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The 7investing Podcast

Latest episodes

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Apr 2, 2021 • 59min

7investing and YCharts Take Your Questions!

Every month, our team of Lead Advisors is each asked the same question, which is, "what is your very best idea in the stock market right now?"If you are a 7investing subscriber who has seen our reports answering that question, you know we look at metrics beyond just the reported earnings per share and the company's revenue.  We love to dig into the profitability ratios, operating margins, and other metrics that will drive that business over time.But how exactly do we learn about those metrics and transparently relay our findings to our subscribers? To help, we partnered with YCharts, a full-service fundamental research platform for investors. While we use YCharts here at 7investing almost every day, we thought it would be fun to bring our partnership to the listeners of our Livestream! We dug into several companies, including Alnylam Pharmaceuticals, Criteo, CVS, Facebook, NVIDIA, Rocket, Square, 2U, and Veeva - and greatly appreciated having the exceptional team from YCharts on hand to spin up graphics on the spot. Our mission at 7investing is to empower individual investors, and our friends at YCharts are a great resource to supplement your 7investing subscription. For a limited time, YCharts is offering a discount on their service to all 7investors! Use code "7investing" at checkout for a 20% discount. 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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Mar 30, 2021 • 28min

Robotics in Healthcare with Brian Gahsman

Robots have already found their way onto the factory floor. Now they're finding their way into the operating room.   We're seeing a prominent rise in the adoption of surgical robots, and it's driving a wave of acquisitions from larger medical device companies. Smaller, independent robotics companies are being bought-up at a significant premium to their current market capitalizations. And that spells opportunity for investors.   But how can we find these smaller acquisition targets? And if they stay independent, will they be able to hold their own against much larger competitors in this space?   To help us answers these questions, we've brought in a few experts. Brian Gahsman is the Chief Investment Officer of the Contego Capital Groups and the Portfolio Manager of the AlphaCentric Robotics and Automation Fund (GNXIX). He has first-hand experience with medical robotics (literally!) and is on the hunt for small and micro-cap robotics companies.   In this exclusive interview, Brian and his analyst Jin Kwon are joined by 7investing CEO Simon Erickson and lead advisor Steve Symington. The group talk about about how COVID has positivity impacted the robotics industry this past year and how 5G could be a sneaky way to play the robotics trend. They also discuss several smaller robotics companies such as Stereotaxis and Accuray, and what makes them so appealing as acquisition targets for larger players. Finally, they discuss the competitive position of Intuitive Surgical (Nasdaq: ISRG) and what factors are driving the adoption of medical robotics.   Publicly-traded companies mentioned in this interview include Accuray, Intuitive Surgical, Medtronic, and Stereotaxis. 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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Mar 29, 2021 • 50min

Meet Our Newest Lead Advisor!

We’ve got a huge announcement to kick off the show. Simon Erickson will be joining Dan Kline to introduce our newest lead advisor. After that, our new advisor, Simon, and Dan will be talking about why the current stock market situation isn’t comparable to the 90s stock bubble. Yes, there are a lot of highly-valued tech stocks, but that does not tell the whole story. And, to close the show, we’ll be sharing some of the best investment advice we have ever received. 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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Mar 25, 2021 • 36min

7investing Team Podcast: How We Manage Our Portfolios

Our 7investing team podcast for March is all about asset allocation! Our team describes how they buy new companies, establish position sizing, and define a diversified portfolio. They also offer important advice for new investors who are just getting started. 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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Mar 23, 2021 • 31min

A Look at Millennials and the Housing Market

The housing market has been on fire and that can make it a very confusing time for anyone looking to enter it. You might be buying during an overinflated market or waiting too long in one that’s going to continue to rise. That creates a dilemma for millennials might be buying their first homes (and really for anyone deciding to buy or sell.   Francesca Ortegren, a data scientist for Clever joins 7investing lead advisor Dan Kline to talk about some research her company has conducted that gives it some special insight. Ortegren co-authored her company’s 2021 Millennial Homebuyers Report. In that study, Clever learned that many younger buyers were more open to fixer-uppers and that their saving habits have changed.   The study showed that millennials are more willing to buy sub-optimal houses that need major work. They’re also more willing to buy home sight unseen where they have only seen pictures or taken an online tour. Ortegren also shares her thoughts on long-term changes being brought on by work-from-home flexibility and her thoughts on FOMO.    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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Mar 19, 2021 • 59min

The 7investing Team Takes Your Questions!

In celebration of our one year anniversary, the 7investing team will all be on 7investing Now to share our top investing advice and take your questions. Each of us brings a different perspective to investing and we’ll talk about some of the principles that guide us on our investing journey. We will also take your questions and throw in a few surprises. 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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Mar 18, 2021 • 38min

Cloud Computing's Greatest Opportunities with Matthew Eash

Want to see even more in-depth cloud computing coverage from Matthew? Check out his newly-launched hypergrowth blog and Twitter handle @hhhypergrowth! Cloud computing has been one of the stock market's best-performing sectors in recent years. Rather than building out their own IT infrastructure, companies are hiring cloud service providers for the computing, storage, and networking they need to expand their web-based businesses. On top of that cloud-based infrastructure, companies are building "software as a service" solutions, which are catching on quickly and disrupting industries. But within the vast realm of cloud computing, certain opportunities are emerging as the most lucrative. Cloud-based databases, enterprise search, and cybersecurity are all extremely scalable activities which are winning share in markets that are worth tens of billions of dollars. For investors, finding the right companies within this space could be extremely profitable. To help us find those winning companies, 7investing brought in a cloud computing expert. Matthew Eash is a data architect for the National Renewable Energy Laboratory. A software developer for decades, he has embraced learning about the technical details of the cloud in order to discover its most promising companies. In an exclusive interview with 7investing, Matthew describes why companies are undergoing a "digital transformation" and why cloud computing is so important. He explains the market opportunity for several cloud-based applications, as well as the companies who are most likely to benefit from them. Matthew also participates in a "lightning round", where he shares his thoughts about several cloud-relevant topics. Publicly-traded companies mentioned in this interview include Alphabet, Amazon, CrowdStrike, DataDog, Elastic, FireEye, Microsoft, MongoDB, Netflix, New Relic, Okta, PagerDuty, and Zscaler. 7investing's advisors and/or guests may have positions in the companies that are mentioned. This interview was originally recorded on April 30, 2020.
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Mar 17, 2021 • 41min

What We’ve Learned from the Pandemic Stock Market Crash One Year Later

It’s hard to imagine that Tuesday marked one year since the stock market crashed as the impact of the coronavirus first became evident. It was a short-lived drop as markets recovered quickly and some stocks even soared to new heights. We’ll look back at the wild ride of the past year and peak into the future as vaccines make it seem possible that the pandemic will soon be something that’s an unpleasant memory, not something that shapes our world. 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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Mar 16, 2021 • 24min

Investing in NFTs with JoelComm

Non-fungible tokens are taking the world by storm.   These uniquely-identifiable and digitally-trackable NFTs are becoming a big hit with collectors across the world. Character cards, sporting highlights, and comic-book heroes are now being minted as NFTs. And due to their exclusivity, they're often attracting top-dollar bids through online auctions.   But the ability for NFTs to be digitally-tracked throughout their existence could be an even more intriguing quality. That means the original content creators can be paid in the upfront sale, but also in all future transactions of the asset they created. That could have huge implications for larger markets such as music and entertainment. Square's recent $297 million investment for a majority stake in TIDAL seems to suggest that NFTs could be disruptive to many industries.   What will all of this mean for investors? Where will NFTs most likely gain adoption, and are there specific companies who are best-poised to benefit?   For answers to those questions, we've brought in an NFT expert. In this 7investing exclusive interview, 7investing CEO Simon Erickson chats with JoelComm. Joel is a New York Times best-selling author and international speaker. He has also minted more than 500,000 non-fungible tokens and has seen this trend evolve from the beginning.   In their conversation, Joel explains to Simon how to purchase NFTs and where they're currently being used. He describes where the industry is heading and which companies are likely to embrace them. And finally, he even gives a live demo of his very favorite NFT purchase.   Publicly-traded companies mentioned in this interview include Alphabet, eBay, Disney, Hasbo, Mattel, and Microsoft. 7investing's advisors or its guests may have positions in the companies mentioned.
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Mar 15, 2021 • 43min

How to Handle Risk in Your Portfolio

Everyone has a different level of risk tolerance. Volatile markets, however, can make anyone questions their own decisions when it comes to the makeup of their portfolio. The reality is that long-term investors don’t make decisions based on what’s happening in the market now. They buy good companies and hold them for a long time. That does not mean avoiding risk. Instead, it’s about figuring out what level of risk you’re comfortable with and understanding that even good companies may have major dips (often for silly reasons).

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