7investing Team Call: DocuSign vs Sea Limited
Play • 51 min

Every month, our team of advisors each choose what is their very best idea in the stock market, and then presents that recommendation to their fellow Lead Advisors.  We then, as a team, have the chance to ask questions about the opportunities, as well as the risks, of that particular stock.  On the eighth of every month, the recording of those conversations are released to our subscribers!  

Our subscribers agree - this is one of the highlights of a 7investing subscription.  While our actual Deep Dives are only accessible to our premium members, we wanted to give those who haven't joined us yet a glimpse into how our marketing beating recommendations are selected.  In December, the team presented a mock Deep Dive on Tesla to showcase our extensive research process.  For January, we decided to switch things up and present two companies, with a vote at the end as to which one is the better investment opportunity.  

We asked on Twitter for you to choose which two companies to dive deep into: Mercado Libre, Okta, DocuSign, or Sea Limited.    With Sea Limited and DocuSign as the winners, we dove head first into both companies as if they were official 7investing recommendations.  Dan Kline took the bull case for DocuSign while Steve Symington played devil's advocate and presented the bear case. Austin Lieberman discussed why he believes Sea Limited is an excellent investment opportunity, with Simon Erickson following up with the bear case.    

In the end, with a vote of 4-2, the team decided which company poses the greatest benefits to long term investors.  Did we sign off on DocuSign?  Or are we all in on Sea Limited?  Tune into this episode of the 7investing Podcast to hear our thoughts!    


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The Razor's Edge
The Razor's Edge
Shortman Studios
Talking The Twitter Trade, Analyst Day, And The Big Picture
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Value Hive Podcast
Brandon Beylo
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The Acquirers Podcast
The Acquirers Podcast
Tobias Carlisle
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58 min
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Alpha Trader
Seeking Alpha
Digital transformation comes to energy, autos, and currency - Jon Markman and Greg King join Alpha Trader (Podcast)
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54 min
Excess Returns
Excess Returns
Jack Forehand and Justin Carbonneau
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26 min
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