7investing Now #40: We Answer Your Biotech Investing Questions
Play • 46 min

Maxx Chatsko and Manisha Samy answered your biotech and healthcare questions on a special early inauguration day edition of 7Investing Now. They talk about how they feel about investing in areas outside your circle of competence and offer some warnings on the dangers of investing in speculative penny stocks. In addition, Maxx and Manisha talk about their criteria for investing in a biotech company and they take a question from our CEO SImon Erickson on opportunities for biotech companies outside the medical/pharmaceutical space.


Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $17 per month.

Start your journey toward's financial independence: https://www.7investing.com/subscribe

Stop by our website to level-up your investing education:  https://www.7investing.com

Follow us on Social Media

https://www.facebook.com/7investing/

https://twitter.com/7investing

https://instagram.com/7investingofficial

--- Send in a voice message: https://anchor.fm/7investing/message
Value Hive Podcast
Value Hive Podcast
Brandon Beylo
ARK Enters The Bear Cave w/ Edwin Dorsey
The Value Hive Podcast is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap, and enterprise value. I couldn't be more excited to partner with TIKR. This week I chat with Edwin Dorsey, founder, and author of The Bear Cave. The Bear Cave is a short-focused newsletter dedicated to finding interesting companies doing sketchy things. Edwin began his obsession with the stock market in the second grade. As we discuss in the podcast, Edwin was born to be a short seller.  Our chat covers a few key topics around short-selling, including:  * What Makes A Great Short Idea (Hint: it's not "astronomical valuation") * The Importance of Shorting in Capital Markets * ETF Mechanics & The Impact of Front-Running Redemptions The bulk of the podcast focuses on the current ARK ETF dynamics and the potential of a severe redemption event. Edwin does a fantastic job describing the inner mechanics of ETFs and why the same "rails" that drove ARK up the AUM ladder could bring them down in the blink of an eye.  Here's the timestamp:  * [1:20] Is A Short Seller Born or Made?  * [4:10] What Makes A Great Short Idea?  * [8:00] Root Insurance $ROOT * [17:05] Interning at SEC Enforcement Division * [20:23] ARK Enters The Bear Cave * [35:12] What Makes 2021 Different Than The 2020 Flash Crash?  * [44:57] Vuzix Corp $VUZI * [58:04] Future of Bear Cave Newsletter * [61:00] Closing Questions If you like what you heard and you want to learn more about Edwin, check out these resources:  * Bear Cave Newsletter * Edwin Dorsey Twitter
1 hr 17 min
The Razor's Edge
The Razor's Edge
Shortman Studios
Ramp Co-Founder Karim Atiyeh On The Corporate Spend Market And Ramp's Position
This week on the Razor's Edge, we speak with Karim Atiyeh, a serial fintech entrepreneur. He is the co-founder of Ramp, a fast-growing spend management fintech company. He talks about the company's positioning and alignment with customers, what he learned from his time at Capital One after the credit card giant acquired his previous company, and what it was like launching a product a month before the pandemic began, from a New York office no less. Topics Covered * 3:30 minute mark – Ramp’s target market and the distinction between focusing on transaction fees and spend management * 10:15 – Selling into the finance department and the effect on organizations * 14:45 – Ramp’s origin story and the opportunity for spend management in the market * 20:00 – Price transparency vs. dynamic pricing in SaaS * 23:15 – The fintech ecosystem * 28:15 – The importance of integrations, with Slack as an example * 34:15 – Launching a company in the face of COVID * 41:15 – The return to the office * 43:15 – Hiring during and after COVID * 48:15 – Remote effect on the workplace dynamic for new hires * 51:45 – Business spending changes during the pandemic * 54:45 – COVID Peak for many businesses * 1:05:15 – Peak Screen time/audio * 1:15:15 – The meme-iverse and the loudest voices in the financial social media ecosphere, and bitcoin * 1:21:15 – Karim’s investing takes, and Shopify
1 hr 25 min
Marketplace Roundtable
Marketplace Roundtable
Seeking Alpha
Value Investor's Edge Live #32: Surging Containership Rates - MPC Containers Update
Constantin Baack, CEO of MPC Containers (OTCPK:MPZZF), a leading small-sized containership lessor, joined J Mintzmyer's Value Investor's Edge Live on 9 February 2021 to discuss this segment of the surging containership markets. MPCC is one of our current top picks at Value Investor's Edge, and is significantly benefiting from surging rates. Although it's not currently listed in the US markets, there's sufficient trading liquidity on the Oslo Exchange ("MPCC") and they are considering a potential US-listing if market conditions remain favorable throughout the year. For more particular information on MPC Containers, I highly recommend reviewing their latest earnings presentation, which was published on 25 February. Their full Q4-20 financial report is also linked. For readers and listeners primarily interested in US-listed names, the primary comps include: Atlas Corp. (ATCO), Capital Product Partners (CPLP), Costamare (CMRE), Euroseas (ESEA), Global Ship Lease (GSL), Navios Maritime Containers (NMCI), Navios Maritime Partners (NMM), and SFL Corp. (SFL). The content from this interview should be relevant for investors in all of these names. Topics Covered (<1:00): Intro/Disclosures (1:00): What is driving the recent strength in smaller containerships? (4:30): Strategy for the charterbook? Durations vs. rate levels? (7:20): Discount level of one-year vs. two-year charters? (8:30): Structure of the MPCC pool with 15 ships? Plans for charter cover? (9:45): Any plans for a US-listing? Is the IPO market available? (11:45): Dividend plans and potential policy structure? (14:30): Capital allocation priorities into mid-2021? Asset purchases? (16:45): Are accretive asset purchase opportunities still available? (19:45): Any differentiation of interest within smaller-sized ships? (22:15): Merger and consolidation opportunities in this sector? (25:00): What is the typical ROE for recent acquisitions? Unlevered? (27:50): Some of the latest fixture examples? (28:45): How long can the current charter strength last? Learn more about your ad choices. Visit megaphone.fm/adchoices
34 min
The Acquirers Podcast
The Acquirers Podcast
Tobias Carlisle
Capital Allocator: Ted Seides on investing in hedge funds ith Tobias on The Acquirers Podcast
Ted Seides, CFA, is the Founder of Capital Allocators LLC, which he created in 2016 to explore best practices in the asset management industry from the perspective of asset owners, asset managers, and other relevant players. He hosts the Capital Allocators podcast, serves as an advisor to allocators and asset managers, helps asset managers convey their story through private podcasts, and educates investors.   Ted's Twitter: https://twitter.com/tseides Ted's Website: https://capitalallocatorspodcast.com/ ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast. The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success. SEE LATEST EPISODES https://acquirersmultiple.com/podcast/ SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/ FOLLOW TOBIAS Firm: https://acquirersfunds.com/ Website: https://acquirersmultiple.com/ Twitter: https://twitter.com/Greenbackd LinkedIn: https://www.linkedin.com/in/tobycarlisle Facebook: https://www.facebook.com/tobiascarlisle Instagram: https://www.instagram.com/tobias_carlisle ABOUT TOBIAS CARLISLE Tobias Carlisle is the founder of The Acquirer’s Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon’s Business and Finance The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public comp
50 min
Alpha Trader
Alpha Trader
Seeking Alpha
Talking interest rates and volatility - Steve Sosnick joins Alpha Trader
This week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher speaking with Steve Sosnick, chief strategist at Interactive Brokers. The biggest issue on many market-watchers’ attention right now is the rise in long-term interest rates, which last week sped up to a gallop. Keeping it simple, Sosnick says to pay attention to the Fed, which has tied its extraordinary accommodation to the return of a combination of full employment and inflation. In normal times, the move higher in the 10-year yield - only a large handful of basis points at the moment - might not merit a mention, but the problem now, says Sosnick, is the stretched valuations on everything from stocks to commodities to bitcoin. As with his previous appearance on Alpha Trader, Sosnick is keeping a close eye on volatility. Headed into last week, he noticed the VIX futures curve as quite steep, wondered what traders were so nervous about, and suggested a sell signal was at hand. While the curve has flattened a bit, it's not to the point where Sosnick believes markets are out of the woods. One risk not many are focused on: April 15. Sosnick notes there are a lot of new entrants into markets, many of whom made big gains last year, and might find themselves with an unexpectedly large tax bill. There’s plenty more, including why elevated volatility (and hence higher options prices) isn’t going away, and Sosnick’s view on Bitcoin. Listen to or subscribe to Alpha Trader on these podcast platforms: Apple Podcasts Spotify Google Play Stitcher Learn more about your ad choices. Visit megaphone.fm/adchoices
46 min
Excess Returns
Excess Returns
Jack Forehand and Justin Carbonneau
Academic Research Spotlight: Replicating Anomalies by Lu Zhang, Chen Xue and Kewei Hou
In this episode, we are trying something new. There is so much academic research out there about markets, and what drives their returns over time, that it can be very difficult for investors to keep up with all of it. So we are going to start highlighting some of our favorite academic papers each month and breaking down their key lessons.  We start with paper Replicating Anomalies by Lu Zhang, Chen Xue and Kewei Hou. In this paper, the authors examined 452 stock market anomalies to see how they held up once the impact of micro-cap stocks was reduced. We summarize the findings from the paper and what they mean for investors.  We hope you enjoy the discussion.  DIRECT LINK TO REPLICATING ANOMALIES PAPER Replicating Anomalies by Kewei Hou, Chen Xue, Lu Zhang :: SSRN ABOUT THE PODCAST Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors. SEE LATEST EPISODES https://www.validea.com/excess-returns-podcast FIND OUT MORE ABOUT VALIDEA https://www.validea.com FOLLOW OUR BLOG https://blog.validea.com FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau
20 min
The Next Multibagger
The Next Multibagger
Kenny Ohata
Spire Global (NSH) Stock: Space-based Data and Analytics
Sorry about the audio quality, it'll be fixed in the next episode*  Spire Global, Inc. ("Spire" or the "Company") a leading global provider of space-based data and analytics, and NavSight Holdings Inc. ("NavSight") (NYSE: NSH), a special purpose acquisition company, today announced they have entered into a definitive merger agreement for a business combination that would result in Spire becoming a publicly listed company.  Spire collects space-based data using a proprietary constellation of multi-purpose nanosatellites called LEMUR (Low Earth Multi-Use Receiver). The Company’s software analytics generate proprietary data, insights and predictive analytics for its global customers through a subscription model. Spire monetizes this information across a broad and growing number of industries including weather, aviation, maritime, and government, with global coverage and near real-time data that can be easily integrated into customer business operations.  Spire is also pioneering an innovative "space-as-a-service" business model. Leveraging the Company’s fully deployed infrastructure and large-scale operation, customers can operate their own payloads on orbit through Spire’s API and can begin receiving data in less than a year and a simple subscription agreement.  From Imagery to Insights: The Commercial Case for Geospatial Intelligence  (http://interactive.satellitetoday.com/via/august-2020/from-imagery-to-insights-the-commercial-case-for-geospatial-intelligence/)  Timestamps: 00:00 Intro 0:48 News Report 1:22 From Imagery to Insights Article 2:34 Company Overview 7:57 Financials 12:45 Closing --- Support this podcast: https://anchor.fm/thenextmultibagger/support
15 min
More episodes
Search
Clear search
Close search
Google apps
Main menu