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...
Mar 14, 2024•58 min
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...
Mar 12, 2024•29 min
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 ho...
Mar 06, 2024•25 min
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 (Nasda...
Feb 27, 2024•25 min
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 year...
Feb 06, 2024•55 min
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 begi...
Jan 23, 2024•21 min
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 ...
Dec 12, 2023•23 min
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.
Dec 05, 2023•46 min
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 fr...
Nov 21, 2023•20 min
“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 en...
Nov 02, 2023•20 min
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...
Oct 31, 2023•38 min
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 ...
Oct 26, 2023•18 min
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 se...
Oct 25, 2023•26 min
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 rene...
Oct 20, 2023•23 min
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 ...
Oct 17, 2023•23 min
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 ....
Oct 12, 2023•25 min
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-nee...
Oct 03, 2023•48 min
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 ta...
Sep 05, 2023•44 min
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 ...
Aug 31, 2023•38 min
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.
Aug 22, 2023•45 min
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, ...
Aug 15, 2023•22 min•Season 2Ep. 7
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 appre...
Aug 10, 2023•46 min•Season 2Ep. 6
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 b...
Aug 09, 2023•27 min•Season 2Ep. 5
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 ...
Aug 08, 2023•46 min•Season 2Ep. 4
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 ...
Jul 27, 2023•15 min•Season 2Ep. 3
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.
Jul 25, 2023•50 min•Season 2Ep. 2
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 ...
Jul 25, 2023•39 min•Season 2Ep. 1
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. 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...
Jul 20, 2023•24 min
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...
Jul 20, 2023•11 min•Season 1Ep. 6
Welcome to our 7investing Growth 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...
Jul 18, 2023•26 min
