The 7investing Podcast

2021 was an interesting year for investors. Overall, the S&P 500 composite index increased 26.89% during the year. But digging in deeper, those top-line return numbers are perhaps a bit deceiving. More than 20% of the S&P 50's market-cap weighted index is consolidated in its five largest constituents. Those would be Apple (Nasdaq: AAPL), Amazon (Nasdaq: AMZN), Alphabet (Nasdaq: GOOGL), Ama...

Today marks an extremely exciting episode of the 7investing Podcast!   While we don't publicly reveal our recommendations, a 3 time recommendation, Dicerna Pharmaceuticals $DRNA , was recently acquired.  We're making the most recent report & video pitch publicly available in its entirety to give you a peek at our team's research process. Dicerna $DRNA was rec'd tomembers 3 times: Nov...

Investors hear a lot about emerging markets. The term is used to describe countries with a greater growth trajectory than established economies such as the United States. Emerging markets collectively harbor an estimated 85% of the global population and half of global gross domestic product (GDP), but companies in such markets account for less than 15% of the value of global stock exchanges. It se...

One of 7investing's core principles is that "time is on your side." After all, it takes quite a bit of time for great companies to actually pull off their battle plans. It takes years -- not weeks or months -- in order for them to grow into new markets and develop valuable new products. Patience is certainly a virtue for visionary and committed leaders. And for investors, it similarly pays to have...

It's been a long and winding road for synthetic biology. The first wave of publicly-traded companies emerged in the late 2000s and early 2010s. Many were founded on the promise of engineering microbes to produce renewable fuels, which could ease supply constraints and price volatility. It's easy to forget now, but before fracking came along the world was legitimately worried about Peak Oil. Unfort...

The digital ad industry is one that moves pretty damn fast. In just a decade's time, we've seen direct advertisement sales transition to real-time online bidding auctions. We've seen ads served on desktops transition to ads served on mobile devices. We've seen linear television ad budgets shift to internet-connected TVs. We've seen walled gardens built up to massive heights...and then consumer pri...

As individual investors, there are several things we tend to focus our time on. We're familiar with identifying competitive advantages. We know how to recognize visionary leadership. And we're getting pretty good at doing fundamental analysis based upon a company's sales, earnings, or cash flows. But there's another aspect to investing that we don't discuss quite as often, and that is technical an...

Investing in general can be complicated. Investing in an industry one doesn’t understand well, and doing so successfully can be close to impossible. The biotech industry is like that for many people. The science in general can be confusing, and with scientific discovery, there are many unknowns. This makes investing in the industry even more challenging. 7investing Lead Advisor Dana Abramovitz tal...

Shares of the connected fitness company dropped by roughly a third last week after the company reported a larger-than-expected loss as well as issuing disappointing future guidance. The question for the company going forward, however, isn’t whether it can get through a bad quarter (or even a few). Instead, there’s a real question as to whether a large enough market exists for its products to make...

A few weeks ago Zillow suspended its iBuying program because it had too much inventory on hand. That was actually a precursor to the company fully exiting the space which is a massive change for its business. Steve Symington joins 7investing Now to talk about what happened, what it means for Zillow, and what it may mean for the concept of iBuying in general. And, later in the show, CryptoEQ’s Spen...

Environmental, social, and governance (ESG) has been a growing trend with some investors. It’s a type of investing that’s not just about making money. ESG investors consider the impact the companies they invest in have on the planet. It’s not a strict formula. Some investors that subscribe to this philosophy focus on one or two areas over the others. Think of ESG as a broad framework where investo...

Apple had an incredible quarter but the market did not embrace those results because the company warned about supply chain issues impacting its holiday sales. That has been a typical pattern despite the company reporting record results repeatedly. Anirban Mahanti joins the show to discuss Apple as well as take a look at cloud numbers from Amazon, Microsoft, and Google as well as the huge opportuni...

Sports betting has attracted a lot of investment money and it’s an area with huge potential. It’s also a space that has done things the same way for a really long time. Some emerging players in the space have partially disrupted those models, but some parts of how sports betting works have not changed even as more digital options are launching. James Seils and Greg Kajewski, the  founders of...

Tesla has been one of the most successful and most debated publicly-traded companies, It’s a brand that has a devoted following that also has plenty of skeptics. In its most-recent quarter, however, the company continued to deliver strong numbers despite a very challenging operating environment. The question -- and it’s a big one -- is how big can the company become? That answer may lie in whether...

The cannabis space has been a challenging area for investors. It seems like an area full of opportunity -- and in some ways it has been -- but it has been a market that has proven a tough one for companies to stand out in. Yes, there are a lot of players trying to make an impact but cannabis itself is a commodity and building brands that resonate with consumers has not been easy. A pioneer in the...

Simon Erickson has spent the past few days attending the Wall Street Journal’s annual technology conference. He takes a break from the show to update us on three big stories he’s following from the conference -- ViacomCBS CEO Bob Bakish on the streaming landscape, Reddit CEO Steve Huffman on the company’s role in facilitating discussion that has impacted the stock market, and Creative Arts Agency...

Investors often see synthetic biology referred to as an industry, but that's not quite accurate. Biology touches many different industries ranging from food to chemicals, energy to health care. In the future, biological systems will be used for economic activities not typically associated with living things, such as digital data storage, manufacturing metallic nanoparticles, robotics, and perhaps...

Every company -- even our favorite investments -- have things that concern us. In most cases, these are just little things that we keep an eye on. There are times, however, when we do our research on a company only to discover something so egregious that we simply don’t want to invest. These “red flags” stop us in our tracks and cause us to move on from that particular investment. What constitutes...

Given the rise of exciting new therapeutic modalities ranging from mRNA to gene editing, investors would be forgiven for overlooking opportunities in medical devices. They might be worth a closer look though. In this episode of the 7investing podcast, the team's health-care trio provide a high-level overview of the regulatory environment for medical devices, describe why and how genetic tests are...

Investors hear a lot about genomics these days, but what does it all mean, exactly? 7investing Lead Advisors Simon Erickson and Maxx Chatsko team up to discuss what investors should look for in pre-commercial drug developers. To provide practical examples, they discuss how continuous improvements in DNA sequencing have created various technological offshoots now loosely called "genomics," includin...

America's health care bill may cost us $4 trillion a year. But at least we're getting more efficient. Technological advances are improving several of health care's most serious issues. Oncology diagnostics are now able to detect earlier-stage cancers before patients even begin showing symptoms. Remote monitoring is taking vital signs of the elderly without them ever needing to step into a hospital...

There are a lot of exciting new frontiers hitting the headlines of today's financial media. 7investing lead advisors Steve Symington and Simon Erickson are joined by CryptoEQ founder Spencer Randall to break down the most important things to watch for as investors.  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 o...

It’s beginning to look a lot like Christmas at least as far as many retailers are concerned. The holiday season has crept into October so some players are offering Black Friday-like deals before Halloween has even passed. It’s also going to be an interesting year with “supply chain” being both a real problem and a ready excuse. Dan Kline looks at how investors should view the season on the episode...

Esports is quite rapidly taking the entire world by storm. Nearly half a billion people now tune in to watch competitive tournaments between the most talented global teams. Popular games like Riot Games' League of Legends or Activision Blizzard's (Nasdaq: ATVI) Overwatch are attracting live audiences in numbers that rival the Super Bowl. And because most of these tournaments are broadcast digitall...

Tesla has managed to largely avoid the production problems that have impacted the rest of the automotive industry. That’s not to say it has been clear sailing -- the company has had some delivery delays -- but its vehicle delivery numbers for the quarter are impressive. Anirban Mahanti joins “7investing Now” to look at any potential problems he sees for the company as well as how it stacks up agai...