The 7investing Podcast cover image

The 7investing Podcast

Latest episodes

undefined
Mar 12, 2021 • 51min

Can Walmart Disrupt Peloton; A Look at Millennials and Investing

Peloton has built a devoted audience and it clearly stands as the premier player in connected fitness. But, at over $1,800 for its entry-level model and $40 a month for classes, it’s an expensive proposition for some people. Sam’s Club is now selling a copycat bike from Echelon for $799 with six months of free classes. Will that impact Peloton? We’ll also be joined by Alan Soclof of the Cruising Altitude newsletter to talk about millennials and investing.
undefined
Mar 11, 2021 • 29min

Investing in Containers with Anand Khatri (Part 2 of 2)

Containers are taking the software world by storm. Virtually all new software development is now being done with "containers", which are entirely new ways to isolate individual components of software in a way that doesn't interfere with the rest of the application. Netflix was a company who was an early adopter of containers. And now, this appears to be an undeniable trend within the technology world. But how do containers work, and how are they so useful? And what will this mean for the software companies that we invest in? In this two-part 7investing exclusive interview series, we chat with DevOps expert Anand Khatri about containers. Here in Part 2, Anand discusses which companies could be excellent investments based upon this fast-growing trend. Publicly-traded companies mentioned in this interview include Alphabet, Netflix, and VMware. 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
undefined
Mar 11, 2021 • 1h

Are NFTs the Next Big Thing?; Roblox Files for a Direct Listing

Non-fungible tokens (NFTs) appear to have popped up over night. What exactly are they and what might they mean for investors? Simon Erickson has a breakdown of this emerging technology and some of the exciting ways it’s already being used. In addition, Roblox had filed for a direct listing bringing the much discussed company public and Matt Cochrane will have all the details.
undefined
Mar 9, 2021 • 30min

Investing in Containers with Anand Khatri (Part 1 of 2)

The software world is undergoing a fundamental change. There is a trend brewing of using "containers" for new software development. Technically, containers offer a way to build and isolate the code and dependencies of individual software components, in a way that doesn't interfere with the rest of a larger application. Bigger-picture, this allows apps to be built more quickly, more reliably, and more scalably. Innovative companies like Netflix (Nasdaq: NFLX) were early-adopters of containers. They used them to build out a robust ecosystem that could continually be updated and improved. And while cutting-edge software developers have embraced containers, overall mass-market adoption still remains very low. That could be a huge opportunity for investors. In this two-part 7investing exclusive interview series, we chat with DevOps expert Anand Khatri about containers. Here in Part 1, Anand explains what containers are, how they're different from traditional approaches, and what pain-points they are solving. Simon and Anand also describe microservices, orchestration systems, and monitoring agents -- and what roles these play in the biggest picture. This podcast lays the groundwork for our upcoming Part 2 (which will publish on Thursday), Anand describes several publicly-traded companies that could be excellent investments in this fast-growing trend. Publicly-traded companies mentioned in this interview include Alphabet, Amazon, Datadog, Microsoft, Netflix, and VMware. 7investing's advisors or its guests may have positions in the companies mentioned.
undefined
Mar 8, 2021 • 58min

What does the $1.9 trillion stimulus bill mean for the stock market?

Congress has passed the latest (and presumably last) round of coronavirus stimulus. The package includes $1,400 checks for many Americans as well as extended unemployment benefits. It also includes billions for airlines which have not been required to do all that much in order to receive tens of billions of federal dollars. What impact will this stimulus have on the economy and what does that mean for the stock market? 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
undefined
Mar 6, 2021 • 1h 4min

Costco Earnings and Why the Market Is Punishing Great Companies

Investors and the market can sometimes have a very strange reaction to success. Instead of valuing the numbers a company has just reported, investors may hold those numbers against the company. It’s a case of “sure, these are great,” but can you do it again? Is that how investors should be looking at companies? Matt Cochrane and Simon Erickson will answer that question and share some amazing stocks that can currently be bought at bargain prices. 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
undefined
Mar 4, 2021 • 37min

Overlooked Investing Opportunities with Lawrence Hamtil

Is the market getting frothy? With some of the valuations for sexier stocks looking a little bit stretched, 7investing Lead Advisor Matthew Cochrane sat down with Lawrence Hamtil, a co-founder of Fortune Financial Advisors, to look at some companies with durable economic moats in industries that might be overlooked by most investors, including tobacco and defense.    Their conversation begins, however, with a comparison between valuation metrics of the U.S. stock market and international markets. Hamtil explains that while international markets often look cheaper at first glance, that once other factors such as sector allocation are taken into account, most of the gap in valuation can be justified.   Defense companies such as Lockheed Martin (NYSE:LMT), Northrop Grumman (NYSE:NOC), and General Dynamics (NYSE:GD), feature several moats unique to the industry. The industry supports several oligopolistic characteristics, Hamtil explains, as the U.S. government would only reluctantly seek militarized weapons deals from international corporations and companies must clear several regulatory hurdles before being approved for large multibillion-dollar deals.    While the tobacco industry is frowned upon by many in the investment world, Hamtil looks at it a bit differently, reasoning that the tobacco companies don't need investor money and return most money to shareholders. Shareholders can then put that money to use however they best see fit. With tobacco companies sporting cheap valuations and high dividend yields, Hamtil believes that many investors' portfolios would benefit by considering the companies for inclusion.   Hamtil can be found on Twitter with his handle @lhamtil and blogs at Fortune Financial Advisors. 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
undefined
Mar 4, 2021 • 59min

News Roundup: A Quick Look at a Whole Lot of Companies

It’s a busy week with a number of major retailers reporting earnings including Target and Kohls. Both delivered good numbers but what do they mean for the future. In addition, another retailer, Nordstrom’s, has entered into a partnership with fitness brand Tonal. Can this type of deal help make the company relevant to a new audience? In addition, Johnson & Johnson has an unlikely new partner helping it ramp up vaccine production. 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
undefined
Mar 2, 2021 • 54min

Investing in Today's Market with Bill Brewster

The investment world is experiencing a unique cultural moment. Between the frictionless brokerage experience Robinhood offers, the rise of TikTok showcasing 30-second videos of questionable investment advice, and Reddit channels uniting thousands of individual investors at once, investing has never been more accessible to so many. But are the lessons that new investors are taking away from these experiences good? Joining 7investing founder Simon Erickson and lead advisor Matthew Cochrane to discuss these phenomena is returning guest Bill Brewster, the podcaster extraordinaire who serves as the host of The Business Brew and a co-host of the Value: After Hours. The three first look at Robinhood, the popular brokerage app used by so many new investors. Yes, a brokerage company’s main duty is to act as a middleman that connects buyers and sellers of stocks, bonds, and other assets. But beyond facilitating trades, the three co-hosts discuss several areas where Robinhood seemingly falls far short of ideal: Cochrane points out that Robinhood does not support Roth or traditional IRAs, two types of retirement accounts that feature extremely beneficial characteristics to American investors. Erickson takes aim at how the brokerage makes money, through the controversial practice of taking payments for order flows. Brewster highlights Robinhood's lack of customer support, telling a powerful personal story that drives the point home. The three also discuss the Gamestop (NYSE:GME) saga and the driving forces behind it. They wrap up the conversation addressing Michael Burry's recent tweets on inflation, including how investors can best position their portfolios to prepare for it.
undefined
Mar 1, 2021 • 59min

FDA Approves Single-Shot Vaccine; Are Recovery Stocks a Myth?

It’s the first of the month -- a big day in the 7investing universe -- and we’re really excited about our March picks. We’ll celebrate by talking about the new Johnson & Johnson single-dose vaccine that the FDA just approved and we’ll look at whether it makes any sense to move into “recovery” stocks as the economy begins to move more toward normal. The answer isn’t simple and it probably isn’t what you're hearing elsewhere. 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

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode