The 7investing Podcast

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!

Our very first 7investing principle is that investing is personal. We believe no one knows your investing style, risk tolerance, or future goals better than you do. As such, the "right" way to invest and the "best" stocks in the market will necessarily be different for each individual.   But many people still feel like they don't understand the stock market or that investing is a game that's rigged against them. And while financial literacy is certainly improving every year, there's still a lot of work to be done.   7investing founder and CEO Simon Erickson recently reached out to two ambitious leaders who share the same mission of empowering others to become better investors. Kelsey Willock is the author of Not Your Boyfriend's Investment Advice, which encourages women to be more actively involved in financial decisions. Alan Soclof is the founder and CEO of Cruising Altitude, which aims to empower the Generation Z demographic to invest with a long-term horizon.   In this exclusive interview with 7investing, Kelsey and Alan chat with Simon about what prompted them to become entrepreneurs to improve the world's financial literacy and investing acumen. Kelsey describes how women are different investors than men and shares her thoughts about inflation and cryptocurrencies, while Alan describes the mentality of younger investors and draws comparisons between investing and sports.   In the final segment, both Kelsey and Alan share their personal investing approach and advice for younger investors.   Publicly-traded companies mentioned in this interview include Callaway Golf (NYSE: ELY) and Viacom (Nasdaq: VIAC). 7investing's advisors or its guests may have positions in the companies mentioned.

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 the company’s long-term survival. 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

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 with not just company leadership, but also employees, and customers. His efforts focus not just on building relationships with existing customers but also on building bonds with high potential customers -- people who should be loyal customers who are too focused on competitors. In a freewheeling discussion that looks at what many companies are wrong when it comes to how they treat consumers, Kirk sat down 7investing Lead Advisor Dan Kline. Kirk breaks down what drives customer loyalty and why so many companies get it wrong. He also explains how building a strong customer loyalty program can disrupt industries and details why it’s so hard for many businesses to fix their customer service problems. 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

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 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

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 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

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 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

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 established large enterprise software companies. Hundreds more are perhaps founded each year. What drives this interest in enterprise software? What’s the state of the union when it comes to SaaS technologies and their adoption? How are established companies and upstarts coexisting in this highly dynamic area? What is at the absolute forefront of enterprise software? To help us answer these questions, we sat down with Frank Wang, Engineering Director at Salesforce (NYSE: CRM) Frank is an entrepreneur with hands-on experience creating software solutions, growing engineering teams, and developing go-to-market strategies. He’s seen the evolution of SaaS up close for more than a decade, between his time at startups and software behemoths. In this interview with 7investing, Frank gives us his impression of where SaaS is in the adoption curve and delves into the pace of innovation at smaller companies versus established corporations. We discuss what areas are at the forefront of software right now and discuss some areas Frank finds exciting outside of software. We finish up with a discussion of 3 stocks Frank likes right now and why. 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

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 Mentioned  Teladoc (NYSE:TDOC)  CVS (NYSE:CVS)  Target (NYSE:TGT)  Cigna (NYSE:CI)  Slack (NYSE:WORK)  Salesforce (NYSE:CRM)  Disney (NYSE:DIS)  Verizon (NYSE:VZ) 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

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 Simon and Anirban). The Smart Investor provides stock commentary and market coverage for Singapore and several other parts of the world.  Chin has a direct perspective into Southeast Asian businesses and how they differ from other parts of the world.  In this exclusive interview with 7investing, Chin speaks with 7investing lead advisors Simon Erickson and Anirban Mahanti about the Southeast Asian consumer and how he/she is embracing e-commerce and adopting digital payments. The three also discuss the relationship between tech companies and the Chinese government and the mentality of Southeast Asian business leaders.    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