The 7investing Podcast

In this conversation, 7investing Lead Advisor Matthew Cochrane sits down with Marcelo Lima, the founder and managing partner of Heller House. On the Heller House's website , it states, "As acolytes of Benjamin Graham and Warren Buffett, we are standing on the shoulders of giants and adapting to a world permeated by software, network effects and zero marginal costs." Lima describes his evolution fr...

Walmart has agreed to acquire telemedicine provider MeMD which will expand the company’s healthcare efforts beyond its own employees. It’s pretty clear that Americans want something different in healthcare but it’s a very crowded space and the current healthcare system has some massive advantages. Walmart does, however, have over 4,000 pharmacies and buying an established player in the telemedicin...

It was a rough day for a number of tech stocks yesterday. There were double-digit drops and as investors, it’s easy to get spooked by that. We’ll look at the difference between volatility and risk as well as why big drops are sometimes a feature and not a bug on the Friday edition of 7investing Now. We know it’s scary and the 7investing team is here for you! Welcome to 7investing. We are here to e...

It has been a busy few days for the United States as the pandemic-related news has been fast and furious. Pfizer reported better-than-expected profits and a lot of its revenue has come from the COVID-19 vaccine. Maxx Chatsko joins Dan Kline to talk about that, President Joe Biden’s plan to have 70% of American adults get at least one vaccine shot by July, the changing landscape for retail and rest...

There are a lot of new people investing in the stock market. That’s great, but many new investors don’t really know what they’re doing. That’s true of most investors when they start (us too) but it’s possible to let mistakes we’ve made help keep you from making the same ones. On this episode, we’ll look at a number of investing no-nos and mistakes that are very common and even taught or encouraged...

Last September, our 7investing team spoke about the importance of investing internationally. We believe that by searching beyond America's borders (or whatever country you're reading this from), investors can get a more holistic look at the innovation that's taking place across the globe. Different cultures, governments, and consumer habits mean that it isn't always so simple for massive companies...

Tesla reported record first-quarter results with vehicle sales climbing despite a delay in its revised Model S and chip shortages. The numbers, however, may not be as good as they seem when you look at the special circumstances that led to the company being profitable. Steve Symington joins Dan Kline on Wednesday’s “7investing Now to break down the numbers and look at what’s next for the visionary...

In this conversation, 7investing Lead Advisor Matthew Cochrane sits down with Eric Clark, a brand strategist and dedicated investor in leading global consumer brands. Clark believes that a strategy solely dedicated to investing in the world's best consumer brands. Clark does not think that a portfolio solely dedicated to consumer brands is limiting but is a distinct advantage. With consumer spendi...

Whether you’re on social media or watching mainstream media, much of the investment advice you hear will be terrible. On Monday’s 7investing Now, Dan Kline and Maxx Chatsko talk about some of the worst investing advice that’s commonly given out. We’ll also talk whether psychedelics offer an investment opportunity and Anirban Mahanti will join the program to talk about how he invests his family’s m...

The pandemic combined with low interest rates have caused some major upheaval in the housing market. Housing prices have been skyrocketing in many markets and availability has been scarce. Can that continue? Are we in a bubble? Simon Erickson and Matt Cochrane join Dan Kline to break down the housing market on the Friday edition of 7investing Now. Welcome to 7investing. We are here to empower you...

You don’t need 7investing to tell you how Apple is the trendsetter when it comes to consumer technologies. So, no wonder, when Apple has a product event, everyone pays attention. This week Apple’s “Spring Loaded” event landed. Apple announced a new iPads, new iMacs, a refreshed Apple TV, some service enhancements, and a brand new product called Apple AirTag. 7investing Lead Advisors Dan Kline and...

Investors are already quite familiar with several of the biggest trends taking shape in the tech world. Artificial intelligence, autonomous vehicles, e-commerce, and digital streaming are huge movements that are attracting hundreds of billions of dollars all across the globe. The companies who are leading these trends — such as Microsoft, Amazon, and Netflix — are also attracting hundreds of billi...

The market can be a volatile place. A few years ago, the prices of cannabis stocks got fired up but ended up going up in smoke. Cryptocurrencies have gone from cashing in to cashing out. And GameStop went from "game on" to "game over" within a few short weeks. Stock prices can shoot to the moon and then come crashing back down to Earth in short periods of time. But it's important to recognize the...

Retail isn't dying. It's just evolving.   Companies with an established physical presence are leveraging the internet to reach customers. And while new digital trends like direct-to-consumer are certainly taking shape, retail concepts like brand loyalty and customer focus are still just as important as ever.   7investing lead advisor Dan Kline is an expert on the retail industry and has...

We’re really excited to introduce the seventh member of the 7investing lead advisor team. Once we make the big reveal we’ll be talking about three key trends in healthcare. We’re heading toward some major disruptions in a space that impacts all Americans. We’ll look at what this might mean for investors and how the market may change. Welcome to 7investing. We are here to empower you to invest in y...

Whether we've fought our battles or helped family or friends with their own, cancer has likely impacted all of us. Malignancies are the leading cause of death among individuals under the age of 85 and are responsible for 9.5 million deaths globally each year, including an estimated 600,000 in the United States. But there are many reasons for optimism. Our deepening understanding of biology and the...

7investing Lead Advisor Matthew Cochrane was happy to welcome back The Science of Hitting to the podcast for another conversation covering a wide gamut of companies and financial news.      After writing more than 800 articles on GuruFocus over the last nine years, The Science of Hitting is moving to Substack, where he will post new research ideas, personal portfolio updates, a...

The FDA has cleared the single-source Nano. ARC machine, which will be used in tomosynthesis applications (checking for breast cancer). It’s a big step for the company which takes away some risk for investors in the company. This is a major milestone for Nano-X but much work remains and there are still manufacturing and distribution hurdles to be cleared. We’ll also be talking Nike and its efforts...

Every month, our team of Lead Advisors is each asked the same question, which is, "what is your very best idea in the stock market right now?"If you are a 7investing subscriber who has seen our reports answering that question, you know we look at metrics beyond just the reported earnings per share and the company's revenue.  We love to dig into the profitability ratios, operating margins, and...

Robots have already found their way onto the factory floor. Now they're finding their way into the operating room.   We're seeing a prominent rise in the adoption of surgical robots, and it's driving a wave of acquisitions from larger medical device companies. Smaller, independent robotics companies are being bought-up at a significant premium to their current market capitalizations. And that...

We’ve got a huge announcement to kick off the show. Simon Erickson will be joining Dan Kline to introduce our newest lead advisor. After that, our new advisor, Simon, and Dan will be talking about why the current stock market situation isn’t comparable to the 90s stock bubble. Yes, there are a lot of highly-valued tech stocks, but that does not tell the whole story. And, to close the show, we’ll b...

Our 7investing team podcast for March is all about asset allocation! Our team describes how they buy new companies, establish position sizing, and define a diversified portfolio. They also offer important advice for new investors who are just getting started. 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 subscribe...

The housing market has been on fire and that can make it a very confusing time for anyone looking to enter it. You might be buying during an overinflated market or waiting too long in one that’s going to continue to rise. That creates a dilemma for millennials might be buying their first homes (and really for anyone deciding to buy or sell.   Francesca Ortegren, a data scientist for Clever jo...

In celebration of our one year anniversary, the 7investing team will all be on 7investing Now to share our top investing advice and take your questions. Each of us brings a different perspective to investing and we’ll talk about some of the principles that guide us on our investing journey. We will also take your questions and throw in a few surprises. Welcome to 7investing. We are here to empower...

Want to see even more in-depth cloud computing coverage from Matthew? Check out his newly-launched hypergrowth blog  and Twitter handle  @hhhypergrowth ! Cloud computing has been one of the stock market's best-performing sectors in recent years. Rather than building out their own IT infrastructure, companies are hiring cloud service providers for the computing, storage, and networking th...