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 ...
May 28, 2021•52 min•Season 2Ep. 58
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 wit...
May 27, 2021•40 min•Season 2Ep. 57
Robinhood has been all over the news as a stock platform used largely by younger traders -- people new to the market who maybe don’t really understand what they’re doing. It’s a platform that does bring buying stocks to a new audience but it’s also one that encourages inexperienced investors to do things that could be dangerous like buying on margin and using options. We’ll also kick the show off with a special announcement from 7investing CEO Simon Erickson. Welcome to 7investing. We are here t...
May 26, 2021•55 min•Season 2Ep. 56
The stock market doesn’t have to be hard but it’s easy to make mistakes. People listen to the wrong advice, believe in things that just aren’t true, or fall into all sorts of traps. Steve Symington joins Dan Kline on 7investing Now to help you avoid some of the worst investing mistakes that are made every day. In addition, we’ll look at the big Virgin Galactic news and talk with David VanAmbrug about the state of the travel industry. Welcome to 7investing. We are here to empower you to invest in...
May 24, 2021•52 min•Season 2Ep. 52
It was a really busy week and the market was more volatile than usual. We’ll have much of the 7investing team on talking about what we make of the rough market for most of the week, the crypto crash, AT&T’s spinoff of WarnerMedia to combine it with Discovery, Target’s big earnings number, and much more. We’re also taking your questions and answering them live. Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our su...
May 21, 2021•47 min•Season 2Ep. 51
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...
May 20, 2021•53 min•Season 2Ep. 50
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...
May 19, 2021•39 min•Season 2Ep. 49
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...
May 18, 2021•19 min
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) Welcom...
May 18, 2021•54 min•Season 2Ep. 47
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 ...
May 13, 2021•37 min•Season 2Ep. 46
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. Welcome to 7investing. We are h...
May 13, 2021•54 min•Season 2Ep. 45
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 innova...
May 11, 2021•1 hr•Season 2Ep. 44
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. Welcome to 7investing. We are here to empower you to invest in...
May 10, 2021•50 min
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! 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 subscrib...
May 07, 2021•39 min•Season 2Ep. 42
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. Welcome to 7investing. We are here to empower you to invest in your ...
May 06, 2021•58 min•Season 2Ep. 41
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. Welcome to 7investing. We are here to empower yo...
May 04, 2021•47 min•Season 2Ep. 40
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 differe...
Apr 29, 2021•40 min•Season 2Ep. 39
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. Welcome to 7investing. We are here to empower you to invest in your future! We publish o...
Apr 29, 2021•53 min•Season 2Ep. 38
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 thi...
Apr 27, 2021•59 min•Season 2Ep. 37
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. Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 b...
Apr 27, 2021•1 hr•Season 2Ep. 36
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. 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 jus...
Apr 23, 2021•1 hr•Season 2Ep. 35
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...
Apr 22, 2021•42 min•Season 2Ep. 34
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...
Apr 20, 2021•24 min•Season 2Ep. 33
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, ...
Apr 15, 2021•40 min•Season 2Ep. 32
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 C...
Apr 13, 2021•39 min•Season 2Ep. 31
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. 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 mont...
Apr 12, 2021•51 min•Season 2Ep. 31
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 bur...
Apr 08, 2021•34 min•Season 2Ep. 30
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 ...
Apr 06, 2021•54 min•Season 2Ep. 29
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. Welcome to 7investing. We are here...
Apr 06, 2021•42 min
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...
Apr 02, 2021•59 min•Season 2Ep. 28
