Episodes
If you’ve ever travelled abroad or tried to send money across international borders, hidden fees and unfair exchange rates have no doubt been a massive and expensive headache. In this week’s episode of the 7investing podcast, Lead Advisors Luke Hallard & Krzysztof Piekarski sit down with Rina Wulfing, Senior Manager for the North American policy team at Wise ($WIZEY) to discuss the company’s original founding story and mission: to empower its users with a transparent system that sends...
Published 04/16/24
Published 04/16/24
ShockWave Medical (Nasdaq: SWAV), the innovative pioneer of intravascular lithotripsy, has received an all-cash acquisition offer from Johnson & Johnson (NYSE: JNJ) for $335 per share. In today's episode, 7investing advisors Luke Hallard and Simon Erickson discuss why we made ShockWave a 7investing recommendation, several financial details of the offer, and what investors should expect going forward. --- Send in a voice message:...
Published 04/05/24
Investors are continually looking for a good deal in the stock market. But how exactly should we define value? Quantitatively, publicly-traded companies should serve as compounding machines for their investors. They raise capital -- either through debt or by issuing stock -- then put it to work into projects. If the after-tax profits they generate are greater than their associated costs, they're creating value for us as the owners of the business (i.e. as the investors). But the investing...
Published 03/14/24
We are on a quest to find the best stock opportunities of the year for investors. Enter for free, with a chance to win a $1,000 Amazon gift card and a free year of 7investing! To complement our contest, we'll be publishing seven head-to-head matchups between stocks; and we'll include the winners in our own 7investing Team entry. Our third head-to-head matchup is two companies who are embracing artificial intelligence to make their platforms even better, between The Trade Desk (Nasdaq: TTD)...
Published 03/12/24
As part of our Best Stocks of 2024 Contest, we're narrowing down the picks that will be the start of 7investing's entry into our contest! Between now and March 1, 2025, we'll see which stocks will catapult one of our lucky fans to victory, free subscriptions, and a $1000 Amazon gift card. Of course, we'll analyze some great companies along way, like Celsius (CELH), Novo Nordisk (NVO), Uber (UBER), and Rocket Lab (RKLB). Tune in to hear our breakdowns of these companies and to learn more...
Published 03/06/24
The Wall Street Journal’s 2024 Health Forum in Boston recently showcased the technology, business, and policy regulations that are impacting the health care industry. With a massive disruption in the medical weight loss industry, new treatments that permanently alter patient DNA, and the ever-present COVID response and its aftermath, this year's conference had plenty of intrigue. For investors, there were several publicly-traded companies who took the stage — including CRISPR Therapeutics...
Published 02/27/24
Enterprise software is so intriguing to investors. The rise of mega-platforms like Meta Platforms (Nasdaq: META), powerful SaaS forces like Salesforce (Nasdaq: CRM), and micro-computer software providers like Microsoft (Nasdaq: MSFT) have created several of the best-performing stocks of the past two decades. But things move fast in this innovative field. And we're living in an entirely different digital world today. Enterprises have laid off hundreds of thousands of tech employees in...
Published 02/06/24
The Fed's rampant rate increases have wreaked havoc on stocks in recent years. Yet we're perhaps finally seeing a light emerge at the end of the tunnel. Projections released by the Fed suggest that America's central bank will reduce its Fed Funds target rate multiple times during 2024. The Fed ultimately wants to reach a median target rate of 4.6% by the end of this year. Falling interest rates are generally good for business. It allows them to raise capital and more attractive rates and to...
Published 01/23/24
It's not a matter of if, it's a matter of when. If you've never been the victim of a cyberattack or a data breach, the chances are that you will be soon. Ranging from simple phishing emails to elaborate and highly-coordinated campaigns to steal government secrets, the severity of cyberattacks all across the globe is intensifying. And the need to for best-in-class security vendors -- to proactively protect you before an "oh shoot" moment occurs -- has never been greater. Yet how do we know...
Published 12/12/23
There's been a lot of hype this year about lithium ion battery darling Enovix (Nasdaq: ENVX). The company surged to $24/share in July of this year, only to run out of juice and plunge down into the single digits by November. So was the energy behind Enovix all hype, or was there something more there? 7investing lead advisor Krzysztof Piekarski sits down with MrNotAdvice to see if there's more than just memes powering this potentially disruptive battery company. --- Send in a voice...
Published 12/05/23
Its been an eventful and an emotional week for everyone at OpenAI. The generative AI pioneer fired its co-founder Sam Altman on Friday. Within 24 hours, its Chairman and top lieutenants had all quit. By the end of the weekend, more than 90% of its employees have threatened to do the same. Now Altman's been hired by Microsoft (Nasdaq: MSFT) and he might take those key employees with him. Meanwhile, OpenAI's Board is in chaos and is now begging Sam to rejoin them again. What can investors...
Published 11/21/23
“The energy market is $8 trillion and solar is 1% of it today. There will be solar companies with $100 billion market capitalizations in the near future.” – Frank van Mierlo, CEO of CubicPV Innovation alert: Solar PV manufacturing is coming back to America Harnessing solar rays for power generation has the potential to be one of the world’s most important breakthroughs. The sun hits Earth’s atmosphere at 1,366 Watts per square meter, which provides more than enough to power the entire...
Published 11/02/23
In this special one-year anniversary episode, with tears in their eyes, Luke and Krzysztof reflect on the most insightful moments over the past year! These include Luke’s majestic portfolio review, what it means to be a contrarian investor while staying sane, what it means to sell your worry stocks, how to become the one person in your family to achieve wealth via investing, and how to develop a consistent, methodical and deep research process. And of course, Luke’s peak No-Limit experience,...
Published 10/31/23
Earlier this week, Compass Point downgraded the shares of Affirm Holdings (Nasdaq: AFRM) to sell and issued a price target of $13.00. The downgrade appears to have triggered a short-term selloff of the stock, but should long-term investors be worried? Simon Erickson says the Buy Now, Pay Later leader could still be a "Buy Now, Profit Later" for investors. In today's podcast, he breaks down why we think Affirm is still a buy even after the recent downgrade. To learn more about Affirm and...
Published 10/26/23
Did the recent reaction to ASML's sudden drop in bookings create a potential treat for investors? Or is the lithography giant really about to give up the ghost? We unearth some data that could be crucial to long-term investors as they decide whether or not to add ASML to their bags this quarter. We're also putting a little something extra in your jack-o-lanterns this week. Subscribers who join right now can receive their first week for just $1 AND get our 7investing Buy Guide as part of...
Published 10/25/23
NextEra is North America’s largest electric utility. It generates 58 GW of power every year and distributes it to 13 million people through its Florida Power & Light (FP&L) company in Florida. At a recent stock price of $54, it has a market capitalization of $110 billion. That puts it squarely in the “boring, mega-cap utility” sector of an investor’s portfolio allocation bucket. Yet there’s an interesting catalyst that’s powering future growth. NextEra has committed to expanding its...
Published 10/20/23
One of the technologies that got a lot of attention at ClimateTech is small modular reactors. These mini-nuclear power plants are still largely in development — but they would provide reliable, emission-free power that could be dispatched on a 24-hour basis wherever it is needed. Nuclear today accounts for around 20% of America’s overall power supply. There are 54 total nuclear power plants in 28 states, and on average they are quite large and are 42 years old. Small Modular Reactors are a...
Published 10/17/23
Last week, Simon Erickson attended MIT’s ClimateTech 2023 conference. It was outstanding; full of positive energy from a room full of technical folk who were ready to make a global impact. In this week's podcast, Simon sits down with JT Street from the 7investing marketing team to go over the highlights of the conference, and what they mean for long-term investors. 7investing subscribers can read Simon's full breakdown of the conference here. --- Send in a voice message:...
Published 10/12/23
The tech world moves fast, and it requires companies to constantly be innovating in order to keep up. Investors, too, should always be looking forward when it comes to new trends that are re-shaping the tech landscape. Tiernan Ray is one of the technology industry’s best reporters. He’s covered the tech space for more than two decades – from the early days of the internet and the dotcom boom to the rise of cloud computing and artificial intelligence. Tiernan puts tech progress through a...
Published 10/03/23
In Episode 25, Luke and Krzysztof compare Nvidia (NVDA) to the days of the early internet and debate whether we are in a new bubble. Was Zoom as an investment during COVID an obvious bubble or is that just hindsight bias? How do the China-Taiwan geopolitics factor into Nvidia’s valuation? We elaborate on the framework behind selling SentinelOne (Ticker: S) and encourage investors to reflect on their own selling criteria without short-term biases based on near-term price action. Luke...
Published 09/05/23
There are thousands of publicly-traded companies for investors to choose from on any given day. What's the best way to evaluate them -- and to separate the cream from the crop? 7investing CEO Simon Erickson recently interviewed Flyover Stocks' founder Todd Wenning. Todd has spent two decades in the investing industry -- representing the buy-side with Ensemble Capital, the sell-side with Morningstar, and the retail side with The Motley Fool. He's now launched his own Flyover Stocks newsletter...
Published 08/31/23
In No Limit episode 24, Luke waxes macro on the Chinese economy while Krzysztof re-enacts the invasion of Agincourt. The pair also discuss Eos Energy's latest developments as well the virtues of price to sales ratios and other common investing metrics. --- Send in a voice message: https://podcasters.spotify.com/pod/show/7investing/message
Published 08/22/23
The music industry is innovating, and it's making billionaires out of those who grace the global stage. Larger-than-life personalities -- from Jay-Z and Kayne to Beyonce and T-Swift -- are not only selling out shows, but are now reaching their fans in entirely new ways. Digital streaming, generative AI, and NFTs are all helping to turn the music industry's amps up to "11." Behind the scenes is an extremely profitable and thriving supporting cast of businesses. Music labels, streaming...
Published 08/15/23
There's certainly no shortage of news and headlines about the American economy these days. This morning's announcement of 3.2% inflation in July is sending stocks higher across-the-boards. Investors are excited that the Fed's aggressive rate hikes from the past eighteen months may finally be showing signs of getting inflation back in-check. If the Fed were to see the progress it needs to see and take a more dovish stance toward the economy, it could lead to economic growth and stock market...
Published 08/10/23