and we're gonna we're gonna get into that and it's possible even if you

...

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