Podcasts about 7investing

In this episode, Jason and Jeff reflect on their 2024 market predictions, analyzing what they got right and where they went wrong. While reviewing 2024 predictions by guests Simon Erickson from 7Investing and Ryan and Brett from Chit Chat Stocks, they dive into their bold forecasts for Amazon, Cybertruck, home prices, and the Mag 7 stocks. They also share their best and worst investments of the year and forecast stocks to buy and avoid in 2025. Finally, they make their reckless predictions for the year ahead. 02:31 Reflecting on Last Year's Predictions 02:55 The Nature of Predictions and Planning 04:02 Biases in Investing and Predictions 07:21 Reviewing Last Year's Guests and Predictions 09:05 Brett's Prediction: Amazon's Market Cap 12:07 Simon's Prediction: Cybertruck vs. F-150 Lightning 18:48 Simon's Prediction: FinTech vs. Traditional Banks 24:09 Ryan's Prediction: Magnificent Seven Stocks 30:02 Ryan's Other Predictions: Match Group and Home Prices 32:31 Host Predictions and Reflections 33:42 Reflecting on Past Predictions 34:18 Elon Musk's Bold Moves and Predictions 36:08 Reckless Predictions and Market Speculations 37:49 Portfolio Performance and Live Stream Plans 39:18 Market Surprises and Economic Reflections 44:56 Best and Worst Investments of 2024 52:18 Stock Picks and Avoids for 2025 01:01:35 Reckless Predictions for 2025 Companies mentioned: AAPL, AFRM, AMZN, BAC, C, CELH, ENPH, F, GM, GOOG, INTC, JPM, KNSL, MSFT, MTCH, NVDA, OM, SBUX, SOFI, SPG, STEM, TSLA, UPST, X ***************************************** Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-portfolio?s=MjM0NDM6NTQ1OA== ***************************************** Email: investingunscripted@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content:  https://www.youtube.com/@InvestingUnscripted ****************************************** To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted ****************************************** Investing Unscripted is brought to you by Public.com* Visit https://public.com/investingunscripted  *A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule). Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here:  https://tinyurl.com/Smatterfolio2023 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support

Our newest stock recommendation is now live! On the 1st of each month, 7investing issues its newest official recommendation. This is the one stock it feels most confident in adding to its scorecard (which we also track in real-time at 7investing.com/recommendations). What led us to recommend this Large Cap, Moderate Risk, Retail company this month? In today's episode, Simon describes 5 specific metrics that investors should consider when selecting stocks -- especially now that the Fed's cutting rates and we're in a more growth-friendly environment.

Sometimes in investing, it's important to change your mind. Such is the case for Celsius Holdings (Nasdaq: CELH). This energy drink company represented one of our highest-conviction ideas in August. Yet further diligence revealed multiple red flags, which 7investing CEO Simon Erickson considers to be deal-breakers for long-term investors. In today's podcast episode, he describes several of those warnings signs and why he's turned from bullish to bearish about Celsius' future opportunity. Note: This podcast mentions 54% ownership for the DeSantis family, which is an incorrect number. Due to overlap between the beneficial ownership of three family trust funds, the actual family ownership stake is closer to 23%. To learn more about our long-term investing approach and to see all of our official stock market recommendations, visit 7investing.com.

Picking great stocks is hard. But finding an "expert" who'll take your money in exchange for their best stock ideas is pretty easy. Not all of the experts are as good as they claim, and few offer a transparent record of their results. In this week's show, Jeff and Jason are joined by Simon Erickson. Simon has worked for more than a decade as an analyst and advisor for multiple stock-picking services, including 7Investing, which he founded in early 2020. Topics include Simon's background and history, how he has evolved as an investor, lessons learned over the past five years through a very tumultuous market, and founding and running a business.  Companies mentioned: AAPL, AMD, BA, CRWD, CSCO, GE, INTC, MSFT, NVDA, PLTR, RKLB, SMCI, TWLO, XOM ***************************************** Email: investingunscripted@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content:  https://www.youtube.com/@InvestingUnscripted ****************************************** Investing Unscripted is brought to you by Public.com* *Options are not suitable for all investors and carry significant risk.  Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. *Transfer offer Terms and Conditions apply. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here:  https://tinyurl.com/Smatterfolio2023 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support

I'm joined in this episode by the dynamic duo from 7Investing Luke Hallard & Krzysztof Piekarski who also host the Wall Street Wildlife podcast. They're here to guide us through the treacherous yet rewarding terrain of the stock market with their "Ten Laws of the Investing Jungle." Today, we delve into five of these critical laws, revealing the wisdom and the war stories behind each one. From the importance of focusing on the long game to the perils of thinking you're smarter than the pack, Luke and Krzysztof share candid tales of triumphs and missteps. They remind us that while the allure of rumors and quick wins can be tempting, building wealth on solid fundamentals is key to enduring success. Whether you're a seasoned investor or just starting out, this episode is packed with invaluable insights to help you chart your own course and construct a resilient portfolio.Blog post available at: https://www.stocksforbeginners.net/blog/wall-st-wildlifeThere's a million ways to invest in the stock market. It can be confusing, stressful and costly. But by following a few simple rules, you can avoid many common investment traps and unwanted anxiety. What if you were able to follow a team of tenured advisors (with 3 PhDs and 100 years of collective investing experience) who provide you with 2 new picks and 5 Best Buys every month. A "full buffet" of innovative, well-researched ideas for you to choose from. 7investing are there for you. They want you to invest for the long haul, in great companies with great leaders who can compound capital for years.7investing are pleased to offer listeners of this podcast a $1 trial for 1 week and 15% off the annual price if you sign up using the promo code stocksforbeginners. Believe me this is solid research from experienced advisers who live and breathe the markets. So go to https://7investing.com/ and use the promo code stocksforbeginners to get your $1 trial and 15% discount on the annual premium plan. Use the promo code stocksforbeginners.Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

In this episode, we peel back the layers of the stock market to uncover the secrets of successful investing in 2024. Join us as we sit down with Simon Erickson, the visionary founder and CEO of 7investing, He's built a reputation for spotting disruptive innovations and developing trends ahead of the curve.We discuss the curious case of the inverted yield curve, the potential for a stock picker's market in the Goldilocks economy of 2024, and the critical role of conviction in investment decisions. Simon shares his unique insights on why news coverage doesn't always translate to stellar returns and how to identify companies poised for outstanding growth.Blog post available at: https://www.stocksforbeginners.net/blog/simon-erickson-seven-investingThere's a million ways to invest in the stock market. It can be confusing, stressful and costly. But by following a few simple rules, you can avoid many common investment traps and unwanted anxiety. What if you were able to follow a team of tenured advisors (with 3 PhDs and 100 years of collective investing experience) who provide you with 2 new picks and 5 Best Buys every month. A "full buffet" of innovative, well-researched ideas for you to choose from. 7investing are there for you. They want you to invest for the long haul, in great companies with great leaders who can compound capital for years.7investing are pleased to offer listeners of this podcast a $1 trial for 1 week and 15% off the annual price if you sign up using the promo code stocksforbeginners. Believe me this is solid research from experienced advisers who live and breathe the markets. So go to https://7investing.com/ and use the promo code stocksforbeginners to get your $1 trial and 15% discount on the annual premium plan. Use the promo code stocksforbeginners.Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

How can the allocation of your portfolio make or break your financial future? Luke Hallard from 7Investing delves into the intricate world of portfolio structuring and investment strategies, sharing his personal experiences and insights. Luke has a unique approach to portfolio allocation, which combines core and growth investments.We take a closer look at how companies - from well-capitalized tech giants like CrowdStrike to innovative international banking platforms like Wise - are weathering the storm. We'll unpack why free cash flow is paramount in determining a company's sustainability amidst uncertainty and discuss the importance of a well-understood investment thesis while allocating only 2% of a portfolio to each new position.Check out Luke's full tweet that this episode was based on at: https://twitter.com/7LukeHallard/status/1676523807639576577?s=20Blog post available at: https://www.stocksforbeginners.net/blog/hallardjuly2023Phil's Linktree: https://linktr.ee/phil_muscatelloThere's a million ways to invest in stocks. It can be confusing, stressful and costly. But, by following a few simple rules, you can avoid many common investment traps and unwanted anxiety. What if you were able to follow 7 advisers, 7 principles and 7 monthly stock picks on your own terms, with better returns, using your own personal style. 7investing are there for you. They want to invest for the long haul, in great companies with great leaders who can compound capital for years.7investing are pleased to offer listeners of this podcast a free trial for a week and 33% off the annual price if you sign up using the promo code stocksforbeginners. Believe me this is solid research from experienced advisers who live and breathe the markets. So go to https://7investing.com/ and use the promo code stocksforbeginners to get your absolutely free trial and 33% discount on the annual premium plan. Use the promo code stocksforbeginners.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

How can the allocation of your portfolio make or break your financial future? Luke Hallard from 7Investing delves into the intricate world of portfolio structuring and investment strategies, sharing his personal experiences and insights. Luke has a unique approach to portfolio allocation, which combines core and growth investments.We take a closer look at how companies - from well-capitalized tech giants like CrowdStrike to innovative international banking platforms like Wise - are weathering the storm. We'll unpack why free cash flow is paramount in determining a company's sustainability amidst uncertainty and discuss the importance of a well-understood investment thesis while allocating only 2% of a portfolio to each new position.Check out Luke's full tweet that this episode was based on at: https://twitter.com/7LukeHallard/status/1676523807639576577?s=20Blog post available at: https://www.sharesforbeginners.com/blog/hallardjuly2023Phil's Linktree: https://linktr.ee/phil_muscatelloPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesight.com/sharesforbeginnersShares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

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? --- Send in a voice message: https://podcasters.spotify.com/pod/show/7investing/message

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/ --- Send in a voice message: https://podcasters.spotify.com/pod/show/7investing/message

In Pursuit of Technology Gems: Unearthing Investments of the Future. Anirban Mahanti is a lead advisor for 7investing. Before 7Investing, Anirban spent 5-plus years at The Motley Fool in various roles, including as the Director of Research and the founding lead advisor of the stock-picking newsletter Extreme Opportunities.Link to blog post: https://www.stocksforbeginners.net/blog/anirban7investingPhil's Linktree: https://linktr.ee/phil_muscatelloThere's a million ways to invest in stocks. It can be confusing, stressful and costly. But, by following a few simple rules, you can avoid many common investment traps and unwanted anxiety. What if you were able to follow 7 advisers, 7 principles and 7 monthly stock picks on your own terms, with better returns, using your own personal style. 7investing are there for you. They want to invest for the long haul, in great companies with great leaders who can compound capital for years.7investing are pleased to offer listeners of this podcast a free trial for a week and 33% off the annual price if you sign up using the promo code stocksforbeginners. Believe me this is solid research from experienced advisers who live and breathe the markets. So go to https://7investing.com/ and use the promo code stocksforbeginners to get your absolutely free trial and 33% discount on the annual premium plan. Use the promo code stocksforbeginners.Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Simon Erickson is the founder and CEO of 7investing. We talk about the current macroeconomic environment, home-court bias, LLMs (Large Language Models), and stock stories from MercadoLibre, Rocket Lab, and Wolfspeed. Phil's Linktree: https://linktr.ee/phil_muscatelloPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginnersGet 4 months free on an annual premium plan when you use Sharesight, the award-winning portfolio tracker. Sign up for a free trial today.Sharesight automatically track price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place.Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

To support this podcast, go to https://7investing.com/subscribe/. As a Premium annual subscriber you get: 7 stock recommendations each month, vetted by our lead advisors Full access to our community forum, with channels on every recommendation we've ever made An invitation to our exclusive monthly subscriber call, where our advisors give our subscribers updates and their monthly best stocks to buy. At 7investing, we empower you to invest in your future. Thank you for helping us bring this message to investors around the globe. --- Send in a voice message: https://podcasters.spotify.com/pod/show/7investing/message

The Super Mario Bros. Movie recently crossed the $500 million threshold at the domestic box office, placing it on an exclusive list of just 19 films. Globally, it has now amassed $1.2 billion and is now the fifth-biggest animated movie of all-time. For Nintendo's (OTC:NTDOY) first film venture in nearly 30 years, the film has been an astounding success.     7investing Lead Advisor Matthew Cochrane invited Ryan Henderson and Brett Schafer of Chit Chat Money to sit down to review Nintendo's investment thesis.    Henderson breaks down the movie's economics, explaining that Nintendo partnered with the animation studio Illumination, meaning that Nintendo does not take home all of the movie's profits. Still, after trying to use reasonable assumptions, Henderson and Schafer believe the movie can meaningfully impact Nintendo's bottom line.     Henderson and Schafer then discuss Nintendo's future plans for film and theme parks, and whether Nintendo's famously conservative management will finally look to monetize its intellectual property through additional channels. Inevitably, the question of the Walt Disney Co (NYSE:DIS) comes up and whether Nintendo has aspirations and the capabilities to mirror the entertainment giant's flywheel that includes theme parks, movies, TV, and merchandise.     Cochrane wonders if Nintendo is destined to be a cyclical company, following a pattern of hits and misses with the consoles the company has released over the years. The Nintendo Switch was a hug success, selling over 125 million units, but this followed the disastrous Wii U which only sold 13 million units. Henderson and Schafer discuss Nintendo's past mistakes but believe the company has learned form them and will release an updated Switch sometime in 2024.     After wrapping up their discussing on Nintendo, Cochrane asks Henderson and Schafer what they think about the U.K. blocking the pending Microsoft (NASDAQ:MSFT) acquisition of Activision Blizzard (NASDAQ:ATVI) and Electronic Arts (NASDAQ:EA) latest results.     You can follow Henderson and Schafer through the podcast that they co-host, Chit Chat Money: https://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8r    Henderson and Schafer also are the portfolio managers for Arch Capital Fund: https://www.archcapitalfund.com/  For more great investing insights, become a 7investing subscriber at https://7investing.com/starter-membership/     --- Send in a voice message: https://podcasters.spotify.com/pod/show/7investing/message

Things are really up in the air for the stock market. And we mean that in the most literal way possible. Morgan Stanley predicts the Space Economy will be worth more than $1 trillion dollars by 2040. Merrill Lynch is even more optimistic, thinking it will reach $2.7 trillion by 2045. Whatever actual number is eventually reveal, the key point is that it will likely involve a "t" in its order of magnitude. The space economy will soon become one of the largest and most important new markets that develops in our lifetime. Once reserved for well-funded government missions, satellites in orbit now enable regional television broadcasting, the GPS used for Smartphone apps, pinpoint imagery used for logistics and government surveillance, and high-speed internet provided for locations. Each of those opportunities will require an entire subsector as well. Launch providers like SpaceX and Rocket Lab will be needed to place the satellites into orbit. Cloud providers like Amazon Web Services and Google will store and compute all of the data they collect. Support providers like Redshift will keep the satellites operational and in good condition. And with the FCC working through a backlog of nearly 40,000 new satellite spectrum applications, the million dollar question becomes how should we invest in the space economy? Three of our 7investing advisors tackled that question in an exclusive conversation. Simon Erickson, Luke Hallard, and Steve Symington together hosted a livestream discussion last month, sharing insights, key themes, and plenty of space-related puns. They first talked about defense contractors, such as how companies like Lockheed Martin were embracing collaborations and partnerships to support complex, billion-dollar government contracts. They then set their sights on launch providers, whose reusable rockets are drivign down costs and carrying larger and more sophisticated payloads for building constellations. They also discussed consolidation, especially as capital costs are increasing in a rising-rate environment and companies are finding ways to spread fixed cost across a larger number of offerings and income streams. Steve then described Virgin Galactic's ambitions for space tourism. Even with its sister company Virgin Orbit recently filing for bankruptcy, Galactic believes space tourism will eventually be an affordable vacation for many potential tourists. Simon then dug into defense applications, primarily in support of the escalation Russia/Ukraine war. He points to Maxar Technologies $6 billion acquisition by a private equity firm as a sign that M&A deals for mission-critical satellite operators will continue in 2023 and 2024. Luke chimed in with a few other 'fun' space applications, such as 3D printing components for satellite repair or asteroid mining for rare minerals. The three concluded the conversation by reaffirming their optimism for the space economy. This will take time and patience to play out, but it will also produce incredible returns for investors. Publicly-traded companies mentioned in this interview include Alphabet, Amazon, Astroscale, Lockheed Martin, Maxar Technologies, Redwire, Rocket Lab, Virgin Galactic, and Virgin Orbit. --- Send in a voice message: https://podcasters.spotify.com/pod/show/7investing/message

Computer networking, data science, and machine learning are at the heart of enterprise software. Anirban Mahanti has serious form in the technology space. Just check out his bio below. This is a far-reaching discussion on technology and looking for opportunities from innovation.Here's a link to the blog post https://www.sharesforbeginners.com/blog/mahantiAnd here's a link to Anirban's articles and videos on 7Investing: https://7investing.com/advisor/anirban-mahanti/Please consider a small donation if you'd like to support my work educating and entertaining new investors in the stock market.Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they're offering something of value.Stocks for Beginners is for information and educational purposes only. It isn't financial advice, and you shouldn't buy or sell any investments based on what you've heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn't replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.

In this episode, we review many different companies that have made significant moves during the year. 7investing joins to give their incredibly well-researched analysis and opinions. Listen closely to find out if any of your holdings had newsworthy updates. Enjoy the show! ****************************** Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/ 7investing Year in Review: https://7investing.com/company-update/your-2022-7investing-year-in-review/ ****************************** Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/ Interested to see more of 7investing's work? Follow them on Twitter here: https://twitter.com/7investing?s=20&t=dWSrp6mORbWwyzuupxBSqg Contact us: chitchatmoneypodcast@gmail.com Timestamps Year in Review (4:42) TransMedics (18:51) Illumina (36:12) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.

We often need to remind ourselves that "international investing" doesn't just mean replicating things that worked in one country and translating them into another. Countries all have their unique peculiarities. Some, like our domestic U-S-of-A, enjoy watching baseball, eating hot dogs, and shooting off fireworks for the Fourth of July. For others, like our beloved neighbor to the North, it's more about hockey, beaver tails, and Boxing Day. But Canada also offers a different intrigue in its investing culture. Its stock market is dominated by massive corporations who compete in energy, materials, and financial oligopolies. Nutrien (TSX: NTR) sells $30 billion per year of agricultural fertilizers every year, while Enbridge (TSX/NYSE: ENB) does $40 billion annually primarily in liquid fuels. Meanwhile, progressive cities like Toronto house cutting-edge tech companies in telecom, e-commerce, and artificial intelligence. Blackberry (TSX/NYSE: BB) (formerly Research in Motion) and Shopify (TSX/NYSE: SHOP) are examples who call Canada home, yet are publicly-traded on both the Toronto and the New York exchanges. We're already well-aware of the volatility caused by the rising inflation and the rate hikes here in America. Are the same macroeconomic challenges facing Canada as well? And beyond those short-term challenges, are there opportunities in the Great White North that long-term investors should be considering? To answer those questions, 7investing CEO Simon Erickson recently interviewed The Canadian Investor host Braden Dennis. Braden closely follows Canada's equity market and covers its opportunities on his podcast. He is also the CEO of Stratosphere, a financial data platform to help investors save time and jump directly into a company's most relevant metrics. In the conversation, Braden shares his thoughts about Canada's equity markets, real estate prices, impact of COVID, and secular trends that are developing. The two discuss why Constellation Software (TSX: CSU.TO), Brookfield Corporation (NYSE: BN), and Shopify (TSX/NYSE: SHOP) are opportunities that investors should consider. 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 Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw Start a free YCharts trial: https://ycharts.com/store/start_trial_register?utm_source=7Investing&utm_medium=blog&utm_campaign=2022+7Investing Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing --- Send in a voice message: https://anchor.fm/7investing/message

On episode 5 of No Limit, Krzysztof won't let politics stand in the way of a good discussion about twitter's glorious, bot-less future and what it means for the tech industry while Luke finds a way to make “super-followers” really work in your favor. We get an update on Luke's “worry” stocks and how it feels to sell at a big loss without looking back in anger. Krzysztof and Luke also come incendiary blows about whether a license and exam should be required to trade stocks. Plus: not your keys, not your crypto, but what if there's a burglar hiding in the bushes ready to steal your keys? And then there was that one time Luke laid down a pair of Kings… 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 Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw Start a free YCharts trial: https://ycharts.com/store/start_trial_register?utm_source=7Investing&utm_medium=blog&utm_campaign=2022+7Investing Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing --- Send in a voice message: https://anchor.fm/7investing/message

In which Luke is concerned that Krzysztof became too rambunctious for his own good, banging on things and making a wild ruckus! Can you blame him, though, when Luke confessed he has a “worry” category in his portfolio? What happens next is a *must listen*! Also discussed feverishly: Being pot-committed in poker and stock-committed in the market; Pokemon drag-shows; TikTok - why it terrifies Luke and why Krzysztof plans to use it to save the world; $8 twitter; the magic of New Orleans; the problems with Stock Based Compensation; plus Potato farmers rescuing Silicon Valley and the semiconductor industry, from Krzysztof's book of the week, Chip War. 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 Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw Start a free YCharts trial: https://ycharts.com/store/start_trial_register?utm_source=7Investing&utm_medium=blog&utm_campaign=2022+7Investing Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing --- Send in a voice message: https://anchor.fm/7investing/message

Both Meta Platforms (NASDAQ:META) and Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) shareholders have experienced a rough year. Shares of the social media giant have tumbled more than 70% year-to-date, while the online search engine has seen shares drop more than 40%. These results were only exacerbated when the companies reported their third-quarter earnings. 7investing lead advisors Anirban Mahanti and Matthew Cochrane look over both companies' results, looking at the highs and lows and examining whether the buy theses are still intact. For Meta, Mahanti and Cochrane looked at the company's disappearing cash flows and net income and wondered whether the vast amounts of capital expenditures and operating expenses were worth it. While Mahanti believes the company has lost the plot, Cochrane still thinks that if the Family of Apps stays strong, showing positive user growth and engagement trends, everything else can be worked out. In Alphabet's case, the management team implied they might have gotten a little too loose with spending but are dedicated to shifting funds so that resources are going to the company's most significant growth opportunities. Alphabet's growth has slowed as the company faces a weakening macro environment and is lapping huge comparables from last year's third quarter, but the underlying search business appears resilient. While Youtube's revenue decreased year over year, Google Cloud managed to grow its top line by 38%. At the end of the podcast, Mahanti and Cochrane talk about the most significant disruptive threats Alphabet faces and wonder if Big Tech's company cultures have grown too soft. 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 Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw Start a free YCharts trial: https://ycharts.com/store/start_trial_register?utm_source=7Investing&utm_medium=blog&utm_campaign=2022+7Investing Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing --- Send in a voice message: https://anchor.fm/7investing/message

On the 1st of every month, 7investing publishes its seven best investment ideas. Brett, Ryan, Simon, and Krzysztof discuss the craze of the market. Listen in to hear where some hidden gems might be found in the current economic conditions. Enjoy the show! ****************************** Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/ ****************************** Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/ Interested to see more of 7investing's work? Follow them on Twitter here: https://twitter.com/7investing?s=20&t=dWSrp6mORbWwyzuupxBSqg Contact us: chitchatmoneypodcast@gmail.com Timestamps 7investing (2:22) Earnings (16:29) Electric Vehicles (26:22) Aging is a Disease (37:44) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.

The semiconductor industry has been abuzz this past year. We've seen the market get pumped up about how custom chips will be needed to power AI, and that boosted chip stock valuations during early 2021. Yet we've also seen that optimism fade in recent months, as many chipmakers are cutting their forecasts and reporting weaker customer demand. We already know the semiconductor industry is cyclical, but it's also a $600 billion global market. Is the recent selloff providing opportunities that long-term investors should capitalize on? To answer that question, 7investing CEO Simon Erickson recently interviewed Chip Stock Investor founder and host Nick Rossolillo about three of his favorite companies in the semiconductor space. The two discuss why Qualcomm (Nasdaq: QCOM) could be an overlooked and undervalued opportunity, why NVIDIA (Nasdaq: NVDA) has plenty of future growth opportunities, and why ARM Holding's upcoming IPO could be worthy of your investing attention. Publicly-traded companies mentioned in this podcast include Qualcomm, NVIDIA, AMD, and Taiwan Semiconductor. 7investing's advisors and/or its guests may have positions in the companies that are mentioned. Have you seen our announcement about our 7investing Strong Buy Portfolio? We've recently identified our 20 highest-conviction ideas and have compiled them into a single portfolio. To see 3 of our actual stock positions, please click here to join our free 7investing email list! 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 Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw Start a free YCharts trial: https://ycharts.com/store/start_trial_register?utm_source=7Investing&utm_medium=blog&utm_campaign=2022+7Investing Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing --- Send in a voice message: https://anchor.fm/7investing/message

Most of us don't need any more reminders that 2022 has been a rough year for us as investors. But more intriguingly, would it have been possible to see the downturn? For years, researchers and analysts have looked to predictive indicators as a way to foresee broader market selloffs in advance. While the market does often exhibit cyclical behavior, it's hard to say that history perfectly repeats itself. Each economic cycle is unique, making it difficult to compare apples-to-apples to those before it. However, perhaps there are indeed a few warning flags that investors could benefit from tracking. And those are exactly what we went hunting for in today's 7investing podcast. In today's show, 7investing CEO Simon Erickson speaks with YCharts Director of Product Marketing Connor Kitko. YCharts recently published a white paper entitled Which Leading Indicators Best Predict Market Declines? In it, Connor takes a closer look at seven indicators that have been used to predict stock market selloffs: S&P 500's P/E Ratio S&P 500's cyclically-adjusted P/E Ratio S&P 500's Earnings Growth "Tobin's Q" Score 10-2 Year Yield Spread 10 Year - 3 Month Yield Spread The "Buffett Indicator" In the conversation, Simon asks Connor to describe each of the seven indicators and to comment on their relative accuracy. The two also discuss where the stock market currently stands with regard to each indicator, and what takeaways investors should know about the market's status quo. 7investing and YCharts have a partnership, which offers new subscribers a 20% discount. To set up your free initial trial with YCharts and to use our promotional 7investing rate, please visit this link. 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 Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw Start a free YCharts trial: https://ycharts.com/store/start_trial_register?utm_source=7Investing&utm_medium=blog&utm_campaign=2022+7Investing Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing --- Send in a voice message: https://anchor.fm/7investing/message

Snap, Inc (NYSE: SNAP) has been snapping lately. And we don't mean that in the good way of making music with your fingers -- but rather that it's showing serious signs of breaking as a business. Snap reported slowing growth and disappointing guidance in its recent third quarter report, which prompted a rather significant restructuring of the entire company. CEO Evan Spiegel announced Snap would be laying off 20% of its workforce and sunsetting several of its growth initiatives in order to prioritize free cash flow generation. Among the programs that are getting cut is its 'Snap Originals content', its 'Pixy' flying camera, and its 'Minis & Games' entertainment. The question that's now facing investors is whether these problems are company-specific. Is this an issue with Snap having a bloated internal structure? Or is it an indication of more serious problems brewing in the digital advertising industry? In today's 7investing podcast, 7investing lead advisors Anirban Mahanti and Simon Erickson dig into Snap's recent woes. They take a closer look at its underperforming programs, its leadership decisions, and its stock-based compensation -- while also discussing external factors that are impacting the tech industry. They also discuss whether Snap's 75% year-to-date in 2022 is an opportunity or a falling-knife for investors. Anirban and Simon recorded this episode of the 7investing podcast live. If you would like to attend future live recordings of our podcast -- including our upcoming discussion on September 21st about Big Tech embracing custom chips -- you can sign up for free at our new 7investing Events page. Publicly-traded companies mentioned in this interview include Alphabet, Amazon, Microsoft, and Snap, Inc. 7investing's advisors or its guests may have positions in the companies 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 Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw Start a free YCharts trial: https://ycharts.com/store/start_trial_register?utm_source=7Investing&utm_medium=blog&utm_campaign=2022+7Investing Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing --- Send in a voice message: https://anchor.fm/7investing/message

Simon Erickson, CEO of 7investing, rejoins the show to talk about the electric vehicle market. It's not just about the auto manufactures, like Tesla stock, but also the supporting cast members from the batteries that supply the power to the traction inverters that deliver the power more efficiently. Erickson talks about three companies on the cutting edge of innovation including QuantumScape (QS), Wolfspeed (WOLF) and ON Semiconductor (ON). For the video version, visit investors.com/podcast.

7investing and CryptoEQ recently announced a partnership, to help investors get a better consolidated view of the opportunities in both equities and in cryptocurrencies. 7investing provides its top seven stock market recommendations every month, while CryptoEQ provides its top-rated cryptocurrencies. The two companies are now joining forces and publishing a monthly Collision Course conversation, where they discuss important recent developments and the impact they'll have on both equities and crypto. This month, our teams dive into Ethereum's upcoming merge, which will convert it from using a Proof of Work mechanism to one that is based upon Proof of Stake. This change appears to have broad-based support from the cryptocurrency investing community, though because the mining will require significantly less computation it might reduce the future demand for processors sold by NVIDIA (Nasdaq: NVDA) and others that have traditionally been used for that mining. The teams also checked in on Biden's executive order on cryptocurrencies from March of this year. A closer look reveals that the White House could potentially have an option to ban Bitcoin mining altogether within the country. While this is unlikely (the US has actually been quite supportive of the evolution of its cryptocurrency industry), it's important for investors to keep an eye on regulatory developments that are impacting this space. Reddit is now allowing collectible avatars to be purchased on its site and then sold using the OpenSea NFT marketplace. We believe this is a "markety" story, though it also shows how crypto is being embraced by websites who generate significant traffic volumes. And finally, the teams discussed discussed the recent partnership between Coinbase (Nasdaq: COIN) and Blackrock (NYSE: BLK), which is enabling institutions and wealth managers to branch out into cryptocurrency assets as a risk mitigation or portfolio management strategy. We've made this month's Collision Course conversation free for everyone! We always publish each of our video conversations -- and also the complete transcripts -- for 7investing subscribers as monthly Advisor Updates. CryptoEQ publishes a written recap of the conversations in their monthly subscriber email newsletter, which you can subscribe for using this link. 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 Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing --- Send in a voice message: https://anchor.fm/7investing/message

There's big money to be make in drug development. But is that necessarily a good thing? Pharmaceutical companies capitalize on years of R&D work with exclusive patents. Approved drugs typically commercialize in developed markets that can support higher pricing through mature insurance reimbursement networks. Yet serious diseases don't only occur in the developed world. Billions of people in developing economics need treatments as well. And they're often not able to afford the hundreds of thousands of dollars it costs for innovative approaches such as CRISPR gene editing or CAR-T gene therapy. There's currently an unmet market need for treating serious chronic conditions like Alzheimer's Disease in a way that isn't prohibitively expensive. And sometimes, it's worth veering from the herd and thinking about big problems in an entirely new way. In today's 7investing podcast, 7investing lead advisors Simon Erickson and Dana Abramovitz chat with Mei Mei Hu, the co-founder and CEO of Vaxxinity (Nasdaq: VAXX). Vaxxinity is using a disruptive synthetic peptide platform to provide cheaper, safer, more convenient, and more effective medicines for chronic diseases like Alzheimer's and Parkinson's Disease. It is also developing a late-stage vaccines for the prevention of COVID. In the conversation, Mei Mei describes how Vaxxinity's technology is "turning the human body into its own drug factory" to avoid the excessive costs and immune response issues of traditional monoclonal antibodies. She discusses their unique approach to clinical trials, the progress their making in their programs, and what it's like to be the CEO of a newly-public company. Publicly-traded companies mentioned in this interview include United Biomedical and Vaxxinity. 7investing's advisors or its guests may have positions in the companies 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 Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw Start a free YCharts trial: https://ycharts.com/store/start_trial_register?utm_source=7Investing&utm_medium=blog&utm_campaign=2022+7Investing Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing --- Send in a voice message: https://anchor.fm/7investing/message

In this podcast, 7investing Lead Advisor Anirban Mahanti sits down with entrepreneur, electric vehicle (EV) enthusiast, and former Tesla (NASDAQ: TSLA) employee Farzad Mesbahi. Farzad graduated with a degree in Mathematics and Statistics in 2009 and began his professional career with Phillips Pet Food & Supplies. But perhaps most relevant to our conversation was Farzad's employment with Tesla between 2017 and 2021. At Tesla, Farzad helped ramp the company's parts distribution network in the US and overseas. An investor in Tesla since 2012, Farzad had the opportunity to see how Tesla works from the inside and realize how fast the business moves. During the conversation with Anirban, Farzad remarked how 4+ years at Tesla felt like 10 to 12 years of life, highlighting the intense breakneck pace of the company. In this conversation, Farzad outlines his investment thesis, highlights what mainstream media and general investors might be missing when they think about EV adoption, and then discusses some of the challenges that could possibly trip the company. This conversation is a must listen for those interested in the EV industry, the future of automobiles, and Tesla. 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 Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw Start a free YCharts trial: https://ycharts.com/store/start_trial_register?utm_source=7Investing&utm_medium=blog&utm_campaign=2022+7Investing Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing --- Send in a voice message: https://anchor.fm/7investing/message

From the birth of disco (it was 1953!), capital raising, the tortoise and the hare, businesses blessed by bountiful accounting principles and the banking of the future. Steve covers a lot of ground in this episode. I've had this interview on the shelf since May, but it is still relevant in terms of the decline of technology stocks. I think it's also good to hear from US investors. As we know the ASX is 2% of world markets so it's always worth learning a little more about Wall Street. Steve Symington is a lead advisor for 7investing. He covers a wide variety of industries and publicly traded companies, but loves finding disruptive, responsible businesses chasing massive addressable markets. You can often find him lurking on Twitter. Companies discussed in this episode: SoFi Technologies & Markel - NasdaqGS:SOFI, NYSE:MKLShares for Beginners is sponsor-funded. This allows me to cover costs and provide it to you for free. But, the more I know about you, the more I can tailor the content to YOU. I'd appreciate your help in completing a short and anonymous survey. It should only take about 4 minutes to complete and I won't be hitting you up for an email or any contact details. Filling out this survey will help me to provide a better listener experience. I've also included a question to gauge the level of interest in an ad-free subscriber option.You can find the survey at sharesforbeginners.com/survey. Thanks for taking the time to complete.Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they're offering something of value. Shares for Beginners is for information and educational purposes only. It isn't financial advice, and you shouldn't buy or sell any investments based on what you've heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn't replace professional advice regarding your personal financial needs, circumstances or current situation. See acast.com/privacy for privacy and opt-out information.

There's no shortage of things going on right now in the investing world. Rapidly-rising interest rates, inflation at a forty-year high, and a broad market selloff are giving investors and the financial media plenty to talk about. However, there are also other factors -- which aren't necessarily making headlines -- that will have deeper implications for long-term investors as well. Stock based compensation is one of those. SBC has traditionally been a great way for fast-growing companies to reward their high-performance employees and to encourage retention. When times are going well, everyone's getting paid and everything is good. But will things change in the current state of the market, with stock prices falling and companies struggling? Will it manifest in the financial statements of Silicon Valley's high-flying tech companies? And will it impact the overall strategy of the executive teams of those companies? We tackle those questions and many more in today's 7investing podcast. 7investing CEO Simon Erickson chits and chats with Ryan Henderson and Brett Schafer from Chit Chat Money, to discuss how several companies are handling stock-based compensation in today's era. Ryan and Brett are also the portfolio managers of Arch Capital, which is a real-money fund that is actively investing in stock market opportunities. The two describe why they've taken several positions in the gaming industry -- including Nintendo, Electronic Arts, and Take-Two Interactive. And in the final segment, the group discusses a few things investors should be keeping an eye on in 2022. Publicly-traded companies mentioned in this interview include Apple, DocuSign, Electronic Arts, Microsoft, Nintendo, Peloton, Take-Two Interactive, Tesla, Upstart Holdings, and Yext. 7investing's advisors or its guests may have positions in the companies 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 Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw Start a free YCharts trial: https://ycharts.com/store/start_trial_register?utm_source=7Investing&utm_medium=blog&utm_campaign=2022+7Investing Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing --- Send in a voice message: https://anchor.fm/7investing/message

This is a repost from 7investing.com and the 7investing podcast of an interview we did with Luke earlier this month. If you enjoy listening to our interview check out the podcast and subscribe. With the recent pullback in the S&P 500 and particularly US growth stocks, do you fear that your portfolio may be too US-centric? In today's episode of the 7investing podcast Luke chats with Sam Ball and Jonathon McKeown, hosts of ‘The Investor Way', a weekly investing podcast focused on UK stocks and shares. Sam and Jon share some advice about factors to be aware of when investing overseas, and the guys take us through the investment thesis for their five favorite international investment ideas right now. This one is a must-listen if you're considering adding a bit of an international flavor to your investment portfolio!

We have exciting news! The 7investing Community Forum recently reached 1000 members, which meant we had the opportunity to try something new for the very first time. Since our Discord reached that milestone, we unlocked the functionality to host live conversations directly on our server - meaning we got the opportunity to speak directly with you! Join 7investing Lead Advisors Simon Erickson, Dana Abramovitz, Steve Symington, and Luke Hallard for a fun, interactive conversation as each member of the team brought a stock to the table that is currently on their radar. Do you have a topic in mind for our next discussion on Discord? Let us know what you would like to discuss with the 7investing Team on the next interactive conversation on our server! 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 Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing --- Send in a voice message: https://anchor.fm/7investing/message Support this podcast: https://anchor.fm/7investing/support

From the birth of disco (it was 1953!), capital raising, the tortoise and the hare, businesses blessed by bountiful accounting principles and the banking of the future. Steve covers a lot of ground in this episode. Steve Symington is a lead advisor for 7investing. He covers a wide variety of industries and publicly traded companies, but loves finding disruptive, responsible businesses chasing massive addressable markets. You can often find him lurking on Twitter. Here's a link to the blog post: https://www.stocksforbeginners.net/blog/symington and you can find more information on Steve here at 7investing: https://7investing.com/advisor/steve-symington/This is a link to a previous episode with a deeper dive into Markel Corporation: https://shows.acast.com/stocks-for-beginners/episodes/weekend-watchlist-markel-boring-but-beautifulPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they're offering something of value. Stocks for Beginners is for information and educational purposes only. It isn't financial advice, and you shouldn't buy or sell any investments based on what you've heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn't replace professional advice regarding your personal financial needs, circumstances or current situation. See acast.com/privacy for privacy and opt-out information.

Simon Erickson and Steve Symington join us from 7investing to discuss various topics. Listen in to hear Brett, Ryan, Simon, and Steve banter about topics ranging from optimal cash balances to investing mistakes. Enjoy the show! We will conduct Bonus Interviews periodically whenever Brett and Ryan are eager to speak with a certain guest but know that the discussion wouldn't fit our traditional show format. Sign-up to 7investing with code "MONEY" and get $100 off your annual subscription: https://7investing.com/subscribe/ Want more of Simon Erickson? Follow him on Twitter here: https://twitter.com/7Innovator?s=20&t=Oapx59Aurv3wen1HN05qMw Want more of Steve Symington? Follow him on Twitter here: https://twitter.com/7investingSteve?s=20&t=6ElHa91Tpa-yCvMkLFWoGA Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Contact us: chitchatmoneypodcast@gmail.com Timestamps Optimal Cash Balance | (2:06) Mistakes | (15:45) Time Horizon | (27:43) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show. Learn more about your ad choices. Visit megaphone.fm/adchoices

For this episode of the Planet MicroCap Podcast, I spoke with Matthew Cochrane, Lead Advisor at 7Investing. I had been following Matthew a while now, and I invited him on to get to know him better, as well as his investing philosophy. We chatted about how he got his start investing, how his strategy evolved over time, and how his full-time job has influenced his due diligence process. In proper true crime form, the clue is in the title. For more information about 7Investing, please visit: https://7investing.com/ You can Follow Matthew Cochrane on Twitter @Matt_Cochrane7: https://twitter.com/Matt_Cochrane7 Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/ Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of www.SNN.Network, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

In this Investor Bootcamp episode, I was joined by 7Investing's Anirban Mahanti, PhD and Shareplicity's Danielle Ecuyertalk about our best Twitter accounts for investors.In other words: every intermediate or aspiring investor should follow these 15 Twitter accounts to get better at investing.Of course, it's also worth following your co-hosts for this episode of The Australian Investors Podcast on Twitter:Owen's Twitter: https://twitter.com/owenraskDani's Twitter: https://twitter.com/au_shareplicityAnirban's Twitter: https://twitter.com/7amahanti Access ALL 15+ Twitter accounts (& more) in our free downloadOwen's Investor Bootcamp training manual: https://bit.ly/rask-analystWatch the video version on the Rask Australia YouTube page.Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!Access Owen's 10 high conviction small cap reccomendations today, with $500 off using the coupon code "AIP".If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it's a 5-second task that really helps support the show (and puts a big smile on Owen's face).Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 6th of April 2022

Unfortunately, investing is something most people learn through trial and error -- especially the error part! Our very own lead advisors have painful (and now funny) stories to tell from their bad, terrible, and no good investing mistakes when they were learning how to navigate the markets. We've made plenty of mistakes and accumulated over 100 years of combined experience along the way. Now, we want to share that with our student members to help accelerate their wealth-building journeys. That's why we recently launched 7investing Office Hours, a student-only call where students can learn about investing and ask questions directly to our team. We promise -- there are no stupid questions! What, exactly, is a market cap? Are options going to make you rich? Is that penny stock a good idea? What shampoo does Matt use? Everything and anything is fair game. We'll also be featuring special guests that will share their perspectives and mistakes, as well as a rotating cast of lead advisors to discuss recent recommendations. 7investing Office Hours will be scheduled on the first Friday of every month and open to all active student members. Please bring your questions for the team! 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 Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing --- Send in a voice message: https://anchor.fm/7investing/message Support this podcast: https://anchor.fm/7investing/support

7investing and CryptoEQ recently announced a partnership, to help investors get a better consolidated view of the opportunities in both equities and in cryptocurrencies. 7investing provides its top seven stock market recommendations every month, while CryptoEQ provides its top-rated cryptocurrencies. The two companies are now joining forces and publishing a monthly Collision Course conversation, where they discuss important recent developments and the impact they'll have on both equities and crypto. This month, our teams discuss the Biden administration's recent Executive Order meant to “ensure the responsible development of digital assets.” 16% of Americans have now invested in or used crypto, and the consolidated market cap of all cryptocurrencies during the past five years has increased from $14 billion to $3 trillion. The stakes are high, and the implications for investors will be massive. These video conversations and the complete transcript are only available for 7investing subscribers and will be published as monthly Advisor Updates. CryptoEQ will also publish a written recap of the conversation – including additional context on the events – in their monthly subscriber email newsletter. If you'd like to access that newsletter, please sign up for CryptoEQ using this link. Companies mentioned in this conversation include Block, Coinbase, PayPal, SoFi Technologies, Tesla, and UiPath. Cryptocurrencies mentioned include Bitcoin and Ethereum. 7investing or CryptoEQ's advisors may have positions in the stocks or cryptocurrencies of 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 Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing --- Send in a voice message: https://anchor.fm/7investing/message Support this podcast: https://anchor.fm/7investing/support

In this Australian Investors Podcast, Owen Rask is joined by Dr Anirban Mahanti, PhD to discuss the recent sell-off of 6 popular technology stocks. These 6 companies/stocks are trading at, or near, their 52-week lows. However, many of these companies are still reporting growth in revenue and cash flow.The 6 stocks discussed (in order) by Anirban "Doc" Mahanti and Owen Rask include: Zoom Video Communications (NASDAQ: ZM) Okta (NASDAQ: OKTA) Tyro Payments (ASX: TYR) Damstra (ASX: DTC) Shopify (NYSE: SHOP) Xero Ltd (ASX: XRO) Resources & free stuff: Use the "Birthday" coupon code to get $100 off a 7Investing membership. Join here. Download Owen's free analyst pack (Word & PDF) Join Rask Rockets - SAVE $500 Say g'day on Twitter: Owen's Twitter Anirban's Twitter ~~ A note for transparency: we receive nothing ~~ Rask, the publisher of the podcast series, is a privately owned company. It's majority-owned and run by Owen. Unless explicitly stated otherwise, you can assume that Owen and Rask Group receive nothing for mentioning companies, products or services in our podcasts. “The best part was the disclaimer” – said no-one ever This information warning is actually important (that's why we write it in the same size font... unlike our competitors). This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing is risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts. Date of recording: 10 March, 2022

It's important to see things from a different perspective. Ideas need to be tested. Thinking that you have a great investing idea doesn't make it one. You need critics who pull no punches in letting you know why you could be wrong.Simon Erickson from 7investing has a diversified team of seven advisors with real horsepower. Two PhDs, Master's degrees, a military perspective, computer science and biotechnology expertise.Here's a link to the blog post: https://www.stocksforbeginners.net/blog/ericksonHere's a link to 7investing: https://7investing.com/Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they're offering something of value. Stocks for Beginners is for information and educational purposes only. It isn't financial advice, and you shouldn't buy or sell any investments based on what you've heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn't replace professional advice regarding your personal financial needs, circumstances or current situation. See acast.com/privacy for privacy and opt-out information.

Computer networking, data science, and machine learning are at the heart of enterprise software. Anirban Mahanti has serious form in the technology space. Just check out his bio below. This is a far-reaching discussion on technology and looking for opportunities from innovation.Here's a link to the blog post https://www.sharesforbeginners.com/blog/mahantiAnd here's a link to Anirban's articles and videos on 7Investing: https://7investing.com/advisor/anirban-mahanti/Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they're offering something of value. Shares for Beginners is for information and educational purposes only. It isn't financial advice, and you shouldn't buy or sell any investments based on what you've heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn't replace professional advice regarding your personal financial needs, circumstances or current situation. See acast.com/privacy for privacy and opt-out information.

In this episode, Tim and Brock talk with Austin Lieberman. Get a weekly episode breakdown, sneak peak of the next episode, and other resources in your inbox for free at https://scuttlebutt.substack.com/. Austin served as a Tactical Air Control Party Officer in the Air Force from 2011 to 2018, joining through ROTC. While in the National Guard, Austin leveraged the time and skills learned while active to land a consulting job at Slalom. Since then, Austin has worked as a career coach at Lambda School, a lead advisor at 7Investing, and now manages money professionally at Social Capital. Austin walks us through how being public about your hobbies and interests leads to interesting opportunities. His focus on producing high quality content online has led him to connect with people and opportunities he never thought possible. We also discuss how to transform your resume from military titles to real world titles that businesses want to hire. You can follow Austin on Substack at https://austin.substack.com/ and on Twitter @LiebermanAustin. Whether you're in the service for four years or twenty, you have learned skills, led teams, and learned what it takes to execute under pressure. While those past successes are valuable, they don't always translate to a life or career when you get your DD214. Join Tim and Brock as they break down the skills and strategies current and former military members are using to build a successful careers on the outside the service. Follow along with us. • Tim: @Mccaurthor, https://www.youtube.com/channel/UCbJ5Ly07sxv2lrofAiN16aw • Brock: @BrockHBriggs • Instagram: Scuttlebutt_Podcast • Send us an email: scuttlebuttpod1@gmail.com

Simon Erickson is founder and CEO of 7Investing. During a highly successful career as an advisor and investor, Simon rose to become lead analyst for The Motley Fool. After leaving in 2020, he then founded 7Investing, a start-up which offers customers seven investing tips and ideas each month, provided by their seven lead advisors. In this in-depth conversation, Simon shares his decision to launch 7Investing after noticing a lack of education in how to invest and information about stocks; discusses why he believes investing is a skill that can be learnt overtime and is “a lifetime journey” for some; and delves into his predictions about future investment trends, including a transformation in healthcare and a focus on bitcoin and fintech.

In this episode, Tim and Brock talk with Matt Cochrane. Get a weekly episode breakdown, sneak peak of the next episode, and other resources in your inbox for free at https://scuttlebutt.substack.com/. Matt spent six years in the Navy as an electronics technician from 1996 to 2002. After exiting, he became a patroller for the Plantation Police Department in South Florida and is now a detective. On the side, Matt has written for the Motley Fool and is now a lead advisor at 7Investing, a long term focused stock research service. We discuss why following your passions always leads you to the right place, how connecting with people you don't know pushes your career forward, and how starting to make sound financial decisions earlier in life sets your future up for success. You can follow Matt on Twitter @Matt_Cochrane7 and check out his write ups and researched stock picks at www.7investing.com. For $10 off your first month, sign up with referral code: https://7investing.com/subscribe/?referred_by_id=5254 Whether you're in the service for four years or twenty, you have learned skills, led teams, and learned what it takes to execute under pressure. While those past successes are valuable, they don't always translate to a life or career when you get your DD214. Join Tim and Brock as they break down the skills and strategies current and former military members are using to build a successful careers on the outside the service. Follow along with us. • Tim: @Mccaurthor, https://www.youtube.com/channel/UCbJ5Ly07sxv2lrofAiN16aw • Brock: @BrockHBriggs • Instagram: Scuttlebutt_Podcast • Send us an email: scuttlebuttpod1@gmail.com

This episode brought to you by StockMarketHats.com. Enter the code "contrarian" at checkout for a 10% discount! This episode originally aired for premium subscribers on Oct. 28, the same day it was recorded, without ads or interruptions. To become a premium subscriber and take advantage of a host of other benefits (including the Daily Contrarian briefing and podcast), sign up through Substack or Supercast. Simon Erickson, founder and CEO of 7investing, joins the podcast to discuss three areas of technological innovation and disruption that stand to transform the world of business as we know it. The guest identifies one stock from each area, with the understanding that it is not intended as investment advice. Content Highlights (Spotify users can link to the start of the section by clicking on the timestamp) Why focusing on technological change is contrarian (3:41); Idea No. 1: Buy now, pay later or BNPL. Disruptive to credit card companies (4:37); Several upstarts have 'cracked this code' but Erickson has one that he's been paying close attention to (5:57); Idea No. 2: Quantum computing (14:23); Background on the guest (22:25); Idea No. 3: Gene editing (25:24); How to go about picking entry points for investments in these areas? (31:30); What about cryptocurrencies and blockchain technologies? (33:47). More Information on the Guest Website: 7investing.com; Twitter: @7innovator; More on 7investing subscriptions here.

As investors, we must keep an open mind, but most people resist new ideas. In this episode, which originally aired in the 7Investing Podcast, Matthew Cochrane interviews Marcelo P. Lima about keeping that mental flexibility; how to learn new things; how to value fast-growing companies, the dichotomy between missionary and mercenary management teams, and much more.A transcript of this episode is at https://www.hellerhs.com/post/discovering-innovative-companies-with-marcelo-limaIncreasing Returns is a podcast by Heller House. We apply the principles of value investing to the industries of the future.Links:Heller HouseMarcelo P. Lima on TwitterSubscribe to our email listYou can learn more about 7Investing here.

In this highly requested Twitter Space, @MaxTheComrade and @WOLF inancial host Simon Erickson (@7Innovator), Steve Symington (@7investingSteve), Daniel Kline (@worstideas7), and Matthew Cochrane (@MattCochrane7) from 7Investing for an investing themed discussion. You can find WOLF Financial on Twitter at https://twitter.com/WOLF_Financial Download the WOLF Financial App and collaborate with other investors at www.wolf.financial

A Heat Check, according to the reputable Urban Dictionary, is when you do something to check to see how hot something is. In this episode, we took a step back and took a look at Zoom, Fastly, and Bitcoin, which have all been red-hot and have significantly outperformed the broader market. Austin Lieberman, Lead Advisor at 7Investing, and Jimmy Song, Bitcoin Developer, Educator, and Pioneer, join us to give us their bullish outlooks.  --- Send in a voice message: https://anchor.fm/market-banter/message