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Welcome to 7investing.com. Our mission is to empower you to invest in your future. This podcast brings our market-based experts together to discuss our investing process and important news. Once a month, we will also feature interviews with some of the best minds in business and investing. Check out 7investing.com to find more of our free content and premium monthly stock recommendations.
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.
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31:1801/02/2021
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 [email protected]).
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.
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34:0728/01/2021
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!
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50:4026/01/2021
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.
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53:4125/01/2021
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.
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56:1322/01/2021
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.
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41:3021/01/2021
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.
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46:0820/01/2021
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).
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30:4419/01/2021
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!
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46:3815/01/2021
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.
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49:5814/01/2021
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!
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35:3714/01/2021
The Future of Cryptocurrencies with CryptoEQ Founder & CEO Spencer Randall
Spencer Randall is the founder and Principal of CryptoEQ, which helps people evaluate cryptocurrencies as potential investments. He has developed a comprehensive framework, and his firm looks to help investors and businesses better understand the opportunities available in cryptocurrencies.
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30:5612/01/2021
A Special Announcement & Government Versus Big Tech
Join Dan Kline, Simon Erickson, and a surprise third guest as we share some exciting news for subscribers of 7investing!
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48:4311/01/2021
Ranking All of the Major Streaming Services
Join Dan Kline and Matt Cochrane as we do something slightly different today. We will be ranking all of the major streaming service, and discuss if we are bullish or bearish on all of the biggest names in streaming.
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51:2908/01/2021
JPM 39th Annual Healthcare Conference: What We're Watching
The JPM 39th Annual Healthcare Conference is next week. 7investing Lead Advisors Simon Erickson, Manisha Samy, and Maxx Chatsko discuss what they're watching as investors and nerds ahead of the year's biggest healthcare conference.
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40:2807/01/2021
What the Georgia Senate Races Mean for the Market
Join the 7investing team at 12 ET as Dan Kline, Simon Erickson, and Manisha Samy discuss what the outcome of the runoff elections means for the stock market, regardless of the winners.
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54:0506/01/2021
Should Americans Be Wary of Investing in Chinese Companies?
Welcome to the first edition of 7investing Now in 2021! Our host, Dan Kline, is joined today by fellow Lead Advisors Steve Symington and Austin Lieberman. Join us as the team discusses the benefits, as well as the risks, of investing in China.
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32:4606/01/2021
An Alternative Approach to Beating the Market with Seifel Capital's Chris Seifel
Does it ever feel like the market is moving all together as a herd? Seifel Capital Management founder Chris Seifel describes how investors can look at alternative metrics and take a contrarian approach to outperform the S&P.
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56:0005/01/2021
7investing Team Podcast: Our 7 Investing Principles
Each month, our team offers our seven top stock market opportunities across a variety of investing types, industries, and risk levels. We embrace providing a diversity of opinions, to give our members a full buffet of market-beating options to choose from for their own investment portfolios.
But there are also certain principles that we follow, which tie all of our recommendations together. In this episode of our 7investing podcast, each advisor on the time describes one of our seven investing principles in their own words, and how it is helping them to be a better investor.
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26:3931/12/2020
Investing in AI Stocks with ROBO Global’s Lisa Chai
7investing Lead Advisor Steve Symington sits down with ROBO Global Senior Research Analyst Lisa Chai to discuss their long-term oriented pure-play AI strategy, as well as the importance of educating and informing people on where to invest in the world of AI.
Lisa and Steve also discuss several underlying trends shaping this nascent investing opportunity, including accelerating adoption of AI, the challenges companies face in finding AI talent, and the state of the autonomous vehicle industry.
Lisa also offers two compelling artificial intelligence stocks she thinks investors should be watching today.
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36:3429/12/2020
The Biggest Market Stories of 2020 and a Look Ahead to 2021 - Part One
On today's episode of 7investing Now, Dan is joined by Lead Advisors Steve Symington and Austin Lieberman as the team answers questions about investing in 2020 - and how to use those answers to be a better investor in 2021.
Before our finisher, don't miss Dan's exclusive interview with Ravi Kumar, the head of CIT’s Direct Bank to discuss how to treat your finances in 2021. Ravi has a lot of compelling advice investors won't want to miss!
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51:1428/12/2020
Naughty or Nice - Holiday Investing Edition!
Santa isn't the only one delivering presents this week! Our listeners asked, so we added an additional episode of 7investing Now for all of the good boys and girls!
Join the team at 12 ET as we discuss which stocks have been naughty, and which have been nice.
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39:5723/12/2020
7investing Team Podcast: When Does Valuation Matter?
In this month’s 7investing Team Podcast, our advisors share the role that valuation plays in their investing process. We also make seven reckless predictions of acquisitions we expect to see in 2021!
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36:4222/12/2020
What Tesla Joining the S&P 500 Means for Investors
Today is the day - the S&P 500 gets supercharged with the addition of $TSLA! What does this mean for Tesla stock, and how will companies already in the S&P be impacted?
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33:0621/12/2020
A Deep Dive Into Investing in Streaming Television
Is investing in streaming television a no brainer? Join Dan Kline, Steve Symington, and Matt Cochrane as the team discusses if there is money to be made - or lose - in investing in streaming TV.
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36:3718/12/2020
International Investing Perspectives with Andrea Agarwal and Zach Thapar
International companies can be a great way for investors to capitalize on fast-growing economies and experience incredible returns. But there are also cultural, governmental, and financial risks that shouldn't be overlooked. In this podcast, 7investing CEO Simon Erickson hears the perspectives of two international investors and several of their favorite opportunities.
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56:4717/12/2020
Will the European Union Break Up Big Tech?
Join Dan Kline and Simon Erickson to discuss potential changes the European Union might make to legislation surrounding Big Tech - potentially changing the landscape of App Stores as we know it.
Will the United States soon follow? Tune in LIVE at 12 ET to hear our thoughts!
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37:0316/12/2020
Healthcare's Digital Future with Saga Partners' Richard Chu
Healthcare is going digital! In an exclusive interview with 7investing, Saga Partners' analyst Richard Chu describes several of the higher-level trends taking shape in the healthcare industry and three specific companies he's watching. We also chat about important recent developments in cloud computing and how beginners can get started with investing.
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47:4315/12/2020
An Update on Covid Vaccines and Where We Find Investing Ideas
Join Dan Kline, Steve Symington, Austin Lieberman, and Manisha Samy as we discuss how the rollout of Covid-19 vaccines will impact the stock market. Is this an opportunity for long term investors?
Tune in to hear what our market experts have to say!
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46:2714/12/2020
Every Stock Has a Story With Daniel Joshua Rubin
In an exclusive interview with 7investing, Daniel Joshua Rubin talks about how the stories companies tell matter, especially for shareholders, and that one of the most important qualities of a company's leadership team is being able to effectively craft its own narrative. Throughout the conversation, Rubin gives numerous examples of companies with simple and complex narrative arcs, good and bad stories.
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50:3010/12/2020
Holiday Retail Trends
7investing CEO Simon Erickson is joined by Lead Advisor and retail expert Dan Kline to break down the 2020 holiday shopping season. They discuss which companies have crushed the season and which ones are in real trouble. They also break down how the shipping industry has responded to the unique challenges that 2020 has offered.
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25:3308/12/2020
Can the DoorDash IPO Deliver Big Returns?
Join Dan Kline and Steve Symington as the team discusses the biggest name in food delivery, DoorDash, and their upcoming IPO.
Is our team bullish or bearish on $DASH? Tune in to hear our thoughts!
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39:2207/12/2020
Your Under the Radar Stock Picks - Part 2!
Join Dan, Matt, Manisha, and Austin for the second edition of our under the radar stocks picks - chosen by you!
Will these seemingly unknown stocks be the next 10-baggers? Tune in to see the teams thoughts!
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51:3204/12/2020
ASH Conference Preview: What We're Watching
The ASH Annual Meeting is this weekend! 7investing Lead Advisors Simon Erickson, Manisha Samy, and Maxx Chatsko discuss what they're watching as investors and nerds ahead of one the year's biggest healthcare conferences.
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32:4403/12/2020
Your Under the Radar Stock Picks - Part 1!
On today's episode of 7investing Now, Dan is joined by Simon and Maxx - but we are switching it up today! We asked on Twitter about some under the radar stocks that our followers want us to cover, and got such a huge response that we have to break this show up into two parts!
Please note that the stocks mentioned today are not formal 7investing recommendations.
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44:5702/12/2020
Synthetic Biology's "Window of Opportunity" with ConVergInce Advisers' Joel Stone
Synthetic biology is taking the chemical industry by storm! Industry veteran Joel Stone shares what this will mean for consumer brands, energy, and agriculture -- and what it all means for investors.
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53:4701/12/2020
Is the Market Overvalued?
On this Monday edition of 7investing Now, Dan is joined by Simon and Steve to discuss a question that is on every investors mind - is the market overvalued?
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30:0230/11/2020
What Does the Dow 30,000 Mean for Investors and the Market?
Join Dan and Austin for this Wednesday edition of 7investing Now as they discuss what the Dow hitting 30,000 will mean for both beginner and seasoned investors.
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27:2326/11/2020
Thankfully Improving as Investors
In this month’s 7investing Team Podcast, our advisors share how we've improved the most as investors and how it's impacted our returns. Our team also plays a game of "Bullish or Bearish", including a new take this time around!
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37:2724/11/2020
A Look at the Worst Investing Advice We Commonly Hear
Join Dan Kline, Steve Symington, and Austin Lieberman as the team discusses some of the worst investing advice that we hear - and what investors should do instead to maximize their returns.
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38:3323/11/2020
A 3rd Vaccine Brings Hope to Markets and Wonder Woman
Is it Friday, or is it Monday? We had some Monday-esque problems with our first attempt of the Friday edition of 7investing Now. Join us as we try again!
Join the team as Dan, Maxx, and Matt discuss a 3rd vaccine, and if HBO's plan for Wonder Woman will work out in their favor.
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23:2120/11/2020
The Continuing Education of an Investor with The Science of Hitting
The Science of Hitting (TSOH) moonlights as an investment columnist for GuruFocus where he has now penned more than 700 articles over the past nine years. While doing so he has also built up a loyal following on Twitter where he can be found dishing out investment quotes and thoughtful takes on the market and stocks. In an exclusive interview, TSOH sat down with 7investing lead advisor Matthew Cochrane to discuss his investment style, process, and the bull theses for some of his largest positions.
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01:06:5319/11/2020
How Many Stocks Should I Own?
On this Wednesday edition of 7investing Now, Dan is joined by 7investing CEO Simon Erickson, and our newest Lead Advisor Manisha Samy to discuss their takes on the future of Pfizer and Boeing. Plus, the team will answer some of our most asked questions from our followers on Twitter.
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43:4018/11/2020
An Interview with iRobot CEO Colin Angle
There’s no doubt the pandemic has helped accelerate the growth story for iRobot (NASDAQ: IRBT). Best known for its Roomba robotic vacuums, iRobot’s revenue soared 43% year over year in the third quarter, buoyed by a 70% increase in e-commerce sales and an 86% jump in sales of its premium ($500 or above) robots.
But iRobot’s ambitions extend well beyond its flagship vacuum line. In this exclusive interview with 7investing Lead Advisor Steve Symington, iRobot Chairman, co-founder, and CEO Colin Angle covers everything from iRobot's efforts to build stronger direct relationships with consumers to the recent launch of their Genius Home Intelligence Platform, the challenges of tariffs and international trade tensions, the status of their Terra robotic lawnmower project, and the company’s longer-term vision for smart homes and the home-robotics industry.
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21:3417/11/2020
What Moderna's Vaccine Means for the Stock Market
This morning, Dan Kline, Maxx Chatsko, Steve Symington, and Austin Lieberman as the team discusses how Moderna's 94% effective vaccine will impact the stock market.
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39:2816/11/2020
Upcoming IPOs and a look at Walt Disney's earnings
Airbnb, Roblox, WIsh, and DoorDash all plan to go public soon, so we'll take a look at their prospects. We'll also dig into Disney's earning and some news from Fastly.
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37:5513/11/2020
American Customer Satisfaction Index Managing Director David VanAmburg on the State of Retail During the Pandemic.
Normally, the American Customer Satisfaction Index (ACSI) does one extensive survey each year for every industry it covers. This year, as you almost certainly know, has not been a normal year. The pandemic has accelerated a number of trends and has caused some shorter-term changes to how people shop for a number of things including groceries.
That led the ACSI to decide to do a second set of surveys this year covering retail, supermarkets, and internet retail. The results showed that things have changed for many companies in this space. It’s a case where some winners when it comes to dollars may not be doing a great job keeping customers happy.
ACSI Managing Director David VanAmburg joined the 7investing podcast to help parse the results and to explain which companies have proven to be the winners and losers when it comes to customer satisfaction. That’s not always a clear answer, but the ACSI report shows that some of retail’s big winners may not be keeping their customers happy and that’s something investors should at least consider.
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25:4712/11/2020
Vaccines and Volatility and the Reveal of our 7th Advisor, Oh My!
The market has been volatile (to say the least). We explain why, and why you should tune it out.
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46:1911/11/2020
An Interview with Hernan Luis y Prado - founder of Workshops for Warriors.
As we sit on the eve of Veteran’s Day, Dan Kline welcomes Hernán Luis y Prado, founder and CEO of Workshops for Warriors (WFW), Workshops for Warriors is a State-licensed, board governed, fully audited 501(c)(3) nonprofit school that trains, certifies, and helps place Veterans, Wounded Warriors, and Transitioning Service Members into advanced manufacturing careers. Students earn nationally recognized portable and stackable credentials.
The program addresses two major needs. First, it helps fill open manufacturing jobs. These are positions that companies need to fill in order to manufacture within the United States. Second, Workshop for Warriors helps veterans find a successful career path after their military service ends.
Why is this important for investors?
There are expected to be 2.4 million open highly-skilled manufacturing jobs in the U.S. over the next decade. WFW has partnered with companies including Ford (NYSE:F) Qualcomm (NASDAQ: QCOM), Boeing (NYSE: BA), and many others to help train veterans to fill those rolls.
This shortfall, however, is a bigger looming problem for American manufacturers than one non-profit can fill. Understanding what’s being done, where demand stands, and what still needs to be done may change how you view manufacturing and the changing job market -- two key areas for investors to focus on.
A Navy veteran himself, Hernán understands how veterans can help solve this problem and why it’s important for the U.S. to build back its manufacturing capacity.
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18:3410/11/2020
Is Pfizer's COVID-19 Vaccine a Huge Boon for the Market?
On today's episode of 7investing Now, Dan Kline, Steve Symington, and Austin Lieberman discuss what Pfizer's new vaccine means for the stock market. Pfizer nearing the finish line with its 90% effective vaccine comes something we are all looking forward to - an end to the pandemic and a return to normalcy.
Are there any companies though who will be hurt by pandemic coming to an end? Tune in to hear the team's thoughts at 12 ET!
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35:4109/11/2020