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The 7investing Podcast

Latest episodes

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Apr 27, 2021 • 60min

A Look at Some Really Bad Investing Advice (That We Hear All the Time)

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
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Apr 23, 2021 • 60min

A Deep Dive Into the Housing Market

The pandemic combined with low interest rates have caused some major upheaval in the housing market. Housing prices have been skyrocketing in many markets and availability has been scarce. Can that continue? Are we in a bubble? Simon Erickson and Matt Cochrane join Dan Kline to break down the housing market on the Friday edition of 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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Apr 22, 2021 • 42min

Unpacking Apple’s Spring Loaded Event: The Key Takeaways

You don’t need 7investing to tell you how Apple is the trendsetter when it comes to consumer technologies. So, no wonder, when Apple has a product event, everyone pays attention. This week Apple’s “Spring Loaded” event landed. Apple announced a new iPads, new iMacs, a refreshed Apple TV, some service enhancements, and a brand new product called Apple AirTag. 7investing Lead Advisors Dan Kline and Anirban Mahanti sat down to discuss what impressed, what didn’t, and how all of this fits into Apple’s long-term strategy. 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 20, 2021 • 24min

Investing in Tech’s Critical Infrastructure with Sean O’Hara

Investors are already quite familiar with several of the biggest trends taking shape in the tech world. Artificial intelligence, autonomous vehicles, e-commerce, and digital streaming are huge movements that are attracting hundreds of billions of dollars all across the globe. The companies who are leading these trends — such as Microsoft, Amazon, and Netflix — are also attracting hundreds of billions of dollars in their stock market valuations. Several growth-style investors who are intrigued by these trends might want to find smaller opportunities who haven’t already become the market’s largest companies. But perhaps there is a less obvious and more creative way to invest in the world’s largest tech trends. And we reached out to an expert in the space to learn more. Sean O’Hara is the President of Pacer ETFs, an ETF issuer with more than $5 billion of assets under management. His team is investing in the critical infrastructure that is crucial to support the developing tech trends, such as datacenter buildings and cellular tower operators. Several of these companies are organized as publicly-traded Real Estate Investment Trusts (“REITs”), and they’re benefiting from the exponential growth of data. In an exclusive interview with 7investing, Sean describes “the four horsemen of the internet” and explains why 5G is such a big deal. He reveals who will be the largest beneficiaries of increasing cellular traffic, and what companies could be the hidden gems that are still off the radar of most investors. Sean also describes several other ETF strategies, such as identifying “global cash cows” with high free cash flow yields and how his firm is investing in China. Sean and Simon also have some fun sharing thoughts about self-driving cars and how some companies represent Texas bovine. 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 15, 2021 • 40min

Growth Style Investing with 7investing CEO Simon Erickson

The market can be a volatile place. A few years ago, the prices of cannabis stocks got fired up but ended up going up in smoke. Cryptocurrencies have gone from cashing in to cashing out. And GameStop went from "game on" to "game over" within a few short weeks. Stock prices can shoot to the moon and then come crashing back down to Earth in short periods of time. But it's important to recognize the difference between short-term momentum trading and long-term growth-style investing. In the latter, investors can methodically identify and invest in disruptive companies who are capitalizing on larger trends. And because they are still unknown or underappreciated in the public markets, early investors can create fortunes by buying-and-holding them over long periods of time. This growth-style investing approach is exactly what is preferred by 7investing founder and CEO Simon Erickson. In a conversation with Robert Leonard of Millennial Investing, Simon describes his investing process and what it means to be a growth-style investor. He explains the drivers of why stock prices go up (or down) over time, the role of leadership in valuation, and a few landmines investors should always avoid. He and Robert also compare investing to Texas Hold Em, give a few investing book recommendations, and offer advice for those getting started with investing. Publicly-traded companies mentioned in this interview include Berkshire Hathaway, Nuance Communications, and Tesla. 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 13, 2021 • 39min

The Changing Face of Retail with Dan Kline

Retail isn't dying. It's just evolving.   Companies with an established physical presence are leveraging the internet to reach customers. And while new digital trends like direct-to-consumer are certainly taking shape, retail concepts like brand loyalty and customer focus are still just as important as ever.   7investing lead advisor Dan Kline is an expert on the retail industry and has hand-selected several recommendations from this industry. In this exclusive interview, Dan chats with 7investing CEO Simon Erickson about the most important changes underway in retail. The two discuss e-commerce, the new face of malls, stores-within-stores, and a few trends worth watching closer. Dan also describes why brand matters more now than ever and a few retail companies which are on his shopping list as an investor.   Publicly-traded companies mentioned in this interview include Adidas, Dick's Sporting Goods, Dollar General, Nike, Nordstrom, Target, The TJX Companies, Ulta Beauty, and Under Armour. 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 12, 2021 • 51min

Meet Our 7th Advisor; 3 Key Trends in Healthcare

We’re really excited to introduce the seventh member of the 7investing lead advisor team. Once we make the big reveal we’ll be talking about three key trends in healthcare. We’re heading toward some major disruptions in a space that impacts all Americans. We’ll look at what this might mean for investors and how the market may change. 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 8, 2021 • 34min

AACR Annual Meeting 2021: What's the Frontier of Cancer Research?

Whether we've fought our battles or helped family or friends with their own, cancer has likely impacted all of us. Malignancies are the leading cause of death among individuals under the age of 85 and are responsible for 9.5 million deaths globally each year, including an estimated 600,000 in the United States. But there are many reasons for optimism. Our deepening understanding of biology and the genetic root causes of disease are leading to better, earlier, and safer treatment options. The burgeoning field of liquid biopsies and other next-generation diagnostics allow us to detect cancers earlier and monitor recurrence in survivors, which promises to greatly improve survival rates. New therapeutic modalities ranging from genetic medicines to cell therapies to bispecific antibodies create opportunities for personalized treatments that are highly effective. It can be difficult for investors to keep track of the rapidly advancing scientific frontier, but there won't be an excuse this week. The American Association for Cancer Research (AACR) Annual Meeting 2021 is being held virtually from April 10 through April 15. As a scientific meeting, many companies will be presenting updates on key preclinical and clinical assets -- for the first time publicly, in some cases -- with a bias towards earlier-stage assets. Scientists across academic institutions, non-profit research centers, and industry will also gather to discuss challenges and opportunities for specific technologies ranging from the use of natural killer (NK) cells in cancer treatment, choosing biomarkers for liquid biopsy diagnostics, the role of artificial intelligence and machine learning in drug discovery and disease monitoring, and many more. Given the focus on early-stage assets, investors might not expect too many market-moving announcements. However, AACR will be a great time to check in on your investment thesis for a specific company or technology, get a better glimpse of the competitive landscape, and put new technologies on your radar for the next few years. For example, investors who kept pace with similar scientific meetings in recent years would have seen the massive market opportunities for liquid biopsies and potentially made life-changing investments in the pioneers. Topics discussed in this episode include next-generation diagnostics for tracking minimal residual disease (MRD), next-generation bispecific antibodies, and precision oncology. To view the full program, abstracts, and more, please visit the AACR Annual Meeting 2021 website. Publicly-traded companies mentioned in this podcast include Adaptive Biotechnologies, Agenus, Eli Lilly, Exact Sciences, Guardant Health, Illumina (via proposed acquisition of Grail), Invitae, Merus, NeoGenomics, and Xencor. 7investing Lead Advisors may have positions in the companies that are mentioned. This interview was originally recorded on April 5th, 2021 and was first published on April 8th, 2021.
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Apr 6, 2021 • 54min

A Continued Conversation with The Science of Hitting

7investing Lead Advisor Matthew Cochrane was happy to welcome back The Science of Hitting to the podcast for another conversation covering a wide gamut of companies and financial news.      After writing more than 800 articles on GuruFocus over the last nine years, The Science of Hitting is moving to Substack, where he will post new research ideas, personal portfolio updates, and higher-level thoughts on investment philosophy. He says, "I essentially view this as an opportunity to take the work I've done on Gurufocus over the past decade a step further, to really open up everything about my thoughts and actions as an investor with subscribers."    When discussing whether he uses complex discount cash flow analyses when valuing stocks, Science of Hitting says he hopes he has found a happy medium between using back of envelope math or financial modeling that employs dozens of unknowable variables. While he uses models to see what earnings and free cash flow might be five years down the road, the bigger rationale for doing it is discovering the business's most significant drivers. For instance, it can help when studying retailers to determine if store expansion or same-store sales growth is more critical to the company's future.   The two look at the market, discussing whether re-opening economy plays are already getting ahead of themselves. Matthew notes that the U.S. Global Jets ETF (NYSE:JETS) is only slightly off its pre-pandemic highs and the Invesco Dynamic Leisure and Entertainment ETF (NYSE:PEJ) is slightly above its pre-pandemic price. Science of Hitting shares that he sold longtime position Booking Holdings (NASDAQ:BKNG) based on valuation concerns. He noted Booking's stock price was about $2,000 heading into the pandemic before getting cut in half, but that it had now recovered to about $2,400. That's 20% above where it traded pre-pandemic despite management cautioning it might take years before its business fully recovers from COVID's impact.    While discussing economic re-opening plays, the discussion turns to Vail Resorts (NYSE:MTN), the owner-operator of the majority of the most popular ski resorts in the U.S. and around the world. Vail recently cut its season pass prices by 20%. With the number of active skiers seemingly in secular decline, many wonder if this is a desperate attempt to lure new skiers to its resorts or leverage its scale and competitive positioning to kick its competitors while down.   Science of Hitting also gave his take on Spotify's (NYSE:SPOT) recent acquisition of Locker Room, a live audio app used for fans and insiders to talk about sports. Overall, it was a relatively small sum Spotify spent to secure the deal while it has the potential to now participate in a massive step of audio's evolution.
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Apr 6, 2021 • 42min

Nano-X Earns an Important FDA Clearance (What It Means for Investors)

The FDA has cleared the single-source Nano.ARC machine, which will be used in tomosynthesis applications (checking for breast cancer). It’s a big step for the company which takes away some risk for investors in the company. This is a major milestone for Nano-X but much work remains and there are still manufacturing and distribution hurdles to be cleared. We’ll also be talking Nike and its efforts to go direct-to-consumer which has shut out some major retailers. 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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