The 7investing Podcast

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Booking Holdings (Nasdaq: BKNG) is one of the most efficient publicly-traded companies in the world, converting 50% of its 2024 revenue into cold, hard cash flow.

Furthermore, it's using those operating cash flows in shareholder-friendly ways, such as repurchase large amounts of its stock and a newly-initiated dividend.

7investing CEO Simon Erickson takes a look at the company's second quarter results and discuss several initiatives that could be even better news for investors going forward.

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7investing's Watch List of New Ideas introduces stocks that we've never formally recommended yet are worth considering as future scorecard additions. You can think of this as our pipeline of new investment opportunities.

This month, 7investing CEO Simon Erickson is adding two new two European companies: BE Semiconductor (OTC: BESIY) and Novo Nordisk (NYSE: NVO). He describes why Besi's advanced packaging leadership makes it a natural winner from innovative new chip designs, and why Novo Nordisk is still in the earliest innings of introducing Ozempic as a treatment for obesity.

7investing makes its formal recommendations available through its Premium Membership. To see all of our stock market recommendations through a 100% free 7 day trial, join today at 7investing.com/subscribe.

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Fertility benefits company Progyny's (Nasdaq: PGNY) stock is selling off 33% in today's trading session after announced it's losing its largest customer who accounted for 13% of the previous year's revenue.

This customer was unnamed, but it's most likely Amazon. Even though Progyny has historically had nearly 100% client retention and receives excellent net promoter scores, this could be a red flag for investors.

7investing CEO Simon Erickson shares his thoughts about the company's previous struggles, the Alabama Supreme Court's recent ruling about IVF embryos, and how investors should think about Progyny's stock going forward.

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Upstart Holdings (Nasdaq: UPST) has been one of the investing world's most volatile stocks. Since peaking at $400 per share in late 2021, its stock has fallen more than 90% and sits at just $35 today.

Many believe this roller coaster ride has followed the American macroeconomy. The Zero Interest Rate policy directly following COVID was replaced by the fastest rise in interest rates the United States had ever seen in 2022.

Yet Upstart might be seeing signs of life. It issued optimistic revenue guidance for the upcoming Q3 and Q4. Not coincidently, this aligns with the Fed suggesting that a rate cut is most definitely on the table.

But investors aren't out of the woods just yet. In today's episode, 7investing CEO Simon Erickson describes the fundamental challenges Upstart still faces and why it doesn't have the most shareholder-friendly leadership team.

See more of our coverage on Upstart and 200 other publicly-traded companies at 7investing.com!

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Sometimes in investing, it's important to change your mind.

Such is the case for Celsius Holdings (Nasdaq: CELH). This energy drink company represented one of our highest-conviction ideas in August.

Yet further diligence revealed multiple red flags, which 7investing CEO Simon Erickson considers to be deal-breakers for long-term investors.

In today's podcast episode, he describes several of those warnings signs and why he's turned from bullish to bearish about Celsius' future opportunity.

Note: This podcast mentions 54% ownership for the DeSantis family, which is an incorrect number. Due to overlap between the beneficial ownership of three family trust funds, the actual family ownership stake is closer to 23%.

To learn more about our long-term investing approach and to see all of our official stock market recommendations, visit 7investing.com.

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Wolfspeed (NYSE: WOLF) is one of Wall Street's ultimate battleground stocks.

As the world's largest provider of silicon carbide, it supplies one of the most necessary materials for next-generation Electric Vehicles. Based on the size of its potential market and the long-term supply agreements with large automakers, its stock appears to be extremely undervalued.

Yet Wolfspeed is also facing some serious headwinds, specifically in government-supported financing to construct its fabs and lagging demand for EVs from consumers. It's fallen short of its explicitly-stated guidance, which has hurt its credibility with investors.

So is Wolfspeed's stock a howling buy or a whimpering sell?

In today's episode, 7investing Simon Erickson describes several of the opportunities and challenges that Wolfspeed faces. He discusses several financial and operational updates, the crucial difference between "design-ins" and "design-wins", and what investors should be watching most closely.

7investing issues Conviction Ratings for all of the stocks in our coverage universe. Ranging from "Strong Buy" to "Sell" and all points in between, these represent how confident we are about investing in a particular stock right now.

To see our current Conviction Rating for Wolfspeed (which might actually surprise you), sign up for our premium membership at ⁠7investing.com/subscribe⁠. Use promo code "september" at checkout to waive our signup fee and to get your first week entirely free!

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Tesla always gives investors plenty to talk about!

In today's show, 7investing CEO Simon Erickson describes 3 key takeaways from the company's second quarter report:

The all-time high in regulatory credits, driven by attractive financing rates and political uncertainty
The Energy business recognizing an all-time high in revenue and growing 100% in year-over-year comparisons
A production and deliveries update on the Model S, X, and Cybertruck.

Overall, Simon believes Tesla's stock is only worth $104 per share "as a car company" but is worth up to $650 per share "as an AI company".

https://7investing.com/articles/tesla-the-ai-company-is-worth-645-per-share-heres-what-makes-the-stock-a-buy-today/

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The "organ transplant as a service" market is taking the medical world by storm. How long can the accelerated growth rates continue?

TransMedics (Nasdaq: TMDX) is a unique company you might have never heard of. But it’s playing an important role in saving the lives of thousands of Americans every year.

As the creator of its patented Organ Care System (OCS), it is the only FDA-approved technology to transport lungs, hearts, and livers in the United States. When a registered donor is recently deceased, TransMedics’ OCS keeps their organs functional long enough to be transplanted into another patient who is badly in need. The transplant must happen as quickly and as efficiently as possible, since this is a matter of life and death.

In today's episode, 7investing CEO Simon Erickson describes this fast-growing new market and why it's eagerly being embraced by organ transplant centers. He also highlights two key risks that investors should consider when sizing up TMDX as a long-term opportunity.

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United Therapeutics (Nasdaq: UTHR) is a very smart, very innovative, and very profitable company.

First it treated an untreatable disease. Now it's disrupting the entire organ transplant industry.

In today's show, 7investing CEO Simon Erickson introduces United Therapeutics, describing why the company was created and its five commercially-approved drugs.

He also explains how its four synthetic organ programs could disrupt the entire organ transplant market.

See why United Therapeutics is a stock that should be on your radar. To join our free email list, visit 7investing.com/email.

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Innovative Industrial Properties is America's only publicly-traded REIT who's exclusively focused on the cannabis industries. It buys cannabis-growing facilities and then rents the spaces out to tenants through triple-net leases.

Business was booming in the zero-interest rate economy, with IIP's committed capital skyrocketing 60-fold from $30 million in 2016 to $2 billion in 2023.

But with interest rates rising and a shaky economy, growth is much slower these days.

The stock currently pays a dividend of 6.7%. That's much higher than money market funds and bonds, with the possibility of rising if the Fed cuts rates in 2024.

https://7investing.com/company-update/innovative-industrial-properties-patience-is-a-virtue/

See our current conviction rating on IIPR -- as well as all of the stocks in our universe of coverage -- by starting your 7investing membership today.

Visit 7investing.com/subscribe and use promo code "IIPR" at checkout to get your first week for absolutely free!

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Tesla (Nasdaq: TSLA) is one of the market’s most unique battleground stocks. People either love it or they hate it, the financial media's commentary is either euphoric or miserable, and institutional price targets have ranged everywhere from $10 to $2,000.

For the past two weeks, 7investing CEO Simon Erickson has been building a very detailed discounted cash flow for Tesla. He's put all emotions (and social interaction) aside and has let the numbers do the talking -- to develop his most-likely estimate of Tesla's future revenues, operating costs, and capital expenses through the year 2040.

Furthermore, a large part of the Tesla equation lies in the optionality offered by its visionary (and yet eccentric) CEO Elon Musk. Musk has several options of where he could lead Tesla into its future, including full self-driving software subscriptions, autonomous commercial trucks, an on-demand Robotaxi network, or a thousand other AI-based projects.

Yet even with so many potential destinations, the Tesla we know today is still primarily a car company. 92% of its revenue currently comes from selling, leasing, and servicing battery-powered electric vehicles.

IN THIS PART 1 OF 2, Simon describes how he came up with an estimate of $104 per share for Tesla as a car company. The company is aggressively building Gigafactories and ramping up the production of new models, but is also constrained on pricing and by rising competition in China.Disclosure: Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.

Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-documentSupporting documentation for any claims will be furnished upon request.

If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.
Options can be risky and are not suitable for all investors.

See the Characteristics and Risks of Standardized Options to learn more.All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC.

See public.com/#disclosures-main for more information.

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If you’ve ever travelled abroad or tried to send money across international borders, hidden fees and unfair exchange rates have no doubt been a massive and expensive headache.

In this week’s episode of the 7investing podcast, Lead Advisors Luke Hallard & Krzysztof Piekarski sit down with Rina Wulfing, Senior Manager for the North American policy team at Wise ($WIZEY) to discuss the company’s original founding story and mission: to empower its users with a transparent system that sends money cost effectively and instantly across borders.

We discuss junk fees — what they are and how Wise is working with regulatory agencies to limit their adverse impact on customers.

We also discuss why direct access to US banking systems is limited to certain types of financial institution, and why this hits US consumers and businesses (and visitors!) in the pocket.If you ever travel internationally, or are looking to upgrade your legacy banking arrangements, today’s episode is a must listen conversation that will give you better insight into the finance industry, and will save you money!

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ShockWave Medical (Nasdaq: SWAV), the innovative pioneer of intravascular lithotripsy, has received an all-cash acquisition offer from Johnson & Johnson (NYSE: JNJ) for $335 per share. In today's episode, 7investing advisors Luke Hallard and Simon Erickson discuss why we made ShockWave a 7investing recommendation, several financial details of the offer, and what investors should expect going forward.

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Investors are continually looking for a good deal in the stock market. But how exactly should we define value?

Quantitatively, publicly-traded companies should serve as compounding machines for their investors. They raise capital -- either through debt or by issuing stock -- then put it to work into projects. If the after-tax profits they generate are greater than their associated costs, they're creating value for us as the owners of the business (i.e. as the investors).

But the investing world is also extremely complex. Markets are changing and being disrupted by new technologies every year. CEOs and leadership teams are continually trying to balance between their desire to be visionary and their need to be efficient. Underinvesting in growth could put a company several steps behind its competitors. Yet going "all-in" on an acquisition that turns out badly could very quickly light their shareholders' capital on fire.

So what are we as the investors to do?

Are there specific metrics we should look at, to determine if a company is using our money responsibly? How should we figure out what the right price is to pay for a stock? And are their any specific stocks out there right now, which might be significantly undervalued and could represent a great bargain for us as investors?

investing CEO Simon Erickson recently spoke with John Rotonti, who is the host of the JRo Show podcast (and available on both Spotify and Apple Podcasts).

John previously worked for nine years at The Motley Fool, where he was an analyst on several newsletters and most recently served as their Head of Investor Training and Development. Simon and John have been friends for a decade, and we recently exclusively published his interview with legendary Fidelity fund manager Joel Tillinghast on our own 7investing site.

Tune in for an in-depth and fascinating look at how to find value in today's stock market.

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We are on a quest to find the best stock opportunities of the year for investors. Enter for free, with a chance to win a $1,000 Amazon gift card and a free year of 7investing!

To complement our contest, we'll be publishing seven head-to-head matchups between stocks; and we'll include the winners in our own 7investing Team entry.

Our third head-to-head matchup is two companies who are embracing artificial intelligence to make their platforms even better, between The Trade Desk (Nasdaq: TTD) and Palantir Technologies (NYSE: PLTR).

After that, it's the battle of the animals as Crocs (Nasdaq: CROX) takes on American Eagle Outfitters (NYSE: AEO) in a battle for retail dominance!

Listen to hear the cases for these companies and then head to the 7investing X account to vote for your favorites!

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As part of our Best Stocks of 2024 Contest, we're narrowing down the picks that will be the start of 7investing's entry into our contest! Between now and March 1, 2025, we'll see which stocks will catapult one of our lucky fans to victory, free subscriptions, and a $1000 Amazon gift card.

Of course, we'll analyze some great companies along way, like Celsius (CELH), Novo Nordisk (NVO), Uber (UBER), and Rocket Lab (RKLB).

Tune in to hear our breakdowns of these companies and to learn more about how you ca win our Best Stocks of 2024 Contest!

To enter, go to www.7investing.com/contest/

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The Wall Street Journal’s 2024 Health Forum in Boston recently showcased the technology, business, and policy regulations that are impacting the health care industry. With a massive disruption in the medical weight loss industry, new treatments that permanently alter patient DNA, and the ever-present COVID response and its aftermath, this year's conference had plenty of intrigue.

For investors, there were several publicly-traded companies who took the stage — including CRISPR Therapeutics (Nasdaq: CRSP), Vertex Pharmaceuticals (Nasdaq: VRTX), Alphabet (Nasdaq: GOOGL) and Moderna (Nasdaq: MRNA).

7investing CEO Simon Erickson joins JT Street to break down the conference and review the key storylines investors should be following if they want to capitalize on the current disruptions in the medical investing landscape.

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Enterprise software is so intriguing to investors. The rise of mega-platforms like Meta Platforms (Nasdaq: META), powerful SaaS forces like Salesforce (Nasdaq: CRM), and micro-computer software providers like Microsoft (Nasdaq: MSFT) have created several of the best-performing stocks of the past two decades.

But things move fast in this innovative field. And we're living in an entirely different digital world today.

Enterprises have laid off hundreds of thousands of tech employees in recent years and have begun harnessing the power of generative AI. And a renewed focus on efficiency has led them to consolidate vendors, especially in somewhat-redundant fields like cybersecurity protection.

Will the next decade or two also feature the same pool of outperformers? Will the software companies of the Magnificent 7 still remain at the top of the market? Or will we see a new wave of AI-native competitors displace them?

In the second episode of 7investing advisors Anirban Mahanti and Simon Erickson's latest podcast series, the two discuss the enterprise software industry from an investor's perspective.

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The Fed's rampant rate increases have wreaked havoc on stocks in recent years. Yet we're perhaps finally seeing a light emerge at the end of the tunnel.

Projections released by the Fed suggest that America's central bank will reduce its Fed Funds target rate multiple times during 2024. The Fed ultimately wants to reach a median target rate of 4.6% by the end of this year.

Falling interest rates are generally good for business. It allows them to raise capital and more attractive rates and to begin reinvesting in growth projects once again.

For investors in those businesses, falling interest rates translate into lower discount rates. This is the metric that institutional investors on Wall Street use to discount a company's future profits to the present in their discounted cash flow models. When a discount rate falls (which typically happens when the Fed reduces the Fed Funds rate), future cash flows get discounted at a lower rate. And you ultimately end up with a greater present valuation and a higher stock price.

To subscribe for free to our 7investing podcast and have our episodes directly delivered to your Inbox, please join our free email list.

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It's not a matter of if, it's a matter of when.

If you've never been the victim of a cyberattack or a data breach, the chances are that you will be soon.

Ranging from simple phishing emails to elaborate and highly-coordinated campaigns to steal government secrets, the severity of cyberattacks all across the globe is intensifying.

And the need to for best-in-class security vendors -- to proactively protect you before an "oh shoot" moment occurs -- has never been greater.

Yet how do we know who to trust? There are also thousands of cybersecurity providers who offer services to protect against cybercrime.

That ranges from small startups with a clever idea, to independent corporations like CrowdStrike (Nasdaq: CRWD) or SentinelOne (NYSE: S) who leaders in their niche, to consolidated behemoths like Microsoft (Nasdaq: MSFT) and Palo Alto Networks (Nasdaq: PANW) with a full suite of products.

There's an massive pool of vendors to choose from. According to research from Cisco (Nasdaq: CSC), 13% of companies are working with at least 20 different vendors for cybersecurity alone.

So how should companies differentiate themselves in this crowded field? What dangerous security vulnerabilities still aren't yet adequately protected against? And how should investors figure out which publicly-traded companies to put their money behind?

To help us answer those questions, we’ve brought in an expert. 7investing CEO Simon Erickson recently spoke with Simon Taylor, who is the founder and CEO of HYCU, about how to tune out the noise and look for the true winners in this space.

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There's been a lot of hype this year about lithium ion battery darling Enovix (Nasdaq: ENVX). The company surged to $24/share in July of this year, only to run out of juice and plunge down into the single digits by November.

So was the energy behind Enovix all hype, or was there something more there? 7investing lead advisor Krzysztof Piekarski sits down with MrNotAdvice to see if there's more than just memes powering this potentially disruptive battery company.

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Its been an eventful and an emotional week for everyone at OpenAI.

The generative AI pioneer fired its co-founder Sam Altman on Friday. Within 24 hours, its Chairman and top lieutenants had all quit. By the end of the weekend, more than 90% of its employees have threatened to do the same. Now Altman's been hired by Microsoft (Nasdaq: MSFT) and he might take those key employees with him. Meanwhile, OpenAI's Board is in chaos and is now begging Sam to rejoin them again.

What can investors learn from this sudden turn of events? Simon Erickson and JT Street discuss the lessons of OpenAI's surprising weekend on the 7investing Podcast.

For more insight, go to www.7investing.com to join our free email list.

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“The energy market is $8 trillion and solar is 1% of it today. There will be solar companies with $100 billion market capitalizations in the near future.”

– Frank van Mierlo, CEO of CubicPV

Innovation alert: Solar PV manufacturing is coming back to America

Harnessing solar rays for power generation has the potential to be one of the world’s most important breakthroughs. The sun hits Earth’s atmosphere at 1,366 Watts per square meter, which provides more than enough to power the entire world’s energy needs.

70 years ago, scientists at Bell Labs figured out how to convert that energy from the sun into electricity through the invention of the solar photovoltaic cell (“PV”). Their silicon-based solar cell inventions initially had a 4% efficiency, meaning only 4% of the total energy from the sunlight exposed to the cell was converted into useful electricity.

In this podcast, we break down the rise of solar manufacturing in China, and how U.S.-based companies are reacting to the opportunity to grow into the $8T energy market.

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In this special one-year anniversary episode, with tears in their eyes, Luke and Krzysztof reflect on the most insightful moments over the past year! These include Luke’s majestic portfolio review, what it means to be a contrarian investor while staying sane, what it means to sell your worry stocks, how to become the one person in your family to achieve wealth via investing, and how to develop a consistent, methodical and deep research process. And of course, Luke’s peak No-Limit experience, the cold shower experiment for which he remains eternally grateful!

As 2023 comes to a close, Luke and Krzysztof are refreshing the podcast brand, and launching a new show -- Wall Street Wildlife! They'll be publishing weekly to remain closer to real-world events, and are adding a real-money portfolio challenge so they can finally see who's really the 'King of the Jungle'! So raise a glass and celebrate the greatest hits of 7investing’s No-Limit over the past 26 episodes and get ready for some fierce competition that will help empower you to become a beast of an investor!

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Earlier this week, Compass Point downgraded the shares of Affirm Holdings (Nasdaq: AFRM) to sell and issued a price target of $13.00. The downgrade appears to have triggered a short-term selloff of the stock, but should long-term investors be worried?

Simon Erickson says the Buy Now, Pay Later leader could still be a "Buy Now, Profit Later" for investors. In today's podcast, he breaks down why we think Affirm is still a buy even after the recent downgrade.

To learn more about Affirm and to read our recommendation reports on the companies we think are Best Buys this month, subscribe to 7investing today.

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Did the recent reaction to ASML's sudden drop in bookings create a potential treat for investors? Or is the lithography giant really about to give up the ghost?

We unearth some data that could be crucial to long-term investors as they decide whether or not to add ASML to their bags this quarter.

We're also putting a little something extra in your jack-o-lanterns this week. Subscribers who join right now can receive their first week for just $1 AND get our 7investing Buy Guide as part of their service. The Buy Guide gives you 7 solid strategies for determine when a company is in the sweet spot to add to your portfolio. Get yours today!

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NextEra is North America’s largest electric utility. It generates 58 GW of power every year and distributes it to 13 million people through its Florida Power & Light (FP&L) company in Florida. At a recent stock price of $54, it has a market capitalization of $110 billion. That puts it squarely in the “boring, mega-cap utility” sector of an investor’s portfolio allocation bucket.

Yet there’s an interesting catalyst that’s powering future growth. NextEra has committed to expanding its renewable presence, aggressively building wind farms, solar plants, and battery storage facilities. In 2021, it closed down its last remaining coal power plant in Florida and also installed the world’s largest solar-powered battery storage system.

JT Street and Simon Erickson break down what's powering the next era of NextEra Energy.

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One of the technologies that got a lot of attention at ClimateTech is small modular reactors. These mini-nuclear power plants are still largely in development — but they would provide reliable, emission-free power that could be dispatched on a 24-hour basis wherever it is needed.

Nuclear today accounts for around 20% of America’s overall power supply. There are 54 total nuclear power plants in 28 states, and on average they are quite large and are 42 years old.

Small Modular Reactors are a new development in the nuclear engineering world. SMRs would be about one-third of the size and cost of traditional nuclear power plants and would also produce around one-third as much power. Their lower costs and faster construction times could make them a viable solution in America’s energy future, which is heavily geared toward deploying new renewable energy technologies.

In this podcast, Simon Erickson and JT Street discuss the future of SMRs, the potential investing opportunities, and how "nuclear" could become a part of the puzzle of moving past fossil fuels.

For more insights on nuclear energy as well as our monthly stock recommendations, join 7investing today for just $1 for your first week.

www.7investing.com/subscribe/

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Last week, Simon Erickson attended MIT’s ClimateTech 2023 conference. It was outstanding; full of positive energy from a room full of technical folk who were ready to make a global impact.

In this week's podcast, Simon sits down with JT Street from the 7investing marketing team to go over the highlights of the conference, and what they mean for long-term investors.

7investing subscribers can read Simon's full breakdown of the conference here.

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The tech world moves fast, and it requires companies to constantly be innovating in order to keep up. Investors, too, should always be looking forward when it comes to new trends that are re-shaping the tech landscape.

Tiernan Ray is one of the technology industry’s best reporters. He’s covered the tech space for more than two decades – from the early days of the internet and the dotcom boom to the rise of cloud computing and artificial intelligence. Tiernan puts tech progress through a much-needed objective lens, helping investors separate hype from true innovation. He offers daily insights in his Technology Letter publication: www.thetechnologyletter.com.

Publicly-traded companies mentioned in this podcast include AMD, Apple, Applied Materials, ARM Holdings, Axcelis Technologies, CheckPoint Software, Cisco Systems, D-Wave Systems, Dynatrace, Fortinet, Global Foundries, Infineon, Intel, Lucid Motors, New Relic, ON Semiconductor, Palo Alto Networks, Rigetti, Rivian, Samsung, Softbank, Splunk, ST Microelectronics, Taiwan Semiconductor, Texas Instruments, Tesla, Wolfspeed, and ZScaler. 7investing’s advisors and/or its guests may have positions in the companies that are mentioned.

Don't miss out on future conversations like this! 7investing has recently published interviews with the CEOs of PubMatic, Rocket Lab, and more. Join 7investing's free email list to get our podcasts and investing insights delivered directly to your Inbox.

This episode of our 7investing podcast is supported by our affiliate partner Koyfin. Koyfin's financial dashboards are empowering individual investors to make better-informed decisions. Through our partner program with Koyfin, they have prepared a special pricing offer exclusively for 7investing's podcast listeners.

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In Episode 25, Luke and Krzysztof compare Nvidia (NVDA) to the days of the early internet and debate whether we are in a new bubble. Was Zoom as an investment during COVID an obvious bubble or is that just hindsight bias? How do the China-Taiwan geopolitics factor into Nvidia’s valuation?

We elaborate on the framework behind selling SentinelOne (Ticker: S) and encourage investors to reflect on their own selling criteria without short-term biases based on near-term price action.

Luke meanwhile takes us deep into the world of computer-brain interfaces and the possibilities of mind-reading! And since Krzysztof can’t go two weeks without commenting on the Eos Energy saga (EOSE) we discuss whether CEOs of public companies engaging with retail investors on X is a wise strategy or whether that’s just something Elon Musk can do without consequence — have we really have entered a new era in investing where access to the a company’s top management is just a click away and ought to be taken advantage of by retail investors? The knife cuts both ways.

And in the Trivia game, Luke attempts to find out just how well Krzysztof knows his market caps. Enjoy this beginner friendly look into the wild adventures of investing in the stock market where there are no limits.

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There are thousands of publicly-traded companies for investors to choose from on any given day. What's the best way to evaluate them -- and to separate the cream from the crop?

7investing CEO Simon Erickson recently interviewed Flyover Stocks' founder Todd Wenning. Todd has spent two decades in the investing industry -- representing the buy-side with Ensemble Capital, the sell-side with Morningstar, and the retail side with The Motley Fool. He's now launched his own Flyover Stocks newsletter to help investors find overlooked, quality companies.

In the first part of the conversation, Simon asks Todd about his investing methodology. Todd describes that "Strong Buy" opportunities are often found at the collision of Moats, Management, and Price.

A moat refers to a company's competitive advantage. Easy to comprehend but more challenging to quantify, moats represent an "unfair advantage that makes a business sustainable." Todd explains that there are different types of moats -- such as legacy or reinvestment moats -- which should be considered as management plans out their capital allocation strategy.

The two then discussed management, which they framed as capital allocation decisions. Dividends are still a popular allocation strategy, as they show a discipline and commitment to returning cash directly to investors. Management teams can also pursue acquisitions or execute strategic buybacks with their company's profit stream.

In the final part of the conversation, Simon and Todd discuss why Costco (Nasdaq: COST), Old Dominion Freight Line (Nasdaq: ODFL) and Worthington Industries (NYSE: WOR) might be intriguing opportunities for investors to add to their watch list.

Publicly-traded companies mentioned in this podcast include Costco, Old Dominion Freight Line, Procter & Gamble, Starbucks, Uber, and Worthington Industries. 7investing’s advisors and/or its guests may have positions in the companies that are mentioned.

Don't miss out on future conversations like this! 7investing will be publishing upcoming interviews with the CEOs of PubMatic, Rocket Lab, and more. Join 7investing's free email list to get our podcasts and investing insights delivered directly to your Inbox.

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In No Limit episode 24, Luke waxes macro on the Chinese economy while Krzysztof re-enacts the invasion of Agincourt. The pair also discuss Eos Energy's latest developments as well the virtues of price to sales ratios and other common investing metrics.

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The music industry is innovating, and it's making billionaires out of those who grace the global stage.

Larger-than-life personalities -- from Jay-Z and Kayne to Beyonce and T-Swift -- are not only selling out shows, but are now reaching their fans in entirely new ways. Digital streaming, generative AI, and NFTs are all helping to turn the music industry's amps up to "11."

Behind the scenes is an extremely profitable and thriving supporting cast of businesses. Music labels, streaming platforms, and live events promoters are all generating billions of dollars for artists and are receiving a standing ovation from their investors.

So how should investors best plug-in to the music industry?

To answer that question, we've brought in an expert. 7investing CEO Simon Erickson recently spoke with David Schulhof, the founder and CEO of MUSQ, LLC. MUSQ is the world's first pure-play global music industry ETF, giving investors a way to align their portfolios with the best opportunities of the music industry.

In the first part of their conversation, Simon asks David to describe his background and why he created the thematic ETF. David describes how the music industry is growing, and why he's structured it into streaming services, music labels, and live events.

The two then discuss how artificial intelligence and generative AI is driving more of a need for labels and curators. With more than 120,000 new songs being uploaded every day due to generative AI and digitization tools, there's more of a need than ever for sorting and finding the highest-quality new music. Labels are becoming more important as ways to create playlists or to offer legal protections against piracy or copyright infringements.

David then explains that streaming platforms like Spotify, Apple Music, Amazon, and YouTube are surging in popularity, with tens or hundreds of millions of users. They make distribution seamless between artists and listeners, and modest price increases this year are falling extremely quickly to their bottom line.

In the second part of the program, Simon and David discuss the continued demand for live events and why companies like Live Nation will continue to profit handsomely. New digital approaches using cryptocurrencies or NFTs could be opportunities for progressive artists or marketers to make the pie even larger with the world's most passionate music fans.

[EMBED ANCHOR AUDIO HERE]

Publicly-traded companies mentioned in this podcast include Alphabet, Amazon, Apple, Live Nation, Sony, Spotify, Universal Music Group, and Warner Music Group. 7investing’s advisors and/or its guests may have positions in the companies that are mentioned.

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There's certainly no shortage of news and headlines about the American economy these days. This morning's announcement of 3.2% inflation in July is sending stocks higher across-the-boards. Investors are excited that the Fed's aggressive rate hikes from the past eighteen months may finally be showing signs of getting inflation back in-check. If the Fed were to see the progress it needs to see and take a more dovish stance toward the economy, it could lead to economic growth and stock market appreciation. But the United States is also just one country, and "investing" spans across the entire globe. How is the rest of the world handling their own fiscal and monetary policies? Are other countries similarly increasing rates in attempts to tame inflation? Are there specific regions we should be more closely watching, which might provide superior economic growth or investing opportunities?

To answer those questions, we've brought in an expert. 7investing CEO Simon Erickson recently spoke with Ayesha Tariq, who is the co-founder of MacroVisor. Based in Dubai, Ayesha has spent her professional career analyzing financial markets all across the globe.

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For those new to investing, the stock market might seem like a huge, complex, and intimidating place. What's the best way to get started?

The Investing for Beginners podcast aims to simplify the language of money. Its mission is to better understand what's going on in the market, to help individual compound money over time.

In today's podcast conversation, 7investing CEO Simon Erickson chats with IFB co-host Dave Ahern about the best ways to get started with investing. Dave shares his personal background and what led him to stocks, as well as several of the most important things he's learned along the journey.

In the middle segment of the program, Dave describes three traps that newer investors (including his former self) tend to fall into -- as well as how to proactively avoid them. The two then describe why Visa (NYSE: V) is one of Dave's highest-conviction stock ideas and why Novo Nordisk (NYSE: NVO) is on his radar.

Publicly-traded companies mentioned in this podcast include Intel, Mastercard, MercadoLibre, Novo Nordisk, PayPal, Visa, and Wells Fargo. 7investing's advisors and/or its guests may have positions in the companies that are mentioned.

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Episode 23 of No Limit features Luke putting on his science superconductor nerd glasses and dreaming about a magnificent future, going over the fundamentals of why the LK-99 phenomenon has gripped the world’s imagination. But he also displays the qualities that high level investors need to cultivate: a skeptical framework and a measured approach to too-good-to-be-true claims.

Krzysztof meanwhile bemoans the risks of investing in small-caps, updates the ongoing Eos saga, and pontificates further about why risk management and a stomach made of titanium are a requirement for these kinds of high volatility investments.

In the context of vulnerable small caps and preventing massive losses due to cleverly calibrated short-attacks, we discuss whether stop-losses are a boon or bane in the investor toolkit. In the trivia game, Luke looks to shame Krzysztof with some technical patterns and candlestick trivia— can you tell how hard Luke has to work to keep his disdain for chart fortune tellers under his svelte exterior of cool?

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Climate change has been a hot topic for several decades (and yes, pun intended). But are companies and their investors taking it as seriously as they should be?

There's a possibility that corporations, investors, banks, and insurers haven't sufficiently been addressing the climate-related risks that lurk within their balance sheets and business models.

That goes firstly for physical risks. There are climate-related wildfires, floods, or droughts that could cause significant damage to facilities or antiquated equipment.

There's also market-based risks associated with transitions in technology. An example is staying on top of the transition from internal combustion engines to electric vehicles. New vehicle fan belts and spark plugs aren't selling quite as well as they used to.

And finally, there are potential litigation risks. There are financial penalties associated with failing to comply with regulations.

All of these are risks that face companies every year. How should forward-thinking investors react to them?

To answer that question, we've brought in an expert. 7investing CEO recently spoke with Steven Rothstein, who is the Managing Director for the Ceres Accelerator for Sustainable Capital Markets. Steve and his team are helping a variety of stakeholders make better investing decisions with the ultimate goal of enabling a net zero economy.

In the first part of the conversation, Steve discusses the global regulatory framework and the disclosure rules for developed countries, and also explains how proactively addressing climate risks can protect many companies from the $165 billion of economic losses due to things like floods, fires, and tornadoes. 92% of the Fortune 500 are voluntarily disclosing the results of their climate-related initiatives. There are no mandatory disclosure laws in the United States, although it's being considered by the SEC.

A climate-related "scorecard" could be beneficial for investors as well, which could help investors identify the most climate-progressive companies in the market who could be less-exposed to unexpected lurking landmines. In the final segment of the show, Steve describes how his company has just released its most recent Climate Risk Scorecard on ceres.org.

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Hold onto your cannolis! It's another globe-trotting episode of No Limit with Krzysztof & Luke! In this episode, we check in on Krzysztof's adventures in Sicily, discuss the value of getting rich slowly, and some of the basic principles of financial education, including what steps you need to take before becoming an investor.

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For risk-tolerant investors who love a good thrill, there are few industries more exciting than biotechnology.

He Jiankui shocked the world in 2018 by announcing he'd genetically modified twins born in China. Two years later, Jennifer Doudna and Emmanuelle Charpentier shared the Nobel prize for developing CRISPR, and a globally-coordinated effort was embracing Moderna's innovative new mRNA approach to develop a COVID vaccine and make it universally available. Gene editing found its way into the clinic, enabling a new wave of checkpoint inhibitors to help the body proactively find and detect cancer. A more comprehensive understanding of the human genome - made possible by the cost of sequencing falling bellow $500 - has unlocked a new field of diagnostics to proactively screen patients. NVIDIA's recent investment in Recursion is the latest move to introduce AI into health care.

Yet there are also several challenges that face this industry's extreme pace of innovation. Patent infringements are common, as the courtroom is continually used to determine who owns the most cutting-edge IP. Payments are still largely in the hands of insurers, who are still figuring out how to reimburse for proactive treatments. Patient privacy and regulations are polarizing topics that have kept several tech companies at bay. And several of the industry's most important players are undergoing leadership changes, which could result in consequences that impact both their customers and the system at-large.

How should investors approach this roller-coaster that we call the biotech industry? Are there exciting new trends and scientific breakthroughs that demand our attention? Are there larger companies who capitalize on those trends by providing the picks and shovels to enable them? Are there smaller, 'off the radar' companies who are risky but also offer enormous potential upside?

To help us answer those questions, we've brought in Manisha Samy, who has spent her career in health care and seen it from several different angles.

7investing CEO Simon Erickson begins by asking Manisha what she's most excited about in health care today. Manisha explains that AI is finding its way into new opportunities and that NVIDIA's recent $50 million investment in Recursion could be a good sign that AI is becoming more prevalent in drug development. Genomic sequencing leader Illumina has unlocked quite a bit of information about the human genome. This will help not only for designing new drugs, but could also unlock new breakthroughs in computing as well.

The two then dive deeper into Illumina, whose short-read sequencing approach has reduced the cost of sequencing the human genome from $3 billion to less than $500 over the past two decades. Yet Illumina's spin-off and then attempted re-acquisition of its GRAIL subsidiary is facing scrutiny from customers, investors, and regulators. The FTC is demanding Illumina divest GRAIL due to antitrust concerns, the EU is slapping Illumina with fines for violating its process, and activist Carl Icahn has gotten a seat on the Board while Francis DeSouza has resigned as CEO. Is Illumina still a good company to invest in?

Simon and Manisha then turn to Invitae, who is an adopter of Illumina's sequencing technology to provide diagnostics to screen for genomic variants or even cancers. After years of aggressively making acquisitions to support its top-line growth, Invitae is now undergoing a turnaround to fix several of the financial issues it's gotten itself into. Manisha discusses her thoughts on the company and it's bigger-picture vision and strategy.

In the final segment, Manisha introduces three small-cap biotechnologies companies that she believes should be on the radar of interested investors: Nanostring Technologies, Ginkgo Bioworks and Caribou Biosciences.

Don't miss out on future conversations like this! Join 7investing's free email list to get our podcasts and investing insights delivered directly to your Inbox!

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Welcome to our 7investingGrowth vs Income Summer Stock Challenge!We are on a quest to find the best current stock opportunity for investors.

All month, we’re pairing popular “growth” and “income” stocks up in head-to-head matchups — to ultimately determine which stock will provide the greatest upcoming five-year return.

In this “Income Style, Round 1, Matchup 3” bracket, our #4 ranked defense contractor Lockheed Martin(NYSE: LMT) is paired up against #5-ranked tower operator American Tower (NYSE: AMT).

When looking over the next five years, which will prove to be the better investment?

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Intel is one of investing's "battleground stocks." Some investors love it, believing the return of Pat Gelsinger to the helm will reinvigorate the company's growth and capitalize on the datacenter and AI. Others believe Intel is too far behind other chipmakers like NVIDIA or other foundries like Taiwan Semiconductor to ever regain its former glory.

One thing is for sure though: Intel finds itself in the middle of a turnaround. With revenue declining 36% year-over-year and it losing share in many of its product lines, it needs more than ever a renewed sense of focus.

What will that mean for investors? 7investing CEO Simon Erickson shares his thoughts in today's update.

NOTE: You can subscribe to our 7investing service to get Company Updates like this on a weekly basis! Get started for just $1 at 7investing.com/subscribe today!

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Welcome to our 7investingGrowth vs Income Summer Stock Challenge!We are on a quest to find the best current stock opportunity for investors.

In this “Income Style, Round 1, Matchup 2” bracket, our #3 ranked mega health insurer UnitedHealth Group (NYSE: UNH) is paired up against #6-ranked exchange operator CME Group (Nasdaq: CME).

Both of these companies serve hundreds of millions of people, capturing recurring revenues and extremely high margins. When looking over the next five years, which will prove to be the better investment?

Follow along with us all month, as we’re pairing popular “growth” and “income” stocks up in head-to-head matchups — to ultimately determine which stock will provide the greatest upcoming five-year return.

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Welcome to our 7investing Growth vs Income Summer Stock Challenge! We are on a quest to find the best current stock opportunity for investors.

All month, we’re pairing popular “growth” and “income” stocks up in head-to-head matchups — to ultimately determine which stock will provide the greatest upcoming five-year return. We’ve included voting polls within this article: please help us determine which of these stocks represents the better current opportunity for investors!

To have all our our analysis and the official voting results sent directly to your Inbox, click below to join our Summer Stock Challenge email list:

In this “Income Style, Round 1, Matchup 1” bracket, our #2 ranked global coffeehouse Starbucks (Nasdaq: SBUX) is paired up against #7-ranked pizza chain Domino’s Pizza (NYSE: DPZ).

Both of these companies serve hundreds of millions of people all across the world. Yet today’s matchup isn’t about who serves the tastier food; it’s about who will serve the greater return for investors. Starbucks owns half of its locations, while Domino’s is almost entirely franchises. These two different approaches to the business structure could be the factor that determines their ultimate returns.

What do you think? When looking over the next five years, which of these two companies will prove to be the better investment?

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We are on a quest to find the best current stock opportunity for investors. All month we are pairing popular stocks from both “growth” and “income” style investing up in matchups to determine which will provide the greater upcoming five-year return. We’ve included a voting poll at the bottom of this article: help us determine which of these stock represents the better opportunity for investors!

In this “Growth Style, Round 1, Matchup 3” bracket, our #4-ranked Latin American e-commerce platform MercadoLibre (Nasdaq: MELI) squares up against our #5-ranked digital banking provider SoFi Technologies(Nasdaq: SOFI).

Which of these two stocks will provide the better investment return over the next five years?

For more details on this matchup you can follow along here.

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If you’d like to have all our our analysis and the voting results sent directly to your Inbox, click to join our Summer Stock Challenge email list.

In this “Growth Style, Round 1, Matchup 2” bracket, our #3-ranked GPU chipmaker NVIDIA (Nasdaq: NVDA) squares up against our #6-ranked data warehouse provider Snowflake (NYSE: SNOW).

Which of these two stocks will provide the better investment return over the next five years?

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In the northern hemisphere’s sweltering summer days, Luke and Krzysztof talk about their recent swashbuckling travels to India and Sicily and the importance of shifting perspectives to deal with the wild mood swings of the market. Luke does a deep dive into his massively helpful Twitter post about his cumulative investing returns that were so good, Krzysztof had to defend his honor from skeptical minds. What does it take to be so consistently good? Is Luke a genius? Or just lucky?

For those tech and cybersecurity minded, we discuss Luke’s hands-on experiment installing Crowdstrike. And despite reading a book about Italy, Krzysztof gets schooled by Luke’s two truths and a lie game — maybe more cannolis needed? We’re beginner friendly, so if you’re looking to get started in the investing world, join us on the 7investing No Limit podcast!

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Our Summer Stock Challenge is here — to discover the very best current opportunity for investors.

During the next two weeks, we’ll explore 14 total companies — many of which (but not all) are active 7investing recommendations.

We’ll size each of them up as investments; discussing their business models, their leadership, and how they allocate their profit streams.

Then, we’ll host a daily poll for YOU to vote on which company in each matchup is the better investment for the next five years.

At the end, the votes will determine which company outshines the rest and ultimately becomes our tournament’s winner.

Grab an iced beverage and a pair of sunglasses. This competition is just getting warmed up!

To follow along with each tournament matchup, click here:

https://7investing.com/growthvsincome/

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You could think of the internet as a gigantic digital Monopoly board. Those who invest in and develop the right properties can reap incredible real estate gains over time.

But how should a potential investor even begin his or her search? Just as physical homes are priced based upon the neighborhood and the beauty of the kitchen counters, are there similar things to look for in a digital property? And is advertising still the primary money-maker rfor internet sites -- or has it transitioned to other income streams such as subscriptions or affiliate marketing?

To help us answer those questions, we've brought in an expert. Mohit Tater is a lifelong investor in digital real estate. His private equity firm BlackBook Investments invests in undervalued websites and improves their ROI over time. His company has delivered a 27% ROI annually (after fees) for its investors for the past ten years.

Simon kicks of the interview by asking Mohit how the internet has changed the most during the past decade. Mohit says there are significantly more creators today and that video has become the predominant form of content. This opens up new forms of advertising, which command much higher rates and pricing than simple programmatic display or audio ads. Even though it's made headlines in recent years, it's likely the third-party cookie will continue to be used for tracking we behavior for quite some time.

Mohit then describes what BlackBook looks for when making an investment. They target stable growth in revenues and traffic, with "low hanging fruit" that is available for them to improve upon.

In the final segment, Mohit describes how GPT will augment -- not displace -- Google's advertising business and how the internet is different in India than it is in America.

Publicly-traded companies mentioned in this podcast include Alphabet, Meta Platforms, and Twitter. 7investing's advisors and/or its guests may have positions in the companies that are mentioned.

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Episode 20 finds 7investing’s Luke Hallard, man of mystery and intrigue, swinging from the hammock in Sri Lanka, dodging monkey projectile coconuts. We catch up on the latest Black Mirror episode and what it means to read the terms of service in the age of AI, and the growing dangers of corporate overreach.

We also discuss Luke’s recent Twitter project, in which he’s doing a deep dive on his long-term buys and sells, company by company, and the lessons learned.

Don’t skip this masterclass, friends! Your portfolio will thank you!

Krzysztof, meanwhile, does a little math around a saved received in which Luke clowned his decision to sell Nvidia in order to buy a nearly bankrupt battery company. You’ll never guess who ends up wearing the clown shoes! We banter about the “exciting” world of options, Krzysztof promising to educate Luke on future episodes on some advanced strategies. Our trivia game concludes with two truths and a lie about Eos Energy, the little battery company that is powering Krzysztof’s portfolio, a janky operator no more?

It’s summer, so kick back, grab a piña colada and spend some quality time Luke and Krzysztof and the 7investing mission to empower you to be a world-class investor!

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There is an upcoming disruption of the food systems industry, and investors today can get in ahead of an exciting new S-Curve that's developing.

Elysabeth Alfano is the CEO of VegTech Invest, and also advisor to the EATV ETF. EATV is the world’s only Plant-based Innovation & Climate ETF. 7investing CEO Simon Erickson recently interviewed Elysabeth for our 7investing podcast.

In the first part of the conversation, Elysabeth describes how she got interest in food systems transformation and why it is important to solving issues like climate change, biodiversity loss, food insecurity, and human health care. The global food supply system hasn't changed much in the past 1,000 years and it could be ripe for disruption.

Elysabeth goes on to describe the limitations of our traditional supply chain. Animal husbandry isn't really innovating any more, whereas the plant-based innovation curve is just getting started. She explains that our current system isn't economical and is often bad for the environment. Beyond Meat has published research that says animal agriculture accounts for about 15% of the world's greenhouse gas emissions; with two thirds of those coming directly from cows. Consumers, governments, and businesses are all stakeholders who are interested in making food systems more efficient.

Simon then asks what parts of the supply chain will require the most investment, in order to create a $290 billion new industry by 2035. Elysabeth says it will be investment from businesses into their processes and supply chains. Perhaps with support from their governments.

In the final segment, Simon asks what the most common criticisms have been from people who are opposed to change in food products. Elysabeth also describes the investing methodology that she uses for her index.

Publicly-traded companies mentioned in this podcast include Beyond Meat, Cargill, ConAgra, Costco, Dannon, Nestle, and YUM Brands. 7investing's advisors and/or its guests may have positions in the companies that are mentioned.

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In episode 19 of No Limit, Luke and Krzysztof focus on Nvidia. It’s overvalued, so you should sell! But selling a great company is often the most expensive mistake investors make, so you should hold! But AI runs on Nvidia and AI is just getting started, so you should buy! If this kind of investing complexity makes your head spin, tune in to hear us frame this kind of difficulty into principles and a process you can follow with confidence. As a special bonus, Luke puts Krzysztof in the student’s chair and surprises him with a quiz about Nvidia. Does Krzysztof flunk or does he know a thing or two about?

We discuss the investing lessons aplenty in the movie Air about Nike’s courtship of Michael Jordan, and Luke schools Krzysztof about innovation at Nike headquarters. Sometimes shoes are not just shoes.

With the Apple reveal of its Augmented Reality device 45 minutes into the future, we captured a predictive time-capsule of what we thought Apple might reveal and what that signifies about the upcoming metaverse. How quickly has this segment aged? What did we get right and wrong?

Aiming to retire early? Luke, our resident James Bond on a motorcycle, not only talks the talk, but walks the walk and offers insights into making that dream a reality.

If you missed episodes 17 & 18, we also recap our insightful conversation with Krishna Bahirwani and how to approach investing in India, which we see as a massive opportunity in the coming decades.

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Investors love dividends. There's something special about receiving cold hard cash into your brokerage account every quarter, which you can use to pay for expenses or reinvest and buy more stock. Over time, reinvesting dividends can compound your returns.

But how do dividend-paying stocks compare against other segments of the market? Have they been impacted by the tricky macro of the past year? Are dividends more attractive in rising-rate environments? And what factors should investors consider before buying dividend stocks?

To answer those questions, we've brought in an expert. James Early is the Chief Investment Officer of BBAE, and formerly the Advisor of Motley Fool's Income Investor. 7investing CEO Simon Erickson recently spoke with James about dividends and dividend-paying stocks.

In the first part of the conversation, James describes what got him into dividend investing and the "3M" factors -- "management, moat, and money situation management" -- that investors should look for. He describes how dividends are a good way to keep management teams responsible in their capital allocation decisions. He also describes how dividend-paying stocks perform through different market environments.

Simon then asks James to describe the tradeoff between dividend yield and dividend growth. Is it more advantages for investors to look for higher yields upfront? Or should we patiently wait for dividends to grow over time?

In the final segment, James describes two of his favorite dividend-paying companies: Diageo (NYSE: DEO) and Unilever (NYSE: UL).

Publicly-traded companies mentioned in this podcast include Diageo, and Unilever. 7investing's advisors and/or its guests may have positions in the companies that are mentioned.

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To help us answer those questions, we've brought in a few expert tech investors. 7investing CEO Simon Erickson recently spoke with Deepwater Asset Management's Gene Munster and Doug Clinton, who have been investing in technology for decades. Deepwater is a global asset manager based in Minneapolis, MN.

The three kicked off their conversation by discussing Deepwater's investing philosophy and vision. Gene explains that their firm likes to dive deep into three core areas of technology: AI, automation, and the Metaverse. They use those as a starting point, to further screen for the best-in-breed companies with persistent growth. And finally, they look for the select few which they have the most conviction in; which is something that can't be easily found or simply modeled in spreadsheets.

Doug goes on to explain the "three buckets" of investing timeframes. Some investors think only in terms of quarterly earnings and others only in terms of long-term trends. But Deepwater prefers to be in the third bucket -- from 3 to 5 years -- where they can more measurably assess what will happen in the near-term future. It turns out that predicting what the world will look like a decade from now is incredibly difficult.

Gene and Doug both then discuss the FinTech sector, which is quickly transitioning from bricks and mortar to digital. Brazil's NuBank, Block, and Apple could all be opportunities for investors, as they are gaining share but without having legacy operational costs.

The group then discusses the macroeconomic climate. Gene points to several companies like Home Depot still reporting disappointing earnings, and that is leading to institutional investors being cautious. But bigger-picture, it's more important to find quality companies and to size into positions over time. Simon asks them about valuation, and they described their methodical process for determining a fair price.

In the second segment, the three discuss several of Deepwater's larger positions, including Meta Platforms (Nasdaq: META), CrowdStrike (Nasdaq: CRWD), ACV Auctions (Nasdaq: ACVA), and Everbridge (Nasdaq: EVBG). They conclude with a fun "lightning round", where Simon spots them up with questions about AI and the market's largest technology companies.

Publicly-traded companies mentioned in this podcast include Meta Platforms, CrowdStrike, Everbridge, ACV Auctions, NuHoldings, Block, Amazon, and Apple. 7investing's advisors and/or its guests may have positions in the companies that are mentioned.

Don't miss out on future conversations like this! 7investing will be publishing upcoming interviews with the CEOs of PubMatic, Rocket Lab, and more. Join 7investing's free email list to get our podcasts and investing insights delivered directly to your Inbox.

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Welcome to 7investing in June 2023! We’ve just issued our latest stock recommendations, where we share reports on our favorite opportunities in the stock market with 7investing members.

To see all seven reports, please click here to get started with a 7investing membership for only $1, to unlock full access to all of our recommendations and premium content.

This month, our team chose a nice mix of companies across different industries, risk levels, and sizes:

Two advisors chose Moderate Risk recommendations this month. Luke Hallard went with an critical player in the energy industry, while Matt Cochrane chose a global e-commerce powerhouse.

Two advisors chose High Risk companies. Simon Erickson re-recommended a semiconductor company who is focused on supplying electric vehicles, while Steve Symington re-recommended one of his very favorite Financial Technology companies.

Three advisors chose Very High Risk companies this month. Dr. Dana Abramovitz chose a promising biotechnology company who just won an important FDA approval, Dr. Anirban Mahanti went with an international payments enabler, and Dr. Krzysztof Piekarski chose a small cap energy company who could be hitting an inflection point of upcoming demand.

Investing is the stock market is a lifelong journey, and it involves much more than just reading a single month’s reports.

We have built 7investing to be long-term investing advisors, who will help guide you through that journey and to learn which types of stocks are right for you. We purposely make recommendations of all types — from moderate risk to very high risk; from Financial Services to Biotechnology — so that you can find the right fit for your portfolio. And then enjoy reading our recommendation reports, and discussing them with us in our Subscriber Calls and Community Forum to follow along with how they’re doing.

If you would like to sign up with 7investing and see all recommendations since our launch in March 2020, click here to get started with 7investing today!

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In part II of our conversation with Krishna Bahirwani, 7investing’s own Luke and Krzysztof embarked on a wild ride through the bustling bazaars of the Indian investment landscape! We zigzagged through throngs of Systematic Investment Plans (SIPs) where retail investors have a favorable set-up with low or no fees, thanks to its scale. We also discussed the information goldmine that was screener.in, where we could dig up 10 years’ worth of financials on any company.

As we journeyed through the potential growth of India as a global powerhouse, we found tantalizing opportunities that came with the rise in per capita and disposable income. We also eavesdropped on the sophisticated chatter in the “Indians Invest Globally” community — make sure you ask Krishna about it on twitter. And just when you thought we were done, we took a detour to explore the exciting terrain of India-focused ETFs, especially those feisty small cap ones. So, buckle up and enjoy the ride through the emerging and thrilling world of Indian investment!Go to www.7investing.com/subscribe to support the 7investing podcast through your membership.

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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.

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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:

Are U.S. investors letting home country bias impact their returns?
Why Brewster is more concerned about Alphabet than Meta over the next five years;
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.

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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/

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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.

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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.

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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:

Not investing in companies with the highest yields;
Avoiding companies that nominally raise their dividends every year to please income investors;
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.

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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/

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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.

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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.

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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/

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What do evolution and investing have in common? It's more than you might assume.

Survival of the fittest manifests in both the animal kingdom and also in the business world. Enterprises build competitive advantages, get stronger, and thrive over long periods of time. Meanwhile, their smaller rivals end up going extinct.

So how do we find the best-of-the-best? Are there specific things investors should apply to their process, to avoid making costly mistakes?

To answer those questions, 7investing CEO Simon Erickson recently spoke with Pulak Prasad. Pulak is the CEO of Nalanda Capital, a Singapore-based investment firm who manages nearly $5 billion and invests primarily in Indian-based companies. He is also the author of What I Learned About Investing From Darwin, which is now available to the public.

Simon and Pulak began the conversation by discussing what traditional investment managers are doing wrong. As a whole, active managers typically underperform the broader market -- and for a variety of reasons. Similar to 7investing's seven principles, Nalanda follows three pillars to guide its investing process: 1) Avoid big risks, 2) Demand a fair price, and 3) Don't sell. By abiding by these straightforward rules, they've identified and invested in several of India's best-in-class companies.

With regard to their first pillar, Pulak describes the nuances of investing in India. India's financial markets are less developed than the US or Europe, and most of its companies still face corporate governance issues. Pulak believes many of these companies will eventually go extinct, and is willing to say no many times before finally finding the right company.

Regarding the second, Pulak believes that patience and having capital available will reward long-term investors. Across all of their funds, their average position is capturing an incredible 41% return on invested capital (ROIC).

And finally, they hold on to their positions for years or even decades. When they initiate a new position, they "are either pregnant or they are not" -- meaning they're willing to hold a stock for the duration of the fund's existence. Some of the larger position sizes have grown to 20% or more of the fund's total assets.

In the second half of the conversation, the two discuss similarities between Pulak and Warren Buffett. Simon notes that Buffett was often cautious of innovation, which led him to miss opportunities such as Amazon or Google. Pulak's approach is recognize innovative companies, but never to start a position until they "show me the money" (i.e. have stable and growing cash flows).

In the final segment, Pulak describes the types of companies and sectors they typically are most interested in. They are bottoms-up investors who tend to focus on ROIC as their preferred investing metrics. And they're not worried, at all, about the current macro. Life will go on, and the strongest companies will continue to strive.

Publicly-traded companies mentioned in this interview include Alphabet, Amazon, Cummins, JP Morgan, P&G, Walmart. 7investing or its guests may have positions in the stocks or cryptocurrencies mentioned.

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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 conversation by discussing the business cycle -- including what it is and how to measure it. They discussed why several leading indicators such as industrial manufacturing, CPI inflation, and the housing sector are worth monitoring to predict upcoming investing cycles. Specifically, layoffs within the manufacturing sector could indicate a shift in the business cycle -- especially is service-heavy economies like the United States.

In the second half of the conversation, Simon asks Mike if he believes the Fed will ultimately reach its stated goal of 2% inflation and what a period of lower inflation would mean. Mike believes American will, in fact, see disinflation through the second half of the year. He also predicts an uptick in unemployment rates and a high likelihood of a recession. For investors, now could be a good time to consider defensive sectors such as consumer staples and health care.

No individual publicly-traded companies were mentioned in this interview. Cryptocurrencies mentioned include Bitcoin. 7investing or its guests may have positions in the stocks or cryptocurrencies mentioned.

This episode of our 7investing podcast has been sponsored by Stockscurrent. As a listener of our 7investing podcasts, you'll get an exclusive offer a 10% off as an executive membership by visiting stockscurrent.com/signup/podcast. Their membership comes with a 30 day 100% money back guarantee no questions asked.

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Follow the 7investing Podcast here: https://open.spotify.com/show/7wBWhst8U3CqSeQ8fRGCLO?si=72004a7e131947d6Subscribe to 7investing's Premium service here: https://7investing.com/subscribeWithout 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 he is fascinated by macroeconomics, he does not let it affect his investment process. Cochrane asks Carlisle about the high number of basic materials and energy companies currently inside the The Acquirers ETF (NYSE:ZIG). Carlisle notes this is not due to any love for these particular sectors, but that even after recovering from the absolute lows these industries feature some companies that are still trading at multiples of just 2-3 times earnings. Even after accounting for their inherent cyclicality and political headwinds, he believes their valuations provide enough of a margin of safety for investors to find decent bargains. Carlisle used Micron Technology (NASDAQ:MU) as an example of one company in his portfolio. Even as it reported bad earnings, the stock rallied because its low valuation had baked in very low expectations. Carlisle calls this the counterintuitive nature of deep value investing. Cochrane contrasts this with stocks that reported great numbers throughout 2022, yet continued to be punished by the market, mostly because their lofty valuations had baked in such fantastic expectations it was almost impossible for real life results to measure up. Carlisle and Cochrane then dive deep into Meta Platforms (NASDAQ:META) and Domino's Pizza (NYSE:DPZ), two stocks in which they currently both hold long positions.

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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 machine without which our society would fall apart -- so lots of talk about batteries and electricity.

We end the conversation with some fascinating stats about home-schooling in the age of ChatGPT and the rise of the Indian economy which Luke suggests may deliver some great investments in the coming years. Krzysztof wisely asks Luke to tell him which ones, but that’s for episode 15!

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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 deposits more than tripled over the next two years, climbing to $189 billion by the end of 2022.

Silicon Valley Bank treated this windfall as regular deposits and invested the money into long-duration assets, simultaneously betting that the deposits would be sticky and that interest rates would remain low for years. Neither would prove true. As interest rates rose, these assets declined in value precipitously. As it became apparent that SVB's paper losses were enough to make the bank insolvent, venture capitalists advised the startups in their portfolios to withdraw their money, leading to a bank run and a lightning-quick collapse.

Maxfield advises when the banking equilibrium becomes unstable, it implodes exponentially, not linearly. Meaning banking panics can get magnified as more banks fall and panic spreads. This helps explain why First Republic Bank (NYSE:FRC), a "good" bank by all accounts, got caught up in the carnage, as it too had a large percentage of uninsured deposits that account holders rushed to withdraw as soon as the bank experienced a loss of confidence.

As the panic spread, even foreign banks, such as Credit Suisse (NYSE:CS), experienced a loss of confidence and were rushed into a forced merger with UBS Group (NYSE:UBS).

Maxfield talks through the rapid fall of these institutions, peppering the conversation with a plethora of historical examples, using his rich knowledge of the banking industry. Along the way, Maxfield and Cochrane discuss 1) FDIC insurance and whether it should be expanded to include all deposits; 2) Why regional banks are necessary; and 3) whether banking regulation should be more robust.

At the end of the conversation, Maxfield explains why fast growth at financial institutions can be a red flag and gives examples of banks that he believes are well run and worthy of a long look from investors, such as Hingham Institution for Savings (NASDAQ:HIFS) and M&T Bank (NYSE:MTB).

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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 below!

To follow along with our entire Market Madness tournament: 7investing.com/marketmadness

Our Market Madness tournament is in support of our new 7investing Starter membership, which we are giving away free during the entire month of March. To get started with Starter — and to see how we’re already outperforming the S&P 500 by a convincing margin — click here to automatically apply your “madness” promo code.

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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%).

To follow along with our entire Market Madness tournament: ⁠7investing.com/marketmadness⁠

Our Market Madness tournament is in support of our new 7investing Starter membership, which we are giving away free during the entire month of March. To get started with Starter — and to see how we’re already outperforming the S&P 500 by a convincing margin — ⁠click here⁠ to automatically apply your “madness” promo code.

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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%).

To follow along with our entire Market Madness tournament: ⁠⁠7investing.com/marketmadness⁠⁠

Our Market Madness tournament is in support of our new 7investing Starter membership, which we are giving away free during the entire month of March. To get started with Starter — and to see how we’re already outperforming the S&P 500 by a convincing margin — ⁠⁠click here⁠⁠ to automatically apply your “madness” promo code.

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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!

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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!

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%).

To follow along with our entire Market Madness tournament, visit 7investing.com/marketmadness

Our Market Madness tournament is in support of our new 7investing Starter membership, which we are giving away free during the entire month of March. To get started with Starter — click here to automatically apply your “madness” promo code.

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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%).

Follow our entire Market Madness tournament at 7investing.com/marketmadness

Our Market Madness tournament is in support of our new 7investing Starter membership, which we are giving away free during the entire month of March. To get started with Starter — and to see how it’s already beating the market significantly — click here to automatically apply your “madness” promo code.

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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%).

Follow along with our Market Madness tournament at 7investing.com/marketmadness

Our Market Madness tournament is in support of our new 7investing Starter membership, which we are giving away free during the entire month of March. To get started with Starter — and to see how it’s already beating the market by 20 percentage points — click here to automatically apply your “madness” promo code.

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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%).

Follow along with our Market Madness tournament at 7investing.com/marketmadness

Our Market Madness tournament is in support of our new 7investing Starter membership, which we are giving away free during the entire month of March. To get started with Starter — and to see how it’s already beating the market by 20 percentage points — click here to automatically apply your “madness” promo code.

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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%).

Follow along with our Market Madness tournament at 7investing.com/marketmadness

Our Market Madness tournament is in support of our new 7investing Starter membership, which we are giving away free during the entire month of March. To get started with Starter — and to see how it’s already beating the market by 20 percentage points — click here to automatically apply your “madness” promo code.

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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.

It’s another razzle-dazzle kind of show so step right up and push your chips into the pile! Everyone’s a winner at the No Limit 7investing podcast!

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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!

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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 no exposure to Russian securities. The ETF is a freedom-weighted equity strategy that uses personal and economic freedom metrics as primary factors in its investment process. This means it doesn't have heavy exposure to countries such as China or Russia, markets that traditionally hold larger allocations in emerging market funds.

Tolle and Cochrane discuss that even as China's GDP growth has exploded in recent decades, shareholders in Chinese equities have managed to capture very little of that wealth. With China's government in virtually total control of its economy, it can change laws and regulations on a dime. It will often dictate new rules for businesses as it deems fit. This environment makes it very difficult for shareholders to recognize any profits.

Tolle and Cochrane also discuss emerging markets that enjoy economic and personal freedoms, such as Chile, South Korea, and Taiwan. Exposure to Chilean markets, for instance, rarely rises above 1% allocations in most emerging market funds. The Freedom ETF enjoys a double-digit allocation that has tremendously boosted FRDM's returns compared to the emerging market index, contributing to Freedom's relative out-performance.

To get our investing podcasts and articles delivered to your Inbox every day, join our 7investing email list at 7investing.com/email.

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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.

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%), and gold (20%).

The Weird Portfolio is just part of Value Stock Geek's overall portfolio, however, with the rest dedicated to individual stocks that he believes are wonderful companies at wonderful prices. Cochrane and VSG discuss their mutually shared positions in Meta Platforms (NASDAQ:FB) and PayPal Holdings (NASDAQ:PYPL), and why VSG believes both have durable economic moats and trade at attractive valuations. VSG also walks Cochrane through his investment cases for Taiwan Semiconductor Manufacturing Co (NYSE:TSM) and General Dynamics (NYSE:GD).

VSG and Cochrane also discuss value traps and how they have each fallen for companies that looked cheap, but which were really declining businesses masked by cheap valuation multiples.

To have our investing insights delivered directly to your Inbox, please join our email list at 7investing.com/email.

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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.

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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 even higher? Will launch providers appeal to a new wave of commercial customers? And how should investors think of the newly-public "SPAC" companies who raised funding in 2021?

To help us answer those questions, 7investing CEO recently spoke with Procure Asset Management's co-founder Andrew Chanin. Andrew is a favorite guest of our 7investing show, and Procure's ETF with the ticker "UFO" offers pure-play exposure to the space economy.

In the first part of the discussion, Andrew describes the role of private companies in the militarization of space. Elon Musk's SpaceX played an important role in enabling satellite communications for Ukraine during its conflict with Russia. Other satellite operators are similarly assisting in military operations.

One of those companies, Maxar Technologies (NYSE: MAXR) was recently acquired at a 129% premium to its equity valuation -- which demonstrates how important military intelligence has become and the potential opportunity it offers to investors. Andrew goes on to discuss the implications of the Chinese spy balloon and how geopolitical tensions are escalating between the US, China, and Taiwan.

In the next segment, Simon and Andrew discuss how the FCC recently approved 7,500 of SpaceX's next-gen satellites for satellite-based internet. Other commercial enterprises are also interested in proving high-speed internet connectivity to enable new technologies -- such as 5G or the Internet of Things. This has led to a frenzy of applications for spectrum rights, as satellite internet will be one of the largest contributors to the future commercial space economy.

The two go on to discuss the role of consolidation, startups, and skilled labor in the space. Simon points out that Rocket Lab (Nasdaq: RKLB) is investing in infrastructure that would enable an order-of-magnitude increase in its current launch capacity, while Andrew discusses how many companies are actually collaborating to achieve common goals and milestone.

At the conclusion of the conversation, the two discuss additional M&A opportunities.

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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 he decided to open Journalytic to everyone.

Cochrane shows Taylor how he used sprawling Word documents for each stock he owned for years before it grew too tedious and cumbersome to continue. Taylor believes Journalytic can help investors organize data and opinions on stocks. By using it, he believes investors can improve their buying and selling processes by journaling their thoughts as they make investment decisions. Recording their thoughts and feelings as they own a company should help investors push back against many of the behavioral biases that have traditionally haunted investors and not let emotions overwhelm them in the heat of the moment.

When Taylor wrote The Rebel Allocator, he started by writing a non-fictional thesis on capital allocation. He says it was so dry and dull that he could not envision anyone reading it. Taylor scrapped the non-fictional piece and started from scratch. He takes the same investment lessons he wanted to communicate in the earlier work and weaves them into a fictional story. The story follows a college graduate's journey into young adulthood, as the protagonist meets a fast-food mogul who takes him under his wing and teaches him the secrets to his business success. Meanwhile, the young hero falls in love, gets a promotion at work, and generally matures in his worldview as he learns about life.

Taylor and Cochrane end their discussion by discussing Berkshire Hathaway, Warren Buffett's conglomerate that owns everything from Dairy Queen and GEICO Insurance to a significant stake in Apple (NASDAQ:AAPL). Taylor discusses the advantages of holding a Berkshire position, including the ethos with which Buffett has run the business. Taylor believes the company's culture, including its decentralized structure, will long outlast Buffett's and Charlie Munger's tenure.

Taylor believes Buffett made one investment that encapsulates some of his best teachings. Berkshire acquired See's Candies for $25 million in 1972. Before acquiring See's, Buffett made "cigar butt" type investments, buying companies well below their book value. At this point, See's Candies has paid back Berkshire Hathaway about $2 billion, illustrating how time is on your side when buying great businesses.

To subscribe to our free 7investing newsletter and get daily insights like these, please visit 7investing.com/email

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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 listen and send us your inquires via our discord channel or on twitter @7flyingplatypus and @7lukehallard—we aim to include our members’ questions and challenges in each episode whenever possible, so step right up and don’t be shy, because investing is a community sport!

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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 and are opportunities to investors? And is the gravitational pull of national interests serving as an advantage to certain companies and as a huge headwind to others?

To answer those questions, 7investing hosted a special "Semiconductor Roundtable" this month. 7investing lead advisors Simon Erickson and Krzysztof Piekarski were joined by external guests Jose Najarro and Nick Rossolillo.

In the roundtable discussion, each panelist presented a key part or factor of the semiconductor industry. They also introduced a few of the important companies within it.

First, Jose discussed the chip designers. He described how consumer-facing applications like self-driving automobiles or OpenAI's ChatGPT chatbot are powered by cloud datacenters, which use super-efficient chips designed by companies like NVIDIA (Nasdaq: NVDA) and AMD (Nasdaq: AMD). The computing horsepower necessary to run artificial intelligence algorithms is increasing quickly, meaning there's a skyrocketing demand for the world's most advanced chip designers.
Nick then discussed the importance of validation software in the design process, to ensure new chips will pass specification and tests to perform as expected. One leader in providing electronic design automation software is Synopsys(Nasdaq: SNPS), whose subscription licensing business model has created a high-margin recurring revenue stream for investors.
Krzysztof discussed the semiconductor manufacturing segment, citing Chris Miller's Chip War book as a key influence to his thinking. He described the importance of cutting-edge chips to national security interests and how two companies -- ASML (Nasdaq: ASML) and Taiwan Semiconductor (NYSE: TSM) -- are necessary for the developed world to continue to function. Fabrication facilities cost tens of billions of dollars to build, giving the companies in this capital-intensive segment high barriers-to-entry against potential competitors.
Finally, Simon used geopolitical tensions as a frame for the investing thesis in Intel (Nasdaq: INTC). Intel has been one of the most important semiconductors of the past half-century, who pioneered the concept of "Moore's Law" that led to an exponential rise in the world's computing power. Intel has a boatload of problems, yet faces a unique opportunity of providing America with domestic chip supply. Selling cheaply at just 9x earnings, Intel could be an intriguing opportunity.

At the conclusion, each of the panelists voted on which of the six stocks mentioned they believed was the best opportunity for investors today.

We hope you enjoyed our 7investing Semiconductor Roundtable! To get daily insights like this delivered directly to your Inbox, please join our 7investing email list at 7investing.com/email.

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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 per-device models within tech-heavy fields like cybersecurity or IT operations, though they're also expanding into ad-supported media for companies such as Netflix. This allows software platforms to better monetize their power users, who generally rack up more hours of viewership or induce higher costs every month.

Silicon Valley is going through a round of layoffs, meaning there are fewer technology and IT workers today than there were a few months ago. This could impact software-as-a-service (SaaS) companies who price their products on a per-seat basis, such as GitLab, Zoom, or CrowdStrike.

Speaking of CrowdStrike, Simon and muji compared and contrasted the company to its up-and-coming competitor SentinelOne. Muji believes CrowdStrike recently hiring two of SentinelOne's executives is a pretty big deal, though SentinelOne remains a very compelling option for small and medium businesses.

The two went on to discuss the go-to-market strategies of companies, and how it is often difficult to pivot in their sales approach. Companies like Okta often sold to larger enterprise accounts and are now trying to sell to smaller development teams, while companies like Twilio who typically sold to developers building apps are now looking to move upmarket and land larger deals. The transition in software sales is rarely easy.

In the final segment of the conversation, muji discusses three other publicly-traded companies he is a fan of: Datadog, Bill, and Zscaler.

To see the full conversation and a complete transcript, please visit 7investing.com/podcast.

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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!

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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 Thomson begin their conversation by looking at factors that might determine when emerging economies are ready for investment and when they're not. Specifically, Thomson details the elements that make Afghanistan a challenging place for profitable investments at this time.

Thomson describes Massif's strategy to Cochrane as one that is not focused on future commodities prices, a risky proposition at best, but one that instead drills down to specific catalysts for individual companies. For instance, if a copper mining company is trading at a steep discount to its net asset value (NAV), Massif Capital will take a closer look to explore its long-term prospects and how soon it can come to realize its true value. When inputting the future prices of copper into the equation, Thomson looks at its historical prices, including its 10-year lows, highs, and averages, to determine a realistic idea of how copper prices can react to a range of conditions.

Thomson also shares his unique perspective on ESG investing. To promote more meaningful change, Thomson believes investors should focus more on companies transitioning to a smaller carbon footprint than companies that will inherently enjoy such advantages because of their business model.

Thomson also looks for opportunities in green energy from political catalysts. When the Inflation Reduction Act was signed into law in August 2022, it included almost $400 billion in energy- and climate-related initiatives, making it one of the most significant environment-focused bills the U.S. Congress has ever passed. Thomson said while several companies will experience rapid growth from this sudden surge in revenue from the measures in this bill, only a few will be able to do so profitably.

Thomson believes Siemens Energy ADR (OTC:SMNEY) is one such company that will benefit from the bill's passage. Siemens Energy is an engineering technology company that manufactures a wide range of products needed by electric utilities, including wind and steam turbines, natural gas generators, grid technology applications, and hydrogen energy solutions. This makes it a one-stop shop for energy companies with various needs across different ways of generating and distributing power.

Centaurus Metals Ltd (OTC:CTTZF) is another company Thomson highlights as a compelling opportunity. Centaurus Metals is an Australian-listed mining company focused on developing a nickel sulfide project in Brazil. Geological tests indicate the project might ultimately produce 20,000 tons of Class 1 nickel annually, making it one of the world's largest, high-grade nickel mines. This is important because while lower-classed nickel can be used in applications such as stainless steel, only Class 1 nickel can be used for batteries. As electric vehicle usage expands, batteries may account for up to 35% of nickel demand by 2030 while only accounting for about 10% of nickel demand today.

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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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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: NVDA) to surpass that of Apple (Nasdaq: AAPL)
Dana Abramovitz believes digital health apps will see even more consolidation
Simon Erickson believes Wolfspeed (NYSE: WOLF) will be acquired by Intel (Nasdaq: INTC)

Of course, all of our investing expectations aren't quite so reckless. Our 7investing team recently issued a free report titled "Best Stocks to Buy in 2023." In it, we introduce the seven companies that we believe are the stock market's best long-term opportunities right now.

To download your free copy of our Best Stocks to Buy in 2023, please click here or visit 7investing.com/2023.

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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) operates two very different business segments: hospice services for the dying and plumbing services. No matter how bad a recession hits the economy, both services will still be necessary through any downturn.

In a recession, new car sales may go down. If consumers own cars longer, then at some point, they will switch from a dealer servicing their vehicle when their maintenance program expires and will move to a quick lube operation, which offers much cheaper services than dealers. Valvoline (NYSE:VVV) is the best company in the quick lube space.

Green Plains (NASDAQ:GPRE) is an ethanol producer amidst changing its manufacturing process, which will dramatically increase the value of one of the by-products of its ethanol manufacturing. No matter what happens in the broader economy, this change will occur, a by-product used in the animal nutrition industry.

Garcia and Cochrane then dive deep into one of the fund's more significant holdings, DigitalBridge Group(NYSE:DBRG). DigitalBridge is an alternative asset manager that invests in digital infrastructure assets through various funds using raised capital. Garcia makes a case for why DigitalBridge has one of the most talented teams in the digital infrastructure space and why it should be able to succeed in a growing sector.

Finally, Cochrane asks Garcia about Ave Maria's morally responsible investing mandate, which incorporates guidance from U.S. bishops to create a fund for Catholics to invest in without violating their religious beliefs.

It's a fascinating discussion, touching on various topics and companies. Be sure to listen!

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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 edition of No Limit!

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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 (TSX/NYSE: SHOP) are examples who call Canada home, yet are publicly-traded on both the Toronto and the New York exchanges.

We're already well-aware of the volatility caused by the rising inflation and the rate hikes here in America. Are the same macroeconomic challenges facing Canada as well? And beyond those short-term challenges, are there opportunities in the Great White North that long-term investors should be considering?

To answer those questions, 7investing CEO Simon Erickson recently interviewed The Canadian Investor host Braden Dennis. Braden closely follows Canada's equity market and covers its opportunities on his podcast. He is also the CEO of Stratosphere, a financial data platform to help investors save time and jump directly into a company's most relevant metrics.

In the conversation, Braden shares his thoughts about Canada's equity markets, real estate prices, impact of COVID, and secular trends that are developing. The two discuss why Constellation Software (TSX: CSU.TO), Brookfield Corporation (NYSE: BN), and Shopify (TSX/NYSE: SHOP) are opportunities that investors should consider.

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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.

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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 consumers really running for the hills and burying their heads in the sand -- or is unemployment under control and are luxury brands still thriving?

And how do those who are managing billions of dollars and investing it into equities actually feel about the status quo?

To answer those questions, we've brought in a team of experts. 7investing CEO Simon Erickson recently interviewed Comgest CEO Arnaud Cosserat and two of his portfolio managers, Rick Mercado and Richard Kaye. Comgest is an independent global asset management firm based in Paris, who manages $35 billion and has a knack for finding long-term growth opportunities.

In the discussion, Arnaud, Richard, and Rick shared their thoughts about the macroeconomy and why it doesn't have a significant impact on their decade(s)-long investing time horizon. They believe 2022 has given patient investors an opportunity to buy great businesses at very attractive prices. Investing is less about jumping in and out of the stock market, and more about "finding quality and managing risks".

The team dug into the semiconductor industry and described several of the long-term trends that are driving it forward. Generous government subsidies and an increasing content of chips required in electric vehicles and in telecom infrastructure are leading to aggressive expansion of the semiconductor supply chain. The Netherlands' ASML (Nasdaq: ASML), Taiwan Semiconductor (NYSE: TSM), and Japan's LaserTec (TSE: 6920) might be good investing opportunities who are capitalizing on these trends.

Elsewhere, Comgest also sees an opportunity for retail, especially strong brands who are built to endure. Italy's Ferrari(NYSE: RACE) has a captive customer base and a strong order backlog, America's Costco (Nasdaq: COST) has a membership model that provides resilience against inflation, India's HDFC Bank (NYSE: HDB) is capitalizing on a vast increase in mortgages, and Japan's Don Quijote (TSE: 7532) is the country's largest discount retailer.

Investing internationally also carries its share of risks, including the ever-evolving relationship between corporations and governments. The team discussed the rising geopolitical tensions between China and Taiwan, as well as how "long-tail" risks (i.e. unlikely events that would have significant impacts if they occurred) influence their investing approach.

Lastly, Simon and the Comgest team discuss how investors should think about valuation. Several stocks are selling at lower multiples this year than they did in 2021. But are they attractive yet for investors who have a ten-year time horizon?

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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)
Five Below (NASDAQ:FIVE)
Amazon.com (NASDAQ:AMZN)
Tesla (NASDAQ:TWLO)
Netflix (NASDAQ:NFLX)

Watch or listen now to see how these companies fared under scrutiny and whether the crew believes these companies are wrecks or rebounds.

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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…

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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 recently included laying off 11% of its workforce.

Is this the beginning of the end for Twilio, where there will be even more pain ahead for investors? Or will Twilio succeed in its turnaround plans, meaning its inexpensive stock is actually a huge opportunity?

In this episode of the 7investing podcast, lead advisors Anirban Mahanti, Luke Hallard, and Simon Erickson check in on Twilio. The three provide an overview of Twilio's business model, discuss where it derives its profit margins, and objectively look at the challenges it faces. They also describe Twilio's four strategic priorities and its likelihood of succeeding at them.

And in the final segment, each advisor provides a "Twilio score", to quantify how bullish or bearish they are about investing in the company during the next year.

This conversation was originally recorded live on November 8, 2022. Publicly-traded companies mentioned in this podcast include Salesforce and Twilio. 7investing’s advisors and/or its guests may have positions in the companies that are mentioned.

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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.

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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 about managing the macroeconomic environment. Both companies focus on their customers' long-term success, making these platforms sticky and incredibly powerful over the long term. In particular, Microsoft and Amazon have hinted at working with customers to optimize workloads and, thus, costs to help them through this difficult time.

Towards the end of the podcast, Cochrane and Mahanti identify a dark horse in the race for being the fourth pillar of the hyperscale revolution. Which company is it? And does it deserve your attention? Listen/watch to discover this company's name and learn what it is doing to tackle the big three of cloud computing.

Readers interested in this topic may want to pair the podcast with Anirban Mahanti's quarterly cloud computing checkin report. The November 2022 edition of this report is available here.

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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 recording) Airbnb's (NASDAQ: ABNB) upcoming earnings, as well as Elon's official purchase of Twitter.

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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 gotten a little too loose with spending but are dedicated to shifting funds so that resources are going to the company's most significant growth opportunities. Alphabet's growth has slowed as the company faces a weakening macro environment and is lapping huge comparables from last year's third quarter, but the underlying search business appears resilient. While Youtube's revenue decreased year over year, Google Cloud managed to grow its top line by 38%.

At the end of the podcast, Mahanti and Cochrane talk about the most significant disruptive threats Alphabet faces and wonder if Big Tech's company cultures have grown too soft.

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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)!

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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.

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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 companies mentioned in this podcast include Qualcomm, NVIDIA, AMD, and Taiwan Semiconductor. 7investing's advisors and/or its guests may have positions in the companies that are mentioned.

Have you seen our announcement about our 7investing Strong Buy Portfolio? We've recently identified our 20 highest-conviction ideas and have compiled them into a single portfolio. To see 3 of our actual stock positions, please click here to join our free 7investing email list!

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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 the Past Year": Lockheed Martin (NYSE: LMT) vs Costco (Nasdaq: COST)

In the game, Brett and Ryan share their thoughts about each of the companies and then give each a score from 1-10 on how bullish (or bearish) they are about investing in them today. They reveal the winner of each matchup, as well as the stock that ultimately received the highest average score in the game.

Want more content like this? 7investing and Chit Chat Money have a partnership to dive deep into companies and promote a long-term investing mindset. Any users who sign up with 7investing using promo code "MONEY" will receive a 25% discount to our annual membership.

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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.

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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 Amazon, Meta, Tesla, Apple (Nasdaq: AAPL), and Alphabet (Nasdaq: GOOGL) -- and analyze the specific chip designers and manufacturers they work with to make these projects into a reality. There's big money up for grabs, for investors who are a step ahead in deciphering which direction the industry is heading.

Anirban and Simon recorded this episode of the 7investing Podcast in front of a live audience on Monday, September 19th. If you would like to attend future live recordings of our podcast, we invite you to sign up for free on our new 7investing Events page.

Publicly-traded companies mentioned in this interview include Alphabet, Amazon, Apple, Broadcom, Intel, Meta Platforms, Qualcomm, Samsung, and Taiwan Semiconductor. 7investing’s advisors or its guests may have positions in the companies mentioned.

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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 selloffs:

S&P 500's P/E Ratio
S&P 500's cyclically-adjusted P/E Ratio
S&P 500's Earnings Growth
"Tobin's Q" Score
10-2 Year Yield Spread
10 Year - 3 Month Yield Spread
The "Buffett Indicator"

In the conversation, Simon asks Connor to describe each of the seven indicators and to comment on their relative accuracy. The two also discuss where the stock market currently stands with regard to each indicator, and what takeaways investors should know about the market's status quo.

7investing and YCharts have a partnership, which offers new subscribers a 20% discount. To set up your free initial trial with YCharts and to use our promotional 7investing rate, please visit this link.

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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? Or are there flaws with Upstart's decision-making process that could lead to even larger problems down the road?

In today's 7investing podcast, 7investing lead advisors Anirban Mahanti and Simon Erickson take a closer look at what's up with Upstart. The two dive deep into the business, how it's deriving its revenue, and why its innovative approach is gaining popularity with banking partners. They also discuss what Upstart's 41% short interest means, and what its expansion into the auto and mortgage markets could mean for investors.

Anirban and Simon recorded this episode of the 7investing Podcast in front of a live audience on Thursday, September 15th. If you would like to attend future live recordings of our podcast, we invite you to sign up for free on our new 7investing Events page.

Publicly-traded companies mentioned in this interview include Upstart Holdings. 7investing’s advisors or its guests may have positions in the companies mentioned.

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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 Simon Erickson dig into Snap's recent woes. They take a closer look at its underperforming programs, its leadership decisions, and its stock-based compensation -- while also discussing external factors that are impacting the tech industry. They also discuss whether Snap's 75% year-to-date in 2022 is an opportunity or a falling-knife for investors.

Anirban and Simon recorded this episode of the 7investing podcast live. If you would like to attend future live recordings of our podcast -- including our upcoming discussion on September 21st about Big Tech embracing custom chips -- you can sign up for free at our new 7investing Events page.

Publicly-traded companies mentioned in this interview include Alphabet, Amazon, Microsoft, and Snap, Inc. 7investing’s advisors or its guests may have positions in the companies mentioned.

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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 right the ship? Kline gives his answers, believing these companies' management teams have made the best of a bad situation, even as they've made unforced errors along the way.

At the end of the interview, Cochrane asks Kline seven questions in lightning round-fashion that touches on ESPN, Starbucks' new CEO, a dying big box retailer, how cruises are looking to differentiate themselves in a post-COVID world, and the movie industry.

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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 on Biden's executive order on cryptocurrencies from March of this year. A closer look reveals that the White House could potentially have an option to ban Bitcoin mining altogether within the country. While this is unlikely (the US has actually been quite supportive of the evolution of its cryptocurrency industry), it's important for investors to keep an eye on regulatory developments that are impacting this space.

Reddit is now allowing collectible avatars to be purchased on its site and then sold using the OpenSea NFT marketplace. We believe this is a "markety" story, though it also shows how crypto is being embraced by websites who generate significant traffic volumes. And finally, the teams discussed discussed the recent partnership between Coinbase (Nasdaq: COIN) and Blackrock (NYSE: BLK), which is enabling institutions and wealth managers to branch out into cryptocurrency assets as a risk mitigation or portfolio management strategy.

We've made this month's Collision Course conversation free for everyone! We always publish each of our video conversations -- and also the complete transcripts -- for 7investing subscribers as monthly Advisor Updates. CryptoEQ publishes a written recap of the conversations in their monthly subscriber email newsletter, which you can subscribe for using this link.

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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 CEO of Vaxxinity (Nasdaq: VAXX). Vaxxinity is using a disruptive synthetic peptide platform to provide cheaper, safer, more convenient, and more effective medicines for chronic diseases like Alzheimer's and Parkinson's Disease. It is also developing a late-stage vaccines for the prevention of COVID.

In the conversation, Mei Mei describes how Vaxxinity's technology is "turning the human body into its own drug factory" to avoid the excessive costs and immune response issues of traditional monoclonal antibodies. She discusses their unique approach to clinical trials, the progress their making in their programs, and what it's like to be the CEO of a newly-public company.

Publicly-traded companies mentioned in this interview include United Biomedical and Vaxxinity. 7investing’s advisors or its guests may have positions in the companies mentioned.

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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:TWLO)

Walt Disney (NYSE:DIS)

Watch or listen now to see how these companies fared under scrutiny.

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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 and open internet. The two also discuss why changes in technology have negatively impacted Snap(NYSE: SNAP) and ROKU (Nasdaq: ROKU), and why larger publishers like Netflix (Nasdaq: NFLX) and Disney(NYSE: DIS) are suddenly becoming interested in ad-supported subscriptions.

In the second segment, Brad also shares his thoughts on Upstart Holdings (Nasdaq: UPST) and SOFI Holdings (Nasdaq: SOFI). These are two financial services companies who have been negatively impacted by the short-term macro, but are developing innovative platforms that might break late as the race marches onward.

Publicly-traded companies mentioned in this interview include Alphabet, Apple, Disney, Meta Platforms, Netflix, ROKU, Snap, SOFI Holdings, The Trade Desk, and Upstart Holdings. 7investing’s advisors or its guests may have positions in the companies mentioned.

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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 help.

Yet interestingly, there has never been a way to invest in a basket of these disaster-relief companies. Shouldn't there be a fund that supports these businesses?

Now, there is. In today's 7investing podcast, 7investing CEO Simon Erickson chats with Andrew Chanin, the co-founder and CEO of Procure Asset Management. Procure AM has created the Disaster Recovery Strategy ETF. With ticker "FEMA", it is the world's first disaster-relief themed ETF.

In the conversation, Andrew describes what led him to create the fund and how it is different than existing climate change funds. He looks for companies under contract with government organizations.

Publicly-traded companies mentioned in this interview include Clean Harbors, Generac Holdings, Home Depot, Lowe's, Maxar and Tetra Tech. 7investing’s advisors or its guests may have positions in the companies mentioned.

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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 discusses some of the challenges that could possibly trip the company.

This conversation is a must listen for those interested in the EV industry, the future of automobiles, and Tesla.

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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 the business performance rather than the stock price. Luke and Adam also discuss the power of patience, and why a ‘fear of missing out’ can be a wealth-destroying trap for any investor.

Adam can be found on Twitter @BRK_Student, at his YouTube channel ‘The Oracles Classroom’, or at his investment newsletter, ‘Watchlist Investing’. The Complete Financial History of Berkshire Hathaway can be purchased at Amazon.

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The Complete Financial History of Berkshire Hathaway: A Chronological Analysis of Warren Buffett and Charlie Munger's Conglomerate Masterpiece

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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 Jack Dorsey is so excited about incorporating crypto into Block's (NYSE: SQ) ecosystem.

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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 half empty will continue for eternity, with bulls dismissing bearish pessimism and bears refusing to accept blind bullish optimism.

Of course, this is all normal as part of our human nature. We're hard-wired to be triggered by the principles of influence, which is why these biases work against us. The mere recognition that they exist is the first step we can take in honing a better decision-making process.

Yet in today's special 7investing podcast, we're going to take another important step. We're going to throw the opinions and the biases out the window, and we're going to take an objective look at the data.

Now's the right time to dig into the numbers. To search for important insights about the financial bigger-picture and the current state of the economy. And from that, make informed decisions about what's in store for the stock market.

To help us accomplish this, we've brought in the help of two brilliant Panamanian brothers who share a passion and talent for looking at the global macro. In today's special 7investing podcast, 7investing CEO Simon Erickson speaks with Vishal and Rishi Daryanani, who present an in-depth presentation full of detailed information investors should know about the macroeconomy.

Vishal and Rishi share a 22 slide, comprehensive look at several different topics:

Review of the 2008 - 2020 longest bull run in American history
Expansionary monetary policy: Zero interest rates and QE
Fiscal stimulus and the 'wealth effect'
Rising inflation and why the Fed turned hawkish
The impact of tightening Financial Conditions on Exchange Rates, Credit Spreads, Equity Valuations, and Interest Rates
The impact of the war in Ukraine and China's Zero Covid Policy
How to assess/measure economic strength: Income, consumption, production, and employment
Opinions of high-profile institutional investors, including Michael Burry and Cathie Wood

Following their presentation, Simon asks the brothers several questions -- including the similarities between today and previous financial crises, what battle plan the Fed will likely follow later this year, how markets and capital raises are continually evolving, and what the most-likely expectations they have for corporate American and the stock market in 2022 and 2023.

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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. 7investing CEO Simon Erickson chits and chats with Ryan Henderson and Brett Schafer from Chit Chat Money, to discuss how several companies are handling stock-based compensation in today's era.

Ryan and Brett are also the portfolio managers of Arch Capital, which is a real-money fund that is actively investing in stock market opportunities. The two describe why they've taken several positions in the gaming industry -- including Nintendo, Electronic Arts, and Take-Two Interactive. And in the final segment, the group discusses a few things investors should be keeping an eye on in 2022.

Publicly-traded companies mentioned in this interview include Apple, DocuSign, Electronic Arts, Microsoft, Nintendo, Peloton, Take-Two Interactive, Tesla, Upstart Holdings, and Yext. 7investing’s advisors or its guests may have positions in the companies mentioned.

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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!

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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 analyst with ORTEX, which is a financial analytics platform for investors. One of the key metrics that Evan and ORTEX reports is a company's short interest, which is often quite difficult to calculate or to find publicly.

In an exclusive interview with 7investing CEO Simon Erickson, Evan describes what it means when investors 'go short' a stock. He defines technical terminology such as short interest and free float and explains what happens during a short squeeze. Evan and Simon discuss how several of these metrics could be useful for investors, even those interested in establishing long-term positions.

In the final segment, Evan and Simon dig in to the electric vehicle industry. Due to its capital-intensive nature and its fast pace of innovation, there are several EV companies who carry a high short interest. The two take a closer look specifically at Tesla, Lucid Group, Nikola, and Fisker and discuss whether there are opportunities in this space for investors.

Investors who are interested in ORTEX can register for a free account with limited data access here: https://app.ortex.com/register

Publicly-traded companies mentioned in this interview include Fisker, Lucid Group, Nikola Corporation, and Tesla. 7investing’s advisors or its guests may have positions in the companies mentioned.

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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 fast-growing robotics, AI, and healthcare technology spaces. Among the topics Steve and Lauren discuss are:

Why investors should have tech stocks in their portfolios, even amid a market selloff,
The growth opportunity in tech outside of traditional megacaps like Alphabet (NASDAQ: GOOGL), Amazon(NASDAQ: AMZN), and Meta (NASDAQ: META),
How industrial robotics stocks fit into the broader robotics and automation ecosystem,
Investment criteria and several industrial-focused robotics stocks ROBO Global is following closely, including Fanuc (OTCMKTS: FANUY), Teradyne (NASDAQ: TER), and Cognex (NASDAQ: CGNX).

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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 experience in the financial industry with companies that include JPMorgan Chase, Morgan Stanley, Credit Suisse, Citigroup and Arthur Andersen. He has led several research teams to No. 1 rankings, has been regularly ranked No. 1 for specialist sales by Institutional Investor, and has piloted more than 50 equity and initial public offerings. He holds a degree in industrial economics from the University of Nottingham in Great Britain.

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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!

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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 Technology (NYSE:SPOT)

Okta (NASDAQ:OKTA)

Watch or listen now to see how these companies fared under scrutiny!

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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 businesses? And are all of the things taking place in the world -- from the lingering impacts of COVID, supply chain disruptions, or fears of a global recession -- having any impact on how these exciting new technologies are actually getting deployed?

To help us answer those questions, we’ve brought in an expert. Ben Book is the co-founder and CEO of GigaOm, who is helping IT decision makers tackle their most complex technical challenges. GigaOm is bringing the executives of progressive companies up-to-speed about emerging technologies and then helping to implement them across their organizations.

In an exclusive interview with 7investing CEO Simon Erickson, Ben describes what's really driving the digital transformation. He focuses on the fundamental changes taking place in artificial intelligence and how organizations are building entire programs to benefit from them. He describes the DevOps movement and explains how data scientists are monitoring new data formats to make better decisions. He also shares what the process typically looks like for a large enterprise to shift from its legacy vendors and adopt a cloud-based solution.

In the second segment, Ben chats a bit about the progress being made in health care. He explains that while hospital budgets are constrained, there is a ton of interest in using medical information to improve patient outcomes. He also discusses companies who have done a great job of embracing digital innovation, and points to Disney (NYSE: DIS) as one example.

In the final segment, Simon spots Ben up with the 'lightning round' and asks for his thoughts on quantum computing, the Metaverse, and DNA used for storage.

Publicly-traded companies mentioned in this interview include Alphabet, Amazon, Apple, C3.AI, Cloudera, Disney, GitLab, Johnson & Johnson, Meta Platforms, Microsoft, The New York Times, Oracle, SAP, Snowflake, Splunk, and Teradata. 7investing’s advisors or its guests may have positions in the companies mentioned.

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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 to aggressively raise interest rates, making it more difficult for capital-intensive businesses who conduct space-based operations to raise funding. And the fascination of space from billionaire entrepreneurs like Elon Musk, Richard Branson, and Jeff Bezos has led Space-X's Falcon Heavy, Virgin Galactic'sSpaceShip, and Amazon's (Nasdaq: AMZN) Project Kuiper to transform what was once science fiction into commercial realities.

What will all of this mean for investors? Are escalating international conflicts re-invigorating the militarization of space? Will rising rates make it harder to compete against the best-capitalized leaders? Is it better to invest in the down-to-Earth legacy players...or is it worth taking a flyer on a few pure-play moonshots?

To help us answer those questions, we’ve brought in two experts who are actively investing in outer space. Andrew Chanin is the CEO and co-founder of Procure AM and Micah Walter-Range is the President of Caelus Partners. Together, they've created America’s first Space-themed ETF that trades with the ticker “UFO.”

In an exclusive interview with 7investing CEO Simon Erickson, Andrew and Micah describe why the space economy is taking off. They describe how Russia's war with Ukraine is increasing the demand for real-time satellite imagery and is also causing businesses to seek launch providers who are not based in Russia. They compare Rocket Lab democratized approach to launch to Space X's ridesharing capabilities, and also explain why 'space tourism' might actually be less relevant than 'space-based research.'

In the final segment, Micah and Andrew describe the methodical framework they've constructed for the SPACE Index and how some of their thinking has changed in 2022. The also reveal some of the most important unmet challenges facing space-based companies and several companies that should be on investors' radar.

Publicly-traded companies mentioned in this interview include Airbus, Amazon, Arqit Quantum, Astra, BlackSky Technology, Boeing, Mynaric, RedWire, Rocket Lab, and Virgin Galactic. 7investing’s advisors or its guests may have positions in the companies mentioned.

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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-traded companies mentioned in this conversation include Snowflake, Bill.com, and Monday.com. 7investing’s advisors may have positions in the companies that are mentioned.

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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 changes have on the largest companies of the S&P 500? And are there pure-play opportunities that are arising and taking advantage of the fastest-growing segments of the market?

To answer these questions, we've brought in an expert. Rajeev Goel is the co-founder and CEO of PubMatic (Nasdaq: PUBM). PubMatic is a publicly-traded company who serves as a sell-side platform for programmatic advertising. It helps publishers — who create websites, podcasts, mobile apps, or streaming TV stations — to monetize their content by placing targeted advertisements. Rajeev is one of the innovators in this space; he's very in-tune with the direction his industry is heading and is always two steps ahead of his competition.

In this exclusive interview, Rajeev chats with 7investing lead advisors Simon Erickson and Luke Hallard about the changes taking place in advertising and how PubMatic is responding to them. They talk about the importance of Connected TV and why Netflix's (Nasdaq: NFLX) recent comments about an ad-supported plan could be significant. They discuss why Google and Apple are making changes to their identifiers and what The Trade Desk's (Nasdaq: TTD) recent OpenPath initiative could mean for the industry.

In the final segment, the three talk about advertising in the Metaverse and what investors interested in this space should be watching.

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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!

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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.

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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. Always forward-looking, stocks have sold off in anticipation of the economy's upcoming struggles. Slower growth and rising interest rates are both net-negatives in the calculations of a stock's intrinsic value (all other things being equal).

So what are investors to do?

Is now the time to be aggressive, being greedy when others are fearful and buying up bargains when there's blood in the streets? Or is it time to get defensive, prioritizing cash flows and a strong balance sheet as the most important factors of consideration?

Furthermore, how long will these macroeconomic issues last for? What would happen to stocks if the US goes into a recession? Or conversely, are there new opportunities that might arise like a phoenix out of this crisis?

To help us answer those questions, we've brought in an expert. Puru Saxena is a retired money manager who is now an individual investor. He's spent more than twenty years monitoring indicators and analyzing market cycles, deciphering what they all will mean for stock market investors.

In this exclusive interview, Puru chats with 7investing CEO Simon Erickson about several important topics. Puru explains what the Fed's recent rate increase will mean for the economy and how it should be interpreted by investors. He describes his expectations for the stock market in 2022 and why tech companies could be poised to outperform during the next three years. The two discuss the winners and losers from inflation, why market timing is so difficult, and how to interpret the recent yield curve inversion. They also predict the likelihood of an American recession and how investors should think about valuing technology companies.

In the second segment, Puru and Simon discusses several individual stocks they find intriguing. Simon notes that large tech companies like the FAANG (Facebook, Amazon, Apple, Netflix, and Google) have been responsible for much of the last decade's bull-market gains, yet there has been a divergence in their performance post-COVID. Puru describes several companies he believes are well-poised for the future, including QuantumScape, MercadoLibre, and Nu Holdings.

In the final segment, Puru talks about position sizing and how investors can think about hedging as a way to protect their portfolio gains.

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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 founder and CEO Simon Erickson, Nick describes the important concepts he introduces in his book. He explains how investors can maximize returns over long periods of time, especially by tuning out market multiples or macroeconomic news. Nick elaborates on why people should be investors, how a person's background influences their approach, and how luck play a larger role than many of us may be willing to admit. He also describes why "buying the dip" isn't as important as you think, how the "crossover point" could be helpful in your retirement, and how to think about investing in a crisis.

Publicly-traded companies and cryptocurrencies mentioned in this interview include GameStop and Bitcoin. 7investing’s advisors and/or guests may have positions in the companies that are mentioned.

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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 invest through pension plans, 401(K)s, and IRAs. He says:

"The stock market is the greatest wealth creation machine of all time. Period. End of story. The stock market literally enables ordinary people, with ordinary incomes, in one generation to build extraordinary wealth for themselves."

Feroldi and Cochrane also discuss how stock prices can mislead new investors, as they'll often consider stocks such as Amazon.com (NASDAQ:AMZN) expensive and penny stocks as cheap.

Another thing Feroldi says that can trip up new investors is a misaligned time frame. Saying you're a long-term investor in bull markets is different from acting as a long-term investor during market crashes. Feroldi then explains why the market has always recovered from crashes and bear markets.

Finally, Feroldi ends the discussion by talking about Roku (NASDAQ:ROKU), a new stock that he's interested in after its precipitous fall the past year.

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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 answer the question of whether Netflix at an $85 billion market cap is a good opportunity going forward?

To answer that question, 7investing lead advisors Anirban Mahanti and Simon Erickson teamed up with TheStreet's Managing Editor (and former 7investing advisor) Dan Kline in a special "Netflix's Past, Present, and Future" discussion. The three describe what it was that made Netflix so special, what present challenges it faces, and whether they believe it will ultimately solve its current issues in the future.

Publicly-traded companies mentioned in this interview include Amazon, Disney, and Netflix. 7investing’s advisors and/or guests may have positions in the companies that are mentioned.

This discussion was originally recorded on Twitter Spaces on April 20, 2022.

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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 world's business leaders to harness. We're still a long way from finding Richard Feynman's Killer App.

So what should investors do about this intriguing yet commercially-frustrating quantum opportunity? Are recently-public pure plays in the space like IonQ about to make a quantum leap with upcoming breakthroughs? Are deep-pocketed tech companies like Alphabet going to completely rewrite the semiconductor supply chain? Or will quantum computing still remain in the "too hard" pile -- fraught with technical risks, uncertainties, and no generally-agreed-upon commercial path forward?

To help us answer those questions, we’ve brought in an expert. Tiernan Ray is one of the technology industry’s best reporters. He's covered the tech landscape for more than two decades – from the early days of the internet and the dotcom boom to the rise of cloud computing and artificial intelligence. Tiernan puts tech progress through a much-needed objective lens, helping investors separate hype from true innovation. He offers daily insights in his Technology Letter publication: www.thetechnologyletter.com.

In an exclusive interview with 7investing founder and CEO Simon Erickson, Tiernan describes where quantum computing stands and where it offers the greatest promise. He explains why controlled, multi-variable problems using AI are where quantum could be the most commercially valuable, and how companies will find multiple ways to support and profit from the bigger-picture movement. The two discuss the different technical approaches to quantum computing and the publicly-traded companies who are harnessing them. Tiernan also explains why we're in the "the transistor age of quantum computing" and a few recent developments we should be keeping a closer eye on.

In the final section, Tiernan shares a few other technology trends he's excited about -- such as why silicon carbide is such an important material for the semiconductor industry and why high-performance computing still offer a long runway for chipmakers like AMD and NVIDIA.

Publicly-traded companies mentioned in this interview include Air Liquide, Alphabet, Amazon, AMD, ASML, BMW, Daimler, Form Factor, General Electric, Honeywell, Howard Huges, IBM, Intel, IonQ, Microsoft, NVIDIA, On Semiconductor, Rigetti, Tesla, Texas Instruments, and Wolfspeed. 7investing’s advisors and/or guests may have positions in the companies that are mentioned.

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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 Datadog (Nasdaq: DDOG), DLocal(Nasdaq: DLO), and Global-e (Nasdaq: GLBE) are three companies of particular interest to him.

Publicly-traded companies mentioned in this interview include Datadog, DLocal, Ford, Global-e, MercadoLibre, SentinelOne, and Snowflake. 7investing's advisors or its guests may have positions in the companies mentioned.

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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.

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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.

The Weird Portfolio is just part of Value Stock Geek's overall portfolio, however, with the rest dedicated to individual stocks that he believes are wonderful companies at wonderful prices. Cochrane and VSG discuss their mutually shared positions in Meta Platforms (NASDAQ:FB) and Alphabet (NASDAQ:GOOGL)(NASDAQ:GOOG), and why VSG believes both have durable economic moats and trade at attractive valuations. VSG also introduces Cochrane to Expeditors International of Washington (NASDAQ:EXPD), an asset-light third-party logistics provider, focused on international freight forwarding.

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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 discuss recent recommendations. 7investing Office Hours will be scheduled on the first Friday of every month and open to all active student members. Please bring your questions for the team!

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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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 7investing subscribers and will be published as monthly Advisor Updates. CryptoEQ will also publish a written recap of the conversation – including additional context on the events – in their monthly subscriber email newsletter.

If you’d like to access that newsletter, please sign up for CryptoEQ using this link.

Companies mentioned in this conversation include Block, Coinbase, PayPal, SoFi Technologies, Tesla, and UiPath. Cryptocurrencies mentioned include Bitcoin and Ethereum. 7investing or CryptoEQ’s advisors may have positions in the stocks or cryptocurrencies of the companies that were mentioned.

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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.

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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 Nature review found that 60% of scientists couldn’t reproduce their own results. Results from peer-reviewed publications – the gold standard of science – couldn’t be replicated 70% of the time.

As our understanding of biology grows and our ability to more precisely engineer it deepens, living technology will enter and disrupt many economic sectors. This includes health care and agriculture, but also those not commonly associated with biology, such as mining, digital data storage, energy storage, and more.

In an appearance on the 7investing podcast, Dr. Drew Endy, one of the founding fathers of synthetic biology, provided a framework for understanding how biotechnology and synthetic biology differ.

Biotechnology was enabled by three core technologies including recombinant DNA (the ability to clone genes), polymerase chain reaction (PCR, or the ability to amplify genes), and DNA sequencing (the ability to read genes).
Synthetic biology is being enabled by three core technologies including the coordination of labor (the ability to standardize biology and generate reproducible results), abstraction layers (the ability to make engineering more accessible through user interfaces), and DNA synthesis (the ability to write genes).

Although the field of synthetic biology has reached a critical mass and is advancing quickly, investors are reminded that it’s still early. Perhaps the best analogy is to tech stocks.

In the late 1990s, if you thought that the information superhighway would fundamentally reshape the economy, then you would’ve been 100% correct. But you also might have invested in Pets.com. Many of the most valuable “net stocks” either hadn’t been founded (Google was founded in 1998, Facebook in 2004) or hadn’t launched their transformational services (the cloud computing division of Amazon Web Services launched in 2006) or products (the first iPhone launched in 2007).

Today, if you think synthetic biology will fundamentally reshape the economy, then I think you’ll be proven 100% correct. But there sure are a lot of Pets.coms out there right now. Many business models are still being tinkered, while many grand visions still remain beyond the technical capabilities of scientists in 2022. Therefore, it’s not unreasonable to think that some of the most valuable synthetic biology companies of our lifetimes haven’t been founded yet.

In this episode of 7inFocus, 7investing Lead Advisor Maxx Chatsko introduces investors to synthetic biology and provides his thoughts on the attractiveness of Amyris (NASDAQ: AMRS), Codexis (NASDAQ: CDXS), Ginkgo Bioworks (NYSE: DNA), Twist Bioscience (NASDAQ: TWST), and Zymergen (NASDAQ: ZY).

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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 licensing, where almost all of the payment is upfront). The implication means that the software should solve the customers’ problems; it needs to deliver on the promises of the salespeople. And that’s where Customer Success came into play.

Today, Customer Success plays a critical role in software adoption. It plays a vital role in the SaaS land-and-expand model. In this interview, 7investing Lead Advisor Anirban Mahanti chats with Customer Success Manager Kyle Holden. Kyle is a senior customer success manager at Okta (NASDAQ: OKTA), where he works with enterprise customers ranging from 5000 to 25,000 employees. In this chat, we cover various topics, including:

The origin of customer success How customer success has evolved How customer success works with sales & marketing and product development teams The importance of Dollar-based net retention (DBNR) and how investors should think about DBNR for large vs. smaller enterprise software businesses

This is a fascinating conversation that enterprise software investors shouldn’t miss.

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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.

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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, this restricted led to a mass-migration of mobile ad budgets away from Apple iPhones and toward Android devices instead. But now even Google is disrupting its own cash cow in the interest of protecting user privacy. Big G has announced it will be curtailing cross-app ad tracking within the next two years.

These are important changes! The business world needs to advertise to drive sales conversions, and it needs direction from the tech giants on how they'll do personalized advertising while still respecting data privacy. Is this the beginning of the the walled gardens of Google and Facebook toppling, and being replaced instead by a new "Open Internet"? Are there new advertising media -- perhaps Connected TV -- that are becoming the battlegrounds that tech companies know they absolutely must win? How should investors decipher these technology changes? And are there specific stock market opportunities they should be considering?

To answer these questions, we've brought in an expert. Dhaval Kotecha is an individual investor with years of experience in the digital advertising space. He has worked for programmatic advertising platforms and has accurately read the tea leaves to invest in many of the industry's top-performers.

In this exclusive interview, Dhaval chats with 7investing founder Simon Erickson about the higher-level impact of Apple and Google's recent changes. The two discuss Roku's (Nasdaq: ROKU) recent earnings release and what might have caused the stock's significant selloff.

Dhaval then describes several programmatic ad platforms, including The Trade Desk (Nasdaq: TTD), PubMatic (Nasdaq: PUBM), and Magnite (Nasdaq: MGNI). And as a fun way to wrap things up, he explains his recent interest in non-fungible token ("NFT") marketplaces and how investors might think about their rising popularity.

Publicly-traded companies mentioned in this interview include Alphabet, Amazon, Apple, Magnite, Meta Platforms, PubMatic, ROKU, and The Trade Desk. 7investing's advisors or its guests may have positions in the companies mentioned.

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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 can read his full investment thesis at his substack, Medtech and Microcaps.

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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. Over the next two years, the stock drew down 80%, yet Alzmann kept adding, convinced he was right about its fundamentals. Where the market was pricing in bankruptcy, Alzmann saw a profitable company selling for less than the cash on its balance sheet with a high potential for a short squeeze.

In this interview, Alzmann recounts his Gamestop investment, detailing the fundamental case he had for it and dealing with the incredible ups and downs along the way before selling his position into the meme craziness in 2021.

Alzmann is now the managing director of Wook Capital, a private investment fund that believes crowdsourcing research from retail investors can offer a pathway to consistent outperformance. During our talk, Alzmann highlighted the influential role of sharing research across social media channels in his Gamestop investment.

Finally, near the end of the episode, Alzmann shares his latest value investment: PLBY Group (NASDAQ:PLBY), a legacy media player Wall Street has likewise written off. Alzmann notes that PLBY Group is finding young consumers by licensing its lifestyle brand and focusing on digital initiatives like NFTs.

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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 undeniable that China is growing quickly and is making a name for itself on the global stage. Are there important things that investors should consider before jumping in? Are there sustainable opportunities that don't involve hidden risks?

To help us answer these questions, we've brought in an expert. James Early is the CEO of Stansberry China. He has traveled extensively to the country during the past decade, to help investors better understand China's consumers, its business culture, and its broader investment landscape.

In this exclusive interview, James chats candidly with 7investing CEO Simon Erickson about the Middle Kingdom. He explains the higher-level goals that the Chinese Communist Party is trying to achieve and how it thinks about Western capital and investors. He describes the aspirations of the typical Chinese consumer and how the country is attempting to simultaneously balance entrepreneurship and stability.

James also points out several risks related to China, such as its tense trade relationships with the United States, its sometimes erratic regulations, and its goal of ultimately annexing Taiwan. He also walks investors through the "variable interest entity" structure that's used by many of its publicly-traded companies and wraps things up by describing how he would recommend approaching China as an investor.

Side note from Simon: James and I are former colleagues, who worked together for several years. It was a pleasure to host him for our podcast, and I'm thankful for him sharing his thoughts and opinions.

Publicly-traded companies mentioned in this interview include Alibaba, Baidu, Huawei, and Tencent. 7investing's advisors or its guests may have positions in the companies mentioned.

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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 can think of them as the one-stop-shop space vendor of preference.

And Rocket Lab has even bigger ambitions arising. It initially focused on launching smaller satellites of up to 300 kilograms, yet its newly-unveiled Neutron rocket can carry payloads of up to 8,000 kgs. That means instead of placing individual satellites, it will soon be placing entire satellite constellations. That will give larger customers an opportunity to scale up their commercial operations.

The commercial space economy is a higher-altitude movement that absolutely needs to be on your investing radar right now.

In an exclusive interview, Rocket Lab's CEO and co-founder Peter Beck and CFO Adam Spice recently spoke with 7investing CEO Simon Erickson and lead advisor Steve Symington. Peter explained why now is the golden era for the space industry and why several customers are asking for dedicated launches as an alternative to ridesharing. Adam described the opportunities that Neutron will enable and the important impact it will have on Rocket Lab as a business.

The two also describe upcoming industry consolidation and the opportunity for "Space as a Service". And in the final segment, Peter -- who has been a rocket scientist since his childhood -- describes the things he is most excited about achieving in the coming years.

Publicly-traded companies mentioned in this interview include Rocket Lab. 7investing's advisors or its guests may have positions in the companies mentioned. This episode was originally published on September 7th, 2021.

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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 presentations before. And we even recently found ourselves competing in one of them!

In this episode of our podcast, Nathan chats with 7investing CEO Simon Erickson about his investing style and how he would like to use his Market Game to empower and inspire others. He then runs through four of its most memorable pitches -- including Constellation Brands (NYSE: STZ), Moody's (NYSE: MCO), Vonage (Nasdaq: VG), and Ethereum -- and explains why these might be great long-term investments.

Publicly-traded companies and cryptocurrencies mentioned in this podcast include Constellation Brands, Moody's, Vonage, and Ethereum. 7investing's advisors or its guests may have positions in the companies mentioned.

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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, they can further appeal directly to their most loyal fans -- and then convert them into part-owners of the business.

This is exactly the future that Toronto-based DealMaker envisions. Its cloud-based platform is allowing for companies to raise money as efficiently and transparently as possible.

Imagine doing a campaign where you want to raise $1 million for your business. But rather than using Kickstarter or Indiegogo, you can connect directly with your audience and not have to pay them the platform fees. Additionally, you can continually see who's interested -- and get access to more information that could inform the valuation of your future capital raises as well.

An example of this was last year's capital raise by the Green Bay Packers. The NFL football team used DealMaker to self-raise $30 million in 48 hours. The Packers are a publicly-owned team and have been for the past 80 years. This was a much more efficient option for them to raise money.

In this exclusive interview with 7investing founder Simon Erickson, DealMaker's co-founders Rebecca Kacaba and Mat Goldstein share the pain-points they saw in the financial services industry that led them to create their company. They describe why "self-hosted funding" is becoming an intriguing opportunity, and why establishing a direct connection with investors is important.

The two also offer their thoughts about IPOs, Direct Listings, SPACs, blockchains, and NFTs.

Publicly-traded companies and teams mentioned in this podcast include The Green Bay Packers. 7investing's advisors or its guests may have positions in the companies mentioned.

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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 describes why he brought the ETF to market and how it is less-correlated with other health care funds that are available. He describes his allocation approach and why he isn't afraid to take large stakes in smaller companies.

The two also dig into several of the ETF's largest positions, including Beam Therapeutics (Nasdaq: BEAM), Intellia Therapeutics (Nasdaq: NTLA), and Illumina (Nasdaq: ILMN).

Publicly-traded companies mentioned in this interview include Abbott Laboratories, Beam Therapeutics, CRISPR Therapeutics, Editas Medicine, Illumina, Intellia Therapeutics, Regeneron, and Thermo Fisher. 7investing's advisors or its guests may have positions in the companies mentioned.

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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?

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 explosion in M&A activity in the banking space. In 2019, SunTrust came together with BB&T in a merger of equals, creating Truist Financial Corp (NYSE:TFC), the 6th largest bank in the U.S. by assets. This was followed last June by PNC Financial Services Group (NYSE:PNC) completing its $11.5B acquisition of BBVA USA, making it one of the largest U.S. commercial banks. Banking consolidation is a phenomenon that Maxfield traces back to the early 1980s when Congress allowed banks to acquire financial institutions in other states. While Maxfield believes this trend will stay intact, he questions whether the majority of such deals create value for shareholders.

Of course, no discussion about the banking space is complete without a tour of the big four banks dominating the domestic landscape: Bank of America (NYSE:BAC), Citigroup (NYSE:C), JPMorgan Chase (NYSE:JPM), and Wells Fargo (NYSE:WFC).

Finally, Maxfield explains why Triumph Bancorp (NASDAQ:TBK) is a hidden gem, an under-the-radar community bank based in Dallas, TX, attempting an ambitious project in a big industry!

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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 - Shorting Stocks

06:57 - Short-Term Options

11:48 - Emotional Trading/FOMO

13:31 - Growth Investors Chasing Defensive Stocks

16:28 - Selling Positions to Start or Add to Positions

18:25 - Chasing Your Losers

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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 Erickson believes this is the year that the US will finally put a ban on Payments for Order Flow.

While we’re not guaranteeing a 1.000 success rate (these are “reckless”, after all!), we do enjoy thinking out loud about what innovation in the markets could mean for stock investors. If you’d like to join the fun and discuss any of our predictions in greater detail, please bring your thoughts to our newly-launched 7investing Community Forum.

Publicly-traded companies mentioned in this interview include Crispr Therapeutics, Meta Platforms, Peloton, and Robinhood. 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.

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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 require regulatory clearance.
Class III devices are the most complicated and pose the greatest potential risk to patients, such as life-supporting, life-sustaining, or implantable devices. Examples include liquid biopsies, pacemakers, or implantable contact lenses. These require regulatory approval.

Although Class I and Class II medical devices can be submitted through the 510(k) process and only need to show equivalence to a predicate ("existing") device, Class III medical devices must be submitted through the more rigorous premarket approval (PMA) process that often requires a clinical trial. Unlike a drug candidate that requires at least three separate clinical trials (phase 1, phase 2, and phase 3), a Class III medical device often only requires a single clinical trial.

It seems odd, but genetic tests and liquid biopsies are also regulated as medical devices. These product candidates are categorized into one of the classes above, which typically impacts how and where they can be used. The three designations of genetic tests include:

Research use only (RUO) products cannot be used as diagnostics and don't require a regulatory submission. RUOs can form the basis of a more advanced diagnostic product from the originator or its customers. These serve an important role, but generally have the smallest market opportunity.
Laboratory developed tests (LDT) must be designed, manufactured, and processed by a single CLIA-certified laboratory. These tend to be Class II medical devices and require a 510(k) filing. LDTs are often used with centralized business models, where patient samples are shipped to a centralized facility. Examples include genetic screening tests. These have the largest volume potential, but low to moderate pricing and insurance coverage. These have moderate to large market opportunities.
In vitro diagnostics (IVD) are more robust tests and can be shipped to the point of care, which means placed in the hands of doctors, oncologists, and medical facilities. Because these are not self-contained within CLIA-certified labs, they're often classified as Class III medical devices and require a PMA filing and clinical trial. IVDs are often used with distributed business models, where patient samples are processed at the point of care. Examples include liquid biopsies. These have both large volume and high price potential, which results in the largest market opportunities by monetary value.

Finally, the podcast concludes with three different examples of medical device companies:

7investing Lead Advisor Dana Abramovitz discusses Inviate (NYSE: NVTA).
7investing Lead Advisor Maxx Chatsko discusses Nano-X Imaging (NASDAQ: NNOX).
7investing Lead Advisor Simon Erickson discusses STAAR Surgical (NASDAQ: STAA)

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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 portfolio agility if market forces don't play out in the way he anticipates. Luke primarily invests in US equities, but he also has a handful of angel investments, with two successful exits to date.

Although Luke’s portfolio spans many industries, a key factor his personal investments have in common is that they all seek to make the world a better, less complex place. Luke invests with his head, but his heart occasionally exercises the power of veto.

Luke and Simon first met when Simon guested on the Telescope Investing podcast, hosted by Luke and his co-founder Albert. Simon immediately recognized the close affinity between 7investing and the long-term growth investing strategy that Luke has successfully employed through the last eighteen years, delivering a market-beating compound growth rate in his personal portfolio of over 26% annually.

Luke holds trustee and grant panel roles with multiple UK charities in the social welfare sector. He’s married to Katrina, and they live in London with their Siberian cat, Sushi.

Luke has a passion for health and physical fitness. He’s completed the London Marathon, and is currently training for a 4x4x48 challenge, running four miles every four hours for 48 hours. He dedicates his winters to skiing and snowboarding, and in a final bid to successfully land a back-flip on a board he recently attended trampoline classes.

Luke is a motorcycling enthusiast and regularly tours Europe by bike, although his favourite stretches of roads are in Japan. He’s embarrassingly slow on the racetrack despite living fifteen minutes from an internationally renowned motor racing circuit, and spent his younger years volunteering as an observer with the Institute of Advanced Motorcyclists.

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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 unreasonable price." He states that he looks for three primary qualities before investing in a company: 1) a discount to a conservative valuation; 2) a strong, liquid balance sheet; and 3) a robust business capable of generating free cash flows.

7investing Lead Advisor Matthew Cochrane and Tobias Carlisle walk through the definitions of value and growth stocks. Before the conclusion of the interview, they discuss a stock they both like, Lockheed Martin (NYSE:LMT), and some of the qualitative advantages it enjoys as a prime defense contractor.

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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 (NASDAQ: ILMN) and an enzymatic DNA synthesis technology from Twist Bioscience (NASDAQ: TWST).
Molecular testing leader Exact Sciences (NASDAQ: EXAS) used the stage to reveal that it comfortably beat full-year 2021 guidance and jump into hereditary cancer testing.
Meanwhile, Beam Therapeutics (NASDAQ: BEAM) announced a research collaboration with Pfizer (NYSE: PFE) that had an unusual structure.
Simon and Maxx also share their thoughts on the slow pace of merger and acquisitions (M&A) in drug development in the last two years — and why record cash balances and a constant need for innovation at the largest companies suggest that could change in 2022.

Publicly-traded companies mentioned or alluded to in this podcast include Beam Therapeutics, CRISPR Therapeutics, Eli Lilly, Exact Sciences, Illumina, Intellia Therapeutics, Novo Nordisk, Pacific Biosciences, and Twist Bioscience. 7investing’s advisors may own positions in the companies that are mentioned.

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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 extremely in-tune with how human beings make decisions (and even wrote a PhD dissertation on the topic).

Krzysztof also has the distinction of being the only guest writer we’ve ever featured on 7investing. He has written two incredible articles for our site during the past year: Why ‘Don’t Panic’ is Not Good Advice and The Importance of Patience.

In this exclusive interview, Krzysztof offers a framework for investors to dig deeper into their internal decision-making process. He describes how external influences can flip on our behavioral biases, but that by looking inward we can avoid dangerous traps such as hubris or FOMO. A focus on humility and patience can lead investors to much better long-term returns.

Krzysztof explores the topics of “integrity” and “character” in investing, and reveals his own personal approach to buying stocks. Simon and Krzys compare investing with Texas Hold ‘Em poker, and describe how probabilities and incomplete information are things that people must become comfortable with. Krzystof also shares his thoughts about the current market environment, explains how Apple and Tesla became two of his most successful investments, and offers some important words of advice for newer investors.

Publicly-traded companies mentioned in this interview include Apple, GameStop, and Tesla. 7investing’s advisors or its guests may have positions in the companies mentioned. This podcast originally was published on February 9th, 2021 and republished on January 11th, 2022.

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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 officially selling our shares and closing the Castlight position from our 7investing scorecard.

We also have decided to make our initial November 2021 recommendation report publicly available. This is a great opportunity for us to showcase one of our actual recommendation reports and also give a sneak-peek into our investing process.

As this now-public research demonstrates, each team member wields a deep understanding of their respective domains — we’re not just handing members a list of tickers. We thoroughly and objectively evaluate opportunities and challenges to encourage members to adopt a long-term mindset. The team at 7investing comprises experts in biotechnology, health care, synthetic biology, artificial intelligence, fintech, disruptive innovation, space technologies, and more. If you’re interested in gaining access to seven of these recommendations each month, please subscribe today!

We hope you enjoy our actual November 2021 Deep Dive team discussion. The transcript follows, and the video pitch is displayed above.

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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 largest companies? Or conversely, is the recent market selloff actually presenting an opportunity to buy into several smaller companies at a relative bargain?

To help us answer those questions, we've brought in two of our favorite investors. Ryan Henderson and Brett Schafer together host the investing podcast Chit Chat Money and are also the general partners of Arch Capital. We thought the recent volatility presented an excellent opportunity to hear their perspectives on the status quo of the stock market.

In this exclusive interview, Ryan and Brett spoke with 7investing CEO Simon Erickson and 7investing lead advisor Steve Symington about a variety of topics. They first discussed how investors should think about volatility and the process they follow for their investing methodology. They also describe three of Arch Capital's largest holdings -- Sprout's Farmers Market, Spotify, and Nelnet -- and provide a thorough recap of why they like each of these positions.

And to have a little fun in the outro, Ryan, Brett, Simon, and Steve each share one stock that was on their Christmas List for 2021.

Publicly-traded companies mentioned in this interview include Boston Omaha, Callaway, Costco, Latch, MongoDB, Nelnet, Rocket Lab, Spotify, Sprout's Farmers Market, and Walmart. 7investing's advisors or its guests may have positions in the companies mentioned.

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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 no more gains available for investors. We thought that made for a perfect opportunity to share our previous report & Deep Dive team call, and showcase what 7investing's official research really looks like. http://7investing.com/research

If you would like to see all seven of our research reports and Deep Dives every month, sign up for 7investing today! Using promo code "holiday" at checkout will even save you $100 off your annual order for as long as your membership is active.

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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 objective, independent measure of economic and personal freedoms. Countries are ranked relative to peers, not on their potential for improvement, and investments are weighted based on the country rankings. For example, Taiwan and Chile are included, but China and Russia are not.

The exclusion of Chinese companies is noteworthy considering many emerging market funds are heavily weighted to the country. However, as 7investing Lead Advisor Matthew Cochrane points out, investing in Chinese stocks has led to more disappointment than wealth-building returns in recent decades.

From 1994 to present, China's GDP has grown 2,750% while the average value of China's stock market has grown just 98%. How is that possible? There's a strong argument to be made that the inability of Chinese stock exchanges to capture economic growth is directly related to a lack of economic and personal freedoms. Unfortunately, the country has been recently backsliding in the relative rankings relied on by Perth and the Freedom 100 Emerging Markets ETF.

If you've ever been curious about responsibly investing in emerging markets but didn't know where to start, then this podcast is for you.

Publicly-traded companies mentioned or alluded to in this podcast include Alphabet, Apple, Didi, Meta Platforms (Facebook), Microsoft, Taiwan Semiconductor Manufacturing Company, and Tesla.

7investing Lead Advisor Matt Cochrane owns shares in Meta Platforms, Microsoft, and Taiwan Semiconductor Manufacturing Company. 7investing Lead Advisor Maxx Chatsko has no position in any companies mentioned on this podcast.

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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 amount of time in the market and have decades to amplify their returns.

But is investing early easier said than done? Aren't there a million other things in your late teens or early twenties that are also distracting your mind and your money? Are high-school and collegiate students somewhat intimidated by the stock market, especially after hearing scary stories about the volatility of stocks like GameStop and AMC? Is it possible to capture the awesome benefits of investing at a young age...but without stepping on any landmines or making huge mistakes along the way?

To help us answer those questions, we've brought in two incredible investors. Maya and Soren Peterson are nineteen and seventeen years old investors (respectively) who have embraced the opportunity to start investing as early as possible! They recently wrote and published a book called Early Bird: The Power of Investing Young, as a way to help other young investors maximize their potential gains in the stock market.

In this exclusive interview, Maya and Soren spoke with 7investing CEO Simon Erickson about why it's so important to get started investing as soon as possible. They describe their reasons for writing the book and explained what they look for when searching for companies. They also were candid about some of the mistakes they've made along the way, and why investing shouldn't be intimidating -- no matter what your age is.

Maya first met Simon in 2012 at an investing event (she was in middle school at the time) and Soren met 7investing advisor Steve Symington at the Boston Omaha shareholders' meeting earlier this year ("Steve's much taller in real life than on video!"). This was a fantastic conversation that is truly empowering to others. We look forward to featuring Maya and Soren's perspective several more times in future conversations.

Publicly-traded companies mentioned in this interview include Boston Omaha, Chewy, and Trupanion. 7investing's advisors or its guests may have positions in the companies mentioned.

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Early Bird: The Power of Investing Young

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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 Bioscience (NASDAQ: TWST) went public a few years ago, whereas the vertically-integrated industrial biotech Zymergen (NASDAQ: ZY) went public months ago. Ginkgo Bioworks, seeking to become the Amazon Web Services of biology, is expected to go public in the coming months through a record-setting SPAC. The company will grab $2.5 billion in cash, a $15 billion valuation, and the highly-coveted stock ticker $DNA -- last wielded by Genentech -- in the process.

Investors shouldn't expect a smooth ride ahead. Similar obstacles that stunted the first wave, namely economics and manufacturing scale-up, remain unresolved. It appears many Wall Street analysts have absolutely no idea how to think about this emerging space. Then again, many investors are probably wondering, what the heck is synthetic biology anyway?

Considering synthetic biology will slowly creep into industries not typically associated with biology -- from digital data storage using DNA to manufacturing metallic nanoparticles for next-generation batteries -- investors will need new frameworks to understand the challenges and opportunities ahead. To introduce investors to the space and discuss some of the leading publicly-traded companies in it, 7investing Lead Advisor Maxx Chatsko nerded out with one of the godfathers of synthetic biology, Stanford University bioengineering professor Drew Endy.

Professor Endy's goals are to enable civilization-scale flourishing and a renewal of liberal democracy. He helped launch new undergraduate majors in bioengineering at both MIT and Stanford, and also the iGEM competition, a global genetic-engineering “Olympics” enabling thousands of students annually. His past students now lead companies like Ginkgo Bioworks and Octant. He is married to Christina Smolke, CEO of Antheia, the essential medicine company. Endy served on the US National Science Advisory Board for Biosecurity (NSABB), the Committee on Science, Technology, & Law (CSTL), and the Pentagon’s Defense Innovation Board (DIB). He currently serves on the World Health Organization’s (WHO) Smallpox Advisory Committee and the International Union for the Conservation of Nature’s (IUCN) Synthetic Biology Task Force. Esquire magazine recognized Drew as one of the 75 most influential people of the 21st century.

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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: APPL) to transition away from its Identifier for Advertisers (IDFA) and allow its users to opt out of seeing personalized ads on its iPhone devices.

We're also seeing some changing consumer behaviors. Cord-cutting becomes more pronounced every year, and content creators are hustling to create new over-the-top streaming channels. The advertisements placed on these channels can target individuals rather than broader audiences, meaning the conversion effectiveness and pricing can be significantly higher. The video ad rates associated with reaching this captive TV audience can be 50 times greater than the display ads placed on websites accessed by desktop computers.

So how should investors make sense of these important developments in this fast-changing industry? Are the walled gardens like Alphabet and Facebook now toast? What impact will privacy actually have on AdTech companies? And will Connected TV eventually disrupt this entire industry?

To help us answer those questions, we've brought in an expert opinion. Rajeev Goel is the co-founder and CEO of PubMatic (Nasdaq: PUBM). PubMatic is a publicly-traded company who serves as a sell-side platform for programmatic advertising. It helps publishers -- who create websites, podcasts, mobile apps, or streaming TV stations -- to monetize their content by placing targeted advertisements. Rajeev has been at the helm of PubMatic for 15 years, and he is very excited about the digital ad industry's upcoming changes.

In this exclusive interview, Rajeev spoke with 7investing CEO Simon Erickson about what's in store for the digital ad industry's future. He describes the potential approaches that might replace the third-party cookie as a way of identifying users and placing ads, and also what Apple's iOS 14.5 important update means for the industry.

Rajeev also describes what was driving his company's (rather incredible) third quarter results and how PubMatic has been able to achieve 157% a net dollar-based retention rate with its existing customers. He also shares his thoughts about upcoming industry consolidation, how he is approaching the Connected TV opportunity, and a few things investors should specifically be keeping a closer eye on.

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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 Tesla?!

To help us answer those questions, we've brought in a technical analysis expert. Irusha Peiris is a Chartered Market Technician and a portfolio manager at O'Neil Global Advisors. He's spent his professional career in the investing industry, covering the buy-side, sell-side, and directly representing retail investors. As a portfolio manager at O'Neil, he helps institutional clients determine when is the right time to buy or sell a position.

In this exclusive interview, Irusha spoke with 7investing CEO Simon Erickson about how institutional investors use technical analysis to help inform their portfolio decisions. Irusha reveals specific metrics that institutions look to identify -- such as patterns of accumulation or relative strength index -- and the frameworks they tend to look for.

Irusha and Simon also refer to Tesla (Nasdaq: TSLA) throughout the conversation. Tesla's stock price has been a rollercoaster this year, hitting lows of less than $600 and highs of more than $1,200. Irusha describes what makes Tesla so appealing to institutions, as well as what he thinks about its current stock price and valuation. He also shares three other companies that he believes are "perfect waves" of opportunity for investors today.

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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 with a diverse team and board.

Describing the biotech industry, Altomari sees many partnerships and lots of collaboration. He suggests that everyone can learn from each other and share their knowledge with others. This follows the mindset of the scientific community, which publishes and reports at conferences, pushing scientific knowledge forward.

Altomari points out that investing in biotech companies is comparable to long term investing. Many biotech companies are still in the early stages of business development and it takes a long time to get to market and then for drugs to be prescribed by physicians. He also points out that there are not many milestones or catalysts to report on that might move the market in any one direction, especially for a small biotech company like Agile Therapeutics. As the CEO of a company in a volatile market, Altomari has to be comfortable with what his company is doing and how they are doing it and can’t let the swings of the market influence him.

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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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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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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 have made that a clear part of their identity. Doing that well, however, comes with challenges because it can backfire in a lot of ways and, if you’re not able to come off as sincere, you can have problems from a skeptical public.

McConnaughey joined the 7investing podcast to share his thoughts on ESG and how he advises companies when they decide to embrace this growing trend.

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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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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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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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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 recreational use. That happened back in 2012 and Poseidon was formed not long after. Since then, Morgan and Emily have been on the cutting edge of investing in this emerging, challenging space.

A first-of-its-kind company, Poseidon made its first investments in the cannabis space in 2014. The company has a number of funds and even has an ETF that’s on the way giving it deep exposure to what Paxhia considers a market that’s still in its very early days.

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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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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 precisely engineer living things and observe a reproducible outcome? What foundational tools and technology layers are needed to enable synthetic biology? If these critical pieces of infrastructure don't exist, then who or what should be tasked with building them?

Andrew Hessel is often the one doing the asking. Increasingly, he's been doing a lot of the answering, too.

Hessel is hands down the best blue-sky thinker in synthetic biology. He completed his undergraduate (cellular, molecular, and microbial biology) and graduate (bacterial genomics) work at the University of Calgary. He's been fascinated with the amazing potential to program biology ever since starting his career as a scientist at Amgen over two decades ago.

More recently, Hessel served on the faculty at Singularity University, led the synthetic biology division at Autodesk, founded Humane Genomics to engineer oncolytic viruses for personalized cancer treatments, and co-founded the Genome-Project-Write Project. The infamous Human Genome Project was concerned with developing the tools required to sequence (or read) a full human genome, whereas GP-write is concerned with developing the tools required to synthesize (or write) full genomes of various organisms.

Why stop there? In early 2022, Hessel and bestselling science writer Amy Webb will publish a book called "The Genesis Machine: Our Quest to Rewrite Life in the Age of Synthetic Biology" describing how we got here and where we might be headed.

In this episode of the podcast, Maxx Chatsko and Andrew Hessel discuss what he's been up to lately, what he's most excited about in synthetic biology, and what's ahead for programmable biology.

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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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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 require regulatory clearance.
Class III devices are the most complicated and pose the greatest potential risk to patients, such as life-supporting, life-sustaining, or implantable devices. Examples include liquid biopsies, pacemakers, or implantable contact lenses. These require regulatory approval.

Research use only (RUO) products cannot be used as diagnostics and don't require a regulatory submission. RUOs can form the basis of a more advanced diagnostic product from the originator or its customers. These serve an important role, but generally have the smallest market opportunity.
Laboratory developed tests (LDT) must be designed, manufactured, and processed by a single CLIA-certified laboratory. These tend to be Class II medical devices and require a 510(k) filing. LDTs are often used with centralized business models, where patient samples are shipped to a centralized facility. Examples include genetic screening tests. These have the largest volume potential, but low to moderate pricing and insurance coverage. These have moderate to large market opportunities.
In vitro diagnostics (IVD) are more robust tests and can be shipped to the point of care, which means placed in the hands of doctors, oncologists, and medical facilities. Because these are not self-contained within CLIA-certified labs, they're often classified as Class III medical devices and require a PMA filing and clinical trial. IVDs are often used with distributed business models, where patient samples are processed at the point of care. Examples include liquid biopsies. These have both large volume and high price potential, which results in the largest market opportunities by monetary value.

Finally, the podcast concludes with three different examples of medical device companies:

7investing Lead Advisor Dana Abramovitz discusses Inviate (NYSE: NVTA).
7investing Lead Advisor Maxx Chatsko discusses Nano-X Imaging (NASDAQ: NNOX).
7investing Lead Advisor Simon Erickson discusses STAAR Surgical (NASDAQ: STAA)

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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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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 health care technology index that carries the ticker "HTEC". Nina has spent her career either working in or covering the health care industry, and she is well-versed in the ways of how technology can improve it.

In an exclusive interview, Nina spoke with 7investing CEO Simon Erickson about several of health care's most important developing trends and the specific companies that investors might consider as opportunities.

Publicly-traded companies mentioned in this interview include Akoya Biosciences, Exact Sciences, Illumina, Invitae, Moderna, Pacific Biosciences of California, Teladoc, and Vocera Communications. 7investing's advisors or its guests may have positions in the companies mentioned.

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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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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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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 value of Esports for everyone. His company set up tournaments for companies and universities -- including the University of Texas, Texas A&M, and Louisiana State University -- helping them manage, monetize, and market their Esports programs.

In an exclusive interview, Chris spoke with 7investing CEO Simon Erickson about why Esports is such an important developing trend. He described what games are the most popular for tournaments and which developers are at the forefront of the movement. He also explained how the Esports gaming industry makes money and why certain broadcast platforms and advertisers are uniquely positioned to benefit.

Chris also describes what Esports tournament events are really like, as well as what China's recent regulations on gaming could mean for the industry.

Publicly-traded companies mentioned in this interview include Activision Blizzard, Amazon, Audi, and Chipotle. 7investing's advisors or its guests may have positions in the companies mentioned.

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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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Today, Customer Success plays a critical role in software adoption. It plays a vital role in the SaaS land-and-expand model. In this interview, 7investing Lead Advisor Anirban Mahanti chats with Customer Success Manager Kyle Holden. Kyle is a senior customer success manager at Okta (NASDAQ: OKTA), where he works with enterprise customers ranging from 5000 to 25,000 employees. In this chat, we cover various topics, including:

The origin of customer success
How customer success has evolved
How customer success works with sales & marketing and product development teams
The importance of Dollar-based net retention (DBNR) and how investors should think about DBNR for large vs. smaller enterprise software businesses

This is a fascinating conversation that enterprise software investors shouldn’t miss.

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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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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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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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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 premium update, we'll be taking a look at a few very specific red flags that we've noticed on several of our previous recommendations. If you'd like to see that report (which will publish on Wednesday, September 22), sign up for 7investing today.

Publicly-traded companies mentioned in this interview include Altria and GoPro. 7investing's advisors or its guests may have positions in the companies mentioned.

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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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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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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 the gambling world, but it also has value to scouting departments looking for an edge. This is AI as an evolution of “Moneyball,” and, while it’s still the very early days for Brooks and her company, it’s clear that she sits on the edge of a new frontier in sports and gambling.

Sports betting and the potential for AI in the space was the core topic Brooks discussed when she joined Dan Kline on the 7investing podcast.

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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 consumer attitudes about sustainability and eager to discover solutions, but they face significant challenges in finding reliable, high-quality sources of sustainable materials. We've all seen headlines about shoes made out of recycled water bottles, or car panels molded from seaweed, but these types of headline-grabbing "solutions" are impossible to scale, inject uncertainty into supply chains, and face considerable economic headwinds.

Enter privately-held Bolt Threads. The sustainable materials company is using synthetic biology to create reliable supply streams of high-quality materials for some of the world's leading brands. The three publicly-disclosed material brands each solve specific problems in the select markets:

Microsilk: Spider silk made with genetically-engineered microbes for improved cost and scale. These natural fibers can replace synthetic polymers in various fabric applications. Read more.
B-silk Protein: Stumbled upon during the development of Microsilk, this ingredient can be added to cosmetic or personal care products to replace keratin (derived from animals) and silicone (a synthetic polymer). Read more.
Mylo: A mycelium material used to replace animal leather without compromising on performance or luxury. Global companies launching Mylo products soon include adidas, lululemon, and Stella McCartney. Read more.

7investing Lead Advisor Maxx Chatsko sat down with Bolt Threads CEO and co-founder Dan Widmaier to discuss the opportunities and challenges in sustainable materials and the importance of making synthetic biology real for consumers with visible technology.

Publicly-traded companies mentioned in this podcast include adidas, Allbirds, Ginkgo Bioworks, Kering, lululemon, Warby Parker, and Unilever.

7investing Lead Advisors and Dan Widmaier may have positions in the companies that are mentioned. This interview was originally recorded on September 9th, 2021 and was first published on September 14th, 2021.

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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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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 economy? Is top-line growth the most important, and industry consolidation will make the strongest companies even stronger? Or are there less-obvious metrics that we should be paying more attention to?

To answer those questions, we've brought in two experts who are actively investing in outer space. Andrew Chanin is the CEO and co-founder of Procure AM and Micah Walter-Range is the President of Caelus Partners. Together, they created America's very first Space-themed ETF, which trades with the ticker "UFO."

In an exclusive interview with 7investing CEO Simon Erickson, Andrew and Micah describe why the space economy is taking off as an option for investors. They describe their methodical framework of their SPACE Index and a handful of their holding. They also explain several things that investors should consider when investing in space-themed companies, such as the geopolitical risks of international governments, the decision-making of management teams, and the importance of having a global marketing strategy.

In the final segment, the two also share their likelihoods of personally taking a space tourism flight and a few things they're very interested in watching.

Publicly-traded companies mentioned in this interview include Rocket Lab, Sky Perfect, and Virgin Galactic. 7investing's advisors or its guests may have positions in the companies mentioned.

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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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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 can think of them as the one-stop-shop space vendor of preference.

The commercial space economy is a higher-altitude movement that absolutely needs to be on your investing radar right now.

Publicly-traded companies mentioned in this interview include Rocket Lab. 7investing's advisors or its guests may have positions in the companies mentioned.

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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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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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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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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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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 estate.

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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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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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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.

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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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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 business? Or is this simply too-much, too fast -- in what's already known as a highly cyclical industry?

To answer those questions, we've brought in a semiconductor expert. Robert Quinn has worked for decades in providing capital equipment to the semiconductor industry. He is now a high-performance contributor to LinkedIn, where he posts four times per days and his articles have been read nearly 2 million times year-to-date.

In this exclusive interview, 7investing CEO Simon Erickson and Robert describe why Intel is so ambitiously expanding its chipmaking capacity within the United States and what its new contract with the Department of Defense could mean for its business. Robert also explains why Samsung might be building a new fab in Austin, what Taiwan Semiconductor's price hike will mean for consumer electronics, and how much longer investors should expect the supply shortage to last.

The two also discuss several new chip designs and process technology improvements, such as the RISC-V open-source architecture, single nanometer nodes, FGPAs, and quantum computing. Robert also shares his thoughts about wafer fabrication equipment manufacturers, and why the status quo will greatly benefit Applied Materials.

Publicly-traded companies mentioned in this interview include AMD, Apple, Applied Materials, Intel, Samsung, and Taiwan Semiconductor. 7investing's advisors or its guests may have positions in the companies mentioned.

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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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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 ETF, and venture capitalists continue to pour money into entirely new approaches.

The advantages of quantum could be incredible. A commercially-available, useful quantum computer would disrupt many industries. Materials companies could perfect their design of new superconductors. Logistics or travel companies could optimize their global fleets. Drug makers could use simulations to create new synthetic molecules.

But there are concerns about quantum that are raising a few eyebrows as well. Several of the soon-to-be-public quantum companies have hardly any revenue, yet their multi-billion-dollar valuations have led some to believe there are too many expectations already baked in. There are geopolitical concerns as well, as an international arms race to reach Quantum Supremacy could challenge the internet's existing cryptography measures or even sovereign security.

There's a lot going on right now. And there's a lot more at stake than just bragging rights that awaits those who claim and who use the world's fastest computers.

So what should investors make of this new quantum race? Is quantum indeed about to disrupt everything? Or are some investing expectations still out of touch with reality?

To answer those questions, we've brought in a quantum expert. Whurley is an international legend in the software development world.

After working in R&D at Apple (Nasdaq: AAPL) and then as a Master Inventor at IBM, whurley went on to found and run several startups that innovated the fields of security, open source software, and even FinTech. He has 11 patents, has co-authored two books, and even personally hosted former President Barack Obama at Austin's SXSW conference. Now as the founder & CEO of Strangeworks, he is developing a software development tools that will help companies define their business problems and then harness the power of quantum computing to solve them.

In this exclusive interview, 7investing CEO Simon Erickson chats with whurley about where the quantum computing industry currently stands. They describe what will drive its future adoption and in what applications it will serve most useful. They also discuss the recent popularity of quantum SPACs and where there could be opportunities for investors.

The two then shift gears a bit, and whurley describes why open-source will continue to be the key for future software development. He also shares his thoughts about what's in store for cybersecurity and his expectations for virtual reality.

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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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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.

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“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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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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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 cryptocurrencies.

In this exclusive interview, 7investing CEO Simon Erickson chats with Spence about the more important developments taking place in the world of crypto. The two discuss America's recent regulations, countries who are adopting Bitcoin as legal tender, the potentially allocation of crypto in retirement accounts, and an intriguing opportunity for blockchain infrastructure in the Metaverse.

Publicly-traded companies mentioned in this interview include Coinbase, MicroStrategy, and Voyager Digital. Cryptocurrencies mentioned include Bitcoin and Ethereum. 7investing's advisors or its guests may have positions in the companies or cryptocurrencies mentioned.

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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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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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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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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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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 portfolio and oversight of its U.K. pension investments. He will also play a key role in ensuring that GXO’s investment case reaches a global audience.

With his company less than two weeks old, Manduca sat down the Dan Kline to discuss its origin story, what it hopes to accomplish, and the logistics market in a broad sense. He also talks about the role of automation and which companies he sees as major players in the logistics space.

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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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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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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 one of the world’s brightest financial captains.

Morgan Housel is a partner of the Collaborative Fund and has spoken about behavioral finance at conferences all across the globe. He is also the author of The Psychology of Money, which shares several lessons about long-term success in investing and in life. Napoleon’s quote is prominently displayed on the very first page of his book.

In an exclusive interview with 7investing, Morgan brings a goldmine of advice and information to help investors. We organize a wealth of knowledge into 7 themes (it had to be 7!), where Morgan provides his overall thoughts, cites several historical examples, and provides the most important investing takeaways. 7investing CEO Simon Erickson also spots Morgan up with an investing-related question for each of the seven themes.

We also recommend having 7investing put up the buy-in for Morgan to join the World Series of Poker (you heard it here first), question his likeness to a character on Game of Thrones, and offer advice for younger investors. And as a closing finale, Morgan answers seven questions that were submitted on Twitter by our 7investing followers!

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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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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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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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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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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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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 pitfalls that can happen when people overuse AI rather than using it as a tool to help them make better decisions.

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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 developing completely different tools that have almost nothing in common.

Individual investors don't necessarily need to have a deep technical understanding of gene editing tools, but I would argue that there's a minimum level of information required to responsibly invest in the field. Unfortunately, the way the internet works means most investors aren't provided with the information they need. Let's fix that.

In this episode of the podcast, 7investing Lead Advisors Maxx Chatsko (me) and Dan Kline introduce simple frameworks for evaluating opportunities and challenges in gene editing. These can be summarized as follows:

The Emerging Approaches: There's first-generation tools (gene editing), second-generation tools (base editing), and third-generation tools (prime editing). These approaches are not limited to any specific system. For example, there are CRISPR, TALEN, ARCUS, and other tools capable of performing base editing.
The Major Applications: There are knock outs, insertions, activations, precise corrections, knock ins, and other uses of gene editing tools. Each has advantages and disadvantages.
The Major Administration Routes: This primarily comes down to in vivo (inside the body) and ex vivo (outside the body). Each has advantages and disadvantages.

In addition to this podcast introducing the three frameworks, 7investing Lead Advisor Maxx Chatsko has written an in-depth article explaining these frameworks and how each gene editing stock fits into each -- and it's free to read!

Publicly-traded companies mentioned in this podcast include Alnylam Pharmaceuticals, Beam Therapeutics, Caribou Biosciences, Cellectis, CRISPR Therapeutics, Editas Medicine, Graphite Bio, Intellia Therapeutics, Precision BioSciences, Sana Biotechnology, and Verve Therapeutics.

7investing Lead Advisors may have positions in the companies that are mentioned. This interview was originally recorded on August 2nd, 2021 and was first published on August 3rd, 2021.

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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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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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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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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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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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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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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 (NYSE: TDY), Monster Beverage (NASDAQ: MNST), Starbucks (NASDAQ: SUBX), Amazon.com (NASDAQ: AMZN), Square (NYSE: SQ), Apple (NASDAQ: AAPL), Coca-Cola (NYSE: KO), AutoZone (NYSE: AZO), Constellation Software (TSE: CFU), Berkshire Hathaway (NYSE: BRK-A)(NYSE: BRK-B), Pfizer (NYSE: PFE), Intuit (NASDAQ: INTU), NVIDIA (NASDAQ: NVDA), McDonald's (NYSE: MCD)

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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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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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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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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 (NYSE: CRM), Middleby (Nasdaq: MIDD), or Berkshire Hathaway (NYSE: BRK-B) -- can methodically unlock hidden value that compounds their own investment returns for decades.

So where are the most lucrative potential acquisition targets today? Are there sectors of the market that are particularly appealing? Are there clever leadership teams leveraging new technologies that could fit perfectly in a more established company? Are there specific signs that investors should look for, which might suggest to us that a company is gearing up to make an acquisition...or to have itself be acquired?

In our July Team Podcast, our 7investing advisors share seven companies we believe could be prime acquisition targets right now.

We describe what makes these companies particularly appealing and who their most likely suitors could be. We even taking things one step further, and predict which of our previous 7investing recommendations these acquisitions would have the greatest impact on. If you'd like to see that report, as well as get immediate access to all 119 of our previous recommendations, use this link to sign up for 7investing today.

We'll also be providing a short text description below of each potential acquisition target we mentioned in the podcast. We'll update these recaps daily (adding one new writeup each day), so come back often to see our most updated descriptions!

Potential Acquisition #1: Alteryx (Nasdaq:AYX) -- Anirban Mahanti believes Alteryx's (Nasdaq: AYX) expertise in transforming raw data sets into insightful analytics positions it as an excellent acquisition target. Its stock price has languished on slowing growth, though Anirban believes this was largely due to the COVID pandemic and also a change in the company's revenue recognition policy. Alteryx was a leader in on-premise deployments, making it attractive for any company looking to expand its expertise to the cloud. He believes Salesforce, IBM, or Oracle could be the most likely suitors. Click here to read Anirban's Potential Acquisitions perspective!

Publicly-traded companies mentioned in this interview include Alteryx, IBM, and Salesforce. 7investing's advisors may have positions in the companies mentioned.

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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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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 2020, and republished on July 20, 2021.

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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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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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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 factors that investors should consider. They also take a look at four SPACs that have gained a lot of attention this year -- SoFi, Ginkgo Bioworks, OpenDoor, and Rocket Lab -- and evaluate each of them as potential investment ideas.

Publicly-traded companies mentioned in this podcast include Bayer, OpenDoor, SoFi, Vector Acquisition Corp, and Virgin Galactic. 7investing Lead Advisors may have positions in the companies that are mentioned. This interview was originally recorded on July 14th, 2021.

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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.

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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 and what we should be watching for.

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“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.

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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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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 incredibly important to their success. The two also discuss specific metrics that investors should be watching and specific risks they should consider.

Publicly-traded companies mentioned in this podcast include Virgin Galactic and SoFi. 7investing Lead Advisors may have positions in the companies that are mentioned. This interview was originally recorded on July 8th, 2021 and was first published on the same day.

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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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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 determine what the asset might be worth right now. Of course, no one knows the true POS of any single drug candidate. Wall Street analysts often plug in historical averages for specific therapeutic modalities (ex: monoclonal antibodies or kinase inhibitors) in specific therapeutic areas (ex: oncology or neurology).

This modeling imperfection and crude estimation is what causes the perception of binary events. When a biotech stock craters or soars on a clinical data readout, it's often because Wall Street models are being updated all at once. Similarly, when a large drug developer pays a hefty premium to acquire a smaller peer, it's often because they're applying a much higher POS to the pipeline being acquired -- likely due to a deeper technical understanding of the science involved.

In other words, there's a tremendous amount of value residing in POS differentials. If investors can build relatively accurate rNPV models that incorporate a technical understanding of the underlying drug candidates, then they should be able to stay one step ahead of Wall Street by discovering undervalued companies sooner and avoiding overvalued drug developers altogether.

7investing Lead Advisor Maxx Chatsko is learning how to build rNPV models and incorporate them into his research frameworks. In this episode of the podcast, 7investing CEO and Lead Advisor Simon Erickson chats with him about how to value biotech stocks, a high level explanation of what metrics go into these models, and how they could potentially be applied to new investing areas such as synthetic biology and industrial biotechnology.

Publicly-traded companies mentioned in this podcast include Intellia Therapeutics and Johnson & Johnson.

7investing Lead Advisors may have positions in the companies that are mentioned. This interview was originally recorded on July 6th, 2021 and was first published on the same day.

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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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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 costs out of their operations.

All of this innovation is excellent news for growth-style investors. By understanding the fundamental technologies that are shaping the future, we can identify the most promising companies who are capitalizing upon them.

So what are those important trends that are brewing today? And what are the specific investment opportunities that are arising?

To answer those questions, we've brought in a technical expert. Matthew Eash -- better known by his online moniker "Muji" -- is one of the world's most forward-thinking technologists. After spending decades as a data architect, he's now founded his hhhypergrowth newsletter to focus on the technologies powering today's most innovative companies.

In this exclusive conversation, Muji speaks with 7investing CEO Simon Erickson about the important trends taking shape in the tech world. Muji discusses why the recent Confluent (Nasdaq: CFLT) IPO is so interesting to him and why several companies built upon open-source platforms often end up butting heads with the Cloud Titans. The two discuss usage-based pricing and the metrics investors should be evaluating in the new era of cloud-native software companies. They describe why Snowflake (Nasdaq: SNOW) is such a unique opportunity, as well as a variety of other topics that range from Kubernetes to edge networks.

Finally, Muji takes a closer look at several important events that have taken place in the cybersecurity industry during the past year, including the SolarWinds data breach and FireEye (Nasdaq: FEYE) spinning off its products division. He also describes what impact the White House's recent Executive Order will have on Zero Trust technology.

Muji and Simon share several of their favorite investment ideas throughout the conversation. This is a must-listen for any investors who want to capitalize on the biggest trends taking shape in technology!

Publicly-traded companies mentioned in this interview include Alphabet (Nasdaq: GOOGL), Amazon (Nasdaq: AMZN), Cloudera (NYSE: CLDR), Confluent (Nasdaq: CFLT), CrowdStrike (Nasdaq: CRWD), Elastic (NYSE: ESTC), Fastly (Nasdaq: FSLY), FireEye (Nasdaq: FEYE), Fortinet (Nasdaq: FTNT), Microsoft (Nasdaq: MSFT), MongoDB (Nasdaq: MDB), Okta (Nasdaq: OKTA), Palo Alto Networks (NYSE: PANW), Snowflake (Nasdaq: SNOW), Splunk (Nasdaq: SPLK), Twilio (NYSE: TWLO), and ZScaler (Nasdaq: ZS). 7investing's advisors or its guests may have positions in the companies mentioned.

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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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If there's one thing you can count on with technology, it's that it can completely change the way we do things.

So what are those important trends that are brewing today? And what are the specific investment opportunities that are arising?

In this exclusive conversation, Muji speaks with 7investing CEO Simon Erickson about the important trends taking shape in the tech world. Muji discusses why the recent Confluent (Nasdaq: CFLT) IPO is so interesting to him and why several companies built upon open-source platforms often end up butting heads with the Cloud Titans. The two discuss usage-based pricing and the metrics investors should be evaluating in the new era of cloud-native software companies. They describe why Snowflake (Nasdaq: SNOW) is such a unique opportunity, as well as a variety of other topics that range from Kubernetes to edge networks.

Finally, Muji takes a closer look at several important events that have taken place in the cybersecurity industry during the past year, including the SolarWinds data breach and FireEye (Nasdaq: FEYE) spinning off its products division. He also describes what impact the White House's recent Executive Order will have on Zero Trust technology.

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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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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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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 patient app. It may not be perfect yet, but it’s heading in the right direction.

In today’s podcast, 7investing Lead Advisor Dana Abramovitz discusses how companies are making health care more convenient to patients with Amanda Epp, Co-founder and CEO of ScriptDrop. ScriptDrop focuses on the last leg of the patient journey, getting their prescription.

Publicly-traded companies mentioned in this podcast include: Rite Aid (NYSE: RAD), Albertson’s (NYSE: ACI), CVS (NSYE: CVS), Walgreens (NASDAQ: WBA), and Amazon (NASDAQ: AMZN). 7investing’s advisors may have positions in the companies mentioned.

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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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"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 One Up on Wall Street. 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 stocked the Magellan Fund 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-flying performers is no easy feat. It requires diligent upfront research, a methodical investing process, and a boatload of patience.

Are there future 10-Baggers available in the stock market today? If so, how do we go about finding them? And if we're fortunate enough to find and invest in them, how should we deal with them becoming an outsized position?

In our June Team Podcast, our 7investing advisors share our approach to finding 10-Baggers. We reveal the different metrics and factors that we each look for, as well as several of the personal lessons we've learned along the way.

Publicly-traded companies mentioned in this interview include Alnylam Pharmaceuticals, Apple, Costco, CrowdStrike, FireEye, MongoDB, Repligen, Tesla, and Ubiquiti Inc. 7investing's advisors may have positions in the companies mentioned.

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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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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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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 biggest pain points.

In her conversation with 7investing founder and CEO Simon Erickson, Dana describes why value-based care, personalized medicines, and a transition in thinking about "patients" as "consumers" will all be vitally important in the upcoming changes to health care. The two allude several times to Dana's new 7investing special report entitled "Can Technology Fix American Health Care", which is now freely available by clicking on this link.

Publicly-traded companies mentioned in this interview include Alphabet (Nasdaq: GOOGL) and Apple (Nasdaq: AAPL). 7investing's advisors or its guests may have positions in the companies mentioned.

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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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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.

Not investing in companies with the highest yields;
Avoiding companies that nominally raise their dividends every year to please income investors;
Not investing in companies with unsustainable payout ratios.

Along the way, Cochrane and Krueger discuss several of MBOX's holdings, including EOG Resources (NYSE:EOG), Domino's Pizza (NYSE:DPZ), Broadcom (NASDAQ:AVGO), and Tractor Supply Co (NASDAQ:TSCO).

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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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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 undergoing a wave of consolidation.

How should growth-style investors, intrigued by the rapid pace of innovation in this gargantuan market, get exposure to the changes taking shape in this digital advertising space?

To help us answer that question, 7investing founder and CEO Simon Erickson recently spoke with PubMatic co-founder and CEO Rajeev Goel. PubMatic is a publicly-traded company based in San Francisco, whose mission is to fuel the potential of internet content creators. It trades with the ticker "PUBM."

In this exclusive interview with 7investing, Rajeev describes two of the most important innovations that have taken place in digital advertising during the past 15 years. The first was real-time bidding, which transformed the ad industry's transactions from static interactions to instantaneous online auctions. The second was a transition from desktop to mobile, which brought ads into apps and required them to be placed in different ways.

But importantly, Rajeev also believes there is a third important innovation taking shape in the digital ad industry today: the intense focus on consumer privacy. Several companies are transitioning away from third-party cookies, and consumers are demanding for prompts to opt-in before their data is tracked or shared.

Rajeev believes this trend could unlock a new wave of opportunities. Content publishers are increasingly looking to programmatic as a convenient and highly profitable way to generate revenue. As one of the clear innovators in the ad tech space, PubMatic is developing creative strategies to gain market share and to differentiate itself from competitors.

This interview is a must-watch for any forward-thinking investors interested in the future of advertising!

Publicly-traded companies mentioned in this interview include Adobe (Nasdaq: ADBE), Alphabet (Nasdaq: GOOGL), Apple (Nasdaq: AAPL), eBay (Nasdaq: EBAY), IPG (NYSE: IPG), NewsCorp (Nasdaq: NWS), Proctor and Gamble, PubMatic, The Trade Desk (Nasdaq: TTD), Zynga. 7investing's advisors or its guests may have positions in the companies mentioned.

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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 Bioscience (NASDAQ: TWST) went public a few years ago, whereas the vertically-integrated industrial biotech Zymergen (NASDAQ: ZY) went public months ago. Ginkgo Bioworks, seeking to become the Amazon Web Services of biology, is expected to go public in the coming months through a record-setting SPAC. The company will grab $2.5 billion in cash, a $15 billion valuation, and the highly-coveted stock ticker $DNA -- last wielded by Genentech -- in the process.

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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.

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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.

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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: TSLA), where Mayur addresses the following topics:

What is the high-level investment case for Tesla? Why should investors care?
There are many bear cases for Tesla, including the historically low-margin and capital-intensive nature of manufacturing, reliance on regulatory credits, and impending competition. Mayur explains why many of these issues are irrelevant to the Tesla investment case as things stand today.
What metrics should investors focus on when evaluating Tesla and why?
What is the future of Tesla's energy business?
What is a reasonable estimate of Tesla's fair value?

And for those who want to explore beyond Tesla, we have you covered. Mayur outlines his thesis for two potential multibaggers -- Square (NYSE:SQ) and Beyond Meat (Nasdaq: BYND).

Finally, we close, by putting it all together. Specifically, Mayur lays out his hypergrowth investment framework. I (Anirban here) identify closely with his methodology. I think it works well for patient, long-term focussed investors.

Don’t miss this masterclass in hypergrowth investing. Trust me, this marathon conversation is well worth your time!

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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 exclusive interview with 7investing, Kelsey and Alan chat with Simon about what prompted them to become entrepreneurs to improve the world's financial literacy and investing acumen. Kelsey describes how women are different investors than men and shares her thoughts about inflation and cryptocurrencies, while Alan describes the mentality of younger investors and draws comparisons between investing and sports.

In the final segment, both Kelsey and Alan share their personal investing approach and advice for younger investors.

Publicly-traded companies mentioned in this interview include Callaway Golf (NYSE: ELY) and Viacom (Nasdaq: VIAC). 7investing's advisors or its guests may have positions in the companies mentioned.

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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.

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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 why so many companies get it wrong. He also explains how building a strong customer loyalty program can disrupt industries and details why it’s so hard for many businesses to fix their customer service problems.

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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.

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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.

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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.

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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 is an entrepreneur with hands-on experience creating software solutions, growing engineering teams, and developing go-to-market strategies. He’s seen the evolution of SaaS up close for more than a decade, between his time at startups and software behemoths.

In this interview with 7investing, Frank gives us his impression of where SaaS is in the adoption curve and delves into the pace of innovation at smaller companies versus established corporations. We discuss what areas are at the forefront of software right now and discuss some areas Frank finds exciting outside of software. We finish up with a discussion of 3 stocks Frank likes right now and why.

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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)

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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 three also discuss the relationship between tech companies and the Chinese government and the mentality of Southeast Asian business leaders.

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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)

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There's a lot of technology buzzwords flying around in the financial media these days. "Digital transformation", "cloud computing", "edge computing", and "artificial intelligence" are making their way into plenty of headlines and also into the conversations of more and more cocktail parties. The world is gaining a better understanding of what several cutting-edge trends actually mean.

But even more important than understanding them is following how these disruptive new technologies are actually being implemented. Businesses of all sizes are moving their workflows to the cloud service providers like Amazon (Nasdaq: AMZN) Web Services and Google (Nasdaq: GOOGL) Cloud Platform. They're hiring data scientists to set up machine learning environments, and they're assembling teams of hundreds or thousands of engineers to undertake massive new projects. There are a lot of dollars at stake as the digital transformation more firmly takes root within the enterprise.

What will all of this mean for investors? Are there ways to capitalize on the biggest trends taking shape in the tech world?

To help us answer these questions, we've brought in an expert who is at the forefront of innovation. Ben Book is the co-founder and CEO of GigaOm, who is helping IT decision makers tackle their most complex technical challenges. GigaOm is bringing the executives of progressive companies up-to-speed about emerging technologies and then helping to implement them across their organizations.

In this exclusive interview with 7investing, Ben digs deep into what's really going on in today's biggest trends. He explains what the digital transformation is really all about and why we're still just "in the second or third inning." He describes how cloud computing is allowing companies to simplify their IT operations and how machine learning is now being used for more customized applications. Previously a healthcare consultant, Ben also sheds some insight on where tech companies have the greatest chances of succeeding in health care.

Finally, Simon asks Ben to share several other trends he's excited about right now.

Publicly-traded companies mentioned in this interview include Alphabet (Nasdaq: GOOGL), Amazon (Nasdaq: AMZN), Datadog (Nasdaq: DDOG), Disney (NYSE: DIS), Microsoft (Nasdaq: MSFT), and Snowflake (Nasdaq: SNOW), and Zoom Video Communications (Nasdaq: ZM). 7investing's advisors or its guests may have positions in the companies mentioned.

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The market has not been kind to most tech stocks over the past few weeks. That’s hard to watch in the short-term, but our long-term convictions have not changed. Good companies can have major negative moves in their share price in the short-term while still being huge winners in the long-term. Simon Erickson and Maxx Chatsko join Dan Kline to talk about market volatility, sector rotation, and why we consider this a buying opportunity on Wednesday’s 7investing Now.

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In this conversation, 7investing Lead Advisor Matthew Cochrane sits down with Marcelo Lima, the founder and managing partner of Heller House. On the Heller House's website, it states, "As acolytes of Benjamin Graham and Warren Buffett, we are standing on the shoulders of giants and adapting to a world permeated by software, network effects and zero marginal costs."

Lima describes his evolution from a Warren Buffett-type value investor to an investor who instead seeks out the world's most innovative companies. He even wonders if starting as a Buffett investor hindered him early on in his investment career because he believed Buffett that new technology was too hard to understand.

When studying new technologies, Lima says he approaches everything like he's a student. That can mean purchasing 900-page textbooks on the microbiology of cells or attending developer conferences and trying out new software products. A few years ago, when studying Amazon.com (NASDAQ:AMZN) he toured one of its fulfillment centers. This experience helped him appreciate how advances in robotics would help the e-commerce giant become even more efficient at delivery and logistics.

Lima also discusses the size and valuations of tech giants. He believes the total addressable markets more than justifies some of today's larger market caps but believes valuation must always be carefully weighed with a company's optionality and growth.

Along the way, Lima and Cochrane also discuss the possibility of Miami as the next great tech hub, why Mark Zuckerberg is perennially underrated, and whether virtual and augmented reality is an inevitable platform.

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Walmart has agreed to acquire telemedicine provider MeMD which will expand the company’s healthcare efforts beyond its own employees. It’s pretty clear that Americans want something different in healthcare but it’s a very crowded space and the current healthcare system has some massive advantages. Walmart does, however, have over 4,000 pharmacies and buying an established player in the telemedicine space could accelerate its efforts.

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It was a rough day for a number of tech stocks yesterday. There were double-digit drops and as investors, it’s easy to get spooked by that. We’ll look at the difference between volatility and risk as well as why big drops are sometimes a feature and not a bug on the Friday edition of 7investing Now. We know it’s scary and the 7investing team is here for you!

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It has been a busy few days for the United States as the pandemic-related news has been fast and furious. Pfizer reported better-than-expected profits and a lot of its revenue has come from the COVID-19 vaccine. Maxx Chatsko joins Dan Kline to talk about that, President Joe Biden’s plan to have 70% of American adults get at least one vaccine shot by July, the changing landscape for retail and restaurants, and T-Mobile earnings.

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There are a lot of new people investing in the stock market. That’s great, but many new investors don’t really know what they’re doing. That’s true of most investors when they start (us too) but it’s possible to let mistakes we’ve made help keep you from making the same ones. On this episode, we’ll look at a number of investing no-nos and mistakes that are very common and even taught or encouraged by some seemingly credible sources of information.

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Last September, our 7investing team spoke about the importance of investing internationally. We believe that by searching beyond America's borders (or whatever country you're reading this from), investors can get a more holistic look at the innovation that's taking place across the globe.

Different cultures, governments, and consumer habits mean that it isn't always so simple for massive companies to translate their success overseas. We've made it a point to discuss this topic on several different occasions.

In this month's 7investing Team Podcast, our advisors once again set our sights overseas. We call out the countries that we're paying close attention to, recent developments that have important implications, and the specific companies that are on our investing radar.

Publicly-traded companies mentioned in this interview include StoneCo, HDFC Bank, Fairfax India Holdings, Ozon Holdings, Starbucks, Disney, and Bilibili. 7investing's advisors or its guests may have positions in the companies mentioned.

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Tesla reported record first-quarter results with vehicle sales climbing despite a delay in its revised Model S and chip shortages. The numbers, however, may not be as good as they seem when you look at the special circumstances that led to the company being profitable. Steve Symington joins Dan Kline on Wednesday’s “7investing Now to break down the numbers and look at what’s next for the visionary automaker.

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In this conversation, 7investing Lead Advisor Matthew Cochrane sits down with Eric Clark, a brand strategist and dedicated investor in leading global consumer brands. Clark believes that a strategy solely dedicated to investing in the world's best consumer brands. Clark does not think that a portfolio solely dedicated to consumer brands is limiting but is a distinct advantage. With consumer spending topping about $40 trillion a year, Clark believes the world's greatest companies are found in this space, and there is little competition that focuses exclusively on this sector.

Clarks breaks down brands into three categories:

Mega brands represent the core of the portfolio, and all have a real chance to reach a $1 trillion market cap. These companies are highly recognizable and market leaders in their respective industries.
Innovator brands are those companies that are competing with and trying to disrupt the legacy leaders in their fields. These stocks can be more volatile but offer higher upside.
Turnaround brands, or tactical trading ideas, are investment opportunities more short-term in nature, stemming from the market discounting the company's stock based on the latest news rather than the company's long-term potential.

The conversation soon turned to the state of the economy, especially consumer spending. Clark believes that with higher savings rates, jobs coming back, and extended government aid such as extended unemployment benefits and stimulus checks, that the economy has a chance to appreciably rebound as it re-opens.

Along the way, Clark and Cochrane discuss companies such as Apple (NASDAQ:AAPL), Domino's Pizza (NYSE:DPZ), Netflix (NASDAQ:NFLX), and Tesla (NASDAQ:TSLA), their mutual love for San Diego, and how they teach their kids about investing.

Clark can be found on Twitter @dynamicbrands, and you can find out more on his brand research on his website, globalbrandsmatter.com.

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Whether you’re on social media or watching mainstream media, much of the investment advice you hear will be terrible. On Monday’s 7investing Now, Dan Kline and Maxx Chatsko talk about some of the worst investing advice that’s commonly given out. We’ll also talk whether psychedelics offer an investment opportunity and Anirban Mahanti will join the program to talk about how he invests his family’s money.

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The pandemic combined with low interest rates have caused some major upheaval in the housing market. Housing prices have been skyrocketing in many markets and availability has been scarce. Can that continue? Are we in a bubble? Simon Erickson and Matt Cochrane join Dan Kline to break down the housing market on the Friday edition of 7investing Now.

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You don’t need 7investing to tell you how Apple is the trendsetter when it comes to consumer technologies. So, no wonder, when Apple has a product event, everyone pays attention. This week Apple’s “Spring Loaded” event landed. Apple announced a new iPads, new iMacs, a refreshed Apple TV, some service enhancements, and a brand new product called Apple AirTag.

7investing Lead Advisors Dan Kline and Anirban Mahanti sat down to discuss what impressed, what didn’t, and how all of this fits into Apple’s long-term strategy.

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Investors are already quite familiar with several of the biggest trends taking shape in the tech world. Artificial intelligence, autonomous vehicles, e-commerce, and digital streaming are huge movements that are attracting hundreds of billions of dollars all across the globe.

The companies who are leading these trends — such as Microsoft, Amazon, and Netflix — are also attracting hundreds of billions of dollars in their stock market valuations. Several growth-style investors who are intrigued by these trends might want to find smaller opportunities who haven’t already become the market’s largest companies.

But perhaps there is a less obvious and more creative way to invest in the world’s largest tech trends. And we reached out to an expert in the space to learn more.

Sean O’Hara is the President of Pacer ETFs, an ETF issuer with more than $5 billion of assets under management. His team is investing in the critical infrastructure that is crucial to support the developing tech trends, such as datacenter buildings and cellular tower operators. Several of these companies are organized as publicly-traded Real Estate Investment Trusts (“REITs”), and they’re benefiting from the exponential growth of data.

In an exclusive interview with 7investing, Sean describes “the four horsemen of the internet” and explains why 5G is such a big deal. He reveals who will be the largest beneficiaries of increasing cellular traffic, and what companies could be the hidden gems that are still off the radar of most investors.

Sean also describes several other ETF strategies, such as identifying “global cash cows” with high free cash flow yields and how his firm is investing in China. Sean and Simon also have some fun sharing thoughts about self-driving cars and how some companies represent Texas bovine.

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The market can be a volatile place.

A few years ago, the prices of cannabis stocks got fired up but ended up going up in smoke. Cryptocurrencies have gone from cashing in to cashing out. And GameStop went from "game on" to "game over" within a few short weeks.

Stock prices can shoot to the moon and then come crashing back down to Earth in short periods of time. But it's important to recognize the difference between short-term momentum trading and long-term growth-style investing.

In the latter, investors can methodically identify and invest in disruptive companies who are capitalizing on larger trends. And because they are still unknown or underappreciated in the public markets, early investors can create fortunes by buying-and-holding them over long periods of time.

This growth-style investing approach is exactly what is preferred by 7investing founder and CEO Simon Erickson. In a conversation with Robert Leonard of Millennial Investing, Simon describes his investing process and what it means to be a growth-style investor. He explains the drivers of why stock prices go up (or down) over time, the role of leadership in valuation, and a few landmines investors should always avoid.

He and Robert also compare investing to Texas Hold Em, give a few investing book recommendations, and offer advice for those getting started with investing.

Publicly-traded companies mentioned in this interview include Berkshire Hathaway, Nuance Communications, and Tesla. 7investing's advisors or its guests may have positions in the companies mentioned.

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Retail isn't dying. It's just evolving.

Companies with an established physical presence are leveraging the internet to reach customers. And while new digital trends like direct-to-consumer are certainly taking shape, retail concepts like brand loyalty and customer focus are still just as important as ever.

7investing lead advisor Dan Kline is an expert on the retail industry and has hand-selected several recommendations from this industry. In this exclusive interview, Dan chats with 7investing CEO Simon Erickson about the most important changes underway in retail. The two discuss e-commerce, the new face of malls, stores-within-stores, and a few trends worth watching closer. Dan also describes why brand matters more now than ever and a few retail companies which are on his shopping list as an investor.

Publicly-traded companies mentioned in this interview include Adidas, Dick's Sporting Goods, Dollar General, Nike, Nordstrom, Target, The TJX Companies, Ulta Beauty, and Under Armour. 7investing's advisors or its guests may have positions in the companies mentioned.

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We’re really excited to introduce the seventh member of the 7investing lead advisor team. Once we make the big reveal we’ll be talking about three key trends in healthcare. We’re heading toward some major disruptions in a space that impacts all Americans. We’ll look at what this might mean for investors and how the market may change.

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Whether we've fought our battles or helped family or friends with their own, cancer has likely impacted all of us. Malignancies are the leading cause of death among individuals under the age of 85 and are responsible for 9.5 million deaths globally each year, including an estimated 600,000 in the United States.

But there are many reasons for optimism. Our deepening understanding of biology and the genetic root causes of disease are leading to better, earlier, and safer treatment options. The burgeoning field of liquid biopsies and other next-generation diagnostics allow us to detect cancers earlier and monitor recurrence in survivors, which promises to greatly improve survival rates. New therapeutic modalities ranging from genetic medicines to cell therapies to bispecific antibodies create opportunities for personalized treatments that are highly effective.

It can be difficult for investors to keep track of the rapidly advancing scientific frontier, but there won't be an excuse this week. The American Association for Cancer Research (AACR) Annual Meeting 2021 is being held virtually from April 10 through April 15.

As a scientific meeting, many companies will be presenting updates on key preclinical and clinical assets -- for the first time publicly, in some cases -- with a bias towards earlier-stage assets. Scientists across academic institutions, non-profit research centers, and industry will also gather to discuss challenges and opportunities for specific technologies ranging from the use of natural killer (NK) cells in cancer treatment, choosing biomarkers for liquid biopsy diagnostics, the role of artificial intelligence and machine learning in drug discovery and disease monitoring, and many more.

Given the focus on early-stage assets, investors might not expect too many market-moving announcements. However, AACR will be a great time to check in on your investment thesis for a specific company or technology, get a better glimpse of the competitive landscape, and put new technologies on your radar for the next few years. For example, investors who kept pace with similar scientific meetings in recent years would have seen the massive market opportunities for liquid biopsies and potentially made life-changing investments in the pioneers.

Topics discussed in this episode include next-generation diagnostics for tracking minimal residual disease (MRD), next-generation bispecific antibodies, and precision oncology. To view the full program, abstracts, and more, please visit the AACR Annual Meeting 2021 website.

Publicly-traded companies mentioned in this podcast include Adaptive Biotechnologies, Agenus, Eli Lilly, Exact Sciences, Guardant Health, Illumina (via proposed acquisition of Grail), Invitae, Merus, NeoGenomics, and Xencor.

7investing Lead Advisors may have positions in the companies that are mentioned.

This interview was originally recorded on April 5th, 2021 and was first published on April 8th, 2021.

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7investing Lead Advisor Matthew Cochrane was happy to welcome back The Science of Hitting to the podcast for another conversation covering a wide gamut of companies and financial news.

After writing more than 800 articles on GuruFocus over the last nine years, The Science of Hitting is moving to Substack, where he will post new research ideas, personal portfolio updates, and higher-level thoughts on investment philosophy. He says, "I essentially view this as an opportunity to take the work I've done on Gurufocus over the past decade a step further, to really open up everything about my thoughts and actions as an investor with subscribers."

When discussing whether he uses complex discount cash flow analyses when valuing stocks, Science of Hitting says he hopes he has found a happy medium between using back of envelope math or financial modeling that employs dozens of unknowable variables. While he uses models to see what earnings and free cash flow might be five years down the road, the bigger rationale for doing it is discovering the business's most significant drivers. For instance, it can help when studying retailers to determine if store expansion or same-store sales growth is more critical to the company's future.

The two look at the market, discussing whether re-opening economy plays are already getting ahead of themselves. Matthew notes that the U.S. Global Jets ETF (NYSE:JETS) is only slightly off its pre-pandemic highs and the Invesco Dynamic Leisure and Entertainment ETF (NYSE:PEJ) is slightly above its pre-pandemic price. Science of Hitting shares that he sold longtime position Booking Holdings (NASDAQ:BKNG) based on valuation concerns. He noted Booking's stock price was about $2,000 heading into the pandemic before getting cut in half, but that it had now recovered to about $2,400. That's 20% above where it traded pre-pandemic despite management cautioning it might take years before its business fully recovers from COVID's impact.

While discussing economic re-opening plays, the discussion turns to Vail Resorts (NYSE:MTN), the owner-operator of the majority of the most popular ski resorts in the U.S. and around the world. Vail recently cut its season pass prices by 20%. With the number of active skiers seemingly in secular decline, many wonder if this is a desperate attempt to lure new skiers to its resorts or leverage its scale and competitive positioning to kick its competitors while down.

Science of Hitting also gave his take on Spotify's (NYSE:SPOT) recent acquisition of Locker Room, a live audio app used for fans and insiders to talk about sports. Overall, it was a relatively small sum Spotify spent to secure the deal while it has the potential to now participate in a massive step of audio's evolution.

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The FDA has cleared the single-source Nano.ARC machine, which will be used in tomosynthesis applications (checking for breast cancer). It’s a big step for the company which takes away some risk for investors in the company. This is a major milestone for Nano-X but much work remains and there are still manufacturing and distribution hurdles to be cleared. We’ll also be talking Nike and its efforts to go direct-to-consumer which has shut out some major retailers.

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Every month, our team of Lead Advisors is each asked the same question, which is, "what is your very best idea in the stock market right now?"If you are a 7investing subscriber who has seen our reports answering that question, you know we look at metrics beyond just the reported earnings per share and the company's revenue.

We love to dig into the profitability ratios, operating margins, and other metrics that will drive that business over time.But how exactly do we learn about those metrics and transparently relay our findings to our subscribers? To help, we partnered with YCharts, a full-service fundamental research platform for investors.

While we use YCharts here at 7investing almost every day, we thought it would be fun to bring our partnership to the listeners of our Livestream! We dug into several companies, including Alnylam Pharmaceuticals, Criteo, CVS, Facebook, NVIDIA, Rocket, Square, 2U, and Veeva - and greatly appreciated having the exceptional team from YCharts on hand to spin up graphics on the spot.

Our mission at 7investing is to empower individual investors, and our friends at YCharts are a great resource to supplement your 7investing subscription. For a limited time, YCharts is offering a discount on their service to all 7investors! Use code "7investing" at checkout for a 20% discount.

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Robots have already found their way onto the factory floor. Now they're finding their way into the operating room.

We're seeing a prominent rise in the adoption of surgical robots, and it's driving a wave of acquisitions from larger medical device companies. Smaller, independent robotics companies are being bought-up at a significant premium to their current market capitalizations. And that spells opportunity for investors.

But how can we find these smaller acquisition targets? And if they stay independent, will they be able to hold their own against much larger competitors in this space?

To help us answers these questions, we've brought in a few experts. Brian Gahsman is the Chief Investment Officer of the Contego Capital Groups and the Portfolio Manager of the AlphaCentric Robotics and Automation Fund (GNXIX). He has first-hand experience with medical robotics (literally!) and is on the hunt for small and micro-cap robotics companies.

In this exclusive interview, Brian and his analyst Jin Kwon are joined by 7investing CEO Simon Erickson and lead advisor Steve Symington. The group talk about about how COVID has positivity impacted the robotics industry this past year and how 5G could be a sneaky way to play the robotics trend. They also discuss several smaller robotics companies such as Stereotaxis and Accuray, and what makes them so appealing as acquisition targets for larger players. Finally, they discuss the competitive position of Intuitive Surgical (Nasdaq: ISRG) and what factors are driving the adoption of medical robotics.

Publicly-traded companies mentioned in this interview include Accuray, Intuitive Surgical, Medtronic, and Stereotaxis. 7investing's advisors or its guests may have positions in the companies mentioned.

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We’ve got a huge announcement to kick off the show. Simon Erickson will be joining Dan Kline to introduce our newest lead advisor. After that, our new advisor, Simon, and Dan will be talking about why the current stock market situation isn’t comparable to the 90s stock bubble. Yes, there are a lot of highly-valued tech stocks, but that does not tell the whole story. And, to close the show, we’ll be sharing some of the best investment advice we have ever received.

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Our 7investing team podcast for March is all about asset allocation! Our team describes how they buy new companies, establish position sizing, and define a diversified portfolio. They also offer important advice for new investors who are just getting started.

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The housing market has been on fire and that can make it a very confusing time for anyone looking to enter it. You might be buying during an overinflated market or waiting too long in one that’s going to continue to rise. That creates a dilemma for millennials might be buying their first homes (and really for anyone deciding to buy or sell.

Francesca Ortegren, a data scientist for Clever joins 7investing lead advisor Dan Kline to talk about some research her company has conducted that gives it some special insight. Ortegren co-authored her company’s 2021 Millennial Homebuyers Report. In that study, Clever learned that many younger buyers were more open to fixer-uppers and that their saving habits have changed.

The study showed that millennials are more willing to buy sub-optimal houses that need major work. They’re also more willing to buy home sight unseen where they have only seen pictures or taken an online tour. Ortegren also shares her thoughts on long-term changes being brought on by work-from-home flexibility and her thoughts on FOMO.

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In celebration of our one year anniversary, the 7investing team will all be on 7investing Now to share our top investing advice and take your questions. Each of us brings a different perspective to investing and we’ll talk about some of the principles that guide us on our investing journey. We will also take your questions and throw in a few surprises.

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Want to see even more in-depth cloud computing coverage from Matthew? Check out his newly-launched hypergrowth blog and Twitter handle @hhhypergrowth!

Cloud computing has been one of the stock market's best-performing sectors in recent years. Rather than building out their own IT infrastructure, companies are hiring cloud service providers for the computing, storage, and networking they need to expand their web-based businesses. On top of that cloud-based infrastructure, companies are building "software as a service" solutions, which are catching on quickly and disrupting industries.

But within the vast realm of cloud computing, certain opportunities are emerging as the most lucrative. Cloud-based databases, enterprise search, and cybersecurity are all extremely scalable activities which are winning share in markets that are worth tens of billions of dollars. For investors, finding the right companies within this space could be extremely profitable.

To help us find those winning companies, 7investing brought in a cloud computing expert. Matthew Eash is a data architect for the National Renewable Energy Laboratory. A software developer for decades, he has embraced learning about the technical details of the cloud in order to discover its most promising companies.

In an exclusive interview with 7investing, Matthew describes why companies are undergoing a "digital transformation" and why cloud computing is so important. He explains the market opportunity for several cloud-based applications, as well as the companies who are most likely to benefit from them.

Matthew also participates in a "lightning round", where he shares his thoughts about several cloud-relevant topics.

Publicly-traded companies mentioned in this interview include Alphabet, Amazon, CrowdStrike, DataDog, Elastic, FireEye, Microsoft, MongoDB, Netflix, New Relic, Okta, PagerDuty, and Zscaler. 7investing's advisors and/or guests may have positions in the companies that are mentioned.

This interview was originally recorded on April 30, 2020.

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It’s hard to imagine that Tuesday marked one year since the stock market crashed as the impact of the coronavirus first became evident. It was a short-lived drop as markets recovered quickly and some stocks even soared to new heights. We’ll look back at the wild ride of the past year and peak into the future as vaccines make it seem possible that the pandemic will soon be something that’s an unpleasant memory, not something that shapes our world.

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Non-fungible tokens are taking the world by storm.

These uniquely-identifiable and digitally-trackable NFTs are becoming a big hit with collectors across the world. Character cards, sporting highlights, and comic-book heroes are now being minted as NFTs. And due to their exclusivity, they're often attracting top-dollar bids through online auctions.

But the ability for NFTs to be digitally-tracked throughout their existence could be an even more intriguing quality. That means the original content creators can be paid in the upfront sale, but also in all future transactions of the asset they created. That could have huge implications for larger markets such as music and entertainment. Square's recent $297 million investment for a majority stake in TIDAL seems to suggest that NFTs could be disruptive to many industries.

What will all of this mean for investors? Where will NFTs most likely gain adoption, and are there specific companies who are best-poised to benefit?

For answers to those questions, we've brought in an NFT expert. In this 7investing exclusive interview, 7investing CEO Simon Erickson chats with JoelComm. Joel is a New York Times best-selling author and international speaker. He has also minted more than 500,000 non-fungible tokens and has seen this trend evolve from the beginning.

In their conversation, Joel explains to Simon how to purchase NFTs and where they're currently being used. He describes where the industry is heading and which companies are likely to embrace them. And finally, he even gives a live demo of his very favorite NFT purchase.

Publicly-traded companies mentioned in this interview include Alphabet, eBay, Disney, Hasbo, Mattel, and Microsoft. 7investing's advisors or its guests may have positions in the companies mentioned.

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Everyone has a different level of risk tolerance. Volatile markets, however, can make anyone questions their own decisions when it comes to the makeup of their portfolio. The reality is that long-term investors don’t make decisions based on what’s happening in the market now. They buy good companies and hold them for a long time. That does not mean avoiding risk. Instead, it’s about figuring out what level of risk you’re comfortable with and understanding that even good companies may have major dips (often for silly reasons).

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Peloton has built a devoted audience and it clearly stands as the premier player in connected fitness. But, at over $1,800 for its entry-level model and $40 a month for classes, it’s an expensive proposition for some people. Sam’s Club is now selling a copycat bike from Echelon for $799 with six months of free classes. Will that impact Peloton? We’ll also be joined by Alan Soclof of the Cruising Altitude newsletter to talk about millennials and investing.

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Containers are taking the software world by storm. Virtually all new software development is now being done with "containers", which are entirely new ways to isolate individual components of software in a way that doesn't interfere with the rest of the application.

Netflix was a company who was an early adopter of containers. And now, this appears to be an undeniable trend within the technology world.

But how do containers work, and how are they so useful? And what will this mean for the software companies that we invest in?

In this two-part 7investing exclusive interview series, we chat with DevOps expert Anand Khatri about containers. Here in Part 2, Anand discusses which companies could be excellent investments based upon this fast-growing trend.

Publicly-traded companies mentioned in this interview include Alphabet, Netflix, and VMware. 7investing's advisors or its guests may have positions in the companies mentioned.

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Non-fungible tokens (NFTs) appear to have popped up over night. What exactly are they and what might they mean for investors? Simon Erickson has a breakdown of this emerging technology and some of the exciting ways it’s already being used. In addition, Roblox had filed for a direct listing bringing the much discussed company public and Matt Cochrane will have all the details.

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The software world is undergoing a fundamental change.

There is a trend brewing of using "containers" for new software development. Technically, containers offer a way to build and isolate the code and dependencies of individual software components, in a way that doesn't interfere with the rest of a larger application. Bigger-picture, this allows apps to be built more quickly, more reliably, and more scalably.

Innovative companies like Netflix (Nasdaq: NFLX) were early-adopters of containers. They used them to build out a robust ecosystem that could continually be updated and improved. And while cutting-edge software developers have embraced containers, overall mass-market adoption still remains very low.

That could be a huge opportunity for investors.

In this two-part 7investing exclusive interview series, we chat with DevOps expert Anand Khatri about containers. Here in Part 1, Anand explains what containers are, how they're different from traditional approaches, and what pain-points they are solving. Simon and Anand also describe microservices, orchestration systems, and monitoring agents -- and what roles these play in the biggest picture.

This podcast lays the groundwork for our upcoming Part 2 (which will publish on Thursday), Anand describes several publicly-traded companies that could be excellent investments in this fast-growing trend.

Publicly-traded companies mentioned in this interview include Alphabet, Amazon, Datadog, Microsoft, Netflix, and VMware. 7investing's advisors or its guests may have positions in the companies mentioned.

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Congress has passed the latest (and presumably last) round of coronavirus stimulus. The package includes $1,400 checks for many Americans as well as extended unemployment benefits. It also includes billions for airlines which have not been required to do all that much in order to receive tens of billions of federal dollars. What impact will this stimulus have on the economy and what does that mean for the stock market?

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Investors and the market can sometimes have a very strange reaction to success. Instead of valuing the numbers a company has just reported, investors may hold those numbers against the company. It’s a case of “sure, these are great,” but can you do it again? Is that how investors should be looking at companies? Matt Cochrane and Simon Erickson will answer that question and share some amazing stocks that can currently be bought at bargain prices.

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Is the market getting frothy? With some of the valuations for sexier stocks looking a little bit stretched, 7investing Lead Advisor Matthew Cochrane sat down with Lawrence Hamtil, a co-founder of Fortune Financial Advisors, to look at some companies with durable economic moats in industries that might be overlooked by most investors, including tobacco and defense.

Their conversation begins, however, with a comparison between valuation metrics of the U.S. stock market and international markets. Hamtil explains that while international markets often look cheaper at first glance, that once other factors such as sector allocation are taken into account, most of the gap in valuation can be justified.

Defense companies such as Lockheed Martin (NYSE:LMT), Northrop Grumman (NYSE:NOC), and General Dynamics (NYSE:GD), feature several moats unique to the industry. The industry supports several oligopolistic characteristics, Hamtil explains, as the U.S. government would only reluctantly seek militarized weapons deals from international corporations and companies must clear several regulatory hurdles before being approved for large multibillion-dollar deals.

While the tobacco industry is frowned upon by many in the investment world, Hamtil looks at it a bit differently, reasoning that the tobacco companies don't need investor money and return most money to shareholders. Shareholders can then put that money to use however they best see fit. With tobacco companies sporting cheap valuations and high dividend yields, Hamtil believes that many investors' portfolios would benefit by considering the companies for inclusion.

Hamtil can be found on Twitter with his handle @lhamtil and blogs at Fortune Financial Advisors.

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It’s a busy week with a number of major retailers reporting earnings including Target and Kohls. Both delivered good numbers but what do they mean for the future. In addition, another retailer, Nordstrom’s, has entered into a partnership with fitness brand Tonal. Can this type of deal help make the company relevant to a new audience? In addition, Johnson & Johnson has an unlikely new partner helping it ramp up vaccine production.

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The investment world is experiencing a unique cultural moment. Between the frictionless brokerage experience Robinhood offers, the rise of TikTok showcasing 30-second videos of questionable investment advice, and Reddit channels uniting thousands of individual investors at once, investing has never been more accessible to so many. But are the lessons that new investors are taking away from these experiences good?

Joining 7investing founder Simon Erickson and lead advisor Matthew Cochrane to discuss these phenomena is returning guest Bill Brewster, the podcaster extraordinaire who serves as the host of The Business Brew and a co-host of the Value: After Hours.

The three first look at Robinhood, the popular brokerage app used by so many new investors. Yes, a brokerage company’s main duty is to act as a middleman that connects buyers and sellers of stocks, bonds, and other assets. But beyond facilitating trades, the three co-hosts discuss several areas where Robinhood seemingly falls far short of ideal:

Cochrane points out that Robinhood does not support Roth or traditional IRAs, two types of retirement accounts that feature extremely beneficial characteristics to American investors.
Erickson takes aim at how the brokerage makes money, through the controversial practice of taking payments for order flows.
Brewster highlights Robinhood's lack of customer support, telling a powerful personal story that drives the point home.

The three also discuss the Gamestop (NYSE:GME) saga and the driving forces behind it.

They wrap up the conversation addressing Michael Burry's recent tweets on inflation, including how investors can best position their portfolios to prepare for it.

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It’s the first of the month -- a big day in the 7investing universe -- and we’re really excited about our March picks. We’ll celebrate by talking about the new Johnson & Johnson single-dose vaccine that the FDA just approved and we’ll look at whether it makes any sense to move into “recovery” stocks as the economy begins to move more toward normal. The answer isn’t simple and it probably isn’t what you're hearing elsewhere.

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Many businesses exist not just to create profits, but to serve a higher-level purpose.

A company's mission statement lays out the ambitions it ultimately wants to achieve. It typically describes a desired improvement to the status quo: whether that be making life easier for customers, innovating with new technologies, or even seeking a bigger-picture societal impact.

The mission statement can also influence how the business itself operates. It often serves as the conscience that steers acquisition or capital allocation decisions. It can set a unified company culture that impacts hiring, and can and even can be a guide for specific projects. Examples of famous mission statements include Alphabet's quest "to organize the world's information and to make it universally accessible and useful" or Chipotle's goal "to provide food with integrity."

We recently put some deeper thought into what role these mission statements should play in our objective investing research. Are there specific things within them -- either good or bad -- that we should pay closer attention to when searching for stock market opportunities?

In this month's 7investing Team Podcast, our advisors describe how mission statements influence their investing research. We also provide a few companies whose mission statements are particularly compelling.

And in the second segment of our podcast, we play a game of "Bullish or Bearish". Each advisor shares their thoughts about recent developments in an investing space they closely follow.

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The pandemic has made the stock market even more volatile than usual. You have days like Tuesday where most stocks were deeply in the red for much of the day before many staged an afternoon rally. That can be hard to watch as an investor, but if you’re a long-term investor, these kind of moves should not change your mindset, That’s easier said than done for many people, but we’re here at 7investing to help you know what to do when the market makes big moves.

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You don't need 7investing to tell you that investors are experiencing a historic bull market. To put it mildly, investors are increasingly optimistic. About what? Well, that's a question worth asking.

Investors are increasingly optimistic about the pace of the economic recovery -- at the macro level, anyway. It's not farfetched to expect record amounts of cash and wealth generation, which has been primarily "trapped" within equities and real estate in the last 12 months, to be unleashed in other parts of the economy as the pandemic loosens its grip. That would usher in a swift economic recovery unlike anything in recent memory, perhaps ever.

Investors are also increasingly optimistic about innovation. Although that's not necessarily misplaced, individual investors must guard against unbounded optimism and remain objective. This is especially true when it comes to biotechnology and genomics.

On the one hand, we're making significant advances in our understanding of biology that allow us to standardize biological parts. If we can standardize living systems, then we can engineer them with reproducible results. And if we can apply engineering principles to biology, then we can use biology as technology to improve medicine, industrial processes, agriculture, and much more.

On the other hand, biology remains incredibly complex. The optimism surrounding certain trends, such as the "genomics revolution" or CRISPR gene editing, often dumbs down the complexity of biology to make the opportunities easier to understand for non-experts. Unfortunately, that also makes it easier to dismiss or completely overlook important risks facing new technologies. As company valuations become more and more distorted, those risks become amplified.

One of the problems with the level of optimism in the current stock market is simple: It has become easier to buy tickers than to invest in businesses. Many biotech stocks are trading on momentum and stories alone. Today, we're increasingly seeing several years of revenue growth and clinical trial results or regulatory milestones -- which have yet to be achieved -- to be priced into biotech stocks. This can lead to disastrous outcomes when the stories fall apart or future events don't play out quite as investors expect.

7investing Lead Advisors Manisha Samy and Maxx Chatsko sat down to discuss the importance of balancing optimism with objectivity, the dangers of chasing story stocks and momentum stocks, and why your research into biotech stocks and genomics stocks should expand beyond social media or FinTwit. Most important, they remind all investors to seek information, not confirmation and discussed the following companies as examples:

Amyris (NASDAQ: AMRS)
Bionano Genomics (NASDAQ: BNGO)
CRISPR Therapeutics (NASDAQ: CRSP)
DermTech (NASDAQ: DMTK)
Editas Medicine (NASDAQ: EDIT)
Gevo (NASDAQ: GEVO)

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The iPhone changed the definition of “phone” and led to an era where smartphones are ubiquitous. But that revolution occurred back in 2007 and smartphone sales have already hit their peak. That has left big tech companies searching for the next big thing. Will it be augmented reality or maybe something in the heath tech space? Maxx Chatsko joins Dan Kline to look for “next big thing” investing opportunities.

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Walmart had massive online sales growth and impressive same-store numbers, but it did not meet analyst expectations when it came to profits -- largely because of investments it has made in infrastructure and people. Are analysts looking at the right things when they judge success or failure in retail? We’ll hit many of the same questions for Shopify and dig into how digital and delivery have changed the marketplace.

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The space economy is picking up speed. Once considered an uninvestable sector, the entire sector is now attracting the attention of entrepreneurs and small businesses. Between the miniaturization of satellite components and a 10x reduction in the cost of rocket launches, the final frontier is finally becoming economically affordable for a new wave of space-borne ventures.

Even though this makes for great news headlines, what will the new space race mean for investors? Are there specific commercial applications that offer the greatest opportunities? What impact will these newly-launched technologies have on the rest of our Earth-bound businesses?

I spoke about those topics with disruptive innovation specialists James Wang and Sam Korus of ARK Invest. ARK’s thematic ETFs invest in several of the most innovative companies in the world (and beyond). As you might expect, they’re also quite interested in outer space.

In our conversation, James, Sam, and I discuss why the commercial space economy should be on the radar of investors. I describe why imaging and sensing could become “the next GPS”, Sam explains the impact of miniaturization on satellite costs, and James compares satellite internet with 5G for the future of connectivity.

We also describe how the coronavirus could create several long-term opportunities for investors, especially in enterprise software and in healthcare.

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Berkshire Buys Verizon and Chevron Shares. Has Warren Buffett Lost His Touch? The Oracle of Omaha has disclosed that his company has take stakes in Chevron and Verizon. These aren’t exactly bold moves and they won’t convince anyone that the one-time genius may have lost something off his fastball. Has Berkshire Hathaway lost its way and is its leader out of touch with current markets?

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The two companies are now joining forces on a monthly basis, to discuss the most important recent developments taking place and the impact they'll have on both equities and crypto. This past month, that conversation included a discussion about Tesla's "audacious" commitment to buy $1.5 billion worth of Bitcoin for its corporate treasury, as well as Coinbase coming public at a valuation of up to $75 billion.

Going forward, 7investing will publish the full video of these conversations to subscribers as a monthly Advisor Update. CryptoEQ will publish a written recap of the conversation with additional context in their monthly subscriber email newsletter.

We've also decided that we'll be providing this first episode for free! We hope you enjoy the show and our takeaways as a part of our 7investing podcast series. If you'd like to gain access future shows, please consider becoming a subscriber by visiting 7investing.com/subscribe or cryptoeq.io/#memberships

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We’ve heard a lot recently about how the individual investor can’t compete with the big guys and hedge funds. That’s true when it comes to being a trader -- you can’t beat the computers and the big money. The little guy, however, has one advantage, time. Being a long-term investor can bring incredible returns but it takes patience. It’s not easy for everyone to deal with the ups and downs of the market but if you buy-and-hold good companies you will make money in the long run.

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It has been a mixed pandemic for the Walt Disney Company. The Mouse House has seen its theatrical business go away and its theme parks operate at limited capacities or not be able to open at all. On the positive side, the company’s streaming platforms have shown explosive growth which led to some surprising first quarter results. In addition, Simon Erickson will update us on the MIT Conference and Matt Cochrane will tell everyone about the $75 billion company you may never have heard of.

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While backup kickers on the Washington State University football team, Brett Schafer and Ryan Henderson used to spend down time talking about stocks. This mutual interest soon blossomed into a regular podcast and website. The first year after they began, Schafer and Henderson report, it was mostly just friends and family listening. But as they began interviewing financial analysts and writers from around the Twitterverse, they quickly gained an audience with their unique blend of youthful humor, hot takes on the market, and solid investment analysis.

The pair are now launching a new fund, Arch Capital. For every position that made it into the portfolio, the pitch ended with the same two questions:

1)Over the next 3-5 years, what are the chances this investment loses money?

2) What chance do you give this stock, at current prices, to compound at 15% over the next 3-5 years?

As Schafer and Henderson like to say, "We start with a margin of safety, and end with growth." The end result is a portfolio with a nice mix of value, growth, and income names. And video games. A lot of video games. In the interview, both Schafer and Henderson talk a little about the video game industry before breaking down one of their top holdings, Nintendo (OTC:NTDOY), a company that probably gets far too less love from American investors.

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Under Armour reported a surprise profit and stong online sales. That bodes well but it does not necessarily mean that the company has turned the corner. Steve Symington joins Dan Kline to discuss. In our second segment, Maxx Chatsko jumps on to talk about “story stocks” and why they’re usually not a great idea.

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Investing is equal parts of analytical research and behavioral science. University of Texas professor Krzysztof Piekarski explains how investors can be aware of their biases to improve their decision-making process.

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The big game was yesterday! Which means it’s time to discuss the most important part of the Super Bowl to many – the commercials! Which Super Bowl ads made the biggest impact? Tune in to hear the team’s take, as well as listen as we answer the 3 biggest questions about electric vehicles.

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The first chimeric antigen T-Cell Therapy (CAR-T) therapies were approved by the Federal Drug Administration (FDA) in 2017--these were heralded as “cures” for blood-borne cancers such as acute myeloid leukemia and aggressive non-Hodgkin’s Lymphoma.

Here, we have Simon Harnest, the Senior Vice President of Corporate Strategy and Finance of Cellectis (CLLS), unpacking where cell therapy is headed towards. Cellectis is the first company to envision an “off-the-shelf” approach to CAR-T therapy. Previous methods required long manufacturing times and complex methodologies to create a single treatment for a patient.

In this episode, Simon guides us through the complexities of creating an allogeneic approach for developing CAR-T therapies, especially for solid tumors, and addresses why Cellectis is up for the challenge. He also addresses the discrepancy between current valuations of Cellectis and competitor, Moderna (MRNA) who happens to license from Cellectis. This podcast is for anyone interested in learning about the nitty gritty of next generation cancer care from the bottom-up perspective.

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Jeff Bezos will step down as Amazon CEO and move into an executive chairman role. Andy Jassy, who has headed up the company’s AWS cloud division will become the news boss. What does this mean for investors and will anything really change? We’ll also be digging into the numbers as the company reported strong earnings after the market closed Tuesday.. We’re also taking your questions on pretty much any investing topic.

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Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) might simultaneously have the easiest and most difficult bull case theses for prospective shareholders.

Easy: Warren Buffett allocates capital more intelligently than any other investor of the last 100 years. Under his leadership, Berkshire Hathaway shareholders have enjoyed nearly unparalleled success over the last 50 years. With the greatest investor of all-time at the helm, shareholders can sit back and trust him to guide the ship.

Difficult: Berkshire Hathaway is an American conglomerate that owns large insurance businesses, railroads, and utilities outright, along with large stakes in American banks, Apple Inc (NASDAQ:AAPL), and Coca-Cola (NYSE:KO).

Here to help us cut through the noise and wrap our heads around the incredibly complex business model of the world's largest holding company is Kyler Hasson, a portfolio manager at Delta Investment Management. Hasson can be found at his blog, Concentrated Compounding, and on Twitter with takes that I always find both entertaining and thoughtful.

Hasson discovered Buffett's annual shareholder letters early in his investment journey and has been a shareholder for years. Of Berkshire Hathaway, he says the best way to think of it might be as "a collection of generally high-quality businesses financed in a quite conservative manner … with the common theme sort of being that conservative structure and intelligent capital allocation."

As for valuing such a large and intricate business, Hasson admits to keeping a large spreadsheet summing up the value of all its parts, but that many shareholders seem to be able to get just as good of a sense of knowing when shares are particularly expensive or cheap by tracking the company's price-to-book ratio.

We also discuss why Buffett missed out on the tech sector's incredible gains of the last decade and what the future might hold for Berkshire Hathaway shareholders after Buffett and Munger are no longer leading the company.

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Johnson & Johnson has a new, single-dose vaccine that has proven effective in preventing and limiting the severity of the coronavirus. The new vaccine, which could be approved in the next week or two can be stored in regular refrigerators and should make vaccination a large part of the population easier. In addition, we’ll be discussing how to invest in biotech and how to avoid buying bad companies due to fear of missing out (FOMO).

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It has been a wild week in the stock market with a handful of stocks making huge moves due to large groups of individual investors driving up prices of companies that many hedge funds had shorted. We’ll cover what shorting a stock means and what exactly has been going on with GameStop, AMC, and a few other companies. In addition, we’ll look at Apple, Tesla, and Facebook earnings.

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It has been a very long ten months with the coronavirus pandemic changing pretty much everything about how we live. Maxx Chatsko joins the show to talk about where we stand when it comes to beating back the virus and getting back to some for of normal. He’ll also cover all the investing angles.

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There are a lot of headlines flying around in the media right now. There are opinions about Joe Biden's performance in his first week as the incoming American president.

There are others about what you should think about Bitcoin's recent price surge. Twitter's top news story this morning alerted me that Arnold Schwarzenegger has now received his COVID vaccine. And I hope you've gotten a chance to see the memes of Bernie Sanders at the inauguration.

While these headlines may give us a chuckle, they don't offer a lot of substantial material for investors. Important investing stories often just don't provide enough of a dopamine rush to warrant including on the front page.

But as 7investing advisors, part of our mission is to find and call attention to those important stories. And then explain the impact they will have for long-term, buy-and-hold investors.

In our January 7investing Team Podcast, our advisors discuss underappreciated stories that aren't making the headlines, but that long-term investors should be paying more attention to. We also discuss the companies who could be the most likely winners from these developing trends.

As an added bonus, this episode includes a rare collection of Dad jokes and bad banking puns (please send any complaints to info@7investing.com).

Publicly-traded companies mentioned in this podcast include AMD, Five Below, Guardant Health, HDFC Bank, iRobot, and New Providence Acquisition Corp. 7investing's advisors may have positions in the companies that were mentioned.

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

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

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

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

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It’s a slow news day so we turn the show over to the 7Investing audience. We answer your questions -- ones you sent in via Twitter and ones asked live during the show. We also touch on which heavily-hyped segment we think has the biggest chance for growth and, we’re going to look into why GameStop shares have been making major moves.

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Netflix posted stellar earnings that showed the company has topped 200 million paying subscribers. Those are stellar numbers - but how much room does the company have to grow? Can it just keep raising prices?

Simon Erickson and Steve Symington join Dan Kline to talk about whether it’s too late to invest. They’ll also look into what mistakes the company has made and its path to consistent profitability.

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In this exclusive interview, 7investing founder Simon Erickson chats with individual investor Dhaval Kotecha about the changes underway in programmatic advertising. Dhaval is an expert in this space and has personally built several real-time bidding platforms. He presents a (rather incredible) presentation giving an overview of what's taking place in the market. The two then discuss what's driving the industry, who are the most important players, and why investors should expect future consolidation.

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

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American Customer Satisfaction Index (ACSI) Managing Director David VanAmburg joins 7Investing Lead Advisor Dan Kline to look at how the American public feels about the travel industry, based on their responses to the ACSI’s latest report which focuses on the period where travel has been greatly disrupted by the coronavirus pandemic.

The pandemic saw ratings for travel -- hotels, airlines, and travel websites -- fall pretty much across the board. Travel, of course, has looked a lot different since COVID-19 hit and that has actually made some parts of travel more pleasant. Consumers see the lower crowds when it comes to air travel as a positive, but that’s really the only thing about the industry they like right now.

Investing in airlines specifically has largely been a risky proposition. During the pandemic all of these companies have struggled to some degree with most airlines cutting staff and doing what they can to cut expenses. Airlines, however, saw a small improvement in customer satisfaction which has actually been a long-term trend. This does not mean that you should be investing in airlines.

Hotels and travel website were not as highly rated losing ground during the pandemic. That makes sense for hotels as some of their amenities can’t operate normally while the travel websites may be hurt by there being fewer choices for consumers. This makes these parts of the travel industry a challenging proposition for investors (and one that may take years to recover).

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Are you hoping your portfolio takes off like a rocket in 2021? Let 7investing help, as we discuss future investing opportunities in outer space!

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Can a company's culture be an economic moat, or a sustainable competitive advantage? A recent Gallup poll suggests that a whopping 85% of workers are unhappy at work, leaving only a measly 15% of employees who are engaged with their employer. This directly contributes to high employee churn, leading to high employee search and training costs for most companies. If a company can find a way to keep employees happy, it will not only avoid these costs but have a highly knowledgeable and engaged worker base.

This is why Jessica Ablamsky emphatically believes a good company culture can prove to be a decided competitive advantage. A marketing writer and journalist in the San Francisco Bay Area, Ablamsky now spends her time consulting for some of the world's most innovative companies, ranging from small startups to global tech giants including companies such as Adobe and Oracle, with an expertise in branding through storytelling.

In an exclusive interview with 7investing, Ablamsky shares her research on company cultures, why the salary and compensation workers receive is only a part of the equation, and what makes for a good and bad culture in the workplace. Of course, the conversation wouldn't be complete if we didn't also discuss what a company's culture means for investors and different ways to investigate what a company's real culture might be like.

Ablamsky is also an accomplished investor and doesn't leave before explaining what her investment philosophy and process looks like and discussing a few of her favorite current ideas.

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Dan is joined today by 7investing's leading biotech experts, Maxx Chatsko and Manisha Samy, as the team discusses about the biggest healthcare event of the year - the #JPM2021!

Our team has been scouring the conference finding the biggest trends impacting long term investors, and will be sharing some of those finds with you today!

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Spencer Randall is the founder and Principal of CryptoEQ, which helps people evaluate cryptocurrencies as potential investments. He has developed a comprehensive framework, and his firm looks to help investors and businesses better understand the opportunities available in cryptocurrencies.

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Join Dan Kline, Simon Erickson, and a surprise third guest as we share some exciting news for subscribers of 7investing!

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Join Dan Kline and Matt Cochrane as we do something slightly different today. We will be ranking all of the major streaming service, and discuss if we are bullish or bearish on all of the biggest names in streaming.

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The JPM 39th Annual Healthcare Conference is next week. 7investing Lead Advisors Simon Erickson, Manisha Samy, and Maxx Chatsko discuss what they're watching as investors and nerds ahead of the year's biggest healthcare conference.

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Join the 7investing team at 12 ET as Dan Kline, Simon Erickson, and Manisha Samy discuss what the outcome of the runoff elections means for the stock market, regardless of the winners.

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Welcome to the first edition of 7investing Now in 2021! Our host, Dan Kline, is joined today by fellow Lead Advisors Steve Symington and Austin Lieberman. Join us as the team discusses the benefits, as well as the risks, of investing in China.

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Does it ever feel like the market is moving all together as a herd? Seifel Capital Management founder Chris Seifel describes how investors can look at alternative metrics and take a contrarian approach to outperform the S&P.

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Each month, our team offers our seven top stock market opportunities across a variety of investing types, industries, and risk levels. We embrace providing a diversity of opinions, to give our members a full buffet of market-beating options to choose from for their own investment portfolios.

But there are also certain principles that we follow, which tie all of our recommendations together. In this episode of our 7investing podcast, each advisor on the time describes one of our seven investing principles in their own words, and how it is helping them to be a better investor.

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7investing Lead Advisor Steve Symington sits down with ROBO Global Senior Research Analyst Lisa Chai to discuss their long-term oriented pure-play AI strategy, as well as the importance of educating and informing people on where to invest in the world of AI.

Lisa and Steve also discuss several underlying trends shaping this nascent investing opportunity, including accelerating adoption of AI, the challenges companies face in finding AI talent, and the state of the autonomous vehicle industry.

Lisa also offers two compelling artificial intelligence stocks she thinks investors should be watching today.

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On today's episode of 7investing Now, Dan is joined by Lead Advisors Steve Symington and Austin Lieberman as the team answers questions about investing in 2020 - and how to use those answers to be a better investor in 2021.

Before our finisher, don't miss Dan's exclusive interview with Ravi Kumar, the head of CIT’s Direct Bank to discuss how to treat your finances in 2021. Ravi has a lot of compelling advice investors won't want to miss!

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Santa isn't the only one delivering presents this week! Our listeners asked, so we added an additional episode of 7investing Now for all of the good boys and girls!

Join the team at 12 ET as we discuss which stocks have been naughty, and which have been nice.

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In this month’s 7investing Team Podcast, our advisors share the role that valuation plays in their investing process. We also make seven reckless predictions of acquisitions we expect to see in 2021!

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Today is the day - the S&P 500 gets supercharged with the addition of $TSLA! What does this mean for Tesla stock, and how will companies already in the S&P be impacted?

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Is investing in streaming television a no brainer? Join Dan Kline, Steve Symington, and Matt Cochrane as the team discusses if there is money to be made - or lose - in investing in streaming TV.

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International companies can be a great way for investors to capitalize on fast-growing economies and experience incredible returns. But there are also cultural, governmental, and financial risks that shouldn't be overlooked. In this podcast, 7investing CEO Simon Erickson hears the perspectives of two international investors and several of their favorite opportunities.

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Join Dan Kline and Simon Erickson to discuss potential changes the European Union might make to legislation surrounding Big Tech - potentially changing the landscape of App Stores as we know it.

Will the United States soon follow? Tune in LIVE at 12 ET to hear our thoughts!

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Healthcare is going digital! In an exclusive interview with 7investing, Saga Partners' analyst Richard Chu describes several of the higher-level trends taking shape in the healthcare industry and three specific companies he's watching. We also chat about important recent developments in cloud computing and how beginners can get started with investing.

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Join Dan Kline, Steve Symington, Austin Lieberman, and Manisha Samy as we discuss how the rollout of Covid-19 vaccines will impact the stock market. Is this an opportunity for long term investors?

Tune in to hear what our market experts have to say!

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Join the ENTIRE 7investing team: Simon, Austin, Dan, Manisha, Matt, Maxx, and Steve as we answer all the questions we have received on Twitter. This will be an action packed show that investors won't want to miss!

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In an exclusive interview with 7investing, Daniel Joshua Rubin talks about how the stories companies tell matter, especially for shareholders, and that one of the most important qualities of a company's leadership team is being able to effectively craft its own narrative. Throughout the conversation, Rubin gives numerous examples of companies with simple and complex narrative arcs, good and bad stories.

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7investing CEO Simon Erickson is joined by Lead Advisor and retail expert Dan Kline to break down the 2020 holiday shopping season. They discuss which companies have crushed the season and which ones are in real trouble. They also break down how the shipping industry has responded to the unique challenges that 2020 has offered.

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Join Dan Kline and Steve Symington as the team discusses the biggest name in food delivery, DoorDash, and their upcoming IPO.

Is our team bullish or bearish on $DASH? Tune in to hear our thoughts!

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Join Dan, Matt, Manisha, and Austin for the second edition of our under the radar stocks picks - chosen by you!

Will these seemingly unknown stocks be the next 10-baggers? Tune in to see the teams thoughts!

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The ASH Annual Meeting is this weekend! 7investing Lead Advisors Simon Erickson, Manisha Samy, and Maxx Chatsko discuss what they're watching as investors and nerds ahead of one the year's biggest healthcare conferences.

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On today's episode of 7investing Now, Dan is joined by Simon and Maxx - but we are switching it up today! We asked on Twitter about some under the radar stocks that our followers want us to cover, and got such a huge response that we have to break this show up into two parts!

Please note that the stocks mentioned today are not formal 7investing recommendations.

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Synthetic biology is taking the chemical industry by storm! Industry veteran Joel Stone shares what this will mean for consumer brands, energy, and agriculture -- and what it all means for investors.

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On this Monday edition of 7investing Now, Dan is joined by Simon and Steve to discuss a question that is on every investors mind - is the market overvalued?

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Join Dan and Austin for this Wednesday edition of 7investing Now as they discuss what the Dow hitting 30,000 will mean for both beginner and seasoned investors.

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In this month’s 7investing Team Podcast, our advisors share how we've improved the most as investors and how it's impacted our returns. Our team also plays a game of "Bullish or Bearish", including a new take this time around!

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Join Dan Kline, Steve Symington, and Austin Lieberman as the team discusses some of the worst investing advice that we hear - and what investors should do instead to maximize their returns.

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Is it Friday, or is it Monday? We had some Monday-esque problems with our first attempt of the Friday edition of 7investing Now. Join us as we try again!

Join the team as Dan, Maxx, and Matt discuss a 3rd vaccine, and if HBO's plan for Wonder Woman will work out in their favor.

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The Science of Hitting (TSOH) moonlights as an investment columnist for GuruFocus where he has now penned more than 700 articles over the past nine years. While doing so he has also built up a loyal following on Twitter where he can be found dishing out investment quotes and thoughtful takes on the market and stocks. In an exclusive interview, TSOH sat down with 7investing lead advisor Matthew Cochrane to discuss his investment style, process, and the bull theses for some of his largest positions.

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On this Wednesday edition of 7investing Now, Dan is joined by 7investing CEO Simon Erickson, and our newest Lead Advisor Manisha Samy to discuss their takes on the future of Pfizer and Boeing. Plus, the team will answer some of our most asked questions from our followers on Twitter.

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There’s no doubt the pandemic has helped accelerate the growth story for iRobot (NASDAQ: IRBT). Best known for its Roomba robotic vacuums, iRobot’s revenue soared 43% year over year in the third quarter, buoyed by a 70% increase in e-commerce sales and an 86% jump in sales of its premium ($500 or above) robots.

But iRobot’s ambitions extend well beyond its flagship vacuum line. In this exclusive interview with 7investing Lead Advisor Steve Symington, iRobot Chairman, co-founder, and CEO Colin Angle covers everything from iRobot's efforts to build stronger direct relationships with consumers to the recent launch of their Genius Home Intelligence Platform, the challenges of tariffs and international trade tensions, the status of their Terra robotic lawnmower project, and the company’s longer-term vision for smart homes and the home-robotics industry.

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This morning, Dan Kline, Maxx Chatsko, Steve Symington, and Austin Lieberman as the team discusses how Moderna's 94% effective vaccine will impact the stock market.

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Airbnb, Roblox, WIsh, and DoorDash all plan to go public soon, so we'll take a look at their prospects. We'll also dig into Disney's earning and some news from Fastly.

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Normally, the American Customer Satisfaction Index (ACSI) does one extensive survey each year for every industry it covers. This year, as you almost certainly know, has not been a normal year. The pandemic has accelerated a number of trends and has caused some shorter-term changes to how people shop for a number of things including groceries.

That led the ACSI to decide to do a second set of surveys this year covering retail, supermarkets, and internet retail. The results showed that things have changed for many companies in this space. It’s a case where some winners when it comes to dollars may not be doing a great job keeping customers happy.

ACSI Managing Director David VanAmburg joined the 7investing podcast to help parse the results and to explain which companies have proven to be the winners and losers when it comes to customer satisfaction. That’s not always a clear answer, but the ACSI report shows that some of retail’s big winners may not be keeping their customers happy and that’s something investors should at least consider.

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The market has been volatile (to say the least). We explain why, and why you should tune it out.

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As we sit on the eve of Veteran’s Day, Dan Kline welcomes Hernán Luis y Prado, founder and CEO of Workshops for Warriors (WFW), Workshops for Warriors is a State-licensed, board governed, fully audited 501(c)(3) nonprofit school that trains, certifies, and helps place Veterans, Wounded Warriors, and Transitioning Service Members into advanced manufacturing careers. Students earn nationally recognized portable and stackable credentials.

The program addresses two major needs. First, it helps fill open manufacturing jobs. These are positions that companies need to fill in order to manufacture within the United States. Second, Workshop for Warriors helps veterans find a successful career path after their military service ends.

Why is this important for investors?

There are expected to be 2.4 million open highly-skilled manufacturing jobs in the U.S. over the next decade. WFW has partnered with companies including Ford (NYSE:F) Qualcomm (NASDAQ: QCOM), Boeing (NYSE: BA), and many others to help train veterans to fill those rolls.

This shortfall, however, is a bigger looming problem for American manufacturers than one non-profit can fill. Understanding what’s being done, where demand stands, and what still needs to be done may change how you view manufacturing and the changing job market -- two key areas for investors to focus on.

A Navy veteran himself, Hernán understands how veterans can help solve this problem and why it’s important for the U.S. to build back its manufacturing capacity.

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On today's episode of 7investing Now, Dan Kline, Steve Symington, and Austin Lieberman discuss what Pfizer's new vaccine means for the stock market. Pfizer nearing the finish line with its 90% effective vaccine comes something we are all looking forward to - an end to the pandemic and a return to normalcy.

Are there any companies though who will be hurt by pandemic coming to an end? Tune in to hear the team's thoughts at 12 ET!

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7investing Now's host, Dan Kline, is joined today by Matt Cochrane, Steve Symington, and Maxx Chatsko as the team discusses why the market is on fire even with all the uncertainty around the election.

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In an exclusive interview with 7investing, Paul Teich explains how NVIDIA rose to prominence in training deep learning models, why security will matter for edge computing, and the importance of power efficiency in the new age of machine learning inference.

Paul also describes why developer ecosystems are becoming critical for hardware providers and how Amazon’s “Inferencia” has kicked off a trend of large companies developing their own ASICs. He also reveals his favorite semiconductor acquisition of 2020 (and there’s been quite a few) and even takes a few questions that were submitted by our 7investing followers!

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On today's episode of 7investing Now, Dan Kline, Austin Lieberman and Simon Erickson discuss what the unsettled election means for the stock market - and why your investing strategy shouldn't change no matter who is in the White House.

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At 7investing, we give you our seven best stock picks each month. Each of our six advisors makes a pick and we add a team selection. We don’t just make these picks based on whims or even our personal convictions. Instead, we have 7 guiding principles we use to guide our selections.

It’s not a spreadsheet or a checklist -- though those have their place -- our 7investing principles are more the 10,000 foot view of how we look at companies. On this episode of our podcast Austin Lieberman and Dan Kline will walk you through each of the 7 principles providing some personal color as to how we use them to guide our stock picks.

After that, we’re going to take a stock -- The Trade Desk (NASDAQ: TTD) -- and put it through the format we use to write-up our stock recommendations each month.

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Join Dan Kline, Simon Erickson, and Maxx Chatsko as the team discusses how tomorrow's election will impact the stock market.

Are you worried about what the election may mean for your portfolio? Fear not! We have some news to share that might surprise you.

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Join 7investing's Lead Advisors Dan Kline, Maxx Chatsko and Steve Symington as the team discusses the earnings of four huge companies: Amazon, Apple, Facebook, and Google parent Alphabet.

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In this month’s 7investing Team Podcast, our advisors consider the role of politics in investing. We discuss the impact of the government on our investing styles, and a few companies that could potentially benefit from the upcoming election.

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Join Dan Kline, Simon Erickson, and Steve Symington as the team discusses why market volatility can actually be beneficial for long-term investors.

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In an exclusive interview with 7investing, Virtuix CEO Jan Goetgeluk explains why he believes now is the time for the consumer VR market. He describes what types of games developers are producing, the important role of Facebook’s standalone headsets, and the opportunities for VR outside of gaming.

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Join this action packed 7investing Now with Dan Kline, Matt Cochrane, Maxx Chastko, and Steve Symington as the team discusses the future of the U.S. airlines, coronavirus vaccines, and the state of restaurant industry.

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7investing lead advisor Maxx Chatsko discusses the potential for cultured cannabinoids with Kevin Chen, co-founder and CEO of Hyasynth Bio. The industrial biotech company has a partnership with Organigram Holdings and recently became the first company in the world to bring cultured cannabinoids to market. What are the promises and pitfalls of scaling the new technology?

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Dan Kline, Austin Lieberman, and Simon Erickson talk Netflix earnings, regrets over selling stocks, a surprise move by a major retailer, and much more on the Oct. 21 edition of 7investing Now.

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Long-term success in investing is about much more than just picking good stocks.

To help us navigate the ever-changing map of long-term investing, we’ve brought in one of the world’s brightest financial captains.

Morgan Housel is a partner of the Collaborative Fund and has spoken about behavioral finance at conferences all across the globe. He is also the author of The Psychology of Money, which shares several lessons about long-term success in investing and in life. Napoleon’s quote is prominently displayed on the very first page of his book.

In an exclusive interview with 7investing, Morgan brings a goldmine of advice and information to help investors. We organize a wealth of knowledge into seven themes (it had to be 7!), where Morgan provides his overall thoughts, cites several historical examples, and provides the most important investing takeaways. 7investing CEO Simon Erickson also spots Morgan up with an investing-related question for each of the seven themes.

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Join Dan Kline, Maxx Chatsko, and Steve Symington as they discuss how to invest in 5G, Coke getting rid of a classic beverage, new nuclear reactors, why it's not a great idea to chase stocks based on which companies may create a COVID vaccine or treatment, and more.

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The stock market provides investors with more options than we can possibly keep track of. There are more than 4,000 publicly-traded companies on US exchanges alone. Keeping up with that many companies is simply not an option (at least if you ever plan on sleeping again).

One option is to just buy everything. S&P index funds allow investors to get ownership in the market’s largest companies. It’s a popular way to get the stock market’s broader-based returns without putting in very much effort.

For those willing to put in a bit more thought, another option is to selectively invest in the market’s pockets of innovation. By putting money into the most promising new trends, investors get access to a handful of companies who are a step ahead of others in defining the future and capturing its profits. For the Wayne Gretsky fans out there, this is “skating not to where the puck has been, but where it’s going to be.”

But this “basket approach” strategy also has challenges of its own. Since we never know what the future holds, how can we know which trends are indeed the most promising? And even within those trends, which individual companies should we be buying into?

To answer those questions, we’ve brought in technology enthusiast Evan Knowles. Evan wears several different hats, including the co-founder of Symba (a real estate CRM), the host of the Middle Tech podcast, and more generally as an ambassador of startups all across the country.

In an exclusive interview with 7investing, Evan describes why “enterprise software”, “consumer-focused platforms”, and “developer tools” are the three categories he chooses to invest in. He explains his thesis for each of these segments and reveals actual companies he’s investing in.

Evan also describes how real estate can offer a hedge against growth-style investing and why data moats are something that investors should be keeping an eye on.

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The movie business has been crushed by the pandemic and it wasn’t doing all that well beforehand.

In a pre-COVID-19 world movie theaters had to compete with the exploding number of content choices most Americans have available in their homes. Big TVs have steadily fallen in price making them accessible to the vast majority of the American public. Add in the proliferation of streaming services offering original programming that rivals all but the biggest cinematic events and you see why theater chains were already up against a wall.

Now, however, in an economy that’s still dealing with a virus that’s not going away soon, the movie theater and live event business has gone from struggling to life support. Many theaters remain closed and others are operating at reduced capacities.

7investing lead advisors Dan Kline and Steve Symington dig into the current sad state of live entertainment and look at what might happen to the movie industry specifically. They also break down just how bleak things could get before there’s even a chance of a turnaround.

Publicly-traded companies mentioned in this podcast include AMC, Comcast, Netflix, Carnival Cruise Lines, Amazon, Simon Property Group, Regal Entertainment Group, Live Nation, Home Depot, and Lowe's. 7investing’s advisors and/or guests may have positions in the companies that are mentioned.

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Join 7investing Lead Advisors Dan Kline, Maxx Chatsko, and Steve Symington for a brand new episode of 7investing Now!

Top Story: Prime Day and holiday shopping

What We're Watching:

Steve: Tuesday's Apple Event
Maxx: FDA and Cell Therapy Approvals
Dan: Dollar General's New Concept

True or False: Post-pandemic

Finisher: What will you do first?

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In an exclusive interview with 7investing, CryptoEQ founder Spencer Randall describes how to value cryptocurrencies and which companies are a step ahead in embracing blockchains.

In our conversation, he offers a “traction score” that predicts the likelihood of four specific cryptocurrency use cases catching on during the next five years. Spencer also mentions a few brokerages where people can buy Bitcoin, his thoughts on Satoshi Nakamoto, and a few things that interested investors should be watching.

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Stocktwits co-founder Howard Lindzon and 7investing's Austin Lieberman discuss Howard’s approach to public market investing. Howard and Austin dive into Howard’s “Fashology” and “8 to 80” portfolios on Koyfin. Howard also shares his current portfolio as well as his top 10 positions. The conversation wraps up with Howard’s thoughts on the recent market volatility and how he’s thinking about the future.

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The technology world moves really fast.

Moore’s Law has caused computer chips to double in transistor density every 18 months. Coding languages tend to become obsolete within a few years. Software is eating the world, and human beings are being replaced by machines doing business with other machines.

That’s a lot to keep up with! How are investors expected to keep up with everything going on?

To help us answer that question, we’ve brought in an expert. Tiernan Ray is one of the technology industry’s most in-depth reporters. He’s written about the seismic changes that have taken place in tech for 25 years – from the early days of the internet and the dotcom boom to the rise of cloud computing and artificial intelligence. He now offers daily insights in his latest newsletter www.thetechnologyletter.com.

In an exclusive interview with 7investing, Tiernan describes the most fundamental changes taking place in technology right now. He offers his thoughts on NVIDIA’s most recent acquisitions, why cloud computing is perpetually “overvalued”, and why orchestration platforms are an opportunity that investors should be paying attention to.

Tiernan also shares his take on social media regulations and a few of Simon’s “far out” ideas. To wrap things up, Tiernan mentions a few intriguing stock market ideas that investors might consider.

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In this month’s team podcast, we go looking overseas for investment opportunities. Each of our advisors identifies a foreign-based company that is performing admirably and has landed on our investing radar.

We are also thrilled to welcome Dan Kline to our 7investing advisor team! In the first segment of our podcast, we introduce Dan and he describes his background, his process, and the types of companies he will likely be recommending.

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The media industry is in the midst of a great transition. From an industry that was dominated by the cable bundle for decades to the fragmented world of different apps and platforms, the way people watch and consume content is rapidly shifting. Of course, there are still songs, TV shows, and movies, like always, no one is suggesting that the content itself is going away. But, at this rate, pretty soon it almost seems like we'll need 9-10 apps just to watch every show we want to. Can this keep up?

Here to help us make sense of all this and, more importantly, who the winners and losers might be as the media world changes, is Hedgeye's Andrew Freedman, a CFA charter holder and the Managing Director and Communications Sector Head at Hedgeye.

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Tesla's stock has been highly-charged and is already up more than 400% during 2020. But does the electric vehicle innovator have any more gas left in its tank?

Our 7investing team weighs in with our candid thoughts about Tesla -- which is a conversation that both current and potential investors don't want to miss!

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Join GGV Capital Managing Partner Jeff Richards and 7investing Lead Advisor Austin Lieberman as they discuss wide-ranging topics from mental health to what companies and trends Jeff is interested in the public markets. Public equities mentioned in this podcast Salesforce (NYSE:CRM), Crowdstrike NASDAQ: CRWD), Zoom (NASDAQ: ZM), Amazon (NASDAQ: AMZN)

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In this exclusive interview with 7investing, Dr. Magnus 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.

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Join Author Jessica Lahey (The Gift of Failure & The Addiction Innoculation) and 7investing Advisor Austin Lieberman as they discuss how parents can help their kids succeed during and after the COVID-19 pandemic.

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Join Oxio Co-founder (previously Director of Product at Fastly) Jason Evans and 7investing Advisor Austin Lieberman as they discuss how Oxio is democratizing wireless connectivity and Jason's early days at Fastly as they tried to land some of their early large customers.

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Join Peter Offringa from softwarestackinvesting.com, Muji from hhhypergrowth.com, and 7investing Advisor Austin Lieberman as they discuss investing in high-growth software companies. Stocks Discussed: Fastly (FSLY), Cloudflare (NET), Datadog (DDOG), Zoom (ZM), Crowdstrike (CRWD), Agora (API)

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Join Bill Brewster and 7investing Advisor Matthew Cochrane as they discuss Bill's investment style and evolution as an investor.

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Join the 7investing team as we discuss stocks with great leadership teams and introduce our newest Lead Advisor Maxx Chatsko

Stocks Discussed: Nextera Energy (NYSE NEE), Repligen (NASDAQ: RGEN) Paypal (NASDAQ: PYPL), The Trade Desk (NASDAQ: TTD), Adobe (NASDAQ: ADBE), Ubiquiti Inc (NYSE: UI)

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Learn 3 easy steps to improve your investing process with Motley Fool Writer Brian Feroldi and 7investing Founder Simon Erickson.

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7investing Lead Advisor Steve Symington and 100 Baggers Author Chris Mayer talk about Chris' unique approach to finding stocks that return 100x

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7investing advisors Simon Erickson and Matthew Cochrane chat with Ramneek Kundra and Saket Reddy about investment opportunities in India. They also share their key takeaways.

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7investing.com Founder Simon Erickson and Lead Advisor Matthew Cochrane talk to Dhaval Kotecha about investment opportunities in India.

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7investing.com Advisor Austin Lieberman and Redpoint Ventures Vice President Jamin Ball discuss Jamin's framework for evaluating SaaS companies, similarities and differences between venture capital and public market investing, and the current state of public Software as a Service (SaaS) companies.

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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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The 7investing team is back to talk about lessons learned from three "overvalued" stocks that have outperformed (and one that underperformed) in the past and how those lessons can help investors find outperformers in the future.

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7investing Founder & CEO Simon Erickson and Lead Advisor Steve Symington talk about the 6 capital allocation strategies, their lack of caffeine, and Steve's return from the woods.

Companies mention: Apple (AAPL), Mastercard (MA), Amazon (AMZN), Tesla (TSLA), Berkshire Hathaway (BRKB), Starbucks (SBUX), General Electric (GE), Corning (GLW), Disney (DIS)

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7investing Founder & CEO Simon Erickson and Paystand Founder & CEO Jeremy Almond talk about transacting in the digital economy from Jeremy's perspective as an operator in the industry.

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7investing Advisor Matthew Cochrane and Puru Saxena discuss the 2000 Tech Bubble, The 2008 Great Financial Crisis, & today's tech stocks

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7investing Advisor Steve Symington and inVia Robotics CEO Lior Elazary discuss the rise of robotics

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7investing Founder Simon Erickson and LifeOmic CEO Donald Brown discuss investing during the golden age of consumer healthcare Welcome to 7investing.

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7investing.com Advisor Matthew Cochrane talks to Tobias Carlisle, the Founder of The Acquirer's Multiple about the past, present, and future of value investing.

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The 7investing.com team talks about their process for idea generation, researching companies, and portfolio allocation.

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7investing.com Founder Simon Erickson and Tech Stock Analyst Beth Kindig from https://beth.technology/ discuss how Beth finds winning investments in the technology 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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Spencer Wells was instrumental in developing many of these trends. As an Explorer-in-Residence at National Geographic, he was an early innovator of using genographic kits — studying DNA from people all across the world to map out the migrations of mankind’s earliest ancestors. Spencer went on to found a company called Insitome, which also gives consumers insight about their genome and their heritage.

In an exclusive interview with 7investing, Spencer describes the permanent changes that have taken place in the Direct-to-Consumer genomics industry and explains how genomics is now catching on with hospitals. He shares his thoughts about the technology behind DNA sequencing, the personalized medicine movement in pharmaceuticals, and the importance of the ethical debate in shaping the future for gene editing.

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During this episode, the 7investing.com team of advisors discuss the recent recovery in the stock market, if they're currently adding money to the market, share some thoughts about companies to watch at 52-week highs, and even share some ideas on getting their kids interested in investing.

Stocks Discussed:

Chipotle (CMG)

MongoDB (MDB)

Skyworks Solutions (SWKS)

Mercado Libre (MELI)

International Business Machines (IBM)

Exxon Mobile (XOM)

General Electric (GE)

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During this episode, 7investing.com Advisor Austin Lieberman interviews Will Hershey the Co-Founder and CEO of Roundhill Investments. Roundhill created the NERD ETF which is composed of gaming and digital entertainment companies.

If you’re interested in the world of gaming, eSports, or digital entertainment in general and how investors can get exposure to those trends then you’re going to love our discussion Roundhill is an innovator in the investment industry and they’re creating ways people can get exposure to what I view as being some of the most important trends of the future.

Topics Discussed:

Introduction to Will Hershey Co-Founder & CEO of Roundhill Investments
How Roundhill is putting off differentiated products to help long-term investors get exposure to innovative industries
How Roundhill focused on serving a different subset of investors
Discussion on the NERD index and ETF
The difference between indexes and ETFs
How Roundhill thinks about identifying companies with the most exposure to digital entertainment, gaming, and eSports.

The themes that make up the NERD index

Game Creators
Media Companies
Broad-Based
Hardware

A look at a few recent results from companies in the NERD ETF

Sea Limited (SE)
Huya (HUYA)
Take Two Interactive (TTWO)

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During this episode, 7investing.com Advisors Simon Erickson and Austin Lieberman discuss how investors can use the three most common financial statements (balance sheet, income statement, and the cash flow statement). What are they? What do they tell us? Why are they important? Companies mentioned: Apple (AAPL), Amazon (AMZN), Netflix (NFLX), Fastly (FSLY), Rosetta Stone (RST), Ubiquiti (UI) Check out

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During this episode Lead Advisors Matt and Steve Dive into the Quarterly reports for some of the most impactful companies in the world

Companies Reviewed: Netflix (NFLX), Alphabet (GOOGL), Apple (AAPL), Microsoft (MSFT), Facebook (FB)

Listener questions answered:
From Don Paquette @MrDPAQ about Alphabet’s “Other Bets”
From Dhaval Patel@patedhav "$FB bounced back big time, earning last quarter was good but do you think if earning momentum will be same for advertisement focused company next 1-2 quarters?"
From Sorabh Arora @sorabh_arora "Does Netflix always have to spend more money to let its growth engine keep on running?"
From Paul Essen@paul_essen "Will $NFLX ever be able to be a major player in China, or will the government keep them out? Do they have pricing power in other international markets or will the mobile plans be a continuing drag on margins?"
FromLaura Duperrin@lauraacmp "Those companies are becoming so big with so much casht- they could go shopping - what would you believe they will go after?"
FromTom@CashFlow_Fool "Which company would cause the biggest havoc in the world if it were to seize to exist immediately and all their products stop working?"

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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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During this episode we discuss:CARES Act - 1) What will it mean for stocks and investing, 2) Sectors that will benefit, 3) How it's influencing our investing style (All)

"Winners and Losers" - Companies who will benefit and struggle from market-level trends - 1) E-commerce - $SHOP, $EBAY (Matt), 2) Digital Presence - $NET, $IBM (Austin), 3) Auto - $TSLA vs Everyone Else (Steve), 4) Media - $DIS, $LGF (Simon)
"Bullish or Bearish" - Advisors' say "yea or nay" to several fun and (mostly) investing-related questions - 1) Alphabet's "Other Bets" (Steve), 2) Tampa Bay Bucs w/ Brady (Matt), 3) Cloud Computing Index (Austin), 4) Flying Cars (Steve), 5) Blockchain Transactions (Matt), 6) Space Tourism (Austin)

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In volume 1 of our Investing 101 series, Lead Analysts Matt and Austin discuss some common terms and things they think about when valuing stocks.

During this episode we discuss:

Why we don’t value stocks by the price of the stock
Why we don’t look for stocks that are down a high percentage from their highs
How to find and asses Price to Earnings (PE) Ratio (GAAP, Non-GAAP, Forward PE), When/Why you should use GAAP or Non-GAAP numbers
Example of finding Walmart’s PE ratio
Price to Sales Ratio (PS) definition and example finding Walmart’s PS ratio.
Price to Book Ratio (PB)
Discounted Cash Flow (DCF) and why Matt and I don’t use them much in our investing process.

Definitions and examples in this episode

Market Cap
Price to Earnings Ratio (PE) (GAAP, Non-GAAP, Forward PE), When/Why you should use GAAP or Non-GAAP numbers
Price to Sales Ratio (PS)
Price to Book Ratio (PB)
Discounted Cash Flow (DCF)
Gross Margin
Operating Margin
Dollar-Based Net Expansion Rate (DBNER)

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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.

In this episode, 7investing CEO, Simon Erickson (@7Innovator) and Lead Advisor Steve Symington (@7investingSteve) take a deep dive into 4 big trends that have been accelerated by COVID-19. They also discuss some companies that stand to benefit from each trend.

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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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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During this episode we discuss:

Introduction to the 7investing service.
Team introductions. See our team here.
How we're thinking about investing during COVID-19 (and any global crisis).
Industries and companies we're watching right now.
Listener questions

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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The 7investing Podcast: Recent Episodes

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