The 7investing Podcast

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

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.

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

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

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

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

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

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

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.

Whether you’re on social media or watching mainstream media, much of the investment advice you hear will be terrible. On Monday’s 7investing Now, Dan Kline and Maxx Chatsko talk about some of the worst investing advice that’s commonly given out. We’ll also talk whether psychedelics offer an investment opportunity and Anirban Mahanti will join the program to talk about how he invests his family’s money. 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