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The 7investing Podcast

Latest episodes

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Jul 18, 2023 • 26min

Summer Stock Challenge: Growth Vs. Income - UNH vs. CME

Welcome to our 7investing Growth vs Income Summer Stock Challenge! We are on a quest to find the best current stock opportunity for investors. In this “Income Style, Round 1, Matchup 2” bracket, our #3 ranked mega health insurer UnitedHealth Group (NYSE: UNH) is paired up against #6-ranked exchange operator CME Group (Nasdaq: CME). Both of these companies serve hundreds of millions of people, capturing recurring revenues and extremely high margins. When looking over the next five years, which will prove to be the better investment? Follow along with us all month, as we’re pairing popular “growth” and “income” stocks up in head-to-head matchups — to ultimately determine which stock will provide the greatest upcoming five-year return.
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Jul 17, 2023 • 22min

Summer Stock Challenge: Growth Vs. Income - SBUX vs. DPZ

Welcome to our 7investing Growth vs Income Summer Stock Challenge! We are on a quest to find the best current stock opportunity for investors. All month, we’re pairing popular “growth” and “income” stocks up in head-to-head matchups — to ultimately determine which stock will provide the greatest upcoming five-year return. We’ve included voting polls within this article: please help us determine which of these stocks represents the better current opportunity for investors! To have all our our analysis and the official voting results sent directly to your Inbox, click below to join our Summer Stock Challenge email list: In this “Income Style, Round 1, Matchup 1” bracket, our #2 ranked global coffeehouse Starbucks (Nasdaq: SBUX) is paired up against #7-ranked pizza chain Domino’s Pizza (NYSE: DPZ). Both of these companies serve hundreds of millions of people all across the world. Yet today’s matchup isn’t about who serves the tastier food; it’s about who will serve the greater return for investors. Starbucks owns half of its locations, while Domino’s is almost entirely franchises. These two different approaches to the business structure could be the factor that determines their ultimate returns. What do you think? When looking over the next five years, which of these two companies will prove to be the better investment?
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Jul 12, 2023 • 33min

MELI vs. SOFI: Summer Stock Challenge Round 1 Matchup 3

We are on a quest to find the best current stock opportunity for investors. All month we are pairing popular stocks from both “growth” and “income” style investing up in matchups to determine which will provide the greater upcoming five-year return. We’ve included a voting poll at the bottom of this article: help us determine which of these stock represents the better opportunity for investors! In this “Growth Style, Round 1, Matchup 3” bracket, our #4-ranked Latin American e-commerce platform MercadoLibre (Nasdaq: MELI) squares up against our #5-ranked digital banking provider SoFi Technologies (Nasdaq: SOFI). Which of these two stocks will provide the better investment return over the next five years? For more details on this matchup you can follow along here.
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Jul 11, 2023 • 30min

NVIDIA Vs. Snowflake: 7investing Summer Stock Challenge Growth Vs. Income, Round 1

We are on a quest to find the best current stock opportunity for investors. All month we are pairing popular stocks from both “growth” and “income” style investing up in matchups to determine which will provide the greater upcoming five-year return. If you’d like to have all our our analysis and the voting results sent directly to your Inbox, click to join our Summer Stock Challenge email list. In this “Growth Style, Round 1, Matchup 2” bracket, our #3-ranked GPU chipmaker NVIDIA (Nasdaq: NVDA) squares up against our #6-ranked data warehouse provider Snowflake (NYSE: SNOW). Which of these two stocks will provide the better investment return over the next five years?
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Jul 11, 2023 • 56min

No Limit With Krzysztof & Luke: How Do You Beat the Market Consistently?

In the northern hemisphere’s sweltering summer days, Luke and Krzysztof talk about their recent swashbuckling travels to India and Sicily and the importance of shifting perspectives to deal with the wild mood swings of the market. Luke does a deep dive into his massively helpful Twitter post about his cumulative investing returns that were so good, Krzysztof had to defend his honor from skeptical minds. What does it take to be so consistently good? Is Luke a genius? Or just lucky? For those tech and cybersecurity minded, we discuss Luke’s hands-on experiment installing Crowdstrike. And despite reading a book about Italy, Krzysztof gets schooled by Luke’s two truths and a lie game — maybe more cannolis needed? We’re beginner friendly, so if you’re looking to get started in the investing world, join us on the 7investing No Limit podcast!
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Jul 10, 2023 • 30min

7investing Summer Stock Challenge Growth Vs. Income, Round 1: The Trade Desk Vs. Rocket Lab

Our Summer Stock Challenge is here — to discover the very best current opportunity for investors. During the next two weeks, we’ll explore 14 total companies — many of which (but not all) are active 7investing recommendations. We’ll size each of them up as investments; discussing their business models, their leadership, and how they allocate their profit streams. Then, we’ll host a daily poll for YOU to vote on which company in each matchup is the better investment for the next five years. At the end, the votes will determine which company outshines the rest and ultimately becomes our tournament’s winner. Grab an iced beverage and a pair of sunglasses. This competition is just getting warmed up! To follow along with each tournament matchup, click here: https://7investing.com/growthvsincome/
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Jul 6, 2023 • 23min

Investing in Digital Real Estate with Mohit Tater

You could think of the internet as a gigantic digital Monopoly board. Those who invest in and develop the right properties can reap incredible real estate gains over time. But how should a potential investor even begin his or her search? Just as physical homes are priced based upon the neighborhood and the beauty of the kitchen counters, are there similar things to look for in a digital property? And is advertising still the primary money-maker rfor internet sites -- or has it transitioned to other income streams such as subscriptions or affiliate marketing? To help us answer those questions, we've brought in an expert. Mohit Tater is a lifelong investor in digital real estate. His private equity firm BlackBook Investments invests in undervalued websites and improves their ROI over time. His company has delivered a 27% ROI annually (after fees) for its investors for the past ten years. Simon kicks of the interview by asking Mohit how the internet has changed the most during the past decade. Mohit says there are significantly more creators today and that video has become the predominant form of content. This opens up new forms of advertising, which command much higher rates and pricing than simple programmatic display or audio ads. Even though it's made headlines in recent years, it's likely the third-party cookie will continue to be used for tracking we behavior for quite some time. Mohit then describes what BlackBook looks for when making an investment. They target stable growth in revenues and traffic, with "low hanging fruit" that is available for them to improve upon. In the final segment, Mohit describes how GPT will augment -- not displace -- Google's advertising business and how the internet is different in India than it is in America. Publicly-traded companies mentioned in this podcast include Alphabet, Meta Platforms, and Twitter. 7investing's advisors and/or its guests may have positions in the companies that are mentioned. Don't miss out on future conversations like this! 7investing will be publishing upcoming interviews with the CEOs of PubMatic, Rocket Lab, and more. Join 7investing's free email list to get our podcasts and investing insights delivered directly to your Inbox.
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Jun 27, 2023 • 31min

Terms and Conditions: Will AI Own Your Life? No Limit with Krzysztof and Luke

Episode 20 finds 7investing’s Luke Hallard, man of mystery and intrigue, swinging from the hammock in Sri Lanka, dodging monkey projectile coconuts. We catch up on the latest Black Mirror episode and what it means to read the terms of service in the age of AI, and the growing dangers of corporate overreach.  We also discuss Luke’s recent Twitter project, in which he’s doing a deep dive on his long-term buys and sells, company by company, and the lessons learned. Don’t skip this masterclass, friends! Your portfolio will thank you! Krzysztof, meanwhile, does a little math around a saved received in which Luke clowned his decision to sell Nvidia in order to buy a nearly bankrupt battery company. You’ll never guess who ends up wearing the clown shoes! We banter about the “exciting” world of options, Krzysztof promising to educate Luke on future episodes on some advanced strategies. Our trivia game concludes with two truths and a lie about Eos Energy, the little battery company that is powering Krzysztof’s portfolio, a janky operator no more? It’s summer, so kick back, grab a piña colada and spend some quality time Luke and Krzysztof and the 7investing mission to empower you to be a world-class investor!
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Jun 16, 2023 • 30min

Investing in the Food Transformation with Elysabeth Alfano

There is an upcoming disruption of the food systems industry, and investors today can get in ahead of an exciting new S-Curve that's developing. Elysabeth Alfano is the CEO of VegTech Invest, and also advisor to the EATV ETF. EATV is the world’s only Plant-based Innovation & Climate ETF. 7investing CEO Simon Erickson recently interviewed Elysabeth for our 7investing podcast. In the first part of the conversation, Elysabeth describes how she got interest in food systems transformation and why it is important to solving issues like climate change, biodiversity loss, food insecurity, and human health care. The global food supply system hasn't changed much in the past 1,000 years and it could be ripe for disruption. Elysabeth goes on to describe the limitations of our traditional supply chain. Animal husbandry isn't really innovating any more, whereas the plant-based innovation curve is just getting started. She explains that our current system isn't economical and is often bad for the environment. Beyond Meat has published research that says animal agriculture accounts for about 15% of the world's greenhouse gas emissions; with two thirds of those coming directly from cows. Consumers, governments, and businesses are all stakeholders who are interested in making food systems more efficient. Simon then asks what parts of the supply chain will require the most investment, in order to create a $290 billion new industry by 2035. Elysabeth says it will be investment from businesses into their processes and supply chains. Perhaps with support from their governments. In the final segment, Simon asks what the most common criticisms have been from people who are opposed to change in food products. Elysabeth also describes the investing methodology that she uses for her index. Publicly-traded companies mentioned in this podcast include Beyond Meat, Cargill, ConAgra, Costco, Dannon, Nestle, and YUM Brands. 7investing's advisors and/or its guests may have positions in the companies that are mentioned. Don't miss out on future conversations like this! 7investing will be publishing upcoming interviews with the CEOs of PubMatic, Rocket Lab, and more. Join 7investing's free email list to get our podcasts and investing insights delivered directly to your Inbox.
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Jun 13, 2023 • 1h 1min

FIRE Tips... and an NVIDIA sell? | No Limit With Krzysztof & Luke, ep. 19

In episode 19 of No Limit, Luke and Krzysztof focus on Nvidia. It’s overvalued, so you should sell! But selling a great company is often the most expensive mistake investors make, so you should hold! But AI runs on Nvidia and AI is just getting started, so you should buy! If this kind of investing complexity makes your head spin, tune in to hear us frame this kind of difficulty into principles and a process you can follow with confidence. As a special bonus, Luke puts Krzysztof in the student’s chair and surprises him with a quiz about Nvidia. Does Krzysztof flunk or does he know a thing or two about? We discuss the investing lessons aplenty in the movie Air about Nike’s courtship of Michael Jordan, and Luke schools Krzysztof about innovation at Nike headquarters. Sometimes shoes are not just shoes. With the Apple reveal of its Augmented Reality device 45 minutes into the future, we captured a predictive time-capsule of what we thought Apple might reveal and what that signifies about the upcoming metaverse. How quickly has this segment aged? What did we get right and wrong? Aiming to retire early? Luke, our resident James Bond on a motorcycle, not only talks the talk, but walks the walk and offers insights into making that dream a reality. If you missed episodes 17 & 18, we also recap our insightful conversation with Krishna Bahirwani and how to approach investing in India, which we see as a massive opportunity in the coming decades.

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