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The 7investing Podcast

Latest episodes

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Feb 11, 2021 • 41min

A Return to a Margin of Safety with Brett Schafer and Ryan Henderson

While backup kickers on the Washington State University football team, Brett Schafer and Ryan Henderson used to spend down time talking about stocks. This mutual interest soon blossomed into a regular podcast and website. The first year after they began, Schafer and Henderson report, it was mostly just friends and family listening. But as they began interviewing financial analysts and writers from around the Twitterverse, they quickly gained an audience with their unique blend of youthful humor, hot takes on the market, and solid investment analysis.    The pair are now launching a new fund, Arch Capital. For every position that made it into the portfolio, the pitch ended with the same two questions:    1)Over the next 3-5 years, what are the chances this investment loses money?   2) What chance do you give this stock, at current prices, to compound at 15% over the next 3-5 years?   As Schafer and Henderson like to say, "We start with a margin of safety, and end with growth." The end result is a portfolio with a nice mix of value, growth, and income names. And video games. A lot of video games. In the interview, both Schafer and Henderson talk a little about the video game industry before breaking down one of their top holdings, Nintendo (OTC:NTDOY), a company that probably gets far too less love from American investors. 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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Feb 10, 2021 • 23min

Under Armour Earnings and Story Stocks

Under Armour reported a surprise profit and stong online sales. That bodes well but it does not necessarily mean that the company has turned the corner. Steve Symington joins Dan Kline to discuss. In our second segment, Maxx Chatsko jumps on to talk about “story stocks” and why they’re usually not a great idea. 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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Feb 9, 2021 • 48min

Improving Your Decision-Making Process with Krzysztof Piekarski

Investing is equal parts of analytical research and behavioral science. University of Texas professor Krzysztof Piekarski explains how investors can be aware of their biases to improve their decision-making process. 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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Feb 8, 2021 • 1h 1min

Super Bowl Commercials + 3 Big Questions on EV

The big game was yesterday! Which means it’s time to discuss the most important part of the Super Bowl to many – the commercials! Which Super Bowl ads made the biggest impact? Tune in to hear the team’s take, as well as listen as we answer the 3 biggest questions about electric vehicles. 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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Feb 4, 2021 • 46min

Navigating Next-Generation Cellular Therapies

The first chimeric antigen T-Cell Therapy (CAR-T) therapies were approved by the Federal Drug Administration (FDA) in 2017--these were heralded as “cures” for blood-borne cancers such as acute myeloid leukemia and aggressive non-Hodgkin’s Lymphoma. Here, we have Simon Harnest, the Senior Vice President of Corporate Strategy and Finance of Cellectis (CLLS), unpacking where cell therapy is headed towards. Cellectis is the first company  to envision an “off-the-shelf” approach to CAR-T therapy. Previous methods required long manufacturing times and complex methodologies to create a single treatment for a patient.  In this episode, Simon guides us through the complexities of creating an allogeneic approach for developing CAR-T therapies, especially for solid tumors, and addresses why Cellectis is up for the challenge. He also addresses the discrepancy between current valuations of Cellectis and competitor, Moderna (MRNA) who happens to license from Cellectis. This podcast is for anyone interested in learning about the nitty gritty of next generation cancer care from the bottom-up perspective.  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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Feb 4, 2021 • 56min

Amazon’s CEO Jeff Bezos Steps Down and Your Investing Questions Answered

Jeff Bezos will step down as Amazon CEO and move into an executive chairman role. Andy Jassy, who has headed up the company’s AWS cloud division will become the news boss. What does this mean for investors and will anything really change? We’ll also be digging into the numbers as the company reported strong earnings after the market closed Tuesday.. We’re also taking your questions on pretty much any investing topic. 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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Feb 2, 2021 • 1h 1min

Everything You Need to Know About Berkshire Hathaway

Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) might simultaneously have the easiest and most difficult bull case theses for prospective shareholders. Easy: Warren Buffett allocates capital more intelligently than any other investor of the last 100 years. Under his leadership, Berkshire Hathaway shareholders have enjoyed nearly unparalleled success over the last 50 years. With the greatest investor of all-time at the helm, shareholders can sit back and trust him to guide the ship. Difficult: Berkshire Hathaway is an American conglomerate that owns large insurance businesses, railroads, and utilities outright, along with large stakes in American banks, Apple Inc (NASDAQ:AAPL), and Coca-Cola (NYSE:KO). Here to help us cut through the noise and wrap our heads around the incredibly complex business model of the world's largest holding company is Kyler Hasson, a portfolio manager at Delta Investment Management.  Hasson can be found at his blog, Concentrated Compounding, and on Twitter with takes that I always find both entertaining and thoughtful. Hasson discovered Buffett's annual shareholder letters early in his investment journey and has been a shareholder for years. Of Berkshire Hathaway, he says the best way to think of it might be as "a collection of generally high-quality businesses financed in a quite conservative manner … with the common theme sort of being that conservative structure and intelligent capital allocation." As for valuing such a large and intricate business, Hasson admits to keeping a large spreadsheet summing up the value of all its parts, but that many shareholders seem to be able to get just as good of a sense of knowing when shares are particularly expensive or cheap by tracking the company's price-to-book ratio. We also discuss why Buffett missed out on the tech sector's incredible gains of the last decade and what the future might hold for Berkshire Hathaway shareholders after Buffett and Munger are no longer leading the company.
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Feb 1, 2021 • 36min

Vaccines, FOMO, and How to Invest in Biotech

Johnson & Johnson has a new, single-dose vaccine that has proven effective in preventing and limiting the severity of the coronavirus. The new vaccine, which could be approved in the next week or two can be stored in regular refrigerators and should make vaccination a large part of the population easier. In addition, we’ll be discussing how to invest in biotech and how to avoid buying bad companies due to fear of missing out (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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Feb 1, 2021 • 51min

Are Shorts Good for the Market?

It has been a wild week in the stock market with a handful of stocks making huge moves due to large groups of individual investors driving up prices of companies that many hedge funds had shorted. We’ll cover what shorting a stock means and what exactly has been going on with GameStop, AMC, and a few other companies. In addition, we’ll look at Apple, Tesla, and Facebook 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
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Feb 1, 2021 • 31min

Everything Investors Need to Know About the Pandemic

It has been a very long ten months with the coronavirus pandemic changing pretty much everything about how we live. Maxx Chatsko joins the show to talk about where we stand when it comes to beating back the virus and getting back to some for of normal. He’ll also cover all the investing angles. 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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