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! Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year. Start your journey toward's financial independence: https://www.7investing.com/subscribe Stop by our website to level-up your investing education: https://www.7investing.com Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing

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. Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year. Start your journey toward's financial independence: https://www.7investing.com/subscribe Stop by our website to level-up your investing education: https://www.7investing.com Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing

 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! Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year. Start your journey toward's financial independence: https://www.7investing.com/subscribe Stop by our website to level-up your investing education: https://www.7investing.com Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing

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! Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year. Start your journey toward's financial independence: https://www.7investing.com/subscribe Stop by our website to level-up your investing education: https://www.7investing.com Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing

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. Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year. Start your journey toward's financial independence: https://www.7investing.com/subscribe Stop by our website to level-up your investing education: https://www.7investing.com Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw Start a free YCharts trial: https://ycharts.com/store/start_trial_register?utm_source=7Investing&utm_medium=blog&utm_campaign=2022+7Investing Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing

In episode 6, Luke talks about self-experimentation and vows to take cold showers for two weeks to improve his mental acuity; we discuss the FTX saga and whether there’s psychopathy involved, or whether SBF was just a really good poker player; Coinbase as in investment: insane or visionary given the crypto detritus? Krzysztof meanwhile displays his unapologetic nerd tendencies by talking way too much about thermodynamics, Einstein and his refrigerator, and whether we need to understand the core foundations of what we invest in, like transistors in the semiconductor industry—plus the complexities of Extreme Ultra Violet light, $ASML, Chinese & Taiwanese geopolitics, and all kinds of new fun we’re having with AI and chatGPT. Meanwhile, Luke patiently refrains from giving Krzysztof a wedgie. We also address a subscriber’s question about risk and risk management and whether it’s a good idea to discuss portfolios with one’s spouse. Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year. Start your journey toward's financial independence: https://www.7investing.com/subscribe Stop by our website to level-up your investing education: https://www.7investing.com Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing

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?

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. Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year. Start your journey toward's financial independence: https://www.7investing.com/subscribe Stop by our website to level-up your investing education: https://www.7investing.com Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing

On episode 5 of No Limit, Krzysztof won’t let politics stand in the way of a good discussion about twitter’s glorious, bot-less future and what it means for the tech industry while Luke finds a way to make “super-followers” really work in your favor. We get an update on Luke’s “worry” stocks and how it feels to sell at a big loss without looking back in anger. Krzysztof and Luke also come incendiary blows about whether a license and exam should be required to trade stocks. Plus: not your keys, not your crypto, but what if there’s a burglar hiding in the bushes ready to steal your keys? And then there was that one time Luke laid down a pair of Kings… Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year. Start your journey toward's financial independence: https://www.7investing.com/subscribe Stop by our website to level-up your investing education: https://www.7investing.com Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw Start a free YCharts trial: https://ycharts.com/store/start_trial_register?utm_source=7Investing&utm_medium=blog&utm_campaign=2022+7Investing Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing

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. Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year. Start your journey toward's financial independence: https://www.7investing.com/subscribe Stop by our website to level-up your investing education: https://www.7investing.com Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing