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Industry Focus

Tech: Whoa Olo!

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

🗓️ 26 February 2021

⏱️ 36 minutes

🧾️ Download transcript

Summary

We're back on the S-1 hunt, this time looking at the books for Olo, a SaaS provider that helps big brand restaurants stand up their digital storefronts and make delivery happen.

It's a high growth business in a booming market and it's surprisingly profitable. We explain why it'll be near the top of our watch lists once it is public.

Stocks: OLO

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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 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.

0:24.0

It's Friday, February 26th, and we are talking about another techs1.

0:31.0

I'm your host, Don Lewisis and I'm joined by Fool.

0:33.0

Com's original offbeat oddball of obtaining outlier ownership opportunities.

0:37.0

Brian for Roldy, Brian, how you doing?

0:40.0

Dylan, it's been a few months since we did an S1 show. I mean we had them like back to back to back to back in

0:46.4

2020 so it's good to be back digging into the weeds again. We created so much work

0:50.9

for ourselves that we had to catch up on all the S ones that we did, you know?

0:54.0

And that's kind of the balance, Brian, is, you know, looking at the new shiny thing versus buffing the thing that you've already been paying attention to.

1:01.0

Well, IPO markets are open and between IPOs and SPACs and duressos, I think there's still plenty to talk about

1:07.0

and I think we have a fun one today.

1:09.0

Yeah, this one's really interesting.

1:11.0

I'm glad that you put it on my radar.

1:13.5

We have spent so much time over the last couple years,

1:16.8

20, 20 in particular, Brian,

1:18.9

looking at the meal delivery and online ordering space.

1:23.2

And I think generally, we've looked at that industry

1:26.3

and just said, this is hard.

...

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