The 7investing Podcast
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Welcome to 7investing.com. Our mission is to empower you to invest in your future. This podcast brings our market-based experts together to discuss our investing process and important news. Once a month, we will also feature interviews with some of the best minds in business and investing. Check out 7investing.com to find more of our free content and premium monthly stock recommendations.
Available episodes
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Oldest first
9 hours ago
A View From Mumbai: India Investing Pt. 2 (ft. Krishna Bahirwani)
In pt. 2 of our discussion with Krishna Bahirwani, Krzysztof & Luke ask the Mumbai-based investor about the view of the American stock market from across the globe. Go to www.7investing.com/subscribe to support the 7investing podcast through your membership. --- Send in a voice message: https://podcasters.spotify.com/pod/show/7investing/message
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5 days ago
International Investing Opportunities With Comgest
Join our 7investing FREE email list to receive our investing insights and conversations with the CEOs of PubMatic, Rocket Lab, and more at 7investing.com/email. We as investors often suffer from "home court bias", where we're most interested in the opportunities who are based in the country that we live in. We're familiar with the culture and the currency, so it's easier for us to invest closer to home. Yet the business world stretches to all corners of the globe, and investing is similarly an global phenomenon. Astute investors who are willing to put in a bit more research are often rewarded by the opportunities offered by other countries. So where are those opportunities today? Are there certain countries that are particularly lucrative for investors? Are there specific companies who are winning on the global stage? To answer those questions, we're welcoming back two of our favorite guests. 7investing CEO Simon Erickson recently spoke with Comgest's portfolio managers Rick Mercado and Richard Kaye about international investing. Comgest is an independent global asset management firm based in Paris, who manages $30 billion and has a knack for finding long-term growth opportunities. The three kicked off the conversation by sharing perspective on the global macroeconomy. Interest rates are rising and threats of a recession are looming, yet bottoms-up research and stress-testing of companies still shows that the fundamentals of most businesses are still sound and attractive. Tech companies like Microsoft (Nasdaq: MSFT) appear well-positioned to benefit from AI, while the membership-based Costco (Nasdaq: COST) appears resilient to an economic downturn. Perhaps surprisingly, high-end consumer discretionary names like Louis Vuitton Moët Hennessy (OTC: LVMHF) and Ferrari (NYSE: RACE) have similarly shown a resilience to the challenging macro. Richard then discussed investing in Japan. He points out that Japan's growth rate is amongst the highest of OECD nations, yet its market valuation multiple is among the lowest. Several under-the-radar companies like Ibiden (OTC: IBIDF) and Advantest (OTC: ATEYY) are manufacturing the equipment necessary to manufacture the microprocessors to support high-performance computing. Due to the rising popularity of AI and machine learning inference, those are seeing a dramatic increase in demand. Rick and Richard together described how sometimes a country's equity markets could be a springboard for it's companies to enter other markets. Simon and Rick then dive into the computing industry, specifically about ASML's (Nasdaq: ASML) dominance of lithography. They discuss whether rising geopolitical tensions between China and Taiwan could disrupt the semiconductor supply chain and the impact that might have on ASML. The three then discuss India, where mega-conglomerates with close ties to the government often "write the script" of emerging industries. One example is Suzuki, who is working with the government on the rollout of electric vehicles. Similar situations have happened with renewable energy and telecommunications. This can often make it challenging (and messy) for international companies like American Tower to compete in countries like India. But it can often also backfire, as seen recently with Adani Group's troubled financial statements. In the final segment, the group discusses investing in 2023 as compared to 2022. "Earnings matter now", as fundamentals and good quarterly reports are increasingly being rewarded by the market. Rick and Richard close out by discussing their approach to valuation, especially using a long-term mindset. --- Send in a voice message: https://podcasters.spotify.com/pod/show/7investing/message
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5 days ago
You can help support the 7investing podcast (and get our best stock picks!)
To support this podcast, go to https://7investing.com/subscribe/. As a Premium annual subscriber you get:
* 7 stock recommendations each month, vetted by our lead advisors
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At 7investing, we empower you to invest in your future. Thank you for helping us bring this message to investors around the globe.
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23 May 2023
Bullish on Berkshire After Buffett? (ft. Bill Brewster)
To support the 7investing Podcast, go to 7investing.com/subscribe/. Your subscriptions allow us to keep making this podcast, so we can empower you to invest in your future.
In this episode, Matthew Cochrane welcomes back Bill Brewster, the host of The Business Brew podcast, for a wide-ranging conversation that touches on a variety of investment topics and companies. The pair begin their talk with Brewster sharing his recent experiences at the Markel (NYSE:MKL) and Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) annual investor conferences.
Markel's primary business offers niche insurance underwriting services. The company then uses its float and profits from the insurance business to invest in private companies and public equities. Cochrane asks Brewster if the right way to think about Markel is to think of it as a mini-Berkshire.
"I think they have looked at what Berkshire has done and seen the power of it. I don't know that you can sort of do the 'This is a mini-Berkshire' mental heuristic. I think that probably understates what Berkshire is."
The conversation then naturally shifts to Berkshire Hathaway and its bull case after Warren Buffett and Charlie Munger are no longer there. Brewster believes Berkshire will prove resilient but is unsure if it can outperform the S&P 500 in the years ahead.
Brewster and Cochrane then discuss how AI will impact society and how it will affect Big Tech and the competition among them, primarily focusing on Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) and Microsoft (NASDAQ:MSFT).
Brewster and Cochrane then hit on:
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Are U.S. investors letting home country bias impact their returns?
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Why Brewster is more concerned about Alphabet than Meta over the next five years;
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Why Disney is becoming a much more difficult company to value.
To follow Bill Brewster check out his podcast The Business Brew on any major podcast platform.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/7investing/message
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18 May 2023
Is it time to jump on Nintendo's stock? The 7investing Podcast (ft. Chit Chat Money)
The Super Mario Bros. Movie recently crossed the $500 million threshold at the domestic box office, placing it on an exclusive list of just 19 films. Globally, it has now amassed $1.2 billion and is now the fifth-biggest animated movie of all-time. For Nintendo's (OTC:NTDOY) first film venture in nearly 30 years, the film has been an astounding success.
7investing Lead Advisor Matthew Cochrane invited Ryan Henderson and Brett Schafer of Chit Chat Money to sit down to review Nintendo's investment thesis.
Henderson breaks down the movie's economics, explaining that Nintendo partnered with the animation studio Illumination, meaning that Nintendo does not take home all of the movie's profits. Still, after trying to use reasonable assumptions, Henderson and Schafer believe the movie can meaningfully impact Nintendo's bottom line.
Henderson and Schafer then discuss Nintendo's future plans for film and theme parks, and whether Nintendo's famously conservative management will finally look to monetize its intellectual property through additional channels. Inevitably, the question of the Walt Disney Co (NYSE:DIS) comes up and whether Nintendo has aspirations and the capabilities to mirror the entertainment giant's flywheel that includes theme parks, movies, TV, and merchandise.
Cochrane wonders if Nintendo is destined to be a cyclical company, following a pattern of hits and misses with the consoles the company has released over the years. The Nintendo Switch was a hug success, selling over 125 million units, but this followed the disastrous Wii U which only sold 13 million units. Henderson and Schafer discuss Nintendo's past mistakes but believe the company has learned form them and will release an updated Switch sometime in 2024.
After wrapping up their discussing on Nintendo, Cochrane asks Henderson and Schafer what they think about the U.K. blocking the pending Microsoft (NASDAQ:MSFT) acquisition of Activision Blizzard (NASDAQ:ATVI) and Electronic Arts (NASDAQ:EA) latest results.
You can follow Henderson and Schafer through the podcast that they co-host, Chit Chat Money: https://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8r
Henderson and Schafer also are the portfolio managers for Arch Capital Fund: https://www.archcapitalfund.com/
For more great investing insights, become a 7investing subscriber at https://7investing.com/starter-membership/
--- Send in a voice message: https://podcasters.spotify.com/pod/show/7investing/message
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16 May 2023
India has entered the investing chat (ft. Krishna Bahirwani) (part 1)
Krzysztof & Luke join Indians Invest Globally founder Krishna Bahirwani to learn more about how Indian investors are making their presence felt in markets across the globe. --- Send in a voice message: https://podcasters.spotify.com/pod/show/7investing/message
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11 May 2023
How to Invest in the Space Economy | The 7investing Podcast
Things are really up in the air for the stock market. And we mean that in the most literal way possible.
Morgan Stanley predicts the Space Economy will be worth more than $1 trillion dollars by 2040. Merrill Lynch is even more optimistic, thinking it will reach $2.7 trillion by 2045.
Whatever actual number is eventually reveal, the key point is that it will likely involve a "t" in its order of magnitude. The space economy will soon become one of the largest and most important new markets that develops in our lifetime.
Once reserved for well-funded government missions, satellites in orbit now enable regional television broadcasting, the GPS used for Smartphone apps, pinpoint imagery used for logistics and government surveillance, and high-speed internet provided for locations.
Each of those opportunities will require an entire subsector as well. Launch providers like SpaceX and Rocket Lab will be needed to place the satellites into orbit. Cloud providers like Amazon Web Services and Google will store and compute all of the data they collect. Support providers like Redshift will keep the satellites operational and in good condition.
And with the FCC working through a backlog of nearly 40,000 new satellite spectrum applications, the million dollar question becomes how should we invest in the space economy?
Three of our 7investing advisors tackled that question in an exclusive conversation. Simon Erickson, Luke Hallard, and Steve Symington together hosted a livestream discussion last month, sharing insights, key themes, and plenty of space-related puns.
They first talked about defense contractors, such as how companies like Lockheed Martin were embracing collaborations and partnerships to support complex, billion-dollar government contracts. They then set their sights on launch providers, whose reusable rockets are drivign down costs and carrying larger and more sophisticated payloads for building constellations. They also discussed consolidation, especially as capital costs are increasing in a rising-rate environment and companies are finding ways to spread fixed cost across a larger number of offerings and income streams.
Steve then described Virgin Galactic's ambitions for space tourism. Even with its sister company Virgin Orbit recently filing for bankruptcy, Galactic believes space tourism will eventually be an affordable vacation for many potential tourists.
Simon then dug into defense applications, primarily in support of the escalation Russia/Ukraine war. He points to Maxar Technologies $6 billion acquisition by a private equity firm as a sign that M&A deals for mission-critical satellite operators will continue in 2023 and 2024.
Luke chimed in with a few other 'fun' space applications, such as 3D printing components for satellite repair or asteroid mining for rare minerals.
The three concluded the conversation by reaffirming their optimism for the space economy. This will take time and patience to play out, but it will also produce incredible returns for investors.
Publicly-traded companies mentioned in this interview include Alphabet, Amazon, Astroscale, Lockheed Martin, Maxar Technologies, Redwire, Rocket Lab, Virgin Galactic, and Virgin Orbit.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/7investing/message
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9 May 2023
Can Dividend Investing Fund Your Financial Freedom?
In this conversation, 7investing Lead Advisor Matthew Cochrane once again sits down with Ryan Krueger, the co-founder and CEO of Freedom Day Solutions, a family-owned and operated financial advisory firm located in Houston. Krueger is also the founder of the Freedom Day Dividend ETF (NYSE:MBOX).
The Freedom Day ETF is designed, as Krueger explains, to give investors growth of income, not growth or income. Krueger believes the ETF can accumulate a stable of quality companies that pay a rising dividend while avoiding many of the common pitfalls often associated with income investing, namely:
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Not investing in companies with the highest yields;
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Avoiding companies that nominally raise their dividends every year to please income investors;
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Not investing in companies with unsustainable payout ratios.
Cochrane listens to Krueger as he explains why he believes there's a problem with the 4% rule, which suggests retirees can safely withdraw 4% of their retirement savings balance every year. Krueger believes a much safer bet is holding a portfolio of financial instruments that pay dividends in excess of one's expenses.
Along the way, Cochrane and Krueger discuss several of MBOX's holdings. Williams Companies (NYSE:WMB) and Enterprise Products Partners (NYSE:EPD) are two pipeline operators that transport and store natural gas. If global conditions don't change, the two operate profitable companies that pay a nice dividend to shareholders. However, natural gas provides much cleaner energy than coal, and Krueger believes there is a real chance both can experience significant growth as the rest of the globe transitions from coal in the coming years.
Nexstar Media Group (NASDAQ:NXST) is the largest domestic television station owner and operator with almost 200 stations. Even as the world consumes more media via streaming apps, live sports and news still command more viewers than any other type of content. At just 12 times next year's earnings and sporting a 3% dividend yield, Krueger believes Nexstar is undervalued as an operator of attractive and profitable assets.
As a father of five kids involved in youth sports, Krueger is well aware of the allure of Dick's Sporting Goods (NYSE:DKS), a retailer that sells atheletic apparel and equipment. But Dick's also owns the GameChanger app that allows little league games to be watched online, giving the big box store a digital growth channel.
To see all of Matt Cochrane's top dividend stocks, subscribe to 7investing Premium.
Krueger can be found on Twitter @RyanKruegerROI and you can find more information on his advisory firm (and excellent blog) at freedomdaysolutions.com. For more information on the Freedom Day Dividend ETF, you can visit freedomdaydividend.com.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/7investing/message
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2 May 2023
Privacy and Security in the AI Age - No Limit with Krzysztof and Luke, Ep. 16
How do the supercharging powers of artificial intelligence change someone's ability to spy on your whereabouts? Learn your history? Pretend to be you? How do we as consumers and investors safeguard against these emerging threats?
Krzysztof and Luke journey into the realm of cybersecurity, blockchain, and AI-assisted private investigators in this week's episode of "No Limit with Krzysztof and Luke." Along the way, their autonomous vehicle takes a few detours, leading to discussions about battery technology, Meta, Tesla, wanting to work at McDonald's as a kid, vegan cheeseburgers, and "The Unbearable Weight of Massive Talent."
To get more of Krzysztof and Luke's in-depth research on a variety of publicly-traded stock market investing opportunities, subscribe to 7investing:
https://7investing.com/subscribe/ --- Send in a voice message: https://podcasters.spotify.com/pod/show/7investing/message
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27 Apr 2023
Investing in the AI Revolution with GigaOm CTO Howard Holton (Part 2)
The tech world moves fast, and no one wants to get left behind. Emerging technologies like generative AI, large language models, and open-source platforms have the potential to completely transform individual businesses or even entire industries. Those who embrace them will profit, while those who don't will become irrelevant. Yet a "Hype Cycle" also tends to accommodate new technologies. Several new movements in the tech world that were believed to be the Next Big Thing turned out not to be. 3D printing and NFTs are recent examples. How should forward-thinking and growth-minded investors separate out the game-changers from the flashes-in-the-pan? What new technologies are actually gaining momentum, and which will never live up to their expectations? To answer those questions, we've brought in an expert. 7investing CEO Simon Erickson recently spoke with Howard Holton, the Chief Technology Officer of GigaOm. GigaOm brings the decision-making executives of progressive companies up-to-speed about emerging technologies and then helping to implement them across their organizations. In Part 2, Simon and Howard discuss how the cloud's Infrastructure-as-a-Service providers like Amazon Web Services, Google Cloud Platform, and Microsoft Azure are finding that cloud computing is becoming more commoditized. Each of the Cloud Titans is looking to create a platform for developers, who are comfortable with their capabilities and eager to deploy what they're already familiar with at their organizations. Howard then also spoke in detail about the Metaverse. While intriguing in theory, he also believes it will be very difficult to moderate or to control offensive content, and that monetizing the Metaverse for any corporations' profit interests could be counter-productive to furthering the interests of its users. He and Simon do agree that digital advertising is a likely income stream that will result from the Metaverse; a next-evolution of the personalized advertising we've gotten used to in display ads on websites or video platforms. In the final segment, Howard discusses the importance of trust in the future of AI. While he believes several AI projects are likely overhyped and will eventually go bust, some that are well-designed and execute well could be incredibly valuable and profitable. Companies should hire a "Chief Trust Officer" who can verify the biases purposely imposed on AI models. --- Send in a voice message: https://podcasters.spotify.com/pod/show/7investing/message
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25 Apr 2023
Investing in the AI Revolution with GigaOm CTO Howard Holton (Part 1)
The tech world moves fast, and no one wants to get left behind.
Emerging technologies like generative AI, large language models, and open-source platforms have the potential to completely transform individual businesses or even entire industries. Those who embrace them will profit, while those who don't will become irrelevant.
Yet a "Hype Cycle" also tends to accommodate new technologies. Several new movements in the tech world that were believed to be the Next Big Thing turned out not to be. 3D printing and NFTs are recent examples.
How should forward-thinking and growth-minded investors separate out the game-changers from the flashes-in-the-pan? What new technologies are actually gaining momentum, and which will never live up to their expectations?
To answer those questions, we've brought in an expert. 7investing CEO Simon Erickson recently spoke with Howard Holton, the Chief Technology Officer of GigaOm. GigaOm brings the decision-making executives of progressive companies up-to-speed about emerging technologies and then helping to implement them across their organizations. (You can also see last year's conversation with GigaOm CEO Ben Book here.)
In Part 1 of their conversation, Simon and Howard first addressed the status quo of generative AI. AI is being used for 'fun' things today -- like creating lifelike images through MidJourney -- but even this requires significant computing power. Howard explains that innovative companies are already deploying AI at scale, but that they need appropriate data strategies and governance policies in order to maximize their success rate. This is similarly true for the flood of recent large language models; those that endure will require filters to curate the noisy flood of data from all across the internet is a way that is actually usable and trustable for businesses. One key advantage of AI over human beings is that it does not have the same biases as humans.
The two then turned their sights on hardware, specifically the custom silicon being designed by hyperscalers like Amazon, Meta Platforms, and Microsoft. Chipmakers like AMD and NVIDIA will still have an endless runway of future demand, though niche applications will also continue to be served by customizable chips like FPGAs.
In Part 2 (which we will publish on Thursday, April 27th), the cloud's Infrastructure-as-a-Service providers like Amazon Web Services, Google Cloud Platform, and Microsoft Azure are finding that cloud computing is becoming more commoditized. Each of the Cloud Titans is looking to create a platform for developers, who are comfortable with their capabilities and eager to deploy what they're already familiar with at their organizations.
Howard then also spoke in detail about the Metaverse. While intriguing in theory, he also believes it will be very difficult to moderate or to control offensive content, and that monetizing the Metaverse for any corporations' profit interests could be counter-productive to furthering the interests of its users. He and Simon do agree that digital advertising is a likely income stream that will result from the Metaverse; a next-evolution of the personalized advertising we've gotten used to in display ads on websites or video platforms.
In the final segment, Howard discusses the importance of trust in the future of AI. While he believes several AI projects are likely overhyped and will eventually go bust, some that are well-designed and execute well could be incredibly valuable and profitable. Companies should hire a "Chief Trust Officer" who can verify the biases purposely imposed on AI models. --- Send in a voice message: https://podcasters.spotify.com/pod/show/7investing/message
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18 Apr 2023
The "Four 'C's" of AI-Resilient Stock Market Investing - No Limit With Krzysztof and Luke, Ep. 15
AI is disrupting everything around us, right? Not so fast, say Krzysztof and Luke. Our 7investing lead advisors go through four major areas of society where they feel AI will be least likely to completely render obsolete or eliminate human involvement: the "Four 'C's of AI-Resilient Stock Market Investing."
Along the way, the pair also discuss Krzysztof's latest book recommendation, how Luke's mom is Krzysztof's biggest fan, and how to get banned from playing poker in an entire country.
To join Krzysztof, Luke, and thousands of other investors in the 7investing Premium community, go to https://7investing.com/subscribe/
--- Send in a voice message: https://podcasters.spotify.com/pod/show/7investing/message
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11 Apr 2023
What Macro Indicators Predict for the Stock Market with Mike Singleton
All eyes are on the Fed these days. And for good reason, too.
There's a high degree of correlation between the stock market and the American macroeconomy. Many investors are impatiently watching Jay Powell's every move and are obsessively analyzing every word he says.
Yet the Fed's actions are actually just one piece of a much larger puzzle. Equities as a whole tend to follow a broader business cycle, which includes periods of growth, inflation, and policy that spans for several years and even decades. Each phase within the business cycle has implications for companies and also their equity shareholders.
What exactly does that mean? And what exactly are those implications for us, as investors?
To answer those questions, 7investing CEO Simon Erickson recently spoke with Mike Singleton, who's the founder and senior analyst of Invictus Research. Invictus' business cycle analysis helps retail and institutional investors make more-informed financial decisions.
Simon and Mike began the…
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6 Apr 2023
Digging for Value in a Down Market with Tobias Carlisle
Follow the 7investing Podcast here: https://open.spotify.com/show/7wBWhst8U3CqSeQ8fRGCLO?si=72004a7e131947d6 Subscribe to 7investing's Premium service here: https://7investing.com/subscribe Without living in a cave, it is nearly impossible to avoid today's negative headlines. Inflation persists and the Fed continues to raise interest rates. Russia is still at war with Ukraine and has openly talked about deploying tactical nuclear weapons. Many believe a recession is imminent. These negative events have taken their collective toll on the stock market as the S&P 500 is still off 15% from its all-time highs. Tobias Carlisle joined 7investing Lead Advisor Matthew Cochrane this week to help us walk through these challenging questions. Carlisle, the founder and managing director of Acquirers Funds, believes that while the indices are still not "cheap", valuations are down overall and there are plenty of opportunities within the stock market for investors willing to dig. Carlisle said while h…
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4 Apr 2023
No Limit with Krzysztof and Luke - Episode 14
Our "No limit" podcast features 7investing advisors Luke Hallard and Krzysztof Piekarski breaking down investing-related topics.Episode 14 of No Limit has Luke saying goodbye to the alpine slopes while praising Krzysztof for his wholesome view on paying for Twitter’s blue verification check. Meanwhile, AI is starting to really scare people, including people who know what they’re talking about and who wrote an open letter about slowing down and not advancing much further until we establish proper frameworks. Luke wonders if organizations and companies involved are ethically minded enough or just going full blast at humanity’s expense and doom. But, the tools we have now are truly staggering and Luke dives into some of his most recent use cases.
Krzysztof’s book of the week is The Grid which made his April recommendation for 7investing a seeming no-brainer: our electrical grid needs lots of help and companies are positioning themselves to make lots of money by fixing the oldest…
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28 Mar 2023
The Banking Crisis Explained with John Maxfield
Banking is just a sleepy, boring industry, right? Ha! Not if you've read the headlines lately.
The failures of Silicon Valley Bank and Signature Bank (the third-largest bank failure in U.S. history) turned the financial world upside down almost overnight. Is the entire financial industry about to collapse?
Veteran banking analyst and writer John Maxfield doesn't think so. Maxfield is the executive director of the Wilmers Integrity Prize, named after Robert Wilmers, the longtime CEO of MMT Bank. He was formerly the editor-in-chief of Bank Director magazine.
For the second time in a year, Maxfield joined 7investing lead advisor Matthew Cochrane to walk listeners through what happened at the above banks that led to their insolvency and subsequent takeover by the FDIC. Maxfield explains that the ground for the error was laid in early 2020, when Silicon Valley Bank was overtaken by a deluge of deposits flooding in from the government's response to the coronavirus pandemic. The bank's dep…
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26 Mar 2023
Market Madness Round 1: Intel (#8) vs NVIDIA (#9)
Welcome to our 7investing Market Madness competition! Throughout this campaign, we’re matching popular stocks up against one another to determine which will be the best investment over the next three years. And then, by voting in the poll at the bottom of the article, you can help us determine which stock will go on to the next round!
Our rankings are determined by the total return of the stock during calendar 2022. The highest-ranked stock had the best overall return of those in our tournament, and our lowest-ranked stock had the lowest overall return.
In this final first-round matchup, we have a battle of the semiconductor chipmakers: with Intel up against AMD! The two were very similar performers in 2022, with Intel’s stock falling (48%) and AMD falling (52%).
But past performance is not predictive of future returns. Which of these stocks do you believe will provide investors with the best forward three-year return? Read our investing thesis and cast your vote in the poll b…
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26 Mar 2023
Market Madness Round 1: Disney (#7) vs AMD (#10)
Welcome to our 7investing Market Madness competition! Throughout this campaign, we’re matching popular stocks up against one another to determine which will be the best investment over the next three years. And then, by voting in the poll at the bottom of the article, you can help us determine which stock will go on to the next round!
Our rankings are determined by the total return of the stock during calendar 2022. The highest-ranked stock had the best overall return of those in our tournament, and our lowest-ranked stock had the lowest overall return.
In this first-round matchup, the entertainment empire Disney is up against the global chip designer AMD. Disney’s stock was down (43%) in 2022, while AMD was down (56%).
But past performance is not predictive of future returns. Which of these stocks do you believe will provide investors with the best forward three-year return? Read our investing thesis and cast your vote in the poll below!
To follow along with our entire Market…
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26 Mar 2023
Market Madness Round 1: Alphabet (#6) vs Datadog (#11)
Welcome to our 7investing Market Madness competition! Throughout this campaign, we’re matching popular stocks up against one another to determine which will be the best investment over the next three years. And then, by voting in the poll at the bottom of the article, you can help us determine which stock will go on to the next round!
Our rankings are determined by the total return of the stock during calendar 2022. The highest-ranked stock had the best overall return of those in our tournament, and our lowest-ranked stock had the lowest overall return.
In this first-round matchup, search and AI giant Alphabet (NASDAQ: GOOGL) squares up against the cloud-based continual monitor platform Datadog (NASDAQ: DDOG). Alphabet’s stock fell (38%) in 2022, while Datadog was down (60%).
But past performance is not predictive of future returns. Which of these stocks do you believe will provide investors with the best forward three-year return? Read our investing thesis and cast your vote in…
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21 Mar 2023
No Limit with Krzysztof and Luke - Episode #13
Our "No limit" podcast features 7investing advisors Luke Hallard and Krzysztof Piekarski breaking down investing-related topics.
Episode 13 of No Limit focuses entirely on Luke schooling Krzysztof about the banking industry and the reasons and fall-out from the Silicon Valley Bank failure. Krzysztof follows this tutelage with his views on why blockchain technology and smart contracts are a powerful paradigm shift that has become all the more important in response to the lack of stability and transparency in the banking system.
https://youtu.be/X3d1m1DRlAw
But if banking failures aren’t your cup of Joe, fear not, we talk March Madness and which company we think should win the 7investing tournament vs which company might deliver the best real-world results. Shuffle the deck, deal the cards, good luck to all the players! --- Send in a voice message: https://podcasters.spotify.com/pod/show/7investing/message
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20 Mar 2023
Market Madness Round 1: Apple (#5) vs Meta Platforms (#12)
Welcome to our 7investing March Madness competition! Throughout this campaign, we’re matching popular stocks up against one another to determine which will be the best investment over the next three years. And then, by voting in the poll at the bottom of the article, you can help us determine which stock will go on to the next round!
Our rankings are determined by the total return of the stock during calendar 2022. The highest-ranked stock had the best overall return of those in our tournament, and our lowest-ranked stock had the lowest overall return.
In this first-round matchup, i-everything consumer device maker Apple matches up against the social network pioneer Meta Platforms. Both stocks had a challenging 2022: Apple was down (30%) while Meta Platforms fell (63%).
But past performance is not predictive of future returns. Which of these stocks do you believe will provide investors with the best forward three-year return? Read our investing thesis and cast your vote in the p…
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17 Mar 2023
Market Madness Round 1: Moderna (#4) vs Tesla (#13)
Welcome to our 7investing March Madness competition! Throughout this campaign, we’re matching popular stocks up against one another to determine which will be the best investment over the next three years. And then, by voting in the poll at the bottom of the article, you can help us determine which stock will go on to the next round!
Our rankings are determined by the total return of the stock during calendar 2022. The highest-ranked stock had the best overall return of those in our tournament, and our lowest-ranked stock had the lowest overall return.
In this first-round matchup, mRNA and COVID-vaccine developer Moderna (NASDAQ: MRNA) is up against the electric vehicle innovator Tesla (NASDAQ: TSLA). Moderna’s stock fell just (30%) during 2022, while Tesla tumbled (69%).
But past performance is not predictive of future returns. Which of these stocks do you believe will provide investors with the best forward three-year return? Read our investing thesis and cast your vote in t…
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17 Mar 2023
Market Madness Round 1: Microsoft (#3) vs SoFi Technologies (#14)
Welcome to our 7investing Market Madness competition! Throughout this campaign, we’re matching popular stocks up against one another to determine which will be the best investment over the next three years. And then, by voting in the poll at the bottom of the article, you can help us determine which stock will go on to the next round!
Our rankings are determined by the total return of the stock during calendar 2022. The highest-ranked stock had the best overall return of those in our tournament, and our lowest-ranked stock had the lowest overall return.
In this first-round matchup, enterprise software titan Microsoft (NASDAQ: MSFT) takes on the digital financial services innovator SoFi Technologies (NASDAQ: SOFI). Microsoft’s stock fell (29%) during 2022, while SoFi dropped (72%).
But past performance is not predictive of future returns. Which of these stocks do you believe will provide investors with the best forward three-year return? Read our investing thesis and cast your…
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16 Mar 2023
Market Madness Round 1: AbbVie (#2) vs Coinbase (#15)
Welcome to our 7investing March Madness competition! Throughout this campaign, we’re matching popular stocks up against one another to determine which will be the best investment over the next three years. And then, by voting in the poll at the bottom of the article, you can help us determine which stock will go on to the next round!
Our rankings are determined by the total return of the stock during calendar 2022. The highest-ranked stock had the best overall return of those in our tournament, and our lowest-ranked stock had the lowest overall return.
In this first-round matchup, the second-seed pharmaceutical powerhouse AbbVie (NYSE: ABBV) is up against the cryptocurrency exchange Coinbase (NASDAQ: COIN). AbbVie’s stock returned 23% in 2022, while Coinbase’s stock fell (86%).
But past performance is not predictive of future returns. Which of these stocks do you believe will provide investors with the best forward three-year return? Read our investing thesis and cast your…
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16 Mar 2023
Market Madness Round 1: Exxon (#1) vs Upstart (#16)
Welcome to our 7investing Market Madness competition!
We are on a quest to find the best current stock opportunity for investors. All month, we’re matching popular stocks up in head-to-head matchups to determine which will provide the greatest upcoming three-year return. And through voting poll we include at the bottom of each article, you can help determine which tock will win each round and ultimately the tournament.
In this first-round matchup, the top-ranked energy juggernaut Exxon Mobil (NYSE: XOM) squares up against consumer lending disruptive Upstart (NASDAQ: UPST). Exxon’s stock returned an impressive 86% during 2022, while Upstart returned a dismal (91%).
But past performance is not predictive of future returns. Which of these stocks do you believe will provide investors with the best forward three-year return? Read our investing thesis and cast your vote in the poll below!
Follow along with our Market Madness tournament at 7investing.com/marketmadness
Our Market…
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9 Mar 2023
No Limit With Luke and Krzysztof - Episode 12
No limit episode 12 features Luke’s explanation of his investing framework with Nvidia as a test case that will save you hundreds of future headaches.
We go back to the poker table to poke and prod at the meaning of “priced to perfection” and what to do when one of your stocks is feeling frothy — do you keep betting or do you fold the hand? Krzysztof meanwhile goes to some other kind of casino on the edge of town, where there are no high rollers but only old grizzled hucksters — can there be investing profit made on the fringes? Yes, if you can find reliable sources for who’s who at the table!
Luke turns on the boosters and expounds on Orbital Aerospace as a big idea for future investing opportunities: reusable rocketry and low earth orbit is getting sophisticated and essential to the telecommunication industry. Meanwhile back on Earth, Krzysztof talks about his latest read, An Immense World, and the ways we can expand our senses both as human animals and as investors.…
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6 Mar 2023
7investing's Market Madness Kickoff
7investing CEO Simon Erickson and Marketing Manager JT Street introduce the Market Madness tournament. All month, 7investing will be publishing head-to-head matchups between 16 stocks in order to determine which represents the best current opportunity for investors.
7investing's Twitter account will also post live polls for you to vote on the matchups. And also host Spaces episodes to discuss the stocks with a live audience.
The tournament will run for the first three weeks of March and will support our new 7investing Starter membership. Starter is our lower-priced service, which offers two stock recommendations and Deep Dives for $17 per month. It's a great way to get started on a lifelong investing journey and to get introduced to 7investing's advisors, content, and investing approach. Learn more about 7investing.com/starter-membership.
We'll be posting our Spaces episodes to our podcast all month. Welcome to 7investing's Market Madness! --- Send in a voice message: https://po…
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28 Feb 2023
Emerging Market Investing with Perth Tolle
It's relatively easy to argue that some type of exposure to emerging markets belongs in most U.S. investor portfolios. Emerging markets represent about 4.3 billion people, 50% of the global GDP, but only a relatively small percentage of global equities' market cap. Emerging markets are usually defined as a country with a developing economy that shares some, but not all, characteristics with a developed economy.
To discuss emerging markets more, 7investing lead advisor Matthew Cochrane welcomed Perth Tolle, the founder of _Life and Liberty Indexes_, to 7investing's podcast.
The two coincidentally talked on February 24, 2023, the first anniversary of the Russian invasion of Ukraine. As the conflict began, U.S. investors were forced to quickly confront the geopolitical risks of investing in emerging markets as Russian equities were _removed_ from the emerging market indices at $0.
Investors in Tolle's Freedom 100 Emerging Markets ETF (CBOE:FRDM) didn't face this problem as the ETF had…
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23 Feb 2023
Finding Wonderful Companies at Wonderful Prices with Value Stock Geek
As a host of macro concerns continue to weigh on the global economy, investors are increasingly reassessing their risk tolerances and looking to contain volatility as much as maximizing returns. With this in mind, 7investing lead advisor Matthew Cochrane welcomed back Value Stock Geek to see how his self-proclaimed _Weird Portfolio_ held up in 2022 amid a worrying economic backdrop.
The Weird Portfolio consists of six low-cost ETFs representing five different asset classes and geographic diversity. While each of the asset classes are highly volatile on their own, when combined in a portfolio they have an overall smoothing effect, as each asset class delivers different returns during different environments.
In the interview, Value Stock Geek walks Cochrane through the asset classes of the Weird Portfolio and the role each one plays, including U.S. small cap value stocks (20%), small cap international stocks (20%), real estate (10% domestic, 10% international), long-term treasuries (20…
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21 Feb 2023
No Limit With Luke and Krzysztof - Episode 11
7investing's Episode 11 of No Limit has lead advisors Luke Hallard and Krzysztof Piekarski sinking their investing fangs into the new ARK Invest Big Ideas of 2023 paper, the dangers of being a futurist investor and the two essential elements to being a good investor— being right and being contrarian.
Luke and Krzys wonder whether they’re being contrarian about Alphabet given their latest kerfuffle with Microsoft. And if you want to know what TV episode is the best Luke’s ever seen, tune in to 7investing’s podcast for all levels of investors, from beginners to the sophisticates and beyond. --- Send in a voice message: https://podcasters.spotify.com/pod/show/7investing/message
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16 Feb 2023
The Space Economy is Hitting an Inflection Point with Andrew Chanin
Morgan Stanley believes the space economy will be worth more than $1 trillion dollars by 2040. Bank of America Merrill Lynch believes it will reach $2.7 trillion by 2045.
If those estimates are even directionally-correct, outer space will soon become one of the biggest investment opportunities of our lifetime. And it's more than just a science-fiction dream. The commercialization of space is already well-underway. The Federal Communications Commission (FCC) recently granted SpaceX the right to launch 7,500 of its next-gen satellites, and it's working through a backlog of nearly 40,000 more applications. That would represent a quadrupling of the total number of satellites currently in orbit; as the whole sector is hitting an inflection point.
What's the best way to invest in this trend? Will satellite internet really account for half of the overall space market by 2040? Will we see a renewed "militarization of space", with demand for military intel vaulting defense contractors…
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14 Feb 2023
Journaling to Improve Your Investment Process with Jake Taylor
Jake Taylor is a man that wears many hats. He is the CEO of Farnam Street, the founder of the new Journalytic app, the author of The Rebel Allocator, and the co-host of the Value After Hours podcast. Somehow amid his busy schedule, he recently found time to sit down with 7investing lead advisor Matthew Cochrane to talk about these roles and dive deep into the inner workings of Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B).
Their conversation begins with Taylor explaining to Cochrane the genesis of the idea for Journalytic, a journaling tool designed specifically for investors. Taylor says that one of the most challenging aspects of investing is that the only thing the individual investor has control over is their process, so he searched for an existing tool that could help him improve his investing process. When Taylor couldn't find anything, he decided to design something they could use in-house at Farnam Street and wield it as an advantage over other investment shops. This was before…
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9 Feb 2023
No Limit with Krzysztof and Luke – Episode 10
Episode 10 of No Limit has Krzysztof pontificating on his recent trip to Las Vegas and the difference between an investing and gambling mindset.
Luke offers insight into the company Wise and the difficulties and solutions of getting paid across international borders. We critique the merits of investing in what you know, that old tried-and true-is Peter Lynch framework.
There’s also an appearance by Zen Master Hakuin and his powerful method of asking “Is that so?” We announce Peter Zeihan’s new book about the end of Globalization as an insightful place to see where the world is heading and encourage a 7investing group read.
Of course Luke can’t help getting a little poker theory into the conversation and triumphantly announces his hourly rate at the tables— any guesses? Plus, we find more AI toy suggestions for you to explore.
If you’re investing-curious or just getting started on the journey, we’re here to help you learn the basics, so give us a…
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7 Feb 2023
7investing's Semiconductor Roundtable
There are few industries more important to the world than semiconductors.
$600 billion worth of chips are sold across the globe each year that go into everything -- from permanent-pressing washing machines to application-crunching datacenters to self-aware automobiles. The world's thirst for computing is continually increasing and the chip industry is shifting into a higher gear to keep up.
Yet it's not just market demand that heavy influences this industry's key players. Significant geopolitical implications are present as well, with developed economies needed cutting-edge chips as a crucial part of their national security. Many countries are scrambling to find ways to guarantee domestic chip supply, to avoid a potentially debilitating supply disruption.
What does all of this mean for investors? Are there companies who have efficiently leveraged their fixed costs to achieve massive economies of scale? Are there newcomers or less-well-known companies who are necessary to the process…
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30 Jan 2023
Investing in Cloud Computing with Hhhypergrowth's Muji
In this exclusive podcast, 7investing CEO Simon Erickson speaks with hhhypergrowth founder muji about several of the new technologies and investment opportunities that are arising in cloud computing.
Muji begins by describing the newest developments at Amazon's most recent "re:Invent" cloud computing conference. The cloud king continues to roll out new products and features for AWS, though they are often confusing to customers and even its own sales team. While Amazon itself coined the term "serverless" to refer to on-demand service and usage-based pricing, there is contention on whether its newest products truly adhere to this term.
The two also discussed the potential implications of OpenAI's recent ChatGPT open-source conversational (and controversial!) chatbot. Muji believes the true opportunity for AI in is writing and sharing code, which could be useful for Microsoft's GitHub or its competitor GitLab. Usage-based software subscription licenses are quickly replacing per-user or…
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25 Jan 2023
No Limit with Krzysztof and Luke – Episode 9
With Luke and Krzysztof on the same side of the Atlantic, the Force Without Limit is even more palpable! There’s lots of self-reflection from Luke about lessons learned in another year around the sun and why you should move to Tahoe, ride motorcycles, use fancy AI camera systems to make you look like a snowboarding bad-ass and remember what money is really for.
Krzysztof pontificates about what the value of an education needs to be in the time of chatGPT and how both educators and investors need to turn toward the tool with a mind of creativity and potential rather than an enemy to be outwitted. We take the scenic road in answering a member’s question about Upstart and how to think about selling and the ever-present tension between hope and reality.
If that’s not enough, confirmation bias tendencies are also discussed, which means we end up at a poker table with Daniel Negreanu (in theory)! What a time to be an investor!
Welcome to 7investing. We are here to empower you to i…
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17 Jan 2023
Investing in Real Assets in a Digital World
Investing in natural resources and commodities is a tricky business. Investors in these sectors must look at individual companies and the macro variables that go into intrinsic values, such as future precious metals and energy prices. These prices are known to go through volatile cycles, the timing of which can be hard to get right.
Walking us through this process is Will Thomson, the founder and managing partner of Massif Capital. Thomson's fascinating journey took him from Afghanistan to Lloyd's of London before founding Massif Capital.
The Massif Capital Real Asset Strategy is a global long/short equity strategy built around bottom-up stock picking. The firm is focused on creating a portfolio of businesses within the Energy, Basic Materials, and Industrial sectors that balance the environmental and economic realities of achieving a carbon-neutral economy.
Before founding Massif Capital, Thomson served as a strategic and economic advisor to NATO in Afghanistan. Cochrane and Thom…
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10 Jan 2023
No Limit with Krzysztof and Luke – Episode 8
The first No Limit Episode of 2023 is full of the goods Santa forgot to bring you! There are, sadly, lumps of coal as we discuss the Worst of 2023, including our worst investing habits, ideas and investments, not to mention Luke’s winner in the “A supposedly fun thing I’ll never do again” category. Hint: his gourmet palate is a work in progress.
There are also lots of goodies in the Best of 2023 bag, including Luke’s decision to watch the best TV show of all-time (finally!), YCharts, and our high esteem for the 7investing community, chatGPT shenanigans, a revolutionary CRISPR cancer cure, and @StockMarketNert.
Speaking of Nerds, Krzysztof of course had to go on and on about his Top 5 books of the year while Luke spoke to the cool kids about his great adventure at the Glastonbury Music Festival paying homage to some friendly rock n’ roll chaps. Plus New Year’s non-Resolutions galore and a jolly good time on this expansive year-end review episode. Happy 2023 to all!…
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5 Jan 2023
7investing's Reckless Predictions for 2023
Happy New Year! While 2022 was a year that most investors would like to forget, 2023 is a fresh new opportunity to move onward and upward.
We always love to use the new year to make a fresh round of reckless investing predictions. Last January, our 2022 prognostications included Peloton getting acquired, Facebook entering the health care space, and the SEC finally banning Payment for Order Flow.
We didn't bat 1.000 last year (and we expect we never will), but it isn't keeping us from coming back for more! This year, listen to hear why...
* Luke Hallard believes Nextdoor (NYSE: KIND) could soon be acquired by a larger social media platform
* Matt Cochrane believes it will be a record year for small and mid cap software companies being acquired
* Anirban Mahanti believes Warren Buffett and Berkshire Hathaway (NYSE: BRK-B) will make a significant investment into Tesla (Nasdaq: TSLA)
* Krzysztof Piekarski expects AI will drive the combined market cap of Tesla and NVIDIA (Nasdaq…
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29 Dec 2022
How to Invest in Economic Downturns
In 2022, the broader economy was still recovering from its COVID hangover, the U.S. experienced its highest inflation levels in decades, the Fed raised rates rapidly, and geopolitical concerns involving Russia and China raised their ugly heads. With these headlines, it is easy to see why investors would be discouraged and think picking stocks is futile.
Chadd Garcia, the Ave Maria Focused Fund portfolio manager, joined 7investing lead advisor Matthew Cochrane to discuss how to invest in stocks profitably through economic downturns. Garcia is a CFA charter holder with an MBA from Harvard Business School. At the Ave Maria Focused Fund, Garcia seeks to invest in companies with durable, forecastable, and growing earnings.
Against 2022's ugly macro backdrop, Garcia believes if he focuses on companies with the right characteristics, he will eventually be rewarded by the market. Garcia then walks through some of the top positions in his portfolio to prove his point.
Chemed Corp (NYSE:CHE)…
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27 Dec 2022
No Limit with Krzysztof and Luke – Episode 7
Episode 7 of No Limit has that festive holiday cheer you know you want need right now! Delight in learning that Luke’s experiment with cold showers and cold therapy took an unpleasant turn, but there’s a clear and important lesson to glean from his whelps of pain.
Thawing off, we discuss whether politics and business are like oil and water, or whether there’s sometimes some necessary overlap, while thinking of the obvious case of Elon, Tesla and the ongoing twitter saga. We also cogitate whether Tesla will be like Chipotle: much higher after all the doom and gloom passes with time and a focus on fundamental performance.
And if you haven’t yet heard about our newest AI toy riffusion.com and its magical bubblegum Euro dance tunes, you’re in the right spot. Will chatGPT replace Google? Was crypto just a huge Ponzi scheme? What’s the best book that Luke has never read? (Get ready for tales of swashbuckling adventure, listeners!) All this and so much more on this holiday e…
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15 Dec 2022
Investing in Canada With The Canadian Investor's Braden Dennis
We often need to remind ourselves that "international investing" doesn't just mean replicating things that worked in one country and translating them into another.
Countries all have their unique peculiarities. Some, like our domestic U-S-of-A, enjoy watching baseball, eating hot dogs, and shooting off fireworks for the Fourth of July. For others, like our beloved neighbor to the North, it's more about hockey, beaver tails, and Boxing Day.
But Canada also offers a different intrigue in its investing culture. Its stock market is dominated by massive corporations who compete in energy, materials, and financial oligopolies. Nutrien (TSX: NTR) sells $30 billion per year of agricultural fertilizers every year, while Enbridge (TSX/NYSE: ENB) does $40 billion annually primarily in liquid fuels. Meanwhile, progressive cities like Toronto house cutting-edge tech companies in telecom, e-commerce, and artificial intelligence. Blackberry (TSX/NYSE: BB) (formerly Research in Motion) and Shopify (…
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13 Dec 2022
No Limit with Krzysztof and Luke – Episode 6
In episode 6, Luke talks about self-experimentation and vows to take cold showers for two weeks to improve his mental acuity; we discuss the FTX saga and whether there’s psychopathy involved, or whether SBF was just a really good poker player; Coinbase as in investment: insane or visionary given the crypto detritus? Krzysztof meanwhile displays his unapologetic nerd tendencies by talking way too much about thermodynamics, Einstein and his refrigerator, and whether we need to understand the core foundations of what we invest in, like transistors in the semiconductor industry—plus the complexities of Extreme Ultra Violet light, $ASML, Chinese & Taiwanese geopolitics, and all kinds of new fun we’re having with AI and chatGPT. Meanwhile, Luke patiently refrains from giving Krzysztof a wedgie. We also address a subscriber’s question about risk and risk management and whether it’s a good idea to discuss portfolios with one’s spouse.
Welcome to 7investing. We are here to empower…
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8 Dec 2022
Long-Term Investing Ideas in a Volatile Market with Comgest CEO Arnaud Cosserat
Sustainability is overlooked by the market. Sustainable companies are undervalued most of the time.
The financial headlines have done a great job of continually reminding us what a crazy year 2022 has been. It feels like every news show, podcast, and article has been quick to point out the calamity being caused by uncontrollable inflation and the financial chaos that will accompany an upcoming recession.
Is that really the case though?
The media's job is to get your attention. Viewership ratings are more important to them than accuracy. Their hyperbolic language, exaggerated market forecasts, and consistently slamming the "Buy button" come across like endlessly screaming into a megaphone.
Perhaps there is instead a more diligent way for investors to interpret this unusual Year of the Tiger. Are financial metrics like inflation and interest rate increases causes for sounding the alarm -- or are they just reflections of the normal expansion and contraction of the global economy? Are…
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1 Dec 2022
Wreck or Rebound - Part 3! With Anirban Mahanti, Matt Cochrane, and Alex Morris.
For the third time in recent months, 7investing lead advisors Anirban Mahanti and Matthew Cochrane were joined by Alex Morris, the creator of the TSOH Investment Research Service, to look at seven former market darlings that have taken severe dives from their former heights. Their mission? To determine whether these companies were permanently wrecked or due for a rebound.
The S&P 500 index is still flirting with bear market territory, down 18% from its all-time high. The Nasdaq Composite has fared worse and is down more than 30% from its peak. Given the state of the market and number of macro issues facing the economy, Cochrane, Mahanti, and Morris once again team up to look at seven stocks that are still down significantly from their all-time highs.
With help from our friends at Ycharts, the seven companies that the trio looks at this time around are (in the order they're discussed on the show):
* Ally Financial (NYSE:ALLY)
* Domino's Pizza (NYSE:DPZ)
* ServiceNow (NASDAQ:NOW…
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29 Nov 2022
No Limit with Krzysztof and Luke – Episode 5
On episode 5 of No Limit, Krzysztof won’t let politics stand in the way of a good discussion about twitter’s glorious, bot-less future and what it means for the tech industry while Luke finds a way to make “super-followers” really work in your favor. We get an update on Luke’s “worry” stocks and how it feels to sell at a big loss without looking back in anger. Krzysztof and Luke also come incendiary blows about whether a license and exam should be required to trade stocks. Plus: not your keys, not your crypto, but what if there’s a burglar hiding in the bushes ready to steal your keys? And then there was that one time Luke laid down a pair of Kings…
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 $49 per month or $399 per year.
Start your journey toward's financial independence: https://www.7investing.com/subscribe
Stop by our website to level-up your investing e…
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17 Nov 2022
Checking in on Twilio
Twilio (NYSE: TWLO) wants to become the world’s leading customer engagement platform. Its cloud-based communications software was initially created to help businesses to embed SMS/text messaging within their Smartphone apps to communicate with customers. Businesses like Lyft (Nasdaq: LYFT), Airbnb (Nasdaq: ABNB), and eBay(Nasdaq: EBAY) -- who were constantly interacting with customers via texts -- were eager to embrace them. Today, Twilio serves more than 280,000 paying customers.
Yet the beloved communications platform-as-a-service provider has been having a terrible year. Revenues are slowing due to a challenging macro environment, losses are mounting due to heavy operating expenses from previous acquisitions, and its go-to-market strategy is struggling as it attempts to win deals with larger enterprises. Thus far in 2022, Twilio's stock has now fallen by 85%. Its co-founder and CEO Jeff Lawson has recognized many of the problems and announced a corporate restructuring, which rece…
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15 Nov 2022
No Limit with Krzysztof and Luke – Episode 4
In which Luke is concerned that Krzysztof became too rambunctious for his own good, banging on things and making a wild ruckus! Can you blame him, though, when Luke confessed he has a “worry” category in his portfolio? What happens next is a *must listen*!
Also discussed feverishly: Being pot-committed in poker and stock-committed in the market; Pokemon drag-shows; TikTok - why it terrifies Luke and why Krzysztof plans to use it to save the world; $8 twitter; the magic of New Orleans; the problems with Stock Based Compensation; plus Potato farmers rescuing Silicon Valley and the semiconductor industry, from Krzysztof’s book of the week, Chip War.
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 $49 per month or $399 per year.
Start your journey toward's financial independence: https://www.7investing.com/subscribe
Stop by our website to level-up your investing education:…
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10 Nov 2022
The Road Ahead For Cloud Computing
Digital transformation isn't just a buzzword, it is a reality. And cloud computing is the chief protagonist of this game. Are we still in the early innings of the cloud computing journey? What impacts are the current macroeconomic headwinds having on this sector? 7investing Lead Advisors Matthew Cochrane and Anirban Mahanti consider these and other related questions in this podcast.
Cochrane and Mahanti look at the recent results from the cloud hyperscalers: Google Cloud Computing (GCP), Microsoft Azure, and Amazon Web Services (AWS). According to Mahanti, GCP's performance was the bright spot in Alphabet's (NASDAQ: GOOG) recently reported results. Microsoft's (NASDAQ: MSFT) Azure and Amazon's (NASDAQ: AMZN) AWS have experienced some softness in recent quarters. However, their growth at scale is still phenomenal. AWS remains the crown jewel of the Amazon empire in so far as generating gobs of operating income is concerned!
In the podcast, Cochrane dives into management commentary abo…
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8 Nov 2022
Twitter Spaces 11/01/22: What Will Big Tech's Earnings Mean for the Market?
This earnings season has been a terrifying time for Big Tech. Google (NASDAQ: GOOGL), NVIDIA (NASDAQ: NVDA), and Amazon (NASDAQ: AMZN) are all facing significant organizational challenges while also facing constant pressure from the market to be more efficient.
What are these Big Tech executives to do? Some CEO's and CFO's are making difficult decisions about which growth programs to cut, while other companies, such as Meta (NASDAQ: META), are doubling down on their commitment to growth, specifically in their focus on the metaverse. Yet other companies, like Snap (NYSE:SNAP) that are more exposed to cyclical markets such as advertising, are completely overhauling and reorganizing.
Which method will prove to be more effective?
Join 7investing Lead Advisors Simon Erickson and Luke Hallard for a recorded Twitter Spaces conversation from November 1st as the two discuss what big tech's earnings will mean for the market. Simon and Luke also discuss (at the time of the recordin…
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3 Nov 2022
What's the Meta with Facebook and Alphabet?
Both Meta Platforms (NASDAQ:META) and Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) shareholders have experienced a rough year. Shares of the social media giant have tumbled more than 70% year-to-date, while the online search engine has seen shares drop more than 40%. These results were only exacerbated when the companies reported their third-quarter earnings.
7investing lead advisors Anirban Mahanti and Matthew Cochrane look over both companies' results, looking at the highs and lows and examining whether the buy theses are still intact.
For Meta, Mahanti and Cochrane looked at the company's disappearing cash flows and net income and wondered whether the vast amounts of capital expenditures and operating expenses were worth it. While Mahanti believes the company has lost the plot, Cochrane still thinks that if the Family of Apps stays strong, showing positive user growth and engagement trends, everything else can be worked out.
In Alphabet's case, the management team implied they might have…
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1 Nov 2022
No Limit with Krzysztof and Luke – Episode 3
In only two weeks since the last episode, Luke lost a prime minister, gained a prime minister, and found AI help writing exquisite poetry and doing research about American Depository Receipts.
Meanwhile, Krzysztof got married (!!!!), danced the tango, and began seeing Apple Inc. in a new, villainous light with respect to the Metaverse. We also banter about Tesla’s AI day, and Luke’s reflections on whether being a good husband is harder than being a good poker player.
There’s no limit to the wisdom we’re dishing (and tastier than the head of lettuce that makes a cameo)!
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 $49 per month or $399 per year.
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
Join the 7investing Community Forum: https://…
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18 Oct 2022
No Limit with Krzystztof and Luke - Episode 2
Episode 2, in which we discuss episode 1's beaming reviews and why we changed the name from Investing with Two Honest Poker Players to No Limit with Krzystztof and Luke. Hint: polygraph tests were involved.
We also talked about how marriage might change Krzysztof’s investing framework, Luke’s self-analysis of his skills as a husband, the recent wave of cheating in poker, chess, life and in the stock market. And if that’s not enough, there’s also the Metaverse, its current limitations, and the secret driver behind technology--it’s probably not what you think.
The two end with the 'Three Conversations' game, in which Krzysztof goes all deep and dark when a simple answer would have sufficed.
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 $49 per month or $399 per year.
Start your journey toward's financial independence: https://www.7investing.com/subscribe
Stop by our we…
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13 Oct 2022
Chip Stock Investing with Nick Rossolillo
The semiconductor industry has been abuzz this past year. We've seen the market get pumped up about how custom chips will be needed to power AI, and that boosted chip stock valuations during early 2021. Yet we've also seen that optimism fade in recent months, as many chipmakers are cutting their forecasts and reporting weaker customer demand.
We already know the semiconductor industry is cyclical, but it's also a $600 billion global market. Is the recent selloff providing opportunities that long-term investors should capitalize on?
To answer that question, 7investing CEO Simon Erickson recently interviewed Chip Stock Investor founder and host Nick Rossolillo about three of his favorite companies in the semiconductor space. The two discuss why Qualcomm (Nasdaq: QCOM) could be an overlooked and undervalued opportunity, why NVIDIA (Nasdaq: NVDA) has plenty of future growth opportunities, and why ARM Holding's upcoming IPO could be worthy of your investing attention.
Publicly-traded com…
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6 Oct 2022
It's a Stockpickers' Market with Chit Chat Money
Stocks have been selling off...so it time to go buying?
The market's recent volatility has sent several institutions fleeing to safety -- replacing higher-risk equities for more defensive alternatives.
As individual investors, should we follow suit? Should we similarly look for more stable, less-volatile stocks that will provide a smoother ride in a turbulent macro? Or is now the time to buy riskier growth stocks, who have been unfairly sold off and now have quite attractive valuations?
We wanted to answer those questions by having some fun, bringing in our partners from Chit Chat Money to play the "Stockpickers' Market" game.
On today's podcast, 7investing CEO Simon Erickson spots CCM's Brett Schafer and Ryan Henderson up with three head-to-head stock matchups with the following themes:
* "Stocks Down More than 90%": Peloton (Nasdaq: PTON) vs Upstart (Nasdaq: UPST)
* "Fallen Pandemic Winners": Roku (Nasdaq: ROKU) vs Shopify (NYSE: SHOP)
* "Stocks That are Actually Up During…
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4 Oct 2022
Investing with 2 Honest Poker Players
What happens when two poker-playing veteran investors discuss all things loosely related to the stock market?
Luke Hallard and Krzysztof Piekarski wanted to record a podcast about the most interesting ideas and happenings in the world of investing. In this introductory episode, we talk about running with our favorite podcasts, being an optimist, Zen, stoicism and the difference between the three; Artificial Intelligence and its limitations; the Turing test; an AI Elon Musk chat robot that will answer your questions and the difference between a bad beat and a sad outcome.
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 $49 per month or $399 per year.
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
Join the 7investing Community Forum: https://discord.gg/6Yv…
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29 Sept 2022
Big Tech's Obsession With Custom Chips
The world's largest tech companies are driving forward with important new projects. And they're obsessive about designing custom chips to make them happen.
We see examples of this in products that we use every day. Amazon (Nasdaq: AMZN) has designed its own chip so that Alexa can understand the questions you're asking and then respond with accurate answers. Meta Platforms (Nasdaq: META) has designed chips for image recognition and is designing new ones to power the Metaverse. Tesla (Nasdaq: TSLA) has designed custom chips so its self-driving cars can understand their surroundings react to them autonomously.
These projects are massive in scope and can cost hundreds of millions of dollars to implement. Where's the opportunity in this for investors?
In today's 7investing podcast, 7investing lead advisors Anirban Mahanti and Simon Erickson take a closer look at the process that goes into custom chip design and manufacturing. The two look at several consumer-facing companies -- including…
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27 Sept 2022
Predicting Market Downturns with YCharts' Connor Kitko
Most of us don't need any more reminders that 2022 has been a rough year for us as investors. But more intriguingly, would it have been possible to see the downturn?
For years, researchers and analysts have looked to predictive indicators as a way to foresee broader market selloffs in advance. While the market does often exhibit cyclical behavior, it's hard to say that history perfectly repeats itself. Each economic cycle is unique, making it difficult to compare apples-to-apples to those before it.
However, perhaps there are indeed a few warning flags that investors could benefit from tracking. And those are exactly what we went hunting for in today's 7investing podcast.
In today's show, 7investing CEO Simon Erickson speaks with YCharts Director of Product Marketing Connor Kitko. YCharts recently published a white paper entitled Which Leading Indicators Best Predict Market Declines? In it, Connor takes a closer look at seven indicators that have been used to predict stock market se…
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22 Sept 2022
What's Up With Upstart?
Upstart Holdings (Nasdaq: UPST) has given investors quite a wild ride during these past two years.
The consumer loan tech platform went public in December 2020 at $20 per share and immediately skyrocketed twenty-fold to $400 per share within its very first year in the public markets! Yet concerns about how lending might be impacted by a challenging macroeconomic environment have sent shares back down to Earth. Now selling at $21, Upstart is right back to where it traded during its initial IPO.
Yet ignoring its volatile stock price, Upstart the business is making solid progress. It's ingesting more data with each new loan it approves, which it uses to continually refine its AI algorithms and improve its accuracy. Its two-sided network -- serving both borrowing consumers and lending banks -- is expanding as it signs on new partners each month.
So where does that leave things for investors? Is Upstart a short-term, unloved stock that is attached to a long-term, outperforming business?…
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20 Sept 2022
SNAP and the Fragile State of Digital Advertising
Snap, Inc (NYSE: SNAP) has been snapping lately. And we don't mean that in the good way of making music with your fingers -- but rather that it's showing serious signs of breaking as a business.
Snap reported slowing growth and disappointing guidance in its recent third quarter report, which prompted a rather significant restructuring of the entire company. CEO Evan Spiegel announced Snap would be laying off 20% of its workforce and sunsetting several of its growth initiatives in order to prioritize free cash flow generation. Among the programs that are getting cut is its 'Snap Originals content', its 'Pixy' flying camera, and its 'Minis & Games' entertainment.
The question that's now facing investors is whether these problems are company-specific. Is this an issue with Snap having a bloated internal structure? Or is it an indication of more serious problems brewing in the digital advertising industry?
In today's 7investing podcast, 7investing lead advisors Anirban Mahanti and Simo…
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15 Sept 2022
How Brick-and-Mortar Retailers Are Doing in a Post-COVID World
Retailers felt the pinch from myriad directions this year, from inflation taking a bite out of consumer wallets and supply chain constraints to rapidly changing consumer spending habits. Many stocks have taken a hit through this turmoil, even as they've navigated these tricky waters reasonably well.
Joining 7investing lead advisor Matthew Cochrane to discuss how some of the largest and best operators are doing in the retail space is Daniel Kline, managing editor of _The Street_. Cochrane and Kline discuss the state of the American consumer from a high-level view before diving deeper and taking a closer look at Walmart (NYSE:WMT), Target (NYSE:TGT), Five Below (NASDAQ:FIVE), and Dollar General (NYSE:DG).
Though all four of these retailers have a history of outperforming the S&P 500, only Dollar General has given shareholders a positive return over the past year.
Has the market left behind these former darlings, or should shareholders hold on to these companies as they attempt to righ…
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13 Sept 2022
7investing and CryptoEQ in September 2022: Ethereum's Merge, Reddit Has NFTs, and Blackrock & Coinbase Strike a Deal
7investing and CryptoEQ recently announced a partnership, to help investors get a better consolidated view of the opportunities in both equities and in cryptocurrencies. 7investing provides its top seven stock market recommendations every month, while CryptoEQ provides its top-rated cryptocurrencies.
The two companies are now joining forces and publishing a monthly Collision Course conversation, where they discuss important recent developments and the impact they'll have on both equities and crypto.
This month, our teams dive into Ethereum's upcoming merge, which will convert it from using a Proof of Work mechanism to one that is based upon Proof of Stake. This change appears to have broad-based support from the cryptocurrency investing community, though because the mining will require significantly less computation it might reduce the future demand for processors sold by NVIDIA (Nasdaq: NVDA) and others that have traditionally been used for that mining.
The teams also checked in o…
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30 Aug 2022
The Third Biologic Revolution with Vaxxinity CEO Mei Mei Hu
There's big money to be make in drug development. But is that necessarily a good thing?
Pharmaceutical companies capitalize on years of R&D work with exclusive patents. Approved drugs typically commercialize in developed markets that can support higher pricing through mature insurance reimbursement networks.
Yet serious diseases don't only occur in the developed world. Billions of people in developing economics need treatments as well. And they're often not able to afford the hundreds of thousands of dollars it costs for innovative approaches such as CRISPR gene editing or CAR-T gene therapy.
There's currently an unmet market need for treating serious chronic conditions like Alzheimer's Disease in a way that isn't prohibitively expensive. And sometimes, it's worth veering from the herd and thinking about big problems in an entirely new way.
In today's 7investing podcast, 7investing lead advisors Simon Erickson and Dana Abramovitz chat with Mei Mei Hu, the co-founder and…
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23 Aug 2022
Wreck or Rebound with Anirban Mahanti, Matthew Cochrane, and Alex Morris - Part 2
Earlier this summer, 7investing lead advisors Anirban Mahanti and Matthew Cochrane were joined by Alex Morris, the creator of the TSOH Investment Research Service, to look at seven former market darlings that had fallen from their heights to determine whether these companies were permanently wrecked or due for a rebound.
While the market has rallied from its lows, the S&P 500 index is still in a correction, down 11% from its all-time high. The Nasdaq Composite has fared worse, and is in bear market territory, down more than 20% from its peak. Given the state of the market and number of macro issues facing the economy, Cochrane, Mahanti, and Morris once again team up to look at seven stocks that are still down significantly from their all-time highs.
With help from our friends at Ycharts, the seven companies that the trio looks at this time around are:
Airbnb (NASDAQ:ABNB)
Cloudflare (NYSE:NET)
Meta Platforms (NASDAQ:META)
Comcast (NASDAQ:CMCSA)
Shopify (NYSE:SHOP)
Twilio (NYSE:…
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18 Aug 2022
Who's Winning in Digital Advertising With Brad Freeman
For much of the past decade, digital advertising has been dominated by two companies: Google and Facebook. These two titans each had billions of users that allowed them to command the vast majority share of a market that was approaching nearly half a trillion dollars globally.
Yet these two thoroughbreds have both now changed names (now Alphabet (Nasdaq: GOOGL) and Meta Platforms (Nasdaq: META)) and are expanding into new opportunities (cloud computing and the Metaverse). As the digital ad market matures, it's giving new entrants an opportunity to introduce innovative new solutions. Perhaps these 'walled gardens' aren't as high as they used to be, and that gives an opportunity for investors to profit from the industry's changes.
In today's 7investing podcast, 7investing CEO Simon Erickson chats with Brad Freeman about the changes taking place in digital advertising. Brad is a huge fan of The Trade Desk (Nasdaq: TTD), who is capitalizing on the market's shift to a more privacy-centric…
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16 Aug 2022
Weathering the Storm with ProcureAM's Andrew Chanin
From floods in Kentucky to fires in California to hurricanes in Texas, there's never a shortage of natural disasters wreaking havoc on our country.
Over the past 42 years, the US government has spent $2.2 trillion in total to support the relief efforts of natural disasters. However, due to the economic toll that disasters take on the regions affected, that amount is likely far too little. And rather than just spending in response to weather-related events that have already happened, there is a more focused effort on proactive spending, to ensure power and resources are available in the case of a future disaster. In May, the White House issued a statement that it could spend an additional $25 billion to $128 billion each year on Federally-funded relief efforts that would minimize the disruption to the population and the economy.
Anyone who's been through a FEMA-declared disaster area knows how serious these problems can be. There needs to be support for the companies who are there to…
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11 Aug 2022
Tesla’s Past, Present and Future With Farzad Mesbahi
In this podcast, 7investing Lead Advisor Anirban Mahanti sits down with entrepreneur, electric vehicle (EV) enthusiast, and former Tesla (NASDAQ: TSLA) employee Farzad Mesbahi. Farzad graduated with a degree in Mathematics and Statistics in 2009 and began his professional career with Phillips Pet Food & Supplies. But perhaps most relevant to our conversation was Farzad’s employment with Tesla between 2017 and 2021. At Tesla, Farzad helped ramp the company’s parts distribution network in the US and overseas. An investor in Tesla since 2012, Farzad had the opportunity to see how Tesla works from the inside and realize how fast the business moves. During the conversation with Anirban, Farzad remarked how 4+ years at Tesla felt like 10 to 12 years of life, highlighting the intense breakneck pace of the company.
In this conversation, Farzad outlines his investment thesis, highlights what mainstream media and general investors might be missing when they think about EV adoption, and then…
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9 Aug 2022
Five Lessons From Warren Buffett To Improve Your Investment Returns
7investing Lead Advisor, Luke Hallard, is joined on the podcast this week by Adam Mead, CEO and Chief Investment Officer for Mead Capital Management, and author of “The Complete Financial History of Berkshire Hathaway”, a chronological history of Berkshire Hathaway, from its inception as a Textile Conglomerate in the 1950s to its status today as one of the world’s largest and most respected companies.
The last eight months have been a pretty tough time for growth investors, and perhaps the best example of this is the performance of the Ark Invest fund, which is currently underperforming Berkshire Hathaway over pretty much every timeframe. In his conversation with Luke, Adam draws out five key lessons from the last seventy years of Berkshire’s history that any growth investor can apply to improve their investment returns.
In the discussion, Adam discusses why simple businesses can often make the best investments; the importance of focusing on the right variables, and tracking…
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19 Jul 2022
Unsustainable Yields, DeFi's Triumph, and Checking In On Jack Dorsey with CryptoEQ
The crypto-economy is growing quickly, but it's also constantly evolving.
Initially, brokerages like Coinbase (Nasdaq: COIN) profited simply by charging commissions for each time Bitcoin was bought or sold. They added more cryptocurrencies over time, though their fate was tied to trading volumes. Over time, more exotic profit strategies emerged -- such as staking rewards, crypto-lending, or the use of cryptoassets as collateral for loans.
Yet some of those evolutionary new strategies appear destined to go extinct. Terra LUNA, Olympus OHM, and several other protocols lure investors with extremely high returns. However, the jury remains out on whether several of these practices are sustainable .. or even legal.
In today's podcast, 7investing advisors Simon Erickson and Steve Symington chat with CryptoEQ co-founder Spence Randall about landmines to look out for when investing in cryptocurrencies. The three also discuss the opportunity for decentralized marketplaces like AAVE and why Ja…
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15 Jul 2022
The Global Macro with The Notetaker
Watching the endless flood of financial headlines right now is like drinking from a highly-subjective firehouse.
Hindsight is always 20/20, yet there's no shortage of opinions about the events that have transpired during the past year. There are opinions about why inflation is rising so quickly, why the Fed's actions were the wrong decisions, or why the stock market is incredibly over or undervalued at this very moment.
Subjective opinions might succeed in stirring up provocative news show conversations, but they also often induce dangerous biases. Media and political biases put their spin on every story, and they aren't shy about blaming the bad news on their opponents. The social media viral spread of misinformation can lead to cognitive biases, causing irrational conclusions due to misinterpretation. Emotional biases like anchoring or loss aversion paralyze us from taking action, even when great opportunities arise. And the endless debate about whether the glass is half full or ha…
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12 Jul 2022
Gaming, Stock-Based Comp, and Market Volatility with Chit Chat Money
There's no shortage of things going on right now in the investing world. Rapidly-rising interest rates, inflation at a forty-year high, and a broad market selloff are giving investors and the financial media plenty to talk about.
However, there are also other factors -- which aren't necessarily making headlines -- that will have deeper implications for long-term investors as well. Stock based compensation is one of those. SBC has traditionally been a great way for fast-growing companies to reward their high-performance employees and to encourage retention. When times are going well, everyone's getting paid and everything is good.
But will things change in the current state of the market, with stock prices falling and companies struggling? Will it manifest in the financial statements of Silicon Valley's high-flying tech companies? And will it impact the overall strategy of the executive teams of those companies?
We tackle those questions and many more in today's 7investing podcast. 7…
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30 Jun 2022
Add International Flavor to Your Portfolio with These Five Stocks
With the recent pullback in the S&P 500 and particularly US growth stocks, do you fear that your portfolio may be too US-centric?
In today’s episode of the 7investing podcast Luke chats with Sam Ball and Jonathon McKeown, hosts of ‘The Investor Way’, a weekly investing podcast focused on UK stocks and shares.
Sam and Jon share some advice about factors to be aware of when investing overseas, and the guys take us through the investment thesis for their five favorite international investment ideas right now. This one is a must-listen if you’re considering adding a bit of an international flavor to your investment portfolio!
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 $49 per month or $399 per year.
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…
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23 Jun 2022
Understanding Short Selling with ORTEX's Evan Niu
The recent market volatility has led several investors to consider other options. One alternative approach that's gaining attention is 'short selling', where investors bet against individual stocks or even broader market indices. Short sellers are taking the opposite side of the coin, financially benefitting when stocks or indices decline in value.
7investing's approach is and always will be long-term, buy-and-hold investing. But even so, we think there's value in understanding what short selling means and how it takes place. Are there specific signs that companies show which tend to attract the attention of short-sellers? Are there specific risks that short-selling entails that investors should be aware of? How do short sellers actually set up their trades and make money? And are there pockets of the market that tend to attract a significant amount of attention from those who are selling short?
To help us answer those questions, we’ve brought in an expert. Evan Niu is a financial…
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21 Jun 2022
The Case for Industrial Robotics Stocks with ROBO Global's Lauren Hein
As of this writing, the Nasdaq Composite Index has plunged more than 33% from its November 2021 high. Around half of all stocks listed on the exchange have fallen at least 50% from their rolling highs. So, with seemingly no end in sight to the broader market's plunge, it might feel crazy to own particularly volatile tech stocks right now.
But here at 7investing, we recognize that historic drops like these create extraordinary opportunities for investors capable of keeping a level head and focusing on buying and holding shares of the most promising businesses the market has to offer. 7investing Lead Advisor Steve Symington is convinced that many of those high-quality businesses reside in the nascent artificial intelligence and robotics industries.
In this episode of the 7investing Podcast, Steve is joined by Lauren Hein, Head of Advisor Relations at ROBO Global. ROBO Global is an index, advisory, and research company dedicated to helping investors capture the best opportunities in the…
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16 Jun 2022
Supply Chain Challenges, and What Actually Happens When You Press the BUY Button, with GXO Logistics
In this episode of the 7investing podcast, Luke connects with _Neil Shelton_, Chief Strategy Officer for GXO Logistics (NYSE: GXO). Recently added to the Fortune 500 list, GXO (_gxo.com_) is the world’s largest pure-play global contract logistics company, providing outsourced supply chain management and warehousing for some of the biggest names in retail, including Abercrombie & Fitch, ASOS, Nestlé, Saks, Salomon, Zara, and many more.
7investing last met with GXO in October 2021, so we’re catching up again today to get a timely update on what’s happening in the world of global supply chains, a topic that’s critical to the health of many of our favourite e-commerce companies. Luke and Neil also chat about warehouse automation and collaborative robotics, how effective reverse logistics is saving us all from drowning in land-fill, and the complexities of providing manufacturing support to customers that range from supermarkets to aeronautics.
Neil Shelton has 25 years of experi…
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14 Jun 2022
The State of the Stock Market
The 7investing team recently hosted a 30-minute conversation to chat about the current state of the stock market and how investors should think about it. Current market volatility can rattle even the most seasoned of investors, and our team of lead advisors are here to help decipher through the chaos!
Some of the topics discussed include:
* Is the US about to go into a recession?
* What does April's yield curve inversion actually mean?
* What should I expect from the stock market in 2022?
Should you have any future questions for the 7investing team, feel free to ask on our 7investing Comunity Forum, or via email at info@7investing.com.
We would like to thank you for your continued support of our business. We are here to empower you to invest in your future!
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 $49 per month or $399 per year.
Start your journey…
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2 Jun 2022
Wreck or Rebound with Anirban Mahanti, Matthew Cochrane, and Alex Morris
As a host of macro concerns continue to weigh on the global economy, the stock market has responded accordingly. The S&P 500 index is currently off 15% from its all-time highs at the beginning of the year and the NASDAQ composite is down almost 25% from its highs.
Some former market darlings have taken even harder hits and are down well more than 50% from their previous highs. In this episode, 7investing lead advisors Anirban Mahanti and Matthew Cochrane are joined by Alex Morris, the creator of the _TSOH Investment Research Service_, to look at seven such former high-flyers. Their goal? To determine whether these companies have been punished too severely by the market gods and are due for a rebound or if these stocks will never regain their former heights.
With help from our friends at Ycharts, the seven companies the trio examines are:
Netflix (NASDAQ:NFLX)
PayPal Holdings (NASDAQ:PYPL)
Upstart Holdings (NASDAQ:UPST)
Peloton Interactive (NASDAQ:PTON)
Block (NYSE:SQ)
Spotify T…
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31 May 2022
The Digital Transformation is Underway with GigaOm CEO Ben Book
The digital transformation is certainly underway.
Technology is changing and companies of all sizes are embracing it. Small businesses are deploying lightweight applications to grow revenue and gain share. Larger enterprises are replacing legacy systems with more efficient solutions from cloud-native vendors. And even massive and notoriously slow-moving industries like health care, banking, and insurance are keen to innovate more quickly and become more efficient in today's digital world.
All of this is great news for investors. More efficient companies are more profitable and are able to hand out those rising profits to their shareholders.
But where do the greatest opportunities in the digital transformation lie? Should investors look to the smaller, pure-play companies who are enabling bigger-trend movements such as data-centric AI or DevOps? Or is there a greater opportunity to invest in larger companies who are capitalizing on these movements to re-align their existing businesse…
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26 May 2022
Investing in the Final Frontier with Andrew Chanin and Micah Walter-Range
Things are really heating up in the commercial space economy.
We noticed last year that several companies were providing the underlying infrastructure that could allow private businesses to set up shop in outer space. Favorable developments like declining launch costs and the miniaturization of satellite components were driving the number of satellites seeking launch approval to increase by an order of magnitude. And thanks to a flood of interest in Special Purpose Acquisition Companies (SPACs...which actually necessarily aren't all related to "SPACE"), publicly-traded options emerged for investors that included Rocket Lab (Nasdaq: RKLB), Astra Space (Nasdaq: ASTR), and Virgin Galactic (Nasdaq: SPCE).
Yet quite a lot has also changed in the world during just these past six months. Russia's invasion of Ukraine has prompted governments to double-down on their space-based military operations, especially for satellite surveillance. Out-of-control inflation has driven the Federal Reserve…
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24 May 2022
How to Invest in One of the Market’s Best Performing Sectors
If you are looking to invest in one of the market’s best-performing sectors, then look no further than Software as a Service!
Recently, technology and research advisory firm IDC wrote that spending on shared cloud services totaled $385 billion in 2021 and will see a compound annual growth rate (CAGR) of over 21.0% through 2025, reaching $809 billion. Considering the incredible growth this industry has seen over the past decade, this sector of the market continues to remain attractive for investors to due its predictable and recurring revenue, flexible and cost-efficient product, and scalability.
In this exclusive episode of 7investing inFocus, Lead Advisor Luke Hallard shares his research on the stock performance of SaaS, some interesting business metrics to consider, and three investment ideas in this space for investors to consider. You can view Luke's presentation on YouTube as well by clicking the following link: https://www.youtube.com/watch?v=wW3MRpwsaQY
Publicly-trade…
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17 May 2022
Advertising's Digital Future with PubMatic CEO Rajeev Goel
The advertising industry is going through a transformation.
There's a confluence of events that are demanding it to make some recent higher-level changes. Consumer privacy concerns are escalating, and they're causing Big Tech companies like Apple (Nasdaq: AAPL) and Alphabet (Nasdaq: GOOGL) to phase out the third-party cookie. Walled gardens like Meta Platforms (Nasdaq: FB) are at the risk of crumbling down as advertisers are looking to a more open internet for alternatives. People are moving away from their desktops and their iPads back to the television, where they're migrating away from traditional cable in preference of a la carte Connected TV programming.
All of these changes are rewriting the script for the industry. It's becoming more important than ever to establish a direct, genuine relationship with individuals. And that's unlocking an entirely new approach to digital, programmatic advertising.
What will all of this mean for investors? What impact will the higher-level tech…
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16 May 2022
LIVE from the 7investing Discord: Stocks on our Radar
We have exciting news! The 7investing Community Forum recently reached 1000 members, which meant we had the opportunity to try something new for the very first time. Since our Discord reached that milestone, we unlocked the functionality to host live conversations directly on our server - meaning we got the opportunity to speak directly with you!
Join 7investing Lead Advisors Simon Erickson, Dana Abramovitz, Steve Symington, and Luke Hallard for a fun, interactive conversation as each member of the team brought a stock to the table that is currently on their radar.
Do you have a topic in mind for our next discussion on Discord? Let us know what you would like to discuss with the 7investing Team on the next interactive conversation on our server!
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 $49 per month or $399 per year.
Start your journey toward's financial independence…
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12 May 2022
What's on the Horizon for Stocks in 2022?
It's been a rough year for the stock market. A pessimistic outlook for the American economy has hammered the stock prices of many companies. In anticipation of a contracting economy and higher interest rates, several investors are reassessing their strategies and their allocations.
But is the negative outlook already fully baked in? Have valuation multiples fallen so low that the pendulum might actually be due to swing the other way?
7investing CEO Simon Erickson recently sat down with retired money manager Puru Saxena to discuss the status quo of the American economy and how it might impact the stock market in 2022.
In this follow-up conversation (which was originally broadcast live to 7investing's Community Forum), Simon shares his key takeaways from that conversation with 7investing Marketing Manager JT Street.
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 $49 per month or $…
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11 May 2022
Investing in the Stock Market in 2022 with Puru Saxena
Things are getting dicey out there, and it's shaking the resolve of quite a few investors.
The stock market has spent the past half year in a free fall. The S&P 500 is down 17% from its December highs, while the tech-heavy Nasdaq is down 28% from its peak in November. Many individual stocks are faring even worse, with some down 60%, 70%, or more from their previous highs.
Shell-shocked investors have been searching for the reasons behind the current market hysteria. Many believe the culprit of this year's severe selloff is due to the headwinds blowing in the face of the US economy.
American inflation hit 8.5% in April, which is the highest annual increase in more than forty years. The Fed, looking to tame that inflationary beast, has driven up interest rates aggressively in recent months. Higher rates make it more challenging for consumers or businesses to borrow, which tends to slow down the expansion of the economy.
And the report card of the business world is the stock market. A…
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5 May 2022
Just Keep Buying With Nick Maggiulli
Our financial world is getting complex, and there are a lot of challenging questions now facing investors:
"The S&P 500's going through a really sharp selloff. How should I invest in the middle of a bear market?"
"Inflation just hit a 40-year high. What will this mean for the stock market?"
"The Fed just raised interest rates and the yield curve recently inverted. What does that mean for the economy?"
"How should I think about Bitcoin, stock valuations, "sector rotation", funding my retirement, or [insert your favorite recent financial media news headline here]?"
These are important questions and there are a lot of moving pieces. But perhaps the most straightforward and logical answer is to just keep buying.
That's exactly the title and the key takeaway from Nick Maggiulli's recent book. As Chief Operating Officer of Ritholtz Wealth Management, Nick has taken an evidence-based approach to saving money and compounding wealth over time.
In an exclusive interview with 7investing fo…
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3 May 2022
Why Do Stocks Go Up? An Interview with Brian Feroldi
Have you ever had a tough time explaining investing to friends and family members who are unfamiliar with the stock market and its inner workings? Or maybe you still don't understand many terms thrown around by talking heads on CNBC or even 7investing's member calls?
If you answered yes to any of those questions, Brian Feroldi's new book, _Why Does the Stock Market Go Up?_, might be for you. In this episode, Feroldi sits down with 7investing Lead Advisor Matthew Cochrane to discuss the lessons Feroldi covers in his book.
Feroldi says that he devoured every investment book he could his hands on when he began investing, but some basic questions, such as "Why does the stock market go up?" went unanswered. So he set out to write a book that contained all the answers to his questions over the years about investing, which he had to figure out for himself.
Feroldi emphasizes that the stock market is vital to average Americans, not just investing geeks. More than 100 million Americans inves…
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28 Apr 2022
Netflix Sells Off. Is the Stock Now a Buy?
Netflix (Nasdaq: NFLX) shareholders are having a rough April. The stock has gone into a freefall and has now sold off more than 50% during the past month. The common consensus believes this is due to a drop in its paying subscriber count, as well as an admission that competition from Apple (Nasdaq: AAPL), Amazon (Nasdaq: AMZN), and Disney(NYSE: DIS) is heating up.
Netflix has been a one-trick pony thus far. Its revenue has been entirely tied to its global subscriber count, and also the regional pricing that it charges those subscribers.
But things are getting more interesting now. Netflix is attempting to monetize its freeloaders, who are getting the service for free by using the login details of others. It's also considering a lower-priced, ad-supported tier for potential subscribers who don't want to pay their standard rates.
The stock market is always forward-looking, and everything that has happened this past month is now in the rear-view mirror. Ultimately, investors must now a…
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26 Apr 2022
The Transistor Age of Quantum Computing
Quantum computing is capturing the fascination and the imagination of the technology world.
It's built upon the new and unfamiliar field of quantum physics -- where principles such as superposition and entanglement offer the intrigue of unlocking entirely new opportunities. The world's formerly unsolvable problems of logistics optimization, drug discovery, cybersecurity, and material design could now have a tool that potentially cracks those codes. Futuristic opportunities like solving climate change or operating in the space economy eagerly await on the horizon.
Yet for all of the promise that quantum computing holds and all of the attention it's gained from the world's greatest scientists, it's still taking a frustratingly-long time to move beyond the R&D stage. Cloud service providers like Amazon and Microsoft have functional quantum computers that can selectively used in certain capacities. But a commercially-useful, error-corrected quantum computer still out of reach for the wor…
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19 Apr 2022
Investing in Secular Trends and Fundamentals With Dillon Valdez
The stock market is filled with noise these days. Whether it is the obsession with meme-stocks, the focus on momentum-based swing trading, or the hype cycle driving valuations up to ridiculous levels, there are a lot of speculative (and potentially problematic) factors that are influencing investment decisions.
Our podcast guest today is someone who's helping to cut through that noise and help investors focus on the more important signals. Dillon Valdez (@BluSuitDillon on Twitter) in an individual investor who's searching for the business world's most important developing trends, then digging into fundamentals to uncover the companies who will most profitably benefit from them.
In this exclusive interview, Dillon chats with 7investing CEO Simon Erickson about the specific things on a company's financial statements he looks for in his investing process. He describes why full-stack monitoring and international e-commerce are two secular trends that investors should be aware of, and why…
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12 Apr 2022
Should Investors Swipe Right on Match Group? (NASDAQ: MTCH)
Brad Freeman, better known as @StockMarketNerd on Twitter, is a long term growth investor and author of the Stock Market Nerd Newsletter.
In this week's 7investing podcast, Brad and 7investing Lead Advisor Luke Hallard chat about Match Group (NASDAQ: MTCH), the online dating portfolio company that owns services including Tinder, Match.com, OkCupid, Hinge, PlentyOfFish, and 40 other dating websites and apps worldwide.
Brad shares his wildest dating story (spoiler alert, his mom would approve), the guys discuss Hinge’s “the dating app designed to be deleted” marketing campaign, Luke has a dig at the age discrimination in Tinder’s opaque pricing, and Brad walks through Match Group’s financials and a recent key acquisition that might be opening up new frontiers and taking Tinder beyond online romance.
If you’re considering an investment in Match Group, swipe right on today’s episode and learn more about this dating category leader. --- Send in a voice message: https://podc…
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7 Apr 2022
How to Avoid the Bubbles and Build Wealth Safely with Value Stock Geek
As a host of macro concerns continue to weigh on the global economy, investors are increasingly reassessing their risk tolerances and looking to contain volatility as much as maximizing returns. With this in mind, 7investing lead advisor Matthew Cochrane interviewed Value Stock Geek in this podcast on his self-proclaimed _Weird Portfolio_, designed to avoid bubbles, limit drawdowns, and safely build wealth.
The Weird Portfolio consists of six low-cost ETFs representing five different asset classes and geographic diversity. While each of the asset classes are highly volatile on their own, when combined in a portfolio they have an overall smoothing effect, as each asset class delivers different returns during different environments. When back tested, the Weird Portfolio delivers returns that come close to equaling the stock market's total returns while dramatically reducing volatility.
In the interview, Value Stock Geek walks Cochrane through the asset classes of the Weird Portfolio an…
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5 Apr 2022
7investing Office Hours: April 2022
Unfortunately, investing is something most people learn through trial and error -- especially the error part! Our very own lead advisors have painful (and now funny) stories to tell from their bad, terrible, and no good investing mistakes when they were learning how to navigate the markets. We've made plenty of mistakes and accumulated over 100 years of combined experience along the way. Now, we want to share that with our student members to help accelerate their wealth-building journeys.
That's why we recently launched 7investing Office Hours, a student-only call where students can learn about investing and ask questions directly to our team. We promise -- there are no stupid questions! What, exactly, is a market cap? Are options going to make you rich? Is that penny stock a good idea? What shampoo does Matt use? Everything and anything is fair game.
We'll also be featuring special guests that will share their perspectives and mistakes, as well as a rotating cast of lead advisors to…
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29 Mar 2022
7investing and CryptoEQ in March 2022: Biden’s Executive Order on Cryptocurrencies
7investing and CryptoEQ recently announced a partnership, to help investors get a better consolidated view of the opportunities in both equities and in cryptocurrencies. 7investing provides its top seven stock market recommendations every month, while CryptoEQ provides its top-rated cryptocurrencies.
The two companies are now joining forces and publishing a monthly Collision Course conversation, where they discuss important recent developments and the impact they’ll have on both equities and crypto.
This month, our teams discuss the Biden administration’s recent Executive Order meant to “ensure the responsible development of digital assets.” 16% of Americans have now invested in or used crypto, and the consolidated market cap of all cryptocurrencies during the past five years has increased from $14 billion to $3 trillion. The stakes are high, and the implications for investors will be massive.
These video conversations and the complete transcript are only available for 7inv…
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24 Mar 2022
Successful Habits of a Long-Term Investor
As an investor of nearly twenty years and multiple market corrections, 7investing Lead Advisor Luke Hallard has earned his battle scars in the stock market.
In this episode of the 7investing podcast, Luke chats with 7investing marketing manager JT Street about the approach he’s developed to building and managing his personal investment portfolio. Luke and JT reflect on the challenge of keeping your cool during times of high market volatility, how to protect yourself with diversification without impacting long-term growth prospects, the objective and subjective factors that go into assessing whether a company may be a great investment, and much more!
The questions from today’s podcast came from the 7investing Discord, you can join the conversation live at https://discord.gg/5SxyySSNqN.
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 $49 per month or $399 per year.
Start your j…
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22 Mar 2022
Should You Invest in Synthetic Biology Stocks?
Decades ago, scientists grew excited about the possibility of engineering biology with standardized parts, similar to the foundational changes that enabled the semiconductor industry to blossom into one of the most important in the global economy. Or for the less technical crowd, like Legos.
What should this new way of working with biology be called? The term “intentional biology” was originally proposed, but too many academics scoffed at the proposal, as it implied what they had been doing to that point was “unintentional biology.” Eventually, the field settled on the term “synthetic biology” that remains in use to this day.
There’s just one problem facing investors: What the heck does “synthetic biology” mean?
Synthetic biology isn’t an industry. It’s a way of thinking. It’s about applying engineering principles to biology to create living products and services with predictable functions. Reproducibility may not sound like a significant problem, but a 2016…
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17 Mar 2022
The Role of Customer Success in Enterprise Software
Not too long ago, software was sold with perpetual licenses. Often, software was bundled with hardware. In some cases, an annual maintenance contract was added to the perpetual license, which provided the buyer with software updates and patches. This sales motion meant significant upfront costs for the purchaser. Every few years, a new major upgrade landed, and the whole process repeated itself.
Subscription software changed all this with the arrival of the Software as a Service (SaaS) sales model. Customers now pay for the software they use, on a monthly, quarterly, or annual basis. They always had access to the latest version of the software. And with cloud delivery, there are no upfront hardware costs. In a nutshell, companies went from spending on Capex to just budgeting software use under operating expenditure.
However, in the SaaS model, clients can terminate a software contract if they don’t get the value they expected. And that would mean a loss of revenue (unlike perpetual…
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15 Mar 2022
Investing in Robotics with Contego Capital's Brian Gahsman
Investment in robotics is picking up, as companies are finding opportunities to deploy AI-powered robots into new applications.
In this exclusive interview, Brian Gahsman -- the Chief Investment Officer of the Contego Capital Groups and the Portfolio Manager of the AlphaCentric Robotics and Automation Fund (GNXIX) -- and his colleague Jin Kwon describe how robots are being used to improve global supply chain bottlenecks, to improve the efficiency of e-commerce logistics, and to improve the patient outcomes of surgeries.
Publicly-traded companies mentioned in this interview include Fanuc, GXO Logistics, XPO Logistics, Apple, Procept Biorobotics, Vicarious Surgical, Medtronic, and Stereotaxis. 7investing's advisors or its guests may have positions in the companies mentioned.
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 $49 per month or $399 per year.
Start your journey toward's…
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10 Mar 2022
Important Changes Taking Place in AdTech with Dhaval Kotecha
Businesses around the world spend nearly $800 billion on advertising every year, and two thirds of that is taking place digitally. There are three players who dominate the ads we see when we're glued to the screen, as Alphabet (Nasdaq: GOOGL), Meta Platforms (Nasdaq: FB), and Amazon (Nasdaq: AMZN) together capture 74% of the digital advertising market opportunity.
Yet there are big changes underway that might cause a shift in the balance of power. Apple (Nasdaq: AAPL) recently announced in its IOS 14.5 update enhanced privacy controls, which now allow iPhone users to opt-out of seeing personalized advertisements. Specifically, this move shields the mobile device's IDFA identifier from websites and apps, who might want to use it to place targeted advertisements for users. It was a crushing blow for companies who rely on those targeted ads. Facebook/Meta Platforms CFO Dave Wehner has mentioned the move will likely cost their company $10 billion in lost revenue in 2022.
As expected, thi…
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8 Mar 2022
Should Investors Consider Semler Scientific? A Deep Dive with Adu Subramanian
In this week’s podcast, 7investing lead advisor Luke Hallard catches up with health tech expert investor Adu Subramanian to chat about Semler Scientific (NASDAQ: SMLR) -- an exciting $300M heath care technology business that’s rapidly becoming the standard of care for diagnosing peripheral arterial disease (PAD).
PAD is a condition that affects nearly 20 million Americans, yet it’s estimated that only 25% of cases are diagnosed, resulting in costly interventions, and impacting the quality of life for patients.The company received FDA approval for its innovative product, QuantaFlo, in 2015, and today revenues are growing via a unique distribution model of selling directly into insurance companies.
In this fun and lively interview, Adu shares his investing thesis for Semler Scientific, breaking down the business model, the incentives for doctors, insurers and patients, and the key financials and investment risks.
Adu Subramanian can be found on Twitter @AduSubramanian, or you ca…
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3 Mar 2022
Gamestop, Meme Stocks, and Deep Value Investing with Rod Alzmann
For most of the last ten years, GameStop (NYSE:GME) was nothing more than a legacy retailer in a rapidly changing industry. The once-popular video game merchant experienced lagging sales as gamers shifted to digitally downloading games from buying physical games in stores. Yet as consumer preferences slowly changed, Gamestop's stock was left for dead.
Early 2021 is when most of the financial world – me included! – took notice of this story, as Gamestop became the first of the "meme stocks," with Reddit channels and popular social media accounts posting daily memes about hodling and taking down greedy hedge funds. Yet a small group of investors saw a compelling deep value investment opportunity long before the WallStreetBets crowd piled into the trade.
Rod Alzmann is one such investor. As highlighted in the new film, GameStop: Rise of the Players, as early as 2017, Alzmann saw that Gamestop's stock price was fundamentally disconnected from its intrinsic value and took a position.…
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1 Mar 2022
Things to Know Before Investing in China with James Early
China has mesmerized investors for several decades. Its 1.4 billion population, its intense focus on scientific research, and the rise of its tech-powered sectors like e-commerce, banking, and social media have captured the intrigue and imagination of growth-style investors. The collective market capitalization of all companies listed on the Shanghai Stock Exchange now exceeds $8 trillion, and several Chinese companies are individually worth hundreds of billions.
Yet it's possible that Western investors are wearing rose-tinted glasses, and that investing in China isn't in fact that simple. The country's government has very different priorities than Western democracies, its consumers have a very different purchasing behavior, and its tech companies are regulated quite heavily. Americans are perhaps a bit too eager to extrapolate Silicon Valley's success overseas. Finding "the Amazon or China" or "the Facebook of China" isn't quite as easy as it initially may seem.
Still, it's undeniab…
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17 Feb 2022
Launching the Space Economy with Rocket Lab CEO Peter Beck and CFO Adam Spice
The commercial space economy is taking off, and it's capturing the imagination of entrepreneurs everywhere. This trillion dollar new horizon is unlocking opportunities that span across the globe and will fundamentally change many industries.
But while the potential is certainly there, actually setting up shop in outer space remains very challenging. Companies today need to draw up a business plan, design and build their satellites and infrastructure, launch them into outer space, and then keep everything monitored and operational. Even considered individually, each of those is a monumental task!
Yet a company named Rocket Lab (Nasdaq: RKLB) is uniquely rising to this challenge. Self-described as an "end-to-end space company", Rocket Lab looks to simplify the entire process and democratize outer space for business purposes. They design and manufacture custom satellites and rockets, they launch payloads into space, and they manage the infrastructure required for continual support. You…
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16 Feb 2022
The Power of Empowering Others with Nathan Worden
It's been a volatile few months for the stock markets. But long-term investing will endure.
The ups and the downs have some investors feeling queasy. Whether it be rising inflation, the Fed considering interest rate hikes, or geopolitical instability, there is no shortage of headlines that might make you believe now is the time to sell everything and head for the hills.
But the stock market is also incredibly resilient, and broader-market selloffs can be incredible opportunities to start building long-term positions. When stocks go on sale, it's great to have a watchlist ready. One of our very own 7investing principles is that time is on your side and is the ally of the long-term investor.
One of our affiliate partners, Nathan Worden, is similarly interested in empowering others to be long-term investors. He hosts a monthly "Market Game", where contestants pitch ideas to one another with a long-term investing perspective. We've had a lot of fun attending his March Madness inspired p…
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10 Feb 2022
The Future of Raising Capital With DealMaker Co-Founders Rebecca Kacaba and Mat Goldstein
For decades now, investors have gotten used to companies raising money through the traditional IPO. As an opportunity to access the public markets, they would hire underwriters to purchase their shares at a specific price, who would then release and distribute them to the public markets.
Yet critics of the traditional IPO have pointed to the all-too-frequent "IPO Pop" phenomenon. Shares would typically get sold to the underwriters at a price below their true market value. And on the first day of trading, the company's market cap would expand to better fit that actual investor potential. It wouldn't be uncommon to see a company's share price double on its first day of trading.
We're living in a more efficient world now, where there are new options available for companies to raise money. Direct Listings and Special Purpose Acquisition Companies (SPACs) are alternatives where companies can raise funds without giving away a massive cut to the underwriters. By using digital marketing, the…
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8 Feb 2022
The Next Generation of Health Care with Kelly ETFs Founder Kevin Kelly
The disruptive potential of gene editing could have huge implications for health care. Suddenly, several chronic diseases -- which may have required patients to be treated for decades -- have a potential to be fundamentally cured at the genomic level.
This is unlocking publicly-tradable investment opportunities. Companies are utilizing the power of CRISPR gene editing, base editing, and prime editing to directly modify patient DNA. Larger pharmaceutical companies are partnering with these smaller drug developers and are building commercial programs that could be worth billions of dollars. Genetic sequencing companies are reducing costs and unlocking broader market adoption, which is rewarding them with greater volumes and higher profits.
These opportunities are what has led Kelly ETFs to launch its newest investment product, the CRISPR & Gene Editing Technology ETF (Nasdaq: XDNA).
In this exclusive conversation with 7investing CEO Simon Erickson, Kelly ETFs founder Kevin Kelly descr…
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3 Feb 2022
A Tour of the Financial Industry with John Maxfield
The financial industry is in a familiar place: Legacy banks are being challenged by technologically savvy, disruptive upstarts. Is the banking world about to be turned upside down?
Veteran banking analyst and writer John Maxfield doesn't think so. Maxfield is the executive director of the Wilmers Integrity Prize, named after Robert Wilmers, the longtime CEO of MMT Bank. He was formerly the editor-in-chief for Bank Director magazine.
Maxfield joined 7investing lead advisor Matthew Cochrane to take a tour of the financial industry, starting with a look at whether neobanks, such as Chime, are a product of VC-backed cheap capital or a legitimate threat to legacy banks. While acknowledging technology is playing a disruptive role in the banking industry overall, Maxfield believes big banks especially have the firepower to keep pace in the rapidly changing industry while wondering if the smaller upstarts can even achieve profitability.
Next, Maxfield and Cochrane explore the recent explosi…
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1 Feb 2022
7 Deadly Sins During a Market Selloff
Do you find your emotions dictating your investment decisions, or use margin trading or derivatives to try to magnify your investment returns? In difficult market conditions with growth stocks facing significant drawdowns almost daily, are you tempted to chase your losers, hoping to get even? If so, you may be falling prey to one or more of the ‘seven deadly sins during a market selloff’!
In this episode of the 7investing podcast, Lead Advisors Anirban Mahanti and Luke Hallard discuss seven products and habits that can cause tremendous damage to an investor’s long-term returns. Not only will these behaviours likely cause you to lose sleep at night, but they can also have a big impact on your portfolio.
Publicly-traded companies mentioned in this podcast include GameStop, Apple, Netflix and Tesla. 7investing Lead Advisors Anirban Mahanti and Luke Hallard may own shares in the companies mentioned in the podcast. Timestamps
00:00 - Introduction
01:35 - Using Margin
03:50 - Sho…
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27 Jan 2022
7investing Team Podcast: Our Reckless Predictions for 2022
We’re only four weeks in, and 2022 is already proving to be an eventful year.
Between the S&P 500 and the Nasdaq’s recent corrections, concerns about a war between Russia and Ukraine, and the Fed’s promises of an upcoming rate hike, the new year has brought more than a few interesting financial media headlines.
While the upcoming Year of the Tiger is still a young cub, we figured now was the time to make a few reckless predictions. Our 7investing advisors gathered together to have some fun, and we came up with five “hey it could happen” prognostications that could have significant impacts for investors in 2022.
Steve Symington believes a small & mid cap rally is inevitable, while Maxx Chatsko believes CRISPR and gene editing are prone to come back down to earth. Anirban Mahanti thinks Peloton (Nasdaq: PTON) might soon be acquired, and Dana Abramovitz believes Facebook/Meta Platforms (Nasdaq: FB) is destined to enter health care. And 7investing founder and CEO Simon Erickso…
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25 Jan 2022
7investing Explains: How are Medical Devices and Genetic Tests Regulated?
Given the rise of exciting new therapeutic modalities ranging from mRNA to gene editing, investors would be forgiven for overlooking opportunities in medical devices. They might be worth a closer look though.
In this episode of the 7investing podcast, the team's health-care trio provide a high-level overview of the regulatory environment for medical devices, describe why and how genetic tests are regulated as medical devices, and provide three examples of companies in the space and how they fit within the regulatory landscape.
Medical devices are regulated by the U.S. Food and Drug Administration (FDA) within three categories:
* Class I devices are the simplest and least likely to pose safety risks. Examples include bedpans or medical gauze. These require regulatory clearance.
* Class II devices are more complicated and require more data within their regulatory submissions to ensure the safety and effectiveness of the device. Examples include X-ray machines or knee braces. These…
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20 Jan 2022
Welcome Luke Hallard to 7investing!
We are very excited to welcome Luke Hallard as our newest 7investing lead advisor!
Luke has a degree in Computer Science from the University of Wales, Aberystwyth. His first role was as a software engineer in the team developing the air-traffic control system that still manages all UK and transatlantic airspace. He transitioned from technology to finance in 1996, joining HSBC James Capel Investment Bank, and in 2021 retired from a 25-year career as a Programme Director leading organizational change. Luke’s knowledge of conduct, financial crime risk, data privacy, sanctions screening, anti-money laundering, and payments transparency is happily fading into a hazy memory of bureaucracy and complexity.
Luke primarily invests in technology and innovation, with a current bias towards health-tech and companies enabling the 'work from anywhere' economy. By his own admission, he's not a deep domain expert in any area, and instead invests across many sectors, feeling that this offers greater…
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18 Jan 2022
Why Have Growth Stocks Plummeted? An Interview with Tobias Carlisle
In 2021, many growth investors suffered severe losses even while the S&P 500 index advanced 27%. A recent Bloomberg article pointed out that almost 40% of the stocks in the Nasdaq Composite Index were down 50% or more from their all-time highs. It continued, "At no other point since the bursting of the dot-com bubble have so many companies fallen like this while the index itself was so close to a peak."
Are tech stocks down big because the Federal Reserve expects to raise interest rates several times this year? Did their valuations get too stretched in their post-COVID runup?
Tobias Carlisle joined 7investing Lead Advisor Matthew Cochrane this week to help us walk through these challenging questions. Carlisle, the founder and managing director of Acquirers Funds, believes it is important to weigh the company's quality with the valuation investors must pay to buy shares.
In an exclusive interview with 7investing, Tobias describes his investment philosophy as "quality at an unreasonab…
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13 Jan 2022
5 Big Reveals from the 2022 JP Morgan Healthcare Conference
There aren’t many single events that bring together a Who’s Who list of the leading private and public companies in biotech and synthetic biology. The JP Morgan Healthcare Conference is one of the rare exceptions.
The annual event, held every January, is one of the biggest stages for companies to reveal innovative new products in development, announce acquisitions, and form landscape-shifting collaborations. Investors were left wanting more after the 2021 meeting, which was relatively subdued due to the coronavirus pandemic. The first few days of the 2022 event seemed to live up to historical expectations, with a handful of companies making splashy announcements so far.
In this episode of the podcast, 7investing Lead Advisors Simon Erickson and Maxx Chatsko sit down to provide quick takeaways on some of the biggest reveals from the beginning of the 2022 JP Morgan Healthcare Conference. These include:
* The unveiling of a long-read DNA sequencing technology from Illumina (NASDA…
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11 Jan 2022
Improving Your Decision-Making Process with Krzysztof Piekarski
It’s certainly been an interesting month for the stock market!
The trading world has set its obsessive eyes upon GameStop, with headlines frantically reporting the stock’s every move and social media becoming chock-full of posts boasting about weekly gains. There’s an uncomfortable amount of chatter taking place right now about how “easy” it is to be an investor.
But investing shouldn’t be thought of as buying short-term lottery tickets. Instead, it takes a great deal of thorough and analytical research.
And it also demands a finely-tuned decision-making process. It’s not enough to just do the analytical legwork to find great stocks. We also must have enough conviction in ourselves, to buy or sell exactly when the opportunity presents itself.
In this behavioral economics realm, we recently sought the advice of an expert. Krzysztof Piekarski is a Professor of Rhetoric at the University of Texas at Austin. He’s been an investor for more than twenty years, and he’s e…
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6 Jan 2022
Buy Castlight Health: A 7investing Deep Dive
January 6, 2022: Our 7investing team has a policy that we don’t publicly reveal our official recommendations. Our members subscribe to our service for our research, and we always consider our recommendation reports as proprietary IP. We reserve these reports, as well as our team’s discussion about the stocks during the month when we recommend them, for our paying subscribers.
However, a unique opportunity recently presented itself, which allows us to once again publicly share our research in a way that doesn’t compromise our policy.
Castlight Health (NYSE: CSLT) was the official recommendation of 7investing lead advisor Dana Abramovitz in November 2021. On January 5, 2022, Vera Whole Health announced it had made an official all-cash offer to acquire Castlight Health for $2.05 per share.
We believe this is a win-win for Castlight as a business and also for its shareholders. We also expect the deal will close and do not expect there to be another offer. As such, we are officiall…
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4 Jan 2022
Navigating Market Volatility with ChitChatMoney's Ryan Henderson and Brett Schafer
2021 was an interesting year for investors.
Overall, the S&P 500 composite index increased 26.89% during the year. But digging in deeper, those top-line return numbers are perhaps a bit deceiving.
More than 20% of the S&P 50's market-cap weighted index is consolidated in its five largest constituents. Those would be Apple (Nasdaq: AAPL), Amazon (Nasdaq: AMZN), Alphabet (Nasdaq: GOOGL), Amazon (Nasdaq: AMZN), and Tesla (Nasdaq: TSLA), in that respective order.
Several of those stocks had an incredible year, which caused the overall performance of the overall index to similarly look incredible. But if you take out just a few of those high-flying names -- such as Alphabet's 65% gain or Tesla's 50% gain -- the total return suddenly becomes significantly less impressive.
As such, the recent volatility of the broader market leaves investors in a conundrum. With the looming threats of rising interest rates or inflation, should we continue to flock to the relative safety of the market's la…
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28 Dec 2021
Buy Dicerna Pharmaceuticals: A 7investing Deep Dive
Today marks an extremely exciting episode of the 7investing Podcast!
While we don't publicly reveal our recommendations, a 3 time recommendation, Dicerna Pharmaceuticals $DRNA, was recently acquired. We're making the most recent report & video pitch publicly available in its entirety to give you a peek at our team's research process.
Dicerna $DRNA was rec'd tomembers 3 times: Nov 2020 ($21.15), Apr 2021 ($25.76), and Oct 2021 ($20.26). Today it was officially acquired by Novo Nordisk for $38.25/share. Watch Maxx Chatsko make his case to the team for the Oct 2021 rec: https://7investing.com/articles/dicerna-pharmaceuticals-deep-dive-october-2021-2/
You can also read the entire 25-page research report from Oct 2021. This is our actual report: https://7investing.com/company-update/buy-dicerna-pharmaceuticals-from-october-2021/ Members receive 7 reports each month of our best stock market ideas, spread across every industry.
Today's closing of the acquisition means there's…
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16 Dec 2021
Investing in Emerging Markets with Perth Tolle
Investors hear a lot about emerging markets. The term is used to describe countries with a greater growth trajectory than established economies such as the United States. Emerging markets collectively harbor an estimated 85% of the global population and half of global gross domestic product (GDP), but companies in such markets account for less than 15% of the value of global stock exchanges.
It seems like an obvious opportunity, but investors might have a lot of questions. Developing countries don't always have favorable demographics, rights to property, laws protecting businesses, or other freedoms investors take for granted when it comes to American companies. How do investors sift through a noisy internet to determine what emerging markets are worth having exposure to?
Perth Tolle has developed a framework for doing exactly that. She manages the Freedom 100 Emerging Markets ETF (the ticker is $FRDM) that only invests in companies from developing countries that rank highly on an ob…
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9 Dec 2021
The Power of Investing Young with Maya and Soren Peterson
One of 7investing's core principles is that "time is on your side."
After all, it takes quite a bit of time for great companies to actually pull off their battle plans. It takes years -- not weeks or months -- in order for them to grow into new markets and develop valuable new products. Patience is certainly a virtue for visionary and committed leaders.
And for investors, it similarly pays to have a buy-and-hold mentality. The power of compounding allows for annual returns to build upon each other every single year. Great investments that are held for long periods of time will geometrically multiply your initial capital. That could turn even a modest initial investment that is left alone for decades into a future dream home or an early retirement. There's a good reason why Albert Einstein described compounding as the eighth wonder of the world.
As such, compounding is even more beneficial for those who start investing at a very young age. They are the ones who will have the maximum…
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30 Nov 2021
What's Next for Synthetic Biology?
It's been a long and winding road for synthetic biology. The first wave of publicly-traded companies emerged in the late 2000s and early 2010s. Many were founded on the promise of engineering microbes to produce renewable fuels, which could ease supply constraints and price volatility. It's easy to forget now, but before fracking came along the world was legitimately worried about Peak Oil.
Unfortunately, all efforts to manufacture cost-competitive microbial fuels crashed and burned. The technical obstacles were too great. The economics simply weren't there. Although a few companies pivoted, many closed their doors for good. But that was hardly the end of synthetic biology.
Advances in the last decade have set the stage for a second wave of companies to launch onto the public markets. Better funded, more specialized, and equipped with a deeper understanding of biology, many of these companies appear better positioned to navigate the road ahead. For example, DNA synthesis leader Twist…
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18 Nov 2021
Digital Advertising's New Future with PubMatic CEO Rajeev Goel
The digital ad industry is one that moves pretty damn fast.
In just a decade's time, we've seen direct advertisement sales transition to real-time online bidding auctions. We've seen ads served on desktops transition to ads served on mobile devices. We've seen linear television ad budgets shift to internet-connected TVs. We've seen walled gardens built up to massive heights...and then consumer privacy concerns threaten to topple them back down.
To compete in this pedal-to-the-metal industry, you'd better be an innovative company who's willing to drive fast.
Yet several of these changes are likely here to stay, and they are beginning to impact even the largest companies of the world's $370 billion digital ad market. Alphabet (Nasdaq: GOOGL) and the company formerly known as Facebook (Nasdaq: FB) are getting pushback for the ways they have tracked or mined user behavior and information. Consumer privacy is a topic that's instigating some rather heated debates, prompting Apple (Nasdaq…
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11 Nov 2021
Tesla and Technical Analysis with O'Neil Advisors' Irusha Peiris
As individual investors, there are several things we tend to focus our time on. We're familiar with identifying competitive advantages. We know how to recognize visionary leadership. And we're getting pretty good at doing fundamental analysis based upon a company's sales, earnings, or cash flows.
But there's another aspect to investing that we don't discuss quite as often, and that is technical analysis. The stock market is a giant online auction, and the buying and selling is done by human beings. There are behavioral patterns that people tend to follow, and the institutional funds they work for have tens of billions of dollars at their discretion. Understanding how these larger institutions think about investing can be a huge advantage to us as individuals.
So how exactly do those institutional firms operate? Do they think differently than retail investors, or look for specific things when buying a stock? And speaking of technical analysis...what the heck is going on this year with…
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9 Nov 2021
A CEO's Perspective of Investing in Biotechs with Al Altomari, CEO of Agile Therapeutics
Investing in general can be complicated. Investing in an industry one doesn’t understand well, and doing so successfully can be close to impossible. The biotech industry is like that for many people. The science in general can be confusing, and with scientific discovery, there are many unknowns. This makes investing in the industry even more challenging. 7investing Lead Advisor Dana Abramovitz talks about investing in biotechs with Agile Therapeutics CEO Al Altomari.
Agile Therapeutics is a commercialization stage biotech focused on women’s health. Listening to women and targeting unmet needs, the company is developing contraceptives using its patch technology. It is focusing on commercialization of products rather than drug research and development, utilizing its core competencies to work with OB/GYNs and their patients to get women the therapeutics they need and want. Altomari discusses the importance of listening to users to meet the needs of the market and surrounding himself…
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9 Nov 2021
Is Peloton a Good Investment?
Shares of the connected fitness company dropped by roughly a third last week after the company reported a larger-than-expected loss as well as issuing disappointing future guidance. The question for the company going forward, however, isn’t whether it can get through a bad quarter (or even a few). Instead, there’s a real question as to whether a large enough market exists for its products to make Peloton a good investment. And, even if the potential exists, can the company claim enough market share to be more than a niche player given how many competitors (including Apple after a fashion) compete for those same customers.
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5 Nov 2021
Zillow Drops iBuying; What’s a Metaverse?
A few weeks ago Zillow suspended its iBuying program because it had too much inventory on hand. That was actually a precursor to the company fully exiting the space which is a massive change for its business. Steve Symington joins 7investing Now to talk about what happened, what it means for Zillow, and what it may mean for the concept of iBuying in general. And, later in the show, CryptoEQ’s Spencer Randall comes on talk about the Metaverse, starting with telling us what it is.
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4 Nov 2021
Investing in Environmental, Social, and Governance with Corbin Advisors SVP Robert McConnaughey
Environmental, social, and governance (ESG) has been a growing trend with some investors. It’s a type of investing that’s not just about making money. ESG investors consider the impact the companies they invest in have on the planet. It’s not a strict formula. Some investors that subscribe to this philosophy focus on one or two areas over the others.
Think of ESG as a broad framework where investors buy shares of companies that they feel good about. That’s a trend some companies have leaned into, but that’s not easy either because it’s easy to come off as pandering or disingenuous.
Corbin Advisors Senior Vice President, Investor Relations Advisory and Community Impact Robert McConnaughey has a unique perspective on ESG. In his job he advises companies on their ESG strategies. That gives him a unique perspective as he has to help his clients understand that something that seems like an expense can actually be a revenue creator.
Companies that have proactively embraced ESG…
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3 Nov 2021
Apple Results, Amazon, Microsoft, Google, and the Cloud
Apple had an incredible quarter but the market did not embrace those results because the company warned about supply chain issues impacting its holiday sales. That has been a typical pattern despite the company reporting record results repeatedly. Anirban Mahanti joins the show to discuss Apple as well as take a look at cloud numbers from Amazon, Microsoft, and Google as well as the huge opportunity for growth that remains in that space.
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27 Oct 2021
What Does the Future of Sports Betting Look Like in the U.S.?
Sports betting has attracted a lot of investment money and it’s an area with huge potential. It’s also a space that has done things the same way for a really long time. Some emerging players in the space have partially disrupted those models, but some parts of how sports betting works have not changed even as more digital options are launching. James Seils and Greg Kajewski, the founders of BettorEdge, a unique sport betting platform, join 7investing Now to discuss where they see opportunities in the space and what they see as some business practices that are ready to be disrupted.
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25 Oct 2021
Is it too Late to Buy Tesla?
Tesla has been one of the most successful and most debated publicly-traded companies, It’s a brand that has a devoted following that also has plenty of skeptics. In its most-recent quarter, however, the company continued to deliver strong numbers despite a very challenging operating environment. The question -- and it’s a big one -- is how big can the company become? That answer may lie in whether you believe Tesla is a car company or a tech company. Anirban Mahanti has your answers and he joins 7invesitng Now to explain.
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22 Oct 2021
Investing in Cannabis with Poseidon Managing Partner Morgan Paxhia
The cannabis space has been a challenging area for investors. It seems like an area full of opportunity -- and in some ways it has been -- but it has been a market that has proven a tough one for companies to stand out in. Yes, there are a lot of players trying to make an impact but cannabis itself is a commodity and building brands that resonate with consumers has not been easy.
A pioneer in the field, Morgan Paxhia has been investing in the cannabis space for as long as anyone,. He serves as one of the founders of Poseidon Investment Management, one of the longest-running dedicated cannabis investment funds in the world. In a market where few investors have consistently made money, Paxhia and his company have been successful when it comes to identifying winners in the cannabis space.
Morgan started Poseidon with his sister Emily way back in 2013. The sibling duo believed that the market for legal cannabis as an investable space began when Colorado legalized marijuana for recreation…
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20 Oct 2021
Streaming, Reddit, and Hollywood’s Power Shift Live from the WSJ Tech Conference
Simon Erickson has spent the past few days attending the Wall Street Journal’s annual technology conference. He takes a break from the show to update us on three big stories he’s following from the conference -- ViacomCBS CEO Bob Bakish on the streaming landscape, Reddit CEO Steve Huffman on the company’s role in facilitating discussion that has impacted the stock market, and Creative Arts Agency Co-Chair Richard Lovett on Hollywood’s power shift. He’ll also give us an overview of what’s happening at the conference and share any surprises that happened on day three of the big event.
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19 Oct 2021
Blue-Sky Thinking in Synthetic Biology
Investors often see synthetic biology referred to as an industry, but that's not quite accurate. Biology touches many different industries ranging from food to chemicals, energy to health care. In the future, biological systems will be used for economic activities not typically associated with living things, such as digital data storage, manufacturing metallic nanoparticles, robotics, and perhaps even semiconductors and computing.
7investing Lead Advisor Maxx Chatsko has always defined synthetic biology as a way of thinking. It's about applying an engineering mindset to biology. After all, the primary goal of synthetic biology is to precisely engineer living things and achieve a predictable, reproducible outcome. These outcomes are unbounded by economic constructs such as sectors and industries or goods and services.
Semantics and linguistics aside, there are foundational questions that need to be asked before synthetic biology can live up to its potential. How can scientists precise…
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19 Oct 2021
What Red Flags Keep You From Investing in a Company?
Every company -- even our favorite investments -- have things that concern us. In most cases, these are just little things that we keep an eye on. There are times, however, when we do our research on a company only to discover something so egregious that we simply don’t want to invest. These “red flags” stop us in our tracks and cause us to move on from that particular investment. What constitutes a red flag, however, differs from investor to investor. We’ll take a look at some of ours and share some that you shared with us.
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14 Oct 2021
7investing Explains: How are Medical Devices and Genetic Tests Regulated?
Given the rise of exciting new therapeutic modalities ranging from mRNA to gene editing, investors would be forgiven for overlooking opportunities in medical devices. They might be worth a closer look though.
In this episode of the 7investing podcast, the team's health-care trio provide a high-level overview of the regulatory environment for medical devices, describe why and how genetic tests are regulated as medical devices, and provide three examples of companies in the space and how they fit within the regulatory landscape.
Medical devices are regulated by the U.S. Food and Drug Administration (FDA) within three categories:
* Class I devices are the simplest and least likely to pose safety risks. Examples include bedpans or medical gauze. These require regulatory clearance.
* Class II devices are more complicated and require more data within their regulatory submissions to ensure the safety and effectiveness of the device. Examples include X-ray machines or knee braces. These…
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14 Oct 2021
Gene Editing, Sequencing, Investing — Oh My!
Investors hear a lot about genomics these days, but what does it all mean, exactly? 7investing Lead Advisors Simon Erickson and Maxx Chatsko team up to discuss what investors should look for in pre-commercial drug developers. To provide practical examples, they discuss how continuous improvements in DNA sequencing have created various technological offshoots now loosely called "genomics," including exciting new opportunities in precision oncology and liquid biopsies. Finally, they provide a high-level overview of DNA editing tools and approaches, including base editing and prime editing.
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12 Oct 2021
Health Care’s Hi-Tech Future With ROBO Global’s Nina Deka
America's health care bill may cost us $4 trillion a year. But at least we're getting more efficient.
Technological advances are improving several of health care's most serious issues. Oncology diagnostics are now able to detect earlier-stage cancers before patients even begin showing symptoms. Remote monitoring is taking vital signs of the elderly without them ever needing to step into a hospital. The COVID vaccine is renewing our focus on mRNA, genomic sequencing is unlocking personalized treatments, and spatial biology is quickly capturing the full attention of the medical community.
But due to heavy regulations and the specialized nature of the work, isn't the health care industry also notoriously slow to embrace innovation? Will these exciting new technology improvements actually pay off for forward-thinking investors?
To help us answer those questions, we've brought in a health care expert. Nina Deka is a senior analyst for ROBO Global, where she contributes to the firm's heal…
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11 Oct 2021
Space, SPACs, and the Future of Bitcoin
There are a lot of exciting new frontiers hitting the headlines of today's financial media. 7investing lead advisors Steve Symington and Simon Erickson are joined by CryptoEQ founder Spencer Randall to break down the most important things to watch for as investors.
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8 Oct 2021
How to Invest in the Holiday Shopping Season
It’s beginning to look a lot like Christmas at least as far as many retailers are concerned. The holiday season has crept into October so some players are offering Black Friday-like deals before Halloween has even passed. It’s also going to be an interesting year with “supply chain” being both a real problem and a ready excuse. Dan Kline looks at how investors should view the season on the episode of 7investing Now.
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7 Oct 2021
The Rise of Esports with Mainline CEO Chris Buckner
Esports is quite rapidly taking the entire world by storm.
Nearly half a billion people now tune in to watch competitive tournaments between the most talented global teams. Popular games like Riot Games' League of Legends or Activision Blizzard's (Nasdaq: ATVI) Overwatch are attracting live audiences in numbers that rival the Super Bowl. And because most of these tournaments are broadcast digitally, there's a flood of data available for advertisers to digest about their audience's demographics and interests.
So how should investors play this massive and developing trend? Are there game developers who are banking on the popularity of their best-selling titles? Are there broadcasting platforms who are winning the lion's share of advertising? Are there progressive companies who are tuned-in and placing the right bets on sponsorship?
To help us answer these questions and more, we've brought in an Esports expert. Chris Buckner is the founder and CEO of Mainline.GG, who is unlocking the v…
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6 Oct 2021
Can Anything Slow Tesla Down? A Look at the Rivian IPO
Tesla has managed to largely avoid the production problems that have impacted the rest of the automotive industry. That’s not to say it has been clear sailing -- the company has had some delivery delays -- but its vehicle delivery numbers for the quarter are impressive. Anirban Mahanti joins “7investing Now” to look at any potential problems he sees for the company as well as how it stacks up again other automakers. We’ll also look at the upcoming Rivian IPO and talk about what it means for early backer Amazon as well as its expected $80 billion valuation.
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5 Oct 2021
The Role of Customer Success in Enterprise Software
Not too long ago, software was sold with perpetual licenses. Often, software was bundled with hardware. In some cases, an annual maintenance contract was added to the perpetual license, which provided the buyer with software updates and patches. This sales motion meant significant upfront costs for the purchaser. Every few years, a new major upgrade landed, and the whole process repeated itself.
Subscription software changed all this with the arrival of the Software as a Service (SaaS) sales model. Customers now pay for the software they use, on a monthly, quarterly, or annual basis. They always had access to the latest version of the software. And with cloud delivery, there are no upfront hardware costs. In a nutshell, companies went from spending on Capex to just budgeting software use under operating expenditure.
However, in the SaaS model, clients can terminate a software contract if they don’t get the value they expected. And that would mean a loss of revenue (unlike perpetual…
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29 Sept 2021
What Does Success Look Like for Apple TV+?
Apple has spent billions of dollars on its streaming TV service but its goals for that product may not be the same as its rivals. For the technology giant, it’s not all about subscriber counts. In fact, it’s not entirely easy for people to judge whether Apple is on the right track with Apple TV+ or if the company has fallen behind its goals (partially because Apple does not share much information on its streaming service. Anirban Mahanti, however, knows what the company wants to achieve and he joins Dan Kline on “7investing Now” to explain what success looks like for the expensive, and relatively lightly-watched streaming service.
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23 Sept 2021
How to Invest Successfully with Author Danielle Ecuyer
Danielle Ecuyer has decades of equities experience that spans the globe. She completed a Commerce degree at the UNSW in the early 1980’s and then trained in Australian equities. In the 1990s, Danielle moved to the UK and worked in senior positions at some of the world’s pre-eminent financial firms, where she specialized in emerging markets. She retired when she had her son and transitioned to becoming a private, full-time, investor.
Anirban Mahanti sat down with Danielle Ecuyer to chat about her career, her investing and how it has changed over the decades, the most important skills to investing successfully over the long-term, and her books. Yes, Danielle is the author of two wonderful books on investing: “Shareplicity: A simple approach to share investing” and “Shareplicity2: A guide to investing in US stock markets”. Both books are available via Amazon as well as other book stores.
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22 Sept 2021
Should you Buy the Dip? Evergrande & Disney’s Drop
We don’t advocate waiting for the stock market to fall to buy shares in good companies, but when it does that creates buying opportunities. It’s always great to be able to add shares or even start a position when the market gives you a favorable entry point. We’ll also look at what’s next for China’s Evergrande, which could begin defaulting on its debt as soon as Thursday. And, we’ll explain why slowing Disney+ growth should not panic inve
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21 Sept 2021
7investing Team Podcast: Identifying Red Flags
We've written quite extensively about what to look for when buying a new stock. Great management, a vast market opportunity, and scalable margins are all accolades to consider when evaluating a company's future upside potential.
But something we discuss less frequently is when it might be time to sell.
Just as there are indicators that suggest when it's time to buy a stock, there are also red flags that suggest when there might be choppy waters on the horizon.
So what exactly should investors watch out for? And does it depend on your investing style? Should biotech investors look for different things than tech investors?
In our September Team Podcast, our lead advisors share the red flags that we watch out for as investors. We describe several warning signs -- and several of them aren't immediately obvious -- that could indicate there is upcoming pain for a company and its shareholders.
We also hold our own recommendations to the same high standard! In an upcoming p…
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20 Sept 2021
Why We're Probably Getting Boosters Anyway & Debt Ceiling Drama
We’ve heard a lot about COVID boosters and the latest FDA ruling saying that only the elderly and people with certain underlying conditions should get them. That’s almost certainly not the last word and Maxx Chatsko joins 7investing Now to explain what’s happening and what might happen. We’ll also discuss the debt ceiling -- something you’re likely going to hear about a lot over the next few weeks. Maxx will join Dan Kline to take a look at what the debt ceiling actually is and how what may or may not happen in Congress will impact the economy.
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17 Sept 2021
Intuit Buying Mailchimp, Plus a Look at the New iPhones
Intuit plans to buy Mailchimp for $12 billion in order to enhance its services for small businesses. Do we like the deal? Does it make sense? We’ll have most of the 7investing Team on Friday’s “7investing Now” to break down this surprise purchase. We’ll also discuss Apple’s new iPhones and whether we’re excited by them or find them a tad underwhelming live on Sept. 17 at 1 p.m.
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16 Sept 2021
Artificial Intelligence in Sports Betting with Kelly Brooks, CEO of Quarter4
Sports betting has been a bit of a holy grail for investors. It’s an area that clearly presents a lot of opportunities, but it’s also a crowded space where many of the top players have struggled to have a differentiated product.
Quarter4 CEO Kelly Brooks brings a different perspective to the space. She’s a technology leader who has driven the development of hundreds of innovative software applications across North America. A self-professed outsider in the sports world, Brooks saw an opportunity to deploy artificial intelligence (AI) to sports betting producing not just predictive analytics, but content, and data for bettors, gambling sites, and even sports broadcasting.
Brooks brought a wealth of technology experience and an outsider’s perspective to a world that still has a lot of roots in smokey backrooms where mysterious old men serve as bookmakers. Quarter4 has used AI to create actionable intelligence across the entire sports world. Yes, this data can be used in th…
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14 Sept 2021
Bringing Synthetic Biology to Consumers, One Material at a Time
We've all experienced it. That favorite pair of sneakers or trusty yoga mat, both of which have soaked up who-knows-what over the years, eventually begs for retirement. You probably toss these items into the trash and never think about them again. The same is true for clothing, furniture, and thousands of other items that get us through everyday life, although some can be donated for a useful second life.
Maybe "never think about them again" is a little too harsh. Consumers, especially younger consumers, are increasingly aware of the environmental footprint of these end-of-life decisions for the "stuff" they own. The generational shift in consumer behavior can certainly be counted as progress, but it's important to consider an item's full lifecycle. After all, an estimated 75% of the environmental impact for the items we own comes from the selection of raw materials used to manufacture them. That's all baked in well before they end up in a landfill.
Companies are conscious of consume…
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13 Sept 2021
A New Frontier for Telemedicine, the Future of MRNA Vaccines, and More
It’s a health-focused Monday show as we examine the growing trend of at-home testing for everything from COVID to other contagious diseases. We’ll also look at hybrid telemedicine where a nurse visits your home as part of your telemedicine appointment. In addition we will take a look at what might be next for MRNA vaccines, Moderna, Pfizer, and whether any other companies have shown promise in that space. Maxx Chatsko joins Dan Kline who’s live from somewhere in Miami as take on these topics and more on the Monday edition of “7investing Now” live at 1 p.m. ET.
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9 Sept 2021
How to Invest in the Space Economy with Andrew Chanin and Micah Walter-Range
You've heard us speak quite a bit recently about the space economy, and that's for good reason. The final frontier is opening up a trillion-dollar commercial opportunity for ambitious entrepreneurs to launch new businesses into.
Some companies are deriving revenue directly as the picks-and-shovel providers -- building the rockets, satellites, or space-related hardware and infrastructure. Others are harnessing the power of satellite-based technology -- using PNT for precision timing or GPS for precision navigation. And ambitious entrepreneurs are coming up with new opportunities every month -- from space tourism to weather forecasting to harnessing solar power more efficiently and directly from the sun.
This gives investors a huge number of options to choose from. A ton of space-interested companies are raising capital through SPACs, and several have stocks that are publicly-traded on American exchanges.
But with so many options available, how should investors approach the space econ…
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8 Sept 2021
Two Angles on the Global Chip Shortage
We’ve all heard automakers talk about how a shortage of chips/semiconductors has caused production delays and, in some cases, has led to actual shutdowns. It’s a problem that’s not easy to solve and one that impacts pretty much all technology, not just cars. Computers and televisions, for example, use chips and a number of companies are taking steps to address the shortage. Simon Erickson and Steve Symington join 7investing Now to look at what’s going wrong, how it impacts automakers and technology companies, and to address how it’s being resolved. The 7investing Lead Advisors also dive into what the the global semiconductor shortage means for the stock market.
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7 Sept 2021
Launching the Space Economy with Rocket Lab CEO Peter Beck and CFO Adam Spice
The commercial space economy is taking off, and it's capturing the imagination of entrepreneurs everywhere. This trillion dollar new horizon is unlocking opportunities that span across the globe and will fundamentally change many industries.
But while the potential is certainly there, actually setting up shop in outer space remains very challenging. Companies today need to draw up a business plan, design and build their satellites and infrastructure, launch them into outer space, and then keep everything monitored and operational. Even considered individually, each of those is a monumental task!
Yet a company named Rocket Lab (Nasdaq: RKLB) is uniquely rising to this challenge. Self-described as an "end-to-end space company", Rocket Lab looks to simplify the entire process and democratize outer space for business purposes. They design and manufacture custom satellites and rockets, they launch payloads into space, and they manage the infrastructure required for continual support…
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3 Sept 2021
Is Apple Building a Car? Changes in the App Store & An FDA Safety Crackdown
Rumors of an Apple car have been around for quite a while but the noise got a little louder this week with DigiTimes reporting that the company has been working with Toyota to mass produce an “Apple Car” by 2024. Apple has been working on a car since 2014, though at various times it has also been reported that it dropped those efforts to focus on creating software for vehicles. Matt Cochrane and Maxx Chatsko join the Sept. 3 edition of “7investing Now” to discuss this report and to take a look at a big change Apple has made in its app store as well as a safety crackdown by the U.S. Food and Drug Administration.
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2 Sept 2021
7investing Market Focus: How Will Robots and Automation Impact Retail and Restaurant Workers (8/26/21)
Are robots going to gobble up all of the jobs for restaurant workers? 7investing Lead Advisors Dana Abramovitz and Dan Kline sit down to discuss the impact automation will have on retail.
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2 Sept 2021
7investing Market Focus: Is China Investable Again? $TCEHY $BABA (8/25/21)
Chinese stocks have been rallying, as investors have shown greater optimism for their long-term potential. Is this trend sustainable? Join Lead Advisors Anirban Mahanti and Simon Erickson and the two take a closer look on 7investing Market Focus.
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2 Sept 2021
7investing Market Focus: Why Are Investors So Optimistic? (8/24/21)
News that the FDA gave Pfizer (NYSE: PFE) full approval for its COVID-19 vaccine, as well as crude prices rallying caused all the major indexes to end the day in the green. Join Maxx Chatsko and Steve Symington as the two discuss why investors are so optimistic.
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2 Sept 2021
Democratizing the Short-Term Rental Market with reAlpha CEO Giri Devanur
Giri Devanur, the CEO of reAlpha, a “real estate investing start-up that is looking to democratize the $1.2 trillion short-term rental market and create accessible investing opportunities for Main Street,” joined the 7investing podcast to talk about his company and the real estate market in general. Devanur has led multiple companies
reAlpha uses Registration A or “Reg A” financing to allow regular people (i.e. non-accredited investors) to own fractional shares or rental properties. It’s a new model that the company has been pioneering at a time when the real estate market has been incredibly volatile.
At its heart, reAlpha is both a real estate investment company and a technology play. The company uses technology to identify the properties it plans to buy and to uncover opportunities in this fast-changing market. Devanur sat down with Dan Kline to discuss the genesis of reAlpha, his own long history of success, and empowering more people to invest in short-term rental real…
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2 Sept 2021
7investing Market Focus: The Sexy Semiconductor Shopping Spree $INTC (8/19/21)
The semiconductor industry is undergoing a supply shortage, and Intel’s CEO says he’s a “willing buyer” of chip manufacturers who are interested in being acquired. What will consolidation in the space mean for chip designers, the “Big 3” global producers, or for demanding customers like Apple and Tesla? 7investing lead advisors Simon Erickson and Anirban Mahanti discuss the chipmaking oligopoly, why the shortage is happening, and the opportunities arising for long-term investors.
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2 Sept 2021
7investing Market Focus: What Tesla’s AI Day Will Mean for Investors $TSLA (8/18/21)
Tesla’s AI Day will showcase the company’s technical details and opportunities for self-driving cars. But where does Tesla really stand in the race to full autonomy? What is the role in the advancements in AI? And bigger picture, is there a permanent change taking place in the concept of ‘driving’? 7investing lead advisors Anirban Mahanti and Dana Abramovitz discuss Tesla’s approach, the improvements being made in FSD, and what investors should expect at the company’s big event.
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2 Sept 2021
7investing Market Focus: Why Long-Term Investors Don’t Worry on Red Days (8/17/21)
If there is one thing investors can predict, it is that there will be volatility in the stock market. Stocks can plummet 20% or more in a single day on no news. While that can be frustrating, it's imperative that investors keep their heads down and remain focused on the long-term. As long as your thesis is still intact, a temporary drawdown means nothing when you look at the total return a company has made over several years. 7investing Lead Advisors Maxx Chatsko and Dan Kline explain how they keep a level head during turbulent times in the market. --- Send in a voice message: https://podcasters.spotify.com/pod/show/7investing/message
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1 Sept 2021
What Is Your Biggest Worry/Fear/Concern as an Investor?
Even the most confident investor has concerns. There are things that even long-term investors don’t control (global pandemics come sadly to mind) and other factors that keep us up at night (to varying degrees). We asked you to share your concerns and we’ll go over those, share our own and take your questions live on the Sept. 1 edition of 7investing Now with Steve Symington and Dan Kline.
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31 Aug 2021
The Semiconductor Supply Shortage with Robert Quinn
The world's undergoing a serious chip shortage, and its having a negative impact on businesses everywhere.
Automakers like Toyota are cutting their production forecasts by 40% based on the tightness of supply. Appliance makers like Whirlpool are claiming "the perfect storm" of supply issues have caused them to slash projections by around 10%. And Internet of Things providers like Synaptics are bringing in customers and quite literally begging to fulfill their existing customer orders.
The extreme tightness of supply, coupled with the growing demand of high-performance chips, is serving as a catalyst of epic proportions. The semiconductor industry is undergoing one of the most significant expansion phases in decades. Intel, Samsung, Taiwan Semiconductor, and several other manufacturers are plowing tens of billions of dollars into expanding their chipmaking capacity.
What should investors make of all of this? Is this an opportunity to bank on a wave of upcoming new semiconductor…
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30 Aug 2021
Amazon Partners with Affirm for Buy Now, Pay Later
Buy Now, Pay Later (BNPL) has been quickly growing in popularity. Offered by a number of companies and credit card providers, BNPL allows customers to split up payments into multiple installments, often without an interest charge. Amazon has offered BNPL through its branded credit card, but it has never offered it its broader U.S. customer base. That will change as the online giant has partnered with one of the BNPL leaders, Affirm, to roll out the popular payment method “broadly” to is U.S. customers. We’ll break down the deal and what it means for Amazon, Affirm, and the broader payment market live at 1 p.m. on 7investing Now.
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26 Aug 2021
The Intrigue of Quantum Computing with Strangeworks CEO whurley
Quantum computing's has the world's attention, as investors turn a curious eye toward one of the semiconductor industry's most difficult-to-understand new trends.
This is a completely different approach to computing that is built upon quantum physics principles like superposition and entanglement. Because of its different architecture and design, quantum computers can solve incredibly complex problems in a fraction of the time it would take for classical computers.
Companies have been fascinated by this concept for decades. Large enterprises like IBM (NYSE: IBM) and Microsoft (Nasdaq: MSFT) have pledged tens of millions of dollars and several years of fundamental in their attempt to build a useful quantum computer.
But we're now also seeing smaller companies join the race as well. IonQ is crashing into the public markets via a SPAC merger, and Honeywell (Nasdaq: HON) is spinning off its quantum group into a SPAC of its own. There's now a publicly-traded Quantum Computing ET…
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25 Aug 2021
Can Walmart Become a Player in Last Mile Shipping?
Walmart had a somewhat surprising reveal Tuesday when it said it was entering the crowded last-mile shipping market not just for its own items but for other retailers. The new service, GoLocal, will be white label meaning that it won’t carry the Walmart branding. The company was not specific about its plans but it did say it planned to use emerging technologies including drones and driverless vehicles. Will this actually happen? Anirban Mahanti takes over the hosting chair so Dan Kline can weigh in on whether this has any chance to work.
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24 Aug 2021
7investing Mock Team Call: Should Investors Tune Into Netflix?
Our 7investing team is all about showing the transparency of our investing process. We hold Team Calls each month, for our advisors to get together to discuss the opportunities and the risks that face each of our investment recommendations. We provide these calls every month for our paying 7investing subscribers, as a complement to our official recommendation reports.
Today, we're giving a sneak-peek into how our process looks. Our team recently hosting a "Mock Team Call" for Netflix. In this, we described the streaming company's vast international opportunities, its excellent execution, and the looming risks of competition.
If you are interested in Netflix as an investment, this video will provide you with several important factors to consider. Please note that Netflix is not an official 7investing recommendation, and this video is intended only to illustrate our Team Call process.
Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ide…
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23 Aug 2021
Are Movies Back? Virgin Orbit, Fast Food Wages, and Stock Market Regrets
“Free Guy” has had a solid two-week run at the global box office and it was released only in theaters. Does this show that the traditional movie release model can still work? In addition, we’ll look at Boeing making an investment in Virgin Orbit, and the impact of rising fast food wages. And, to close the show, Dan Kline and Steve Symington will be talking about your stock market regrets on "7investing Now” live at noon eastern.
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20 Aug 2021
The FTC Goes After Facebook; A Look at Investing Styles
Is Facebook a monopoly? The Federal Trade Commission (FTC) thinks so and it has filed a new complaint against the company after a federal judge rejected an earlier filing. The new suit alleges that Facebook “used anticompetitive acquisitions of Instagram and WhatsApp to further its monopoly power and that it also unfairly blocked rivals from accessing its application programming interface (API).” What will happen? Most of the 7investing team joins 7investing Now to discuss and, we’ll also take a look at how we describe our investing styles.
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19 Aug 2021
The Long Term Case for Crypto with CryptoEQ CEO Spence Randall
One of 7investing's key principles is to think longer-term. There's a lot of short-term noise in the market, which causes significant volatility in stock prices. Patient investors who can tune this noise out and focus on the bigger picture have an excellent chance of improving their long-term returns.
There is also significant volatility in the world of cryptocurrencies. Traders obsess over the daily price of Bitcoin, rather than focusing instead of the growing global adoption of blockchains.
So what are the important signals that long-term investors should take note of for cryptocurrencies and blockchains?
To answer that question, 7investing has brought in the crypto experts. Spencer Randall is the co-founder and CEO of CryptoEQ, whose mission is to simplify cryptocurrencies and provide thorough research for investors to made more educated decisions. 7investing and CryptoEQ have partnered as organizations, to help individuals better understand the collision of equities and cryptocu…
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18 Aug 2021
Will the Delta Variant Slow the Bull Market?
The stock market fell on Tuesday after reaching an all-time high Monday. Investors have become a little bit spooked by the rising number of coronavirus cases caused by the Delta Variant and, perhaps, panicked that a 1.1% drop in retail sales in July may be a sign of darker days ahead. Dan Kline is joined by Maxx Chatsko to explain what’s actually happening and why a little slowdown in consumer spending may actually benefit the market on the August 18 edition of “7investing Now.”
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17 Aug 2021
7investing Market Focus: The Global Impact of the Delta Variant (8/12/21)
Concerns are on high as the number of cases of the COVID Delta variant continues to rise, causing confusion for businesses, schools, and families. How is this looking in the United States, Australia, Canada, and several other nations? 7investing lead advisors Anirban Mahanti and Dana Abramovitz share the long-term business impacts of the Delta variant, how investors should calibrate their expectations, and why “convenience is key” going forward.
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17 Aug 2021
7investing Market Focus: The Red Hot Rental Market (8/11/21)
Low interest rates and skyrocketing housing prices have been raising the roof on the rental market. What impact will this have on the overall US economy? 7investing lead advisors Dan Kline and Maxx Chatsko share their thoughts.
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17 Aug 2021
7investing Market Focus: Softbank’s Putting the Brakes on China $SFTBY (8/10/21)
The solid performance of Softbank’s legendary Vision Fund helped the company report record-breaking earnings earlier this year. But due to China’s unpredictable regulations, Softbank has now pulled the plug on all new investments in the country. Is China’s recent tech selloff a long-term opportunity, or is it a harbinger of more bad things to come? 7investing lead advisors Simon Erickson and Steve Symington discuss Softbank, China’s regulatory regime, and the difference between volatility and risk.
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17 Aug 2021
The Biggest Logistics Company You’ve Never Heard Of
Logistics may be one of the most important things you rarely think about. When you get two day, one day, or even same-day delivery, an awful lot of moving parts have to come together to make that happen.
GXO Logistics (NYSE: GXO) will be one of the companies working behind the scenes to make the magic happen. Spun-off earlier this month from XPO Logistics (NYSE: XPO), a top ten global logistics provider of supply chain solutions to some of the most successful companies in the world, GXO will be its own standalone company with no ties to its former parent.
The new company “is now the largest pure-play contract logistics provider in the world,” while XPO will remain “a leading provider of transportation services, primarily less-than-truckload transportation, and truck brokerage,” according to the spin-off press release.
Mark Manduca serves as Chief Investment Officer for GXO responsible for analysis of the company’s growth opportunities, optimization of its asset portfoli…
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16 Aug 2021
Which industry Has the Most Room for Disruptive Innovation?
Sometimes the best investment ideas come from companies seeking to disrupt well-entrenched industries. That, of course, isn’t easy to do because the establishment has a well-vested interest in protecting the status quo. Health care offers a lot of opportunity for disruption, but it also may come with as many roadblocks as any other area. Dana Abramowitz and Simon Erickson join Dan Kline for 7investing Now to dig into what’s happening in healthcare disruption and the forces disruptors are coming up against.
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13 Aug 2021
A Deep Dive Into Walt Disney’s Earnings
The House of Mouse reported its third-quarter earnings on August 12 and the numbers told a lot about where the company stands as parts of its business recover from the pandemic while other segments continue to (in some ways) benefit from it. It was a massive success for Disney which saw its business segment which includes its theme parks return to profitability and its streaming service continue to post incredible growth.
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12 Aug 2021
The Psychology of Money with Morgan Housel
Long-term success in investing is about much more than just picking good stocks.
There are several lurking landmines that could wreak havoc on our long-term investment returns. Emotional and unconscious biases often convince us to buy or sell great companies at exactly the wrong time. Ecstatic bubbles can pop and create panic-laden recessions, causing broader-market sell offs that torpedo entire sectors. And while they may be seldom-discussed and underappreciated, the cousins of risk and luck have an undeniable impact on the success of businesses and on investment portfolios.
In short, it’s a crazy world out there. The more we can do to acknowledge and course-correct against the strong current of factors working against us, the better off we’ll be as investors. It was Napoleon who once said “a genius is the man who can do the average thing when everyone else around him is losing his mind.”
To help us navigate the ever-changing map of long-term investing, we’ve brought in o…
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11 Aug 2021
A Look at the Real Impact of “Inflation”
There has been good news and bad news for American consumers. Wages, especially at the bottom end of the workforce have been rising, but those gains have seen their impact muted by price increases in a number of areas. Some have called this inflation, but it’s not that simple. While there likely is some inflation in the market, there are also clear supply chain issues that have driven up prices for cars, appliances, some electronics, and more. Maxx Chatsko joins Dan Kline on “7investing Now” live at noon eastern to discuss what this might mean for the stock market.
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10 Aug 2021
7investing Market Focus: Fastly’s “Horror Novel” Earnings Report $FSLY (8/5/21)
Fastly’s growth rates have come to a screeching halt, and its customers are infuriated over a recent network outage. Are these short-term blips that are correctable? Or are they indicative of longer-term problems with the company’s technology? 7investing lead advisors Anirban Mahanti and Dan Kline discuss Fastly’s Content Delivery Network and whether it is sustainable as a long-term investment.
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10 Aug 2021
7investing Market Focus: Robinhood’s Volatility and Targeting Education $HOOD $TGT (8/4/21)
After a disappointing first day of trading, Robinhood’s stock has regained confidence from investors. Is this just short-term noise, or are there important new developments that long-term investors should be aware of? 7investing lead advisors Dana Abramovitz and Steve Symington take a closer look at one of the stock market’s most recent IPOs. The two also dig into a new educational program that Target is offering to its employees.
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10 Aug 2021
7investing Market Focus: Simon’s Malls Are Returning Back to Normal $SPG (8/3/21)
Simon Property Group has disclosed its sales have now fully recovered to their 2019 levels. Post-pandemic, what items are consumers most interested in buying from malls? 7investing lead advisors Dan Kline and Maxx Chatsko discuss why certain “A-List” malls could be lucrative long-term investment opportunities that are benefiting from pent-up demand.
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9 Aug 2021
7investing Market Focus: Square’s $29 Billion Acquisition Looks Like a Good Fit $SQ (8/2/21)
Square’s acquisition of Afterpay will give it access to the fast-growing Buy Now Pay Later market. Was this a good acquisition, or was the price tag too expensive? 7investing lead advisors Anirban Mahanti and Steve Symington discuss Square’s underappreciated network effects and why the company is so excited about integrating BNPL into its existing Cash App.
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5 Aug 2021
The Future of Media with Daniel Anstandig, CEO of Futuri
Daniel Anstandig, the CEO and Co-Founder of Futuri -- an innovative company focusing on enhancing the effectiveness of media through an enterprise tech platform -- joined the 7investing podcast to explain what his company does and share his thoughts on the future of media.
Futuri has targeted making content companies more effective. The emerging brand uses an artificial intelligence (AI) system to “detect stories bubbling to the surface that are going to go viral, allowing producers (podcasts, TV, online, radio) an opportunity to get ahead of the story and catch the news as it breaks. It also helps media target specific audiences, stories, demographics and more to make them more profitable.”
That’s a goal that could help companies produce content that makes more money. It’s also a concept that some editorial professionals will bristle at. Anstandig explained how his product can work to benefit companies striving to create high-quality content. He also addressed some of the…
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3 Aug 2021
The 3 Frameworks for Evaluating Gene Editing Stocks
When Caribou Biosciences (NASDAQ: CRBU) became the seventh publicly-traded CRISPR stock in July 2021, I saw an exchange on social media. One person asked why the company sported a market valuation of $900 million when another newly-public CRISPR stock, Verve Therapeutics (NASDAQ: VERV), was valued near $2.3 billion.
"Is there any reason for this other than the timing of the IPOs?", asked the individual. The thread received multiple responses confirming the seemingly large valuation difference between the two companies, with others "agreeing" or responding that they were buying Caribou Biosciences because of it.
That was 100% the wrong take.
I've observed similar arguments among individual investors within the gene editing space. However, it's important to acknowledge that there are significant differences between gene editing approaches and technology platforms. Caribou Biosciences and Verve Therapeutics might both be using CRISPR systems, but that's where the overlap ends. They're…
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2 Aug 2021
7investing Market Focus: Robinhood’s IPO: What's Under the $HOOD? (7/29/21)
Robinhood’s first day as a publicly-traded company didn’t quite go as planned. Is this company a long-term investment opportunity? 7investing lead advisors Dana Abramovitz and Simon Erickson analyze how Robinhood makes its money and whether those revenue streams are long-term sustainable.
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2 Aug 2021
7investing Market Focus: The Fed’s Big Meeting (7/28/21)
Markets have been propped up by low interest rates for quite some time, yet inflation looms on everyone’s mind. What could be the impact for long-term investors? 7investing lead advisors Maxx Chatsko and Steve Symington share their take on the Fed’s recent actions, the potential for transitory inflation, and certain pockets of the economy that are a bit ‘frothier’ than others.
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2 Aug 2021
7investing Market Focus: COVID’s Impact on Global Supply Chains (7/27/21)
The world is adjusting to the new normal of the COVID pandemic. But what could resurging cases of its Delta variant mean for the stock market? 7investing lead advisors Anirban Mahanti and Dan Kline evaluate the impact of the pandemic on companies with international supply chains and share their advice for long-term investors.
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2 Aug 2021
7investing Market Focus: China’s Rising Regulations (7/26/21)
China is threatening stricter regulations on its businesses who are listed on American exchanges. What could this mean for long-term investors? 7investing Lead Advisors Maxx Chatsko and Simon Erickson dig into variable interest entities, what it means to be ‘delisted’, and what China is ultimately trying to achieve on the global stage.
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2 Aug 2021
Square Paying $29 Billion for Afterpay
In a Sunday surprise Square reported its second quarter earnings and dropped the news that it will buy Australian buy-now-pay-later (BNPL) firm Afterpay for $29 billion. The all-stock transaction will give Afterpay shareholders 0.375 shares of Square class A stock for every share they own. That’s roughly a 30% premium from where shares closed at the end of the market day Friday. Anirban Mahanti and Simon Erickson join the Monday edition of 7investing Now to break down the deal and to explain what the move means for Square’s long-term plans.
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30 Jul 2021
Amazon & Facebook Earnings, Plus Intel, AMD and the Fight for AI
It has been a very busy earnings season and a lot of big tech companies have followed the same pattern -- report good, even great, numbers, then warn that the next quarter may see things slow down. That’s what happened with both Facebook and Amazon. The two companies ostensibly killed it, but they did warn that future growth won’t be as big. In addition, we’ll talk about whether Intel can complete its comeback and take on AMD in the fight for artificial intelligence dominance.
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29 Jul 2021
Finding 100 Baggers with Chris Mayer
Finding a stock that returns 100 times your initial investment might sound like an improbable dream for most investors. After all, who would think that anyone could possibly turn $10,000 into $1 million with any reasonable degree of certainty?
In fact, there are hundreds of stocks that have done exactly that in recent years. And anyone can find them if they know what to look for.
In his book, “100 Baggers: Stocks That Return 100-to-1 and How To Find Them,” author, portfolio manager, and Woodlock House Family Capital co-founder Chris Mayer focuses on the characteristics shared by the remarkable companies underlying these stocks, and the challenges investors face buying and to realize life-changing returns.
This week 7investing Lead Advisor Steve Symington sat down to down to talk with Chris about his own portfolio-management style, the most common traits of 100-bagger stocks, and how anyone can find them with patience and a long-term mindset.
Stocks discussed include: Teledyne…
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29 Jul 2021
Apple, Microsoft, Starbucks, and Tesla Earnings
Tesla kicked off earnings season with some strong numbers despite having to manage supply chain issues related to the chip shortage. Apple followed that with some blockbuster numbers but shares in the tech giant fell because it warned that chip shortages could impact its iPhone output. Starbucks had a similar trajectory with the company delivering strong numbers but warning that it expects weakness in China in the next quarter. Microsoft closes out our quartet of companies with its own blockbuster numbers and some mildly negative news that may overshadow the good news.
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27 Jul 2021
5 Questions About the Delta Variant, the Economy, and the Stock Market
The pandemic has come roaring back as the Delta variant of COVID-19 has led to a big increase in people being infected and hospitalizations in U.S. states with low vaccination levels. Does this pose a threat for the economy at large? Is it a bump in what has already been a bumpy road or something that could set the economy back to where it was during the worst of the pandemic? Maxx Chatsko joins Dan Kline to discuss how you should be viewing this as a long-term investor.
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23 Jul 2021
Can Domino's and Chipotle Keep Cooking?
Both companies had impressive earnings and have performed well during the pandemic. The question -- and it’s one a lot of investors are asking -- is can both companies keep growing at the impressive rates they have been for a very long time (with one E-coli-related blip for Chipotle). Is there anything either chain needs to worry about and can investors still expect outsized returns given how well these stocks have been performing?
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22 Jul 2021
7investing July 2021 Team Podcast: Potential Acquisition Targets
Mergers and acquisitions play a crucial role in the business world. Companies that combine forces can expand their overall book of business, execute in new markets, or serve new customer groups where they previously had no presence.
The importance of M&A is even more pronounced in today's digital age. Popular websites, apps, or platforms can now serve hundreds of millions or even billions of users. Innovative technologies or new products can be infinitely scalable and quickly applied across an entire business. Sometimes, even very small teams who possess extremely promising IP or serve a strong product-market fit can be acquired by the right company for a huge premium.
Those premiums paid for acquisitions can also be extremely rewarding for investors. When a publicly-traded company gets acquired, its stock price can increase by 50%, 100%, or more in a single day on the news of the acquisition. And the companies who build their businesses around M&A activity -- such as Salesforce (NYS…
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21 Jul 2021
Have SPACs Become Less Attractive?
Going public with less scrutiny can be a wonderful thing for some companies but scrutiny tnd to benefit investors. The SEC may be difficult to deal with, but the long road to a traditional IPO contains a lot of checks and balances that tend to make those deals more transparent. Simon Erickson joins Dan Kline on 7investing Now to discuss where SPACs stand, why the number of companies going public this way has slowed, and when/if investors should buy shares in companies that go public this way.
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20 Jul 2021
The Space Economy with Sandy Magnus
Dr. Sandy Magnus has quite literally seen the world from a much higher point of view.
As a former NASA astronaut, one who even lived four months on the International Space Station, she’s had a direct look for decades at the world’s most innovative technologies. She’s also a hero and an incredible role model to millions of people across our planet.
But outer space is also capturing the imagination of the business world as well. Billionaire entrepreneurs are committing fortunes to launch companies that build reusable rockets, offer satellite-based internet, or even launch tourists into orbit. There are huge opportunities now developing for the private sector.
In this exclusive interview with 7investing, Sandy shares her thoughts about the new “space economy”. She also discusses what technologies will be most-needed for off-world colonization and describes several things that people interested in this space should have on their radar.
This interview was recorded in March 202…
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19 Jul 2021
Can Moderna Grow Its $100 Billion Valuation? What Does Zoom’s Big Deal Mean?
Hitting a $100 billion valuation marks a major milestone for a drug company, but it has also been a mark that tends to be hard to grow beyond. For many drug makers, it has been sort of a hard wall, but there are reasons that may or may not be true for Moderna, according to Maxx Chatsko. In addition, Zoom spent $14.7 billion to buy Five9, an intelligent cloud contact center company. Steve Symington joins Maxx and Dan Kline to break down what the deal means.
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16 Jul 2021
What's Your Process for Adding a Stock to Your Portfolio?
Most of the 7investing team joins the show to share their process for adding stocks to their personal holdings. We’ll talk about what it takes to get on our radar and when we actually make the decision to buy (as well as how we buy). We’ll also be talking investing mistakes we wish we could have back and be taking your questions live at a special 12:30 p.m. start time.
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15 Jul 2021
Should You Invest in SPACs? (Part 2)
Special purpose acquisition companies -- commonly known as "SPACs" -- are becoming increasingly popular in recent years as a way for companies to reach the public markets. While there were only 59 companies that chose to do a "SPAC IPO" in 2019, more than 360 have already taken place thus far in 2021. The total value of funds raised from those SPAC IPOs this year has exceeded $112 billion, and there are reportedly more than 300 more SPACs that have raised funds and are looking for a target.
But what will the modern SPAC Race mean for investors? Is this indeed a more capital-efficient way for companies to raise money and go public? Or are investors throwing money at an unproven and potentially dangerous new trend?
To answer those questions, 7investing Lead Advisors Simon Erickson and Steve Symington are digging deeper into the recent SPAC craze. In part two of their two-part podcast series, Simon and Steve dig deeper in the way that SPACs are structured and present the important fac…
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14 Jul 2021
Will Rising Wages Usher in Automation?
The pandemic has led to a shortage of workers as some people have opted to not come back to the workforce for reasons ranging from childcare issues (and schools not being fully open) to others opting to keep collecting unemployment. That has forced many large companies offer wages that reach or even exceed $15 an hour. It could also make those same businesses consider they want to spend the money needed to automate their workforce. Anirban Mahanti joins Dan Kline to break down the labor market and what automation might look like. --- Send in a voice message: https://podcasters.spotify.com/pod/show/7investing/message
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13 Jul 2021
How Do Americans Feel About Restaurants?
The restaurant industry suffered as much as any other during the pandemic. Dining rooms closed, companies had to pivot to takeout and curbside pickup. Even when dining rooms could open, they opened with limited capacities in many places.
Despite that, consumers were actually fairly happy with the industry, according to results from the most recent American Customer Satisfaction Index (ACSI). David VanAmburg, Managing Director of the ACSI joined the 7investing Podcast to explain why consumers were forgiving of the restaurant industry at large despite the challenging operating environment.
VanAmburg joined Dan Kline to break down why the winners in the space succeeded and why a really large brand continues to bring up the rear of the annual survey when it comes to the fast-food part of the survey.
It was a very strange year, but survey scores did not move very much and very few brands saw their scores move up or down more than 1%. VanAmburg also shared his outlook for the next year an…
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12 Jul 2021
Disney’s Big Win, Virgin Galactic, Did the FDA Make a Mistake?
“Black Widow” had a great weekend at the box office, but that’s not the full story. Walt Disney also took in big bucks through people paying a premium to watch the movie through the Disney+ streaming service. Is that the new normal or an anomaly? We’ll also discuss Virgin Galactic’s successful space flight and whether the FDA will admit it made a mistake in approving a controversial Alzheimer's drug. --- Send in a voice message: https://podcasters.spotify.com/pod/show/7investing/message
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9 Jul 2021
Is Amazon's BigCommerce Deal a Threat to Shopify?
The facilitator of online retail has made a deal with the internet retail giant to make faster back-end services available to its customers. This is clearly an attempt by BigC to offer services that rival those offered by Shopify. The question remains -- and it’s a really big question -- is will BigCommerce’s customers want Amazon to have access to their data? The answer has been a resounding “no” in other cases where Amazon tried to offer direct merchant services, but it could be different this time.
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8 Jul 2021
Should You Invest in SPACs? (Part 1)
Special purpose acquisition companies -- commonly known as "SPACs" -- are becoming increasingly popular in recent years as a way for companies to reach the public markets. While there were only 59 companies that chose to do a "SPAC IPO" in 2019, more than 360 have already taken place thus far in 2021. The total value of funds raised from those SPAC IPOs this year has exceeded $112 billion, and there are reportedly more than 300 more SPACs that have raised funds and are looking for a target.
But what will the modern SPAC Race mean for investors? Is this indeed a more capital-efficient way for companies to raise money and go public? Or are investors throwing money at an unproven and potentially dangerous new trend?
To answer those questions, 7investing Lead Advisors Simon Erickson and Steve Symington are digging deeper into the recent SPAC craze. In part one of their two-part podcast series, Simon and Steve give an overview of how SPACs are structured and why financial sponsors are inc…
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7 Jul 2021
Is it Safe to Invest in China?
The Chinese government has shut down new registrations for Didi, a ride-sharing app that just had an IPO on the New York Stock Exchange. This was the biggest IPO since Alibaba in 2014 and the government’s move has investors questioning whether more regulation will be coming for other publicly-traded stocks that are based in China. Maxx Chatsko and Steve Symington join Dan Kline on the July 7 edition of “7investing Now” to figure out what this means for the long-term prospects of investing in China.
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6 Jul 2021
How Do You Value Biotech Stocks?
It's often said that biotech stocks trade on binary events, such as public disclosures of clinical trial data or regulatory approvals. That's true to some extent, but there's a bit more nuance for investors to consider.
Pre-commercial drug developers don't have recurring revenue, earnings, or operating cash flow to interrogate when determining fair value, which forces Wall Street analysts and savvy investors to lean on other valuation tools. Net present value (NPV) and risk-adjusted net present value (rNPV) models can be built to account for the lack of traditional financial fundamentals and the high-risk nature of drug development. Although imperfect, these tools provide a rough, quantitative tool to properly value drug assets.
For example, rNPV models can estimate the probability of success (POS) that a drug candidate in a phase 1 clinical trial will reach the market. That percentage can then be slapped onto future expected cash flows and adjusted for the time value of money to det…
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2 Jul 2021
5 Steps to Financial Freedom
It’s 4th of July weekend and we’re celebrating with a special edition of “7investing Now.” On this episode Anirban Mahanti joins Dan Kline to break down how anyone can take control of their finances and begin their investing journey. They’ll discuss what you have to do before you can start investing and then they’ll layout the steps you need to take to build long-term wealth.
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1 Jul 2021
Tech's Best Investment Opportunities With HHHypergrowth's Muji (Part 2 of 2)
Note: This is Part 2 of our two-part 7investing interview with Muji.
If there's one thing you can count on with technology, it's that it can completely change the way we do things.
Music that used to be played on vinyl records is now being listened to through Bluetooth earbuds as digital mp3. Film reels in movie theaters were replaced by VCRs, which then got replaced by Smart TV streaming. Stick-shift cars eventually became fully-autonomous, while libraries evolved into digital assistants in our living room. There's no industry that's immune to technological innovation. Even our coffee is now being made and served by robot baristas!
This pace of innovation continues to accelerate further, as advancements in cloud computing and artificial intelligence are unlocking new opportunities for organizations of all sizes. Forward-thinking businesses are increasing sales by learning more about their customers, while those with complex supply chains are becoming more efficient by taking…
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30 Jun 2021
Walmart Selling Low-Cost Insulin; Taking Charge of Your Financial Future
We’re headed into 4th of July weekend and we’re doing the first of two special shows focusing on achieving financial freedom. But, breaking news has caused us to change plans a little bit and we’re going to kick off the show by Walmart’s blockbuster plan to sell insulin for about half what it currently goes for. Dana Abramovirtz and Maxx Chatsko join “7investing Now” to discuss whether this could be a major market disruptor and force drug companies to make changes,. Then, we’re going to talk about Dana’s journey as a business owner and how you can take charge of your financial future.
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29 Jun 2021
Tech's Best Investment Opportunities With HHHypergrowth's Muji - Part 1 of 2
If there's one thing you can count on with technology, it's that it can completely change the way we do things.
Music that used to be played on vinyl records is now being listened to through Bluetooth earbuds as digital mp3. Film reels in movie theaters were replaced by VCRs, which then got replaced by Smart TV streaming. Stick-shift cars eventually became fully-autonomous, while libraries evolved into digital assistants in our living room. There's no industry that's immune to technological innovation. Even our coffee is now being made and served by robot baristas!
This pace of innovation continues to accelerate further, as advancements in cloud computing and artificial intelligence are unlocking new opportunities for organizations of all sizes. Forward-thinking businesses are increasing sales by learning more about their customers, while those with complex supply chains are becoming more efficient by taking costs out of their operations.
All of this innovation is excellent news for…
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28 Jun 2021
Investing in the Economic Recovery
We’re back baby! But normal might not look the same going forward. It’s possible that the pandemic has changed certain behaviours. That will be good for some industries, bad for others, and just generally change the rules for many more. Maxx Chatsko joins Dan Kline to break down how this might work for investors. We’ll also check in on Intellia Therapeutics and take your questions.
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25 Jun 2021
Investing in Identity; Could Comcast Buy Roku or ViacomCBS?
A lot of money has been made by tracking our identities on the internet. Social media sites follow our behavior and use those breadcrumbs to serve us ads even though we never opted in to letting that happen. That’s in the process off changing as we move to an opt-in world where companies have to explicitly ask for permission and Simon Erickson joins 7investing Now to explain what this means for investors. Plus, Anirban Mahanti sat down with Dan Kline to discuss whether there’s a real chance Comcast buys Roku or makes a deal with ViacomCBS.
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24 Jun 2021
Making Health Care More Convenient with Amanda Epp, CEO of ScriptDrop
Improving health care by making it more convenient
The journey a patient makes in the health care system can be a long one - from getting an appointment, to waiting to see the physician, to finally getting a prescription for treatment. Any roadblock on that journey, often something simple such as picking up a prescription, can have devastating consequences.
Value-based care is all about focusing on the patient - providing them the best quality care for the least amount of cost. It is also about treating the patient more as a consumer and giving them the delightful experience that they get from their other service and retail providers. Oftentimes, what the patient consumer is looking for is convenience.
Convenient is certainly not a word one typically associates with health care. But that’s changing. Telehealth has finally gained acceptance, a silver lining from the pandemic, wearables are connecting to doctors’ offices, and increasingly medical networks have a usable pat…
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23 Jun 2021
What's the Biggest Financial Drain that People Would Be Better Off Without?
You can’t invest if you don’t have excess money in your budget. A lot of people make little financial mistakes that collectively hurt their ability to buy stocks and make long-term financial moves. Maxx Chatsko joins Dan Kline to talk about some of the financial drains that can be avoided (and a few that maybe can’t). We’ll also look at the first in vivo clinical results for CRISPR gene editing.
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22 Jun 2021
7investing Team Podcast: Finding 10-Baggers
"10-Baggers" are prime examples of the amazing power of compounding in investing.
The term was originally coined by legendary investor Peter Lynch in his book <em>One Up on Wall Street.</em> It refers to a company that goes on to return 10 times your initial investment, turning $1,000 into $10,000 or $100,000 into $1 million.
Lynch went on to become one of the greatest money managers of all time. He ran Fidelity's Magellan Fund for 13 years and achieved an incredible compound average growth rate of 29.2%. During his time at the helm, Lynch <a href="https://www.forbes.com/2009/02/23/lynch-fidelity-magellan-personal-finance_peter_lynch.html?sh=407e3fb4474d">stocked the Magellan Fund</a> with more than 100 companies that went on to become 10-Baggers.
Stocks that generate those types of returns can completely change your entire financial future. Buying into just a few 10-Baggers can supercharge the overall returns of even a diversified investment portfolio.
But finding these high-flyin…
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21 Jun 2021
How to Invest in the Changing Nature of Work
The pandemic changed a lot about how many white-collar workers work. Many people who used to go to an office every day stopped doing that. Going forward, not everyone will be heading back to a traditional five-day-a-week in-office work schedule. That’s going to have ramifications across the economy. Steve Symington joins Dan Kline on “7investing Now” live at noon to discuss what this means for investors.
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18 Jun 2021
The Space Race, Healthcare, Big Tech, Genomics & Investing Advice
We’re checking in on the progress of the space race and looking at Google’s partnership with a hospital chain to disrupt healthcare. In addition, we’ll take a look at just how far momentum can take drug companies and examine some of the legislative attempts to regulate big tech. Then, we’ll close the show by talking about the investing advice we wish we had known sooner.
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17 Jun 2021
Can Technology Fix American Health Care With 7investing Advisor Dana Abramovitz
America's health care system is a complex beast.
It's costing us $4 trillion per year -- roughly $11,000 for every man, woman, and child in the country -- and that's nearly double the per capita spend of other developed nations. Even with the premium price tag, our health outcomes are still lagging many of those other countries.
However, there is still cause for optimism. We've diagnoses several of our health care's symptoms, and higher-level changes are taking place to provide some much-needed improvements.
And while we're all very excited about improving our country's overall health, is there also a way to benefit from massive overhaul as investors?
To help us answer that question, we've looked to our own team for guidance! 7investing lead advisor Dana Abramovitz has dedicated her career to improving health care in America. From an undergrad in pharmacy to a PhD in biochemistry to an industry consultant who advised CEOs, she's seen the industry from all angles and understands its…
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16 Jun 2021
4 Big Questions on Healthcare
The pandemic has shown that America has a lot of problems with its healthcare system. There’s a political component to that, but there’s also a lot of private efforts underway to disrupt the current system. Maxx Chatsko and Dana Abramowitz join Dan Kline for 7investing Now to look at what’s happening in this space and what it means for investors.
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15 Jun 2021
Planning for Retirement with Ryan Krueger, CEO of Freedom Day Solutions
In this conversation, 7investing Lead Advisor Matthew Cochrane sits down with Ryan Krueger, the co-founder and CEO of Freedom Day Solutions, a family-owned and operated financial advisory firm located in Houston. Krueger believes that there are countless and confusing ways to plan for retirement. Even at their best, a withdrawal rate based on a projected return is a guess, sometimes based on just a little more than hopes and prayers.
Krueger thinks there's a better way to plan for retirement, built around a portfolio of assets that pay income to the investor. Investors then realize their “Freedom Day” is when the cash flow coming in exceeds their costs (needs and wants) going out. To help investors reach this goal, Krueger has launched the Freedom Day Dividend ETF (NYSE:MBOX). The MBOX ticker is a tip of the hat to dividend checks that used to hit investors' mailboxes at regular intervals when invested in quality companies that paid dividends.
The Freedom Day ETF is designe…
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14 Jun 2021
Could the U.S. Government Break Up Big Tech?
Bipartisan legislation has been proposed in the House of Representatives that would impose significant regulation on large technology companies. The multiple bills, if passed, would change the rules for companies including Alphabet, Facebook, and Apple. This could result in some of these companies being broken up or having to sell some parts of their businesses. Steve Symington joins Dan Kline on “7investing Now” to break down what this means for investors.
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10 Jun 2021
The Future of Advertising with PubMatic CEO Rajeev Goel
The advertising industry is continuously evolving.
From billboards to newspapers, from radios to television, and from desktops to Smartphones, technology has been changing the way that companies appeal to prospective consumers for decades. And efficiency has always been at the very heart of advertising. Businesses are looking to grow their top line at the most optimal return on investment possible.
The internet introduced new ways for companies to maximize that ROI of their ad spend. Search engines like Google (Nasdaq: GOOGL) and social networks like Facebook (Nasdaq: FB) have become massive platforms with billions of users. Together, they accounted for nearly 70% of the $370 billion the world spent on digital advertising last year.
But these walled gardens have their limitations, and there's a fast-growing ad tech industry that is leveraging technology to provide new ways to connect advertisers with content publishers. It's growing quickly, yet it is still highly fragmented and is…
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8 Jun 2021
What's Next for Synthetic Biology?
It's been a long and winding road for synthetic biology. The first wave of publicly-traded companies emerged in the late 2000s and early 2010s. Many were founded on the promise of engineering microbes to produce renewable fuels, which could ease supply constraints and price volatility. It's easy to forget now, but before fracking came along the world was legitimately worried about Peak Oil.
Unfortunately, all efforts to manufacture cost-competitive microbial fuels crashed and burned. The technical obstacles were too great. The economics simply weren't there. Although a few companies pivoted, many closed their doors for good. But that was hardly the end of synthetic biology.
Advances in the last decade have set the stage for a second wave of companies to launch onto the public markets. Better funded, more specialized, and equipped with a deeper understanding of biology, many of these companies appear better positioned to navigate the road ahead. For example, DNA synthesis leader Twist…
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7 Jun 2021
How We Pick Companies to Invest In
Every 7investing lead advisor has a different method for evaluating companies. Some use a more technical style while others have a mixed approach that also involves personal experience. We all value different metrics in different ways and on this episode of “7investing Now,” Dan Kline and Maxx Chatsko will share how they pick the companies they invest in personally and how they find their monthly pick for 7investing members.
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 $49 per month or $399 per year.
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4 Jun 2021
How to Invest in Small-Town America
The pandemic has changed some Americans’ minds about where they want to live. That has sent more people from big cities to smaller towns. Will this mean a resurgence for small-town Americans -- and what might that mean for investors. Dan Kine and Matt Cochrane will cover what’s happening and give you three companies poised to benefit from this population shift.
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 $49 per month or $399 per year.
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3 Jun 2021
Hypergrowth Investing With Mayur Thaker: Tesla, Beyond Meat, Square, and More
Anirban Mahanti sat down with Mayur Thaker, a Senior Relationship Manager at Zacks Investment Research, to chat about hypergrowth investing.
This conversation is all about investing in rapidly growing companies with huge addressable markets. As investors, we need a framework to study these options: how do we evaluate the investment opportunities in businesses at the bleeding edge of their respective domains?
So, grab a coffee (or any other favorite drink!), and let's learn about hypergrowth investing.
In this wide-ranging conversation, Mayur describes his investment journey. He started out when he was only 13-years old, investing a portion of his dad's portfolio. He won the lottery with the dot-com boom and then saw it all crumble. And as a young adult working at Zacks, he experienced how the GFC was unraveling the very industry he was working in. We hear how his experience made him the investor he is today.
A significant portion of the conversation is devoted to Tesla (Nasdaq: T…
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1 Jun 2021
Investing is Personal with Kelsey Willock and Alan Soclof
Our very first 7investing principle is that investing is personal. We believe no one knows your investing style, risk tolerance, or future goals better than you do. As such, the "right" way to invest and the "best" stocks in the market will necessarily be different for each individual.
But many people still feel like they don't understand the stock market or that investing is a game that's rigged against them. And while financial literacy is certainly improving every year, there's still a lot of work to be done.
7investing founder and CEO Simon Erickson recently reached out to two ambitious leaders who share the same mission of empowering others to become better investors. Kelsey Willock is the author of Not Your Boyfriend's Investment Advice, which encourages women to be more actively involved in financial decisions. Alan Soclof is the founder and CEO of Cruising Altitude, which aims to empower the Generation Z demographic to invest with a long-term horizon.
In this exclus…
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28 May 2021
Zscaler, Internet Security Stocks and Ford’s Big EV Push
Internet security has gotten a lot more scrutiny after the Colonial Pipeline attack caused gas supply disruptions in parts of the United States. That’s only one of a few recent attacks which has caused more companies to to turn to Zscaler as well as other internet security solutions for help. Anirban Mahanti joins Dan Kline to break down Zscaler’s results and to discuss the rest of the internet security industry. He also takes a deep look at Ford’s electric vehicle plans and casts some doubt on the company’s long-term survival.
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 $49 per month or $399 per year.
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27 May 2021
A Deep Dive into the Value of Customer Service
Barry Kirk helps companies build customer loyalty programs,. In his position as a principal at Chapman & Co. he helps businesses deliver growth by showing them how to build a strong customer connection. He’s a strong advocate of the idea that “consumers are human beings first,” and that idea helps him work with companies to deliver “customer experiences that leverage behavior science, behavioral data analysis, persuasive design, and gamification,” according to his company bio.
Kirk works with not just company leadership, but also employees, and customers. His efforts focus not just on building relationships with existing customers but also on building bonds with high potential customers -- people who should be loyal customers who are too focused on competitors.
In a freewheeling discussion that looks at what many companies are wrong when it comes to how they treat consumers, Kirk sat down 7investing Lead Advisor Dan Kline. Kirk breaks down what drives customer loyalty and w…
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26 May 2021
Is Robinhood Bad for Investors? Plus, a Special Announcement
Robinhood has been all over the news as a stock platform used largely by younger traders -- people new to the market who maybe don’t really understand what they’re doing. It’s a platform that does bring buying stocks to a new audience but it’s also one that encourages inexperienced investors to do things that could be dangerous like buying on margin and using options. We’ll also kick the show off with a special announcement from 7investing CEO Simon Erickson.
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 $49 per month or $399 per year.
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24 May 2021
5 Stock Market Mistakes That Can Leave You Broke
The stock market doesn’t have to be hard but it’s easy to make mistakes. People listen to the wrong advice, believe in things that just aren’t true, or fall into all sorts of traps. Steve Symington joins Dan Kline on 7investing Now to help you avoid some of the worst investing mistakes that are made every day. In addition, we’ll look at the big Virgin Galactic news and talk with David VanAmbrug about the state of the travel industry.
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 $49 per month or $399 per year.
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21 May 2021
Big Stories From the Past Week, Plus Your Questions!
It was a really busy week and the market was more volatile than usual. We’ll have much of the 7investing team on talking about what we make of the rough market for most of the week, the crypto crash, AT&T’s spinoff of WarnerMedia to combine it with Discovery, Target’s big earnings number, and much more. We’re also taking your questions and answering them live.
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 $49 per month or $399 per year.
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20 May 2021
Digging Into Enterprise Software With Frank Wang, Engineering Director at Salesforce
In a decade since Marc Andreessen’s famous Wall Street Journal op-ed “Software is eating the world,” much has indeed transpired. The broad shift in technology and our economy towards software has taken place. Today, software is a critical component of almost every business, almost to the point where we can think of every business as a software business!
Enterprise software, and in particular software as a service (SaaS), has become a key peg in this digital transformation journey. There are many established large enterprise software companies. Hundreds more are perhaps founded each year. What drives this interest in enterprise software? What’s the state of the union when it comes to SaaS technologies and their adoption? How are established companies and upstarts coexisting in this highly dynamic area? What is at the absolute forefront of enterprise software?
To help us answer these questions, we sat down with Frank Wang, Engineering Director at Salesforce (NYSE: CRM) Frank i…
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19 May 2021
The Future of Telemedicine & Deep Dive Into Struggling SAAS Stocks
Telemedicine has exploded during the pandemic. That makes sense since it was risky to go to a doctor’s office and that’s not something people ever enjoyed doing. What will telemedicine look like in the years to come? Dana Abramovitz joins Dan Kline to share her thoughts. Then, Anirban Mahanti joins us to break down what’s happening in the software as a service (SAAS) space. These companies have been struggling but that does not mean that many of these aren’t good long-term investments.
Companies Mentioned
Teladoc (NYSE:TDOC)
CVS (NYSE:CVS)
Target (NYSE:TGT)
Cigna (NYSE:CI)
Slack (NYSE:WORK)
Salesforce (NYSE:CRM)
Disney (NYSE:DIS)
Verizon (NYSE:VZ)
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 $49 per month or $399 per year.
Start your journey toward's financial independence: https://www.7investing.com/subscribe
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18 May 2021
Investing in Southeast Asia with Chin from The Smart Investor
This month, our 7investing team set our sights overseas.
China and Southeast Asia are lands of opportunity for investors. But what should we know about the region's consumers, regulations, and general business culture. And how is that different than other parts of the world?
To help us answer these questions, we've brought in an investing expert with a first-hand look at this region. Chin Hui Leong is the Head of Investing at Singapore-based The Smart Investor (and also a former teammate of both Simon and Anirban). The Smart Investor provides stock commentary and market coverage for Singapore and several other parts of the world.
Chin has a direct perspective into Southeast Asian businesses and how they differ from other parts of the world. In this exclusive interview with 7investing, Chin speaks with 7investing lead advisors Simon Erickson and Anirban Mahanti about the Southeast Asian consumer and how he/she is embracing e-commerce and adopting digital payments. The thr…
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17 May 2021
4 Big Questions About the Stock Market
The market has been volatile pretty much throughout the entire pandemic. As we start to put the past 15 or so months behind us, will that change? We’ll look at the path to recovery for growth stocks, whether the pandemic has created any permanent behavioral changes, and we’ll discuss what conventional wisdom is getting wrong.
Companies Mentioned
Fastly (NYSE:FSLY)
Twilio (NYSE:TWLO)
AT&T (NYSE:T)
Palantir Technologies (NYSE:PLTR)
C3.AI (NYSE:AI)
Discovery Communications (NASDAQ:DISCA)
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 $49 per month or $399 per year.
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