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The 7investing Podcast

Latest episodes

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Jan 28, 2021 • 34min

7investing Team Podcast: The Hidden Gems Not Making the Headlines

There are a lot of headlines flying around in the media right now.  There are opinions about Joe Biden's performance in his first week as the incoming American president.  There are others about what you should think about Bitcoin's recent price surge. Twitter's top news story this morning alerted me that Arnold Schwarzenegger has now received his COVID vaccine. And I hope you've gotten a chance to see the memes of Bernie Sanders at the inauguration.   While these headlines may give us a chuckle, they don't offer a lot of substantial material for investors. Important investing stories often just don't provide enough of a dopamine rush to warrant including on the front page.   But as 7investing advisors, part of our mission is to find and call attention to those important stories. And then explain the impact they will have for long-term, buy-and-hold investors.   In our January 7investing Team Podcast, our advisors discuss underappreciated stories that aren't making the headlines, but that long-term investors should be paying more attention to. We also discuss the companies who could be the most likely winners from these developing trends.   As an added bonus, this episode includes a rare collection of Dad jokes and bad banking puns (please send any complaints to info@7investing.com).   Publicly-traded companies mentioned in this podcast include AMD, Five Below, Guardant Health, HDFC Bank, iRobot, and New Providence Acquisition Corp. 7investing's advisors may have positions in the companies that were 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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Jan 26, 2021 • 51min

7investing Team Call: DocuSign vs Sea Limited

Every month, our team of advisors each choose what is their very best idea in the stock market, and then presents that recommendation to their fellow Lead Advisors.  We then, as a team, have the chance to ask questions about the opportunities, as well as the risks, of that particular stock.  On the eighth of every month, the recording of those conversations are released to our subscribers!   Our subscribers agree - this is one of the highlights of a 7investing subscription.  While our actual Deep Dives are only accessible to our premium members, we wanted to give those who haven't joined us yet a glimpse into how our marketing beating recommendations are selected.  In December, the team presented a mock Deep Dive on Tesla to showcase our extensive research process.  For January, we decided to switch things up and present two companies, with a vote at the end as to which one is the better investment opportunity.   We asked on Twitter for you to choose which two companies to dive deep into: Mercado Libre, Okta, DocuSign, or Sea Limited.    With Sea Limited and DocuSign as the winners, we dove head first into both companies as if they were official 7investing recommendations.  Dan Kline took the bull case for DocuSign while Steve Symington played devil's advocate and presented the bear case. Austin Lieberman discussed why he believes Sea Limited is an excellent investment opportunity, with Simon Erickson following up with the bear case.     In the end, with a vote of 4-2, the team decided which company poses the greatest benefits to long term investors.  Did we sign off on DocuSign?  Or are we all in on Sea Limited?  Tune into this episode of the 7investing Podcast to hear our thoughts!     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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Jan 25, 2021 • 54min

Your Investing Questions Answered - and a Look at $GME!

It’s a slow news day so we turn the show over to the 7Investing audience. We answer your questions -- ones you sent in via Twitter and ones asked live during the show. We also touch on which heavily-hyped segment we think has the biggest chance for growth and, we’re going to look into why GameStop shares have been making major moves. 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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Jan 22, 2021 • 56min

Have You Missed Your Opportunity to Buy Netflix?

Netflix posted stellar earnings that showed the company has topped 200 million paying subscribers. Those are stellar numbers - but how much room does the company have to grow? Can it just keep raising prices? Simon Erickson and Steve Symington join Dan Kline to talk about whether it’s too late to invest. They’ll also look into what mistakes the company has made and its path to consistent profitability. 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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Jan 21, 2021 • 42min

Programmatic Advertising with Dhaval Kotecha

In this exclusive interview, 7investing founder Simon Erickson chats with individual investor Dhaval Kotecha about the changes underway in programmatic advertising. Dhaval is an expert in this space and has personally built several real-time bidding platforms. He presents a (rather incredible) presentation giving an overview of what's taking place in the market. The two then discuss what's driving the industry, who are the most important players, and why investors should expect future consolidation. 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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Jan 20, 2021 • 46min

We Answer Your Biotech Investing Questions

Maxx Chatsko and Manisha Samy answered your biotech and healthcare questions on a special early inauguration day edition of 7Investing Now. They talk about how they feel about investing in areas outside your circle of competence and offer some warnings on the dangers of investing in speculative penny stocks. In addition, Maxx and Manisha talk about their criteria for investing in a biotech company and they take a question from our CEO SImon Erickson on opportunities for biotech companies outside the medical/pharmaceutical space. 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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Jan 19, 2021 • 31min

How Do Consumers Feel About the Travel Industry?

American Customer Satisfaction Index (ACSI)  Managing Director David VanAmburg joins 7Investing Lead Advisor Dan Kline to look at how the American public feels about the travel industry, based on their responses to the ACSI’s latest report which focuses on the period where travel has been greatly disrupted by the coronavirus pandemic. The pandemic saw ratings for travel -- hotels, airlines, and travel websites -- fall pretty much across the board. Travel, of course, has looked a lot different since COVID-19 hit and that has actually made some parts of travel more pleasant. Consumers see the lower crowds when it comes to air travel as a positive, but that’s really the only thing about the industry they like right now. Investing in airlines specifically has largely been a risky proposition. During the pandemic all of these companies have struggled to some degree with most airlines cutting staff and doing what they can to cut expenses. Airlines, however, saw a small improvement in customer satisfaction which has actually been a long-term trend. This does not mean that you should be investing in airlines. Hotels and travel website were not as highly rated losing ground during the pandemic. That makes sense for hotels as some of their amenities can’t operate normally while the travel websites may be hurt by there being fewer choices for consumers. This makes these parts of the travel industry a challenging proposition for investors (and one that may take years to recover). 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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Jan 15, 2021 • 47min

A Look at the Future of Investing in Space?

Are you hoping your portfolio takes off like a rocket in 2021?  Let 7investing help, as we discuss future investing opportunities in outer space!   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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Jan 14, 2021 • 50min

Are Good Company Cultures an Economic Moat? With Jessica Ablamsky

Can a company's culture be an economic moat, or a sustainable competitive advantage? A recent Gallup poll suggests that a whopping 85% of workers are unhappy at work, leaving only a measly 15% of employees who are engaged with their employer. This directly contributes to high employee churn, leading to high employee search and training costs for most companies. If a company can find a way to keep employees happy, it will not only avoid these costs but have a highly knowledgeable and engaged worker base. This is why Jessica Ablamsky emphatically believes a good company culture can prove to be a decided competitive advantage. A marketing writer and journalist in the San Francisco Bay Area, Ablamsky now spends her time consulting for some of the world's most innovative companies, ranging from small startups to global tech giants including companies such as Adobe and Oracle, with an expertise in branding through storytelling. In an exclusive interview with 7investing, Ablamsky shares her research on company cultures, why the salary and compensation workers receive is only a part of the equation, and what makes for a good and bad culture in the workplace. Of course, the conversation wouldn't be complete if we didn't also discuss what a company's culture means for investors and different ways to investigate what a company's real culture might be like. Ablamsky is also an accomplished investor and doesn't leave before explaining what her investment philosophy and process looks like and discussing a few of her favorite current ideas. 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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Jan 14, 2021 • 36min

Checking In on Healthcare's Biggest Event of 2021

Dan is joined today by 7investing's leading biotech experts, Maxx Chatsko and Manisha Samy, as the team discusses about the biggest healthcare event of the year - the #JPM2021!     Our team has been scouring the conference finding the biggest trends impacting long term investors, and will be sharing some of those finds with you today!    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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