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The 7investing Podcast

Latest episodes

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Jun 18, 2021 • 55min

The Space Race, Healthcare, Big Tech, Genomics & Investing Advice

We’re checking in on the progress of the space race and looking at Google’s partnership with a hospital chain to disrupt healthcare. In addition, we’ll take a look at just how far momentum can take drug companies and examine some of the legislative attempts to regulate big tech. Then, we’ll close the show by talking about the investing advice we wish we had known sooner. 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 Follow us on Social Media ► https://www.facebook.com/7investing/ ► https://twitter.com/7investing ► https://instagram.com/7investing
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Jun 17, 2021 • 13min

Can Technology Fix American Health Care With 7investing Advisor Dana Abramovitz

America's health care system is a complex beast. It's costing us $4 trillion per year -- roughly $11,000 for every man, woman, and child in the country -- and that's nearly double the per capita spend of other developed nations. Even with the premium price tag, our health outcomes are still lagging many of those other countries. However, there is still cause for optimism. We've diagnoses several of our health care's symptoms, and higher-level changes are taking place to provide some much-needed improvements. And while we're all very excited about improving our country's overall health, is there also a way to benefit from massive overhaul as investors? To help us answer that question, we've looked to our own team for guidance! 7investing lead advisor Dana Abramovitz has dedicated her career to improving health care in America. From an undergrad in pharmacy to a PhD in biochemistry to an industry consultant who advised CEOs, she's seen the industry from all angles and understands its 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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Jun 17, 2021 • 51min

4 Big Questions on Healthcare

The pandemic has shown that America has a lot of problems with its healthcare system. There’s a political component to that, but there’s also a lot of private efforts underway to disrupt the current system. Maxx Chatsko and Dana Abramowitz join Dan Kline for 7investing Now to look at what’s happening in this space and what it means for investors. 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 Follow us on Social Media ► https://www.facebook.com/7investing/ ► https://twitter.com/7investing ► https://instagram.com/7investing
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Jun 15, 2021 • 49min

Planning for Retirement with Ryan Krueger, CEO of Freedom Day Solutions

In this conversation, 7investing Lead Advisor Matthew Cochrane sits down with Ryan Krueger, the co-founder and CEO of Freedom Day Solutions, a family-owned and operated financial advisory firm located in Houston. Krueger believes that there are countless and confusing ways to plan for retirement. Even at their best, a withdrawal rate based on a projected return is a guess, sometimes based on just a little more than hopes and prayers.   Krueger thinks there's a better way to plan for retirement, built around a portfolio of assets that pay income to the investor. Investors then realize their “Freedom Day” is when the cash flow coming in exceeds their costs (needs and wants) going out. To help investors reach this goal, Krueger has launched the Freedom Day Dividend ETF (NYSE:MBOX). The MBOX ticker is a tip of the hat to dividend checks that used to hit investors' mailboxes at regular intervals when invested in quality companies that paid dividends.   The Freedom Day ETF is 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.   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).   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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Jun 14, 2021 • 46min

Could the U.S. Government Break Up Big Tech?

Bipartisan legislation has been proposed in the House of Representatives that would impose significant regulation on large technology companies. The multiple bills, if passed, would change the rules for companies including Alphabet, Facebook, and Apple. This could result in some of these companies being broken up or having to sell some parts of their businesses. Steve Symington joins Dan Kline on “7investing Now” to break down what this means for investors. 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 Follow us on Social Media ► https://www.facebook.com/7investing/ ► https://twitter.com/7investing ► https://instagram.com/7investing
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Jun 10, 2021 • 27min

The Future of Advertising with PubMatic CEO Rajeev Goel

The advertising industry is continuously evolving. From billboards to newspapers, from radios to television, and from desktops to Smartphones, technology has been changing the way that companies appeal to prospective consumers for decades. And efficiency has always been at the very heart of advertising. Businesses are looking to grow their top line at the most optimal return on investment possible. The internet introduced new ways for companies to maximize that ROI of their ad spend. Search engines like Google (Nasdaq: GOOGL) and social networks like Facebook (Nasdaq: FB) have become massive platforms with billions of users. Together, they accounted for nearly 70% of the $370 billion the world spent on digital advertising last year. But these walled gardens have their limitations, and there's a fast-growing ad tech industry that is leveraging technology to provide new ways to connect advertisers with content publishers. It's growing quickly, yet it is still highly fragmented and is 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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Jun 8, 2021 • 1h 16min

What's Next for Synthetic Biology?

It's been a long and winding road for synthetic biology. The first wave of publicly-traded companies emerged in the late 2000s and early 2010s. Many were founded on the promise of engineering microbes to produce renewable fuels, which could ease supply constraints and price volatility. It's easy to forget now, but before fracking came along the world was legitimately worried about Peak Oil. Unfortunately, all efforts to manufacture cost-competitive microbial fuels crashed and burned. The technical obstacles were too great. The economics simply weren't there. Although a few companies pivoted, many closed their doors for good. But that was hardly the end of synthetic biology. Advances in the last decade have set the stage for a second wave of companies to launch onto the public markets. Better funded, more specialized, and equipped with a deeper understanding of biology, many of these companies appear better positioned to navigate the road ahead. For example, DNA synthesis leader Twist 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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Jun 7, 2021 • 47min

How We Pick Companies to Invest In

Every 7investing lead advisor has a different method for evaluating companies. Some use a more technical style while others have a mixed approach that also involves personal experience. We all value different metrics in different ways and on this episode of “7investing Now,” Dan Kline and Maxx Chatsko will share how they pick the companies they invest in personally and how they find their monthly pick for 7investing members. Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year. 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 Follow us on Social Media ► https://www.facebook.com/7investing/ ► https://twitter.com/7investing ► https://instagram.com/7investing
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Jun 4, 2021 • 49min

How to Invest in Small-Town America

The pandemic has changed some Americans’ minds about where they want to live. That has sent more people from big cities to smaller towns. Will this mean a resurgence for small-town Americans -- and what might that mean for investors. Dan Kine and Matt Cochrane will cover what’s happening and give you three companies poised to benefit from this population shift. Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year. 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 Follow us on Social Media ► https://www.facebook.com/7investing/ ► https://twitter.com/7investing ► https://instagram.com/7investing
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Jun 3, 2021 • 1h 32min

Hypergrowth Investing With Mayur Thaker: Tesla, Beyond Meat, Square, and More

Anirban Mahanti sat down with Mayur Thaker, a Senior Relationship Manager at Zacks Investment Research, to chat about hypergrowth investing. This conversation is all about investing in rapidly growing companies with huge addressable markets. As investors, we need a framework to study these options: how do we evaluate the investment opportunities in businesses at the bleeding edge of their respective domains? So, grab a coffee (or any other favorite drink!), and let's learn about hypergrowth investing. In this wide-ranging conversation, Mayur describes his investment journey. He started out when he was only 13-years old, investing a portion of his dad's portfolio. He won the lottery with the dot-com boom and then saw it all crumble.  And as a young adult working at Zacks, he experienced how the GFC was unraveling the very industry he was working in. We hear how his experience made him the investor he is today. A significant portion of the conversation is devoted to Tesla (Nasdaq: 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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