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The 7investing Podcast

Latest episodes

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May 13, 2021 • 37min

Investing in Tech's Biggest Trends with GigaOm CEO Ben Book

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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May 13, 2021 • 54min

Why Are Growth Stocks Selling Off?

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 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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May 11, 2021 • 60min

Discovering Innovative Companies with Marcelo Lima

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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May 10, 2021 • 50min

Can Walmart Become a Player in Healthcare?

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 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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May 7, 2021 • 39min

Should We Be Worried About Fast-Growing Tech Stocks?

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 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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May 6, 2021 • 58min

Pfizer’s Results, What’s Next for Retail & Restaurants, The High Bar for CRISPR & More

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 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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May 4, 2021 • 47min

Stock Market Investing Mistakes to Avoid

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 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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Apr 29, 2021 • 40min

7investing Team Podcast: Investing Internationally

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. 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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Apr 29, 2021 • 53min

A Deep Dive Into Tesla Earnings

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 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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Apr 27, 2021 • 59min

Investing in the World's Best Consumer Brands with Eric Clark

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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