Lemonade (NYSE: LMND) is a new player who's really adding zest to the insurance industry. Its AI-powered underwriting enables it to write new policies much more efficiently than its less-tech-savvy traditional competitors.And in addition to its agent-related costs being a fraction of others, its unique Synthetic Agents marketing approach is providing a very lucrative LTV/CAC of 3X (which is very good).In this 7investing exclusive livestream event, I shared a formal presentation that included insights about Lemonade's fundamental results, key metrics, competitive differentiation, current valuation, and technical trading factors that might make this stock particularly intriguing.It was also an interactive event, with a real-time chat and questions in the Q&A. I enjoyed this refreshing event, where we found out whether Lemonade is worth the squeeze as an investment.

Thank you to all who attended live!

The digital advertising industry is, in many ways, a bellwether of the American economy. It's a direct look at how and where companies are acquiring new customers, as well as how things are going in the business world.

PubMatic (Nasdaq: PUBM) is one of the digital advertising industry's earliest trailblazers. Founded in 2006, its mission has always been to provide a platform for PUBlishers to autoMATICally monetize their websites, podcasts, and streaming TV channels with programmatic ads. In the future, that might expand to new formats like VR headsets or even self-driving cars.

7investing recently sat down with PubMatic founder & CEO Rajeev Goel to discuss how he sees the digital ad industry evolving.

Here's a look at the topics we discussed:

1) Industry overview (0:00): Where does digital advertising stand in 2025?

2) Competitive advantage (4:45): What are PubMatic's structural sources of competitive advantage, especially compared to your peers?

3) The Next Big Thing (13:32) : Header bidding for CTV in 2020, then Connect in 2022, then Activate in 2023. What's your next major growth format?

4) Connected TV (18:26) : Streaming ads seem more interactive now. How is CTV evolving?

5) Supply Path Optimization (22:32) : SPO is still 55% of total activity yet DBRR fell during Q1. Have the large publishers now fully consolidated their inventory?

6) The Trade Desk (26:02): The Trade Desk continues to promote OpenPath and says it will disrupt the industry. How do you believe OpenPath will most likely impact PubMatic?

7) The Macro (33:24): Several forecasts are reducing expectations for ad budgets in 2025. What are you seeing on the near-term horizon?

8) Capital Allocation (37:46): Just announced a $100m buyback expansion. How are you prioritizing capital allocation to maximize shareholder value?

Are you ready to begin investing in your future? Join 7investing today at 7investing.com/subscribe and get your first 7 days absolutely free!

Taiwan Semiconductor $TSM, the world's largest chipmaking foundry, today just issued the largest CapEx forecast of its company's history.Does this mean the chip industry is finally escaping from its cyclical lows, and is ready for a rebound in 2025? TSMC's 4Q 2024 results showcased a 38% year-over-year increase in revenue and a 57% increase in earnings. Those were good numbers. But there might be even better news on the horizon. Management just approved a 2025 capital budget of between $38 billion and $42 billion. 70% of that is dedicated to "advanced technology production" -- i.e. building new fabs to manufacture the cutting-edge chips demanded by AI. This aggressive CapEx forecast is good news for TSMC and also for the entire semiconductor industry. The company will be spending that 2025 budget on equipment vendors such as $ASML, Applied Materials $AMAT, and Axcelis Technologies $ACLS and also on boatload of supporting functions. Meanwhile, creative innovations are also unlocking new opportunities. Taiwan Semi is transitioning the fundamental architecture of its transistors from FinFET to gate-all-around. It's updating the foundation its entire house is built on; changing the physical design of the smallest building blocks of its circuits to support more efficient and powerful processors. The next few years will be an exciting time for this industry. The semiconductor renaissance looks well-primed to begin a new chapter. See all of our @7investing coverage on $TSMC -- including our current Conviction Rating on the stock -- at:https://7investing.com/company_name/taiwan-semiconductor-manufacturing-company/

As a host of macro concerns continue to weigh on the global economy, investors are increasingly reassessing their risk tolerances and looking to contain volatility as much as maximizing returns. With this in mind, 7investing lead advisor Matthew Cochrane welcomed back Value Stock Geek to see how his self-proclaimed Weird Portfolio held up in 2022 amid a worrying economic backdrop.

The Weird Portfolio consists of six low-cost ETFs representing five different asset classes and geographic diversity. While each of the asset classes are highly volatile on their own, when combined in a portfolio they have an overall smoothing effect, as each asset class delivers different returns during different environments.

In the interview, Value Stock Geek walks Cochrane through the asset classes of the Weird Portfolio and the role each one plays, including U.S. small cap value stocks (20%), small cap international stocks (20%), real estate (10% domestic, 10% international), long-term treasuries (20%), and gold (20%).

The Weird Portfolio is just part of Value Stock Geek's overall portfolio, however, with the rest dedicated to individual stocks that he believes are wonderful companies at wonderful prices. Cochrane and VSG discuss their mutually shared positions in Meta Platforms (NASDAQ:FB) and PayPal Holdings (NASDAQ:PYPL), and why VSG believes both have durable economic moats and trade at attractive valuations. VSG also walks Cochrane through his investment cases for Taiwan Semiconductor Manufacturing Co (NYSE:TSM) and General Dynamics (NYSE:GD).

VSG and Cochrane also discuss value traps and how they have each fallen for companies that looked cheap, but which were really declining businesses masked by cheap valuation multiples.

To have our investing insights delivered directly to your Inbox, please join our email list at 7investing.com/email.

7investing's Episode 11 of No Limit has lead advisors Luke Hallard and Krzysztof Piekarski sinking their investing fangs into the new ARK Invest Big Ideas of 2023 paper, the dangers of being a futurist investor and the two essential elements to being a good investor— being right and being contrarian. 

Luke and Krzys wonder whether they’re being contrarian about Alphabet given their latest kerfuffle with Microsoft. And if you want to know what TV episode is the best Luke’s ever seen, tune in to 7investing’s podcast for all levels of investors, from beginners to the sophisticates and beyond.

Morgan Stanley believes the space economy will be worth more than $1 trillion dollars by 2040. Bank of America Merrill Lynch believes it will reach $2.7 trillion by 2045.  

If those estimates are even directionally-correct, outer space will soon become one of the biggest investment opportunities of our lifetime.  And it's more than just a science-fiction dream. The commercialization of space is already well-underway. The Federal Communications Commission (FCC) recently granted SpaceX the right to launch 7,500 of its next-gen satellites, and it's working through a backlog of nearly 40,000 more applications. That would represent a quadrupling of the total number of satellites currently in orbit; as the whole sector is hitting an inflection point.  

What's the best way to invest in this trend? Will satellite internet really account for half of the overall space market by 2040? Will we see a renewed "militarization of space", with demand for military intel vaulting defense contractors even higher? Will launch providers appeal to a new wave of commercial customers? And how should investors think of the newly-public "SPAC" companies who raised funding in 2021?  

To help us answer those questions, 7investing CEO recently spoke with Procure Asset Management's co-founder Andrew Chanin. Andrew is a favorite guest of our 7investing show, and Procure's ETF with the ticker "UFO" offers pure-play exposure to the space economy.  

In the first part of the discussion, Andrew describes the role of private companies in the militarization of space. Elon Musk's SpaceX played an important role in enabling satellite communications for Ukraine during its conflict with Russia. Other satellite operators are similarly assisting in military operations.  

One of those companies, Maxar Technologies (NYSE: MAXR) was recently acquired at a 129% premium to its equity valuation -- which demonstrates how important military intelligence has become and the potential opportunity it offers to investors. Andrew goes on to discuss the implications of the Chinese spy balloon and how geopolitical tensions are escalating between the US, China, and Taiwan.  

In the next segment, Simon and Andrew discuss how the FCC recently approved 7,500 of SpaceX's next-gen satellites for satellite-based internet. Other commercial enterprises are also interested in proving high-speed internet connectivity to enable new technologies -- such as 5G or the Internet of Things. This has led to a frenzy of applications for spectrum rights, as satellite internet will be one of the largest contributors to the future commercial space economy.  

The two go on to discuss the role of consolidation, startups, and skilled labor in the space. Simon points out that Rocket Lab (Nasdaq: RKLB) is investing in infrastructure that would enable an order-of-magnitude increase in its current launch capacity, while Andrew discusses how many companies are actually collaborating to achieve common goals and milestone. 

At the conclusion of the conversation, the two discuss additional M&A opportunities.

Jake Taylor is a man that wears many hats. He is the CEO of Farnam Street, the founder of the new Journalytic app, the author of The Rebel Allocator, and the co-host of the Value After Hours podcast. Somehow amid his busy schedule, he recently found time to sit down with 7investing lead advisor Matthew Cochrane to talk about these roles and dive deep into the inner workings of Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B).

Their conversation begins with Taylor explaining to Cochrane the genesis of the idea for Journalytic, a journaling tool designed specifically for investors. Taylor says that one of the most challenging aspects of investing is that the only thing the individual investor has control over is their process, so he searched for an existing tool that could help him improve his investing process. When Taylor couldn't find anything, he decided to design something they could use in-house at Farnam Street and wield it as an advantage over other investment shops. This was before he decided to open Journalytic to everyone.

Cochrane shows Taylor how he used sprawling Word documents for each stock he owned for years before it grew too tedious and cumbersome to continue. Taylor believes Journalytic can help investors organize data and opinions on stocks. By using it, he believes investors can improve their buying and selling processes by journaling their thoughts as they make investment decisions. Recording their thoughts and feelings as they own a company should help investors push back against many of the behavioral biases that have traditionally haunted investors and not let emotions overwhelm them in the heat of the moment.

When Taylor wrote The Rebel Allocator, he started by writing a non-fictional thesis on capital allocation. He says it was so dry and dull that he could not envision anyone reading it. Taylor scrapped the non-fictional piece and started from scratch. He takes the same investment lessons he wanted to communicate in the earlier work and weaves them into a fictional story. The story follows a college graduate's journey into young adulthood, as the protagonist meets a fast-food mogul who takes him under his wing and teaches him the secrets to his business success. Meanwhile, the young hero falls in love, gets a promotion at work, and generally matures in his worldview as he learns about life.

Taylor and Cochrane end their discussion by discussing Berkshire Hathaway, Warren Buffett's conglomerate that owns everything from Dairy Queen and GEICO Insurance to a significant stake in Apple (NASDAQ:AAPL). Taylor discusses the advantages of holding a Berkshire position, including the ethos with which Buffett has run the business. Taylor believes the company's culture, including its decentralized structure, will long outlast Buffett's and Charlie Munger's tenure.

Taylor believes Buffett made one investment that encapsulates some of his best teachings. Berkshire acquired See's Candies for $25 million in 1972. Before acquiring See's, Buffett made "cigar butt" type investments, buying companies well below their book value. At this point, See's Candies has paid back Berkshire Hathaway about $2 billion, illustrating how time is on your side when buying great businesses.

To subscribe to our free 7investing newsletter and get daily insights like these, please visit 7investing.com/email

Episode 10 of No Limit has Krzysztof pontificating on his recent trip to Las Vegas and the difference between an investing and gambling mindset.   

Luke offers insight into the company Wise and the difficulties and solutions of getting paid across international borders. We critique the merits of investing in what you know, that old tried-and true-is Peter Lynch framework.   

There’s also an appearance by Zen Master Hakuin and his powerful method of asking “Is that so?” We announce Peter Zeihan’s new book about the end of Globalization as an insightful place to see where the world is heading and encourage a 7investing group read.   

Of course Luke can’t help getting a little poker theory into the conversation and triumphantly announces his hourly rate at the tables— any guesses? Plus, we find more AI toy suggestions for you to explore.   

If you’re investing-curious or just getting started on the journey, we’re here to help you learn the basics, so give us a listen and send us your inquires via our discord channel or on twitter @7flyingplatypus and @7lukehallard—we aim to include our members’ questions and challenges in each episode whenever possible, so step right up and don’t be shy, because investing is a community sport!

There are few industries more important to the world than semiconductors.

$600 billion worth of chips are sold across the globe each year that go into everything -- from permanent-pressing washing machines to application-crunching datacenters to self-aware automobiles. The world's thirst for computing is continually increasing and the chip industry is shifting into a higher gear to keep up.

Yet it's not just market demand that heavy influences this industry's key players. Significant geopolitical implications are present as well, with developed economies needed cutting-edge chips as a crucial part of their national security. Many countries are scrambling to find ways to guarantee domestic chip supply, to avoid a potentially debilitating supply disruption.

What does all of this mean for investors? Are there companies who have efficiently leveraged their fixed costs to achieve massive economies of scale? Are there newcomers or less-well-known companies who are necessary to the process and are opportunities to investors? And is the gravitational pull of national interests serving as an advantage to certain companies and as a huge headwind to others?

To answer those questions, 7investing hosted a special "Semiconductor Roundtable" this month. 7investing lead advisors Simon Erickson and Krzysztof Piekarski were joined by external guests Jose Najarro and Nick Rossolillo.

In the roundtable discussion, each panelist presented a key part or factor of the semiconductor industry. They also introduced a few of the important companies within it.

• First, Jose discussed the chip designers. He described how consumer-facing applications like self-driving automobiles or OpenAI's ChatGPT chatbot are powered by cloud datacenters, which use super-efficient chips designed by companies like NVIDIA (Nasdaq: NVDA) and AMD (Nasdaq: AMD). The computing horsepower necessary to run artificial intelligence algorithms is increasing quickly, meaning there's a skyrocketing demand for the world's most advanced chip designers.
• Nick then discussed the importance of validation software in the design process, to ensure new chips will pass specification and tests to perform as expected. One leader in providing electronic design automation software is Synopsys(Nasdaq: SNPS), whose subscription licensing business model has created a high-margin recurring revenue stream for investors.
• Krzysztof discussed the semiconductor manufacturing segment, citing Chris Miller's Chip War book as a key influence to his thinking. He described the importance of cutting-edge chips to national security interests and how two companies -- ASML (Nasdaq: ASML) and Taiwan Semiconductor (NYSE: TSM) -- are necessary for the developed world to continue to function. Fabrication facilities cost tens of billions of dollars to build, giving the companies in this capital-intensive segment high barriers-to-entry against potential competitors.
• Finally, Simon used geopolitical tensions as a frame for the investing thesis in Intel (Nasdaq: INTC). Intel has been one of the most important semiconductors of the past half-century, who pioneered the concept of "Moore's Law" that led to an exponential rise in the world's computing power. Intel has a boatload of problems, yet faces a unique opportunity of providing America with domestic chip supply. Selling cheaply at just 9x earnings, Intel could be an intriguing opportunity.

At the conclusion, each of the panelists voted on which of the six stocks mentioned they believed was the best opportunity for investors today.

We hope you enjoyed our 7investing Semiconductor Roundtable! To get daily insights like this delivered directly to your Inbox, please join our 7investing email list at 7investing.com/email.

In this exclusive podcast, 7investing CEO Simon Erickson speaks with hhhypergrowth founder muji about several of the new technologies and investment opportunities that are arising in cloud computing.

Muji begins by describing the newest developments at Amazon's most recent "re:Invent" cloud computing conference. The cloud king continues to roll out new products and features for AWS, though they are often confusing to customers and even its own sales team. While Amazon itself coined the term "serverless" to refer to on-demand service and usage-based pricing, there is contention on whether its newest products truly adhere to this term.

The two also discussed the potential implications of OpenAI's recent ChatGPT open-source conversational (and controversial!) chatbot. Muji believes the true opportunity for AI in is writing and sharing code, which could be useful for Microsoft's GitHub or its competitor GitLab. Usage-based software subscription licenses are quickly replacing per-user or per-device models within tech-heavy fields like cybersecurity or IT operations, though they're also expanding into ad-supported media for companies such as Netflix. This allows software platforms to better monetize their power users, who generally rack up more hours of viewership or induce higher costs every month.

Silicon Valley is going through a round of layoffs, meaning there are fewer technology and IT workers today than there were a few months ago. This could impact software-as-a-service (SaaS) companies who price their products on a per-seat basis, such as GitLab, Zoom, or CrowdStrike.

Speaking of CrowdStrike, Simon and muji compared and contrasted the company to its up-and-coming competitor SentinelOne. Muji believes CrowdStrike recently hiring two of SentinelOne's executives is a pretty big deal, though SentinelOne remains a very compelling option for small and medium businesses.

The two went on to discuss the go-to-market strategies of companies, and how it is often difficult to pivot in their sales approach. Companies like Okta often sold to larger enterprise accounts and are now trying to sell to smaller development teams, while companies like Twilio who typically sold to developers building apps are now looking to move upmarket and land larger deals. The transition in software sales is rarely easy.

In the final segment of the conversation, muji discusses three other publicly-traded companies he is a fan of: Datadog, Bill, and Zscaler.

To see the full conversation and a complete transcript, please visit 7investing.com/podcast.

With Luke and Krzysztof on the same side of the Atlantic, the Force Without Limit is even more palpable! There’s lots of self-reflection from Luke about lessons learned in another year around the sun and why you should move to Tahoe, ride motorcycles, use fancy AI camera systems to make you look like a snowboarding bad-ass and remember what money is really for.

Krzysztof pontificates about what the value of an education needs to be in the time of chatGPT and how both educators and investors need to turn toward the tool with a mind of creativity and potential rather than an enemy to be outwitted. We take the scenic road in answering a member’s question about Upstart and how to think about selling and the ever-present tension between hope and reality.

If that’s not enough, confirmation bias tendencies are also discussed, which means we end up at a poker table with Daniel Negreanu (in theory)! What a time to be an investor!

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Investing in natural resources and commodities is a tricky business. Investors in these sectors must look at individual companies and the macro variables that go into intrinsic values, such as future precious metals and energy prices. These prices are known to go through volatile cycles, the timing of which can be hard to get right.

Walking us through this process is Will Thomson, the founder and managing partner of Massif Capital. Thomson's fascinating journey took him from Afghanistan to Lloyd's of London before founding Massif Capital.

The Massif Capital Real Asset Strategy is a global long/short equity strategy built around bottom-up stock picking.  The firm is focused on creating a portfolio of businesses within the Energy, Basic Materials, and Industrial sectors that balance the environmental and economic realities of achieving a carbon-neutral economy.

Before founding Massif Capital, Thomson served as a strategic and economic advisor to NATO in Afghanistan. Cochrane and Thomson begin their conversation by looking at factors that might determine when emerging economies are ready for investment and when they're not. Specifically, Thomson details the elements that make Afghanistan a challenging place for profitable investments at this time.

Thomson describes Massif's strategy to Cochrane as one that is not focused on future commodities prices, a risky proposition at best, but one that instead drills down to specific catalysts for individual companies. For instance, if a copper mining company is trading at a steep discount to its net asset value (NAV), Massif Capital will take a closer look to explore its long-term prospects and how soon it can come to realize its true value. When inputting the future prices of copper into the equation, Thomson looks at its historical prices, including its 10-year lows, highs, and averages, to determine a realistic idea of how copper prices can react to a range of conditions.

Thomson also shares his unique perspective on ESG investing. To promote more meaningful change, Thomson believes investors should focus more on companies transitioning to a smaller carbon footprint than companies that will inherently enjoy such advantages because of their business model.

Thomson also looks for opportunities in green energy from political catalysts. When the Inflation Reduction Act was signed into law in August 2022, it included almost $400 billion in energy- and climate-related initiatives, making it one of the most significant environment-focused bills the U.S. Congress has ever passed. Thomson said while several companies will experience rapid growth from this sudden surge in revenue from the measures in this bill, only a few will be able to do so profitably.

Thomson believes Siemens Energy ADR (OTC:SMNEY) is one such company that will benefit from the bill's passage. Siemens Energy is an engineering technology company that manufactures a wide range of products needed by electric utilities, including wind and steam turbines, natural gas generators, grid technology applications, and hydrogen energy solutions. This makes it a one-stop shop for energy companies with various needs across different ways of generating and distributing power.

Centaurus Metals Ltd (OTC:CTTZF) is another company Thomson highlights as a compelling opportunity. Centaurus Metals is an Australian-listed mining company focused on developing a nickel sulfide project in Brazil. Geological tests indicate the project might ultimately produce 20,000 tons of Class 1 nickel annually, making it one of the world's largest, high-grade nickel mines. This is important because while lower-classed nickel can be used in applications such as stainless steel, only Class 1 nickel can be used for batteries. As electric vehicle usage expands, batteries may account for up to 35% of nickel demand by 2030 while only accounting for about 10% of nickel demand today.

The first No Limit Episode of 2023 is full of the goods Santa forgot to bring you! There are, sadly, lumps of coal as we discuss the Worst of 2023, including our worst investing habits, ideas and investments, not to mention Luke’s winner in the “A supposedly fun thing I’ll never do again” category. Hint: his gourmet palate is a work in progress. 

There are also lots of goodies in the Best of 2023 bag, including Luke’s decision to watch the best TV show of all-time (finally!), YCharts, and our high esteem for the 7investing community, chatGPT shenanigans, a revolutionary CRISPR cancer cure, and @StockMarketNert. 

Speaking of Nerds, Krzysztof of course had to go on and on about his Top 5 books of the year while Luke spoke to the cool kids about his great adventure at the Glastonbury Music Festival paying homage to some friendly rock n’ roll chaps. Plus New Year’s non-Resolutions galore and a jolly good time on this expansive year-end review episode. Happy 2023 to all!

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.

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Innovation and regulation are quite often at odds. Technology relentlessly marches onward; yet it also needs to safely serve the common good.

This is ever so true in banking. While banking may have traditionally been considered to be a rather conservative industry, its innovation curve has steepened significantly as physical banks have gone digital, digital banks have employed AI for lending, and managed accounts are embracing cryptocurrencies.

Today's 7investing podcast features two banking experts, Caitlin Long and John Maxfield, who share their perspectives on the industry's innovation and offer their insights on:

- How crypto-bank Silvergate managed (amazingly) to survive an 80% run on its deposits after the collapse of FTX.

- Why overly-restrictive regulations such as excessive capital requirements and limitations on crypto might be soon to change.

- What expectations the industry should have of the incoming SEC Chairman Paul Atkins and how he differs from outgoing chair Gary Gensler.

- How 'debanking' is unfairly punishing many of the industry's key innovators

In the final outro, 7investing CEO Simon Erickson plays a game of "over or under", to hear Caitlin and John's differing insights on a variety of popular companies and topics.

This was truly an epic conversation between two banking Wyomingites! Follow @CaitlinLong_ and @MaxfieldonBanks on X/Twitter for even more of their insights.

Disclaimer: 7investing's hosts and guests may have positions in the companies or cryptocurrencies discussed on this podcast. Nothing discussed in this program should be considered professional financial advice.

To learn more about 7investing, visit our website at 7investing.com.

Happy New Year! While 2022 was a year that most investors would like to forget, 2023 is a fresh new opportunity to move onward and upward.

We always love to use the new year to make a fresh round of reckless investing predictions. Last January, our 2022 prognostications included Peloton getting acquired, Facebook entering the health care space, and the SEC finally banning Payment for Order Flow.

We didn't bat 1.000 last year (and we expect we never will), but it isn't keeping us from coming back for more! This year, listen to hear why...

• Luke Hallard believes Nextdoor (NYSE: KIND) could soon be acquired by a larger social media platform
• Matt Cochrane believes it will be a record year for small and mid cap software companies being acquired
• Anirban Mahanti believes Warren Buffett and Berkshire Hathaway (NYSE: BRK-B) will make a significant investment into Tesla (Nasdaq: TSLA)
• Krzysztof Piekarski expects AI will drive the combined market cap of Tesla and NVIDIA (Nasdaq: NVDA) to surpass that of Apple (Nasdaq: AAPL)
• Dana Abramovitz believes digital health apps will see even more consolidation
• Simon Erickson believes Wolfspeed (NYSE: WOLF) will be acquired by Intel (Nasdaq: INTC)

Of course, all of our investing expectations aren't quite so reckless. Our 7investing team recently issued a free report titled "Best Stocks to Buy in 2023." In it, we introduce the seven companies that we believe are the stock market's best long-term opportunities right now.

To download your free copy of our Best Stocks to Buy in 2023, please click here or visit 7investing.com/2023.

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 In 2022, the broader economy was still recovering from its COVID hangover, the U.S. experienced its highest inflation levels in decades, the Fed raised rates rapidly, and geopolitical concerns involving Russia and China raised their ugly heads. With these headlines, it is easy to see why investors would be discouraged and think picking stocks is futile.

Chadd Garcia, the Ave Maria Focused Fund portfolio manager, joined 7investing lead advisor Matthew Cochrane to discuss how to invest in stocks profitably through economic downturns. Garcia is a CFA charter holder with an MBA from Harvard Business School. At the Ave Maria Focused Fund, Garcia seeks to invest in companies with durable, forecastable, and growing earnings.

Against 2022's ugly macro backdrop, Garcia believes if he focuses on companies with the right characteristics, he will eventually be rewarded by the market. Garcia then walks through some of the top positions in his portfolio to prove his point.

Chemed Corp (NYSE:CHE) operates two very different business segments: hospice services for the dying and plumbing services. No matter how bad a recession hits the economy, both services will still be necessary through any downturn.

In a recession, new car sales may go down. If consumers own cars longer, then at some point, they will switch from a dealer servicing their vehicle when their maintenance program expires and will move to a quick lube operation, which offers much cheaper services than dealers. Valvoline (NYSE:VVV) is the best company in the quick lube space.

Green Plains (NASDAQ:GPRE) is an ethanol producer amidst changing its manufacturing process, which will dramatically increase the value of one of the by-products of its ethanol manufacturing. No matter what happens in the broader economy, this change will occur, a by-product used in the animal nutrition industry.

Garcia and Cochrane then dive deep into one of the fund's more significant holdings, DigitalBridge Group(NYSE:DBRG). DigitalBridge is an alternative asset manager that invests in digital infrastructure assets through various funds using raised capital. Garcia makes a case for why DigitalBridge has one of the most talented teams in the digital infrastructure space and why it should be able to succeed in a growing sector.

Finally, Cochrane asks Garcia about Ave Maria's morally responsible investing mandate, which incorporates guidance from U.S. bishops to create a fund for Catholics to invest in without violating their religious beliefs.

It's a fascinating discussion, touching on various topics and companies. Be sure to listen!

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.

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Episode 7 of No Limit has that festive holiday cheer you know you want need right now! Delight in learning that Luke’s experiment with cold showers and cold therapy took an unpleasant turn, but there’s a clear and important lesson to glean from his whelps of pain.

Thawing off, we discuss whether politics and business are like oil and water, or whether there’s sometimes some necessary overlap, while thinking of the obvious case of Elon, Tesla and the ongoing twitter saga. We also cogitate whether Tesla will be like Chipotle: much higher after all the doom and gloom passes with time and a focus on fundamental performance.

And if you haven’t yet heard about our newest AI toy riffusion.com and its magical bubblegum Euro dance tunes, you’re in the right spot. Will chatGPT replace Google? Was crypto just a huge Ponzi scheme? What’s the best book that Luke has never read? (Get ready for tales of swashbuckling adventure, listeners!) All this and so much more on this holiday edition of No Limit!

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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.

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In episode 6, Luke talks about self-experimentation and vows to take cold showers for two weeks to improve his mental acuity; we discuss the FTX saga and whether there’s psychopathy involved, or whether SBF was just a really good poker player; Coinbase as in investment: insane or visionary given the crypto detritus? Krzysztof meanwhile displays his unapologetic nerd tendencies by talking way too much about thermodynamics, Einstein and his refrigerator, and whether we need to understand the core foundations of what we invest in, like transistors in the semiconductor industry—plus the complexities of Extreme Ultra Violet light, $ASML, Chinese & Taiwanese geopolitics, and all kinds of new fun we’re having with AI and chatGPT. Meanwhile, Luke patiently refrains from giving Krzysztof a wedgie. We also address a subscriber’s question about risk and risk management and whether it’s a good idea to discuss portfolios with one’s spouse.

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The financial headlines have done a great job of continually reminding us what a crazy year 2022 has been. It feels like every news show, podcast, and article has been quick to point out the calamity being caused by uncontrollable inflation and the financial chaos that will accompany an upcoming recession.

Is that really the case though?

The media's job is to get your attention. Viewership ratings are more important to them than accuracy. Their hyperbolic language, exaggerated market forecasts, and consistently slamming the "Buy button" come across like endlessly screaming into a megaphone.

Perhaps there is instead a more diligent way for investors to interpret this unusual Year of the Tiger. Are financial metrics like inflation and interest rate increases causes for sounding the alarm -- or are they just reflections of the normal expansion and contraction of the global economy? Are consumers really running for the hills and burying their heads in the sand -- or is unemployment under control and are luxury brands still thriving?

And how do those who are managing billions of dollars and investing it into equities actually feel about the status quo?

To answer those questions, we've brought in a team of experts. 7investing CEO Simon Erickson recently interviewed Comgest CEO Arnaud Cosserat and two of his portfolio managers, Rick Mercado and Richard Kaye. Comgest is an independent global asset management firm based in Paris, who manages $35 billion and has a knack for finding long-term growth opportunities.

In the discussion, Arnaud, Richard, and Rick shared their thoughts about the macroeconomy and why it doesn't have a significant impact on their decade(s)-long investing time horizon. They believe 2022 has given patient investors an opportunity to buy great businesses at very attractive prices. Investing is less about jumping in and out of the stock market, and more about "finding quality and managing risks".

The team dug into the semiconductor industry and described several of the long-term trends that are driving it forward. Generous government subsidies and an increasing content of chips required in electric vehicles and in telecom infrastructure are leading to aggressive expansion of the semiconductor supply chain. The Netherlands' ASML (Nasdaq: ASML), Taiwan Semiconductor (NYSE: TSM), and Japan's LaserTec (TSE: 6920) might be good investing opportunities who are capitalizing on these trends.

Elsewhere, Comgest also sees an opportunity for retail, especially strong brands who are built to endure. Italy's Ferrari(NYSE: RACE) has a captive customer base and a strong order backlog, America's Costco (Nasdaq: COST) has a membership model that provides resilience against inflation, India's HDFC Bank (NYSE: HDB) is capitalizing on a vast increase in mortgages, and Japan's Don Quijote (TSE: 7532) is the country's largest discount retailer.

Investing internationally also carries its share of risks, including the ever-evolving relationship between corporations and governments. The team discussed the rising geopolitical tensions between China and Taiwan, as well as how "long-tail" risks (i.e. unlikely events that would have significant impacts if they occurred) influence their investing approach.

Lastly, Simon and the Comgest team discuss how investors should think about valuation. Several stocks are selling at lower multiples this year than they did in 2021. But are they attractive yet for investors who have a ten-year time horizon?

For the third time in recent months, 7investing lead advisors Anirban Mahanti and Matthew Cochrane were joined by Alex Morris, the creator of the TSOH Investment Research Service, to look at seven former market darlings that have taken severe dives from their former heights. Their mission? To determine whether these companies were permanently wrecked or due for a rebound.

The S&P 500 index is still flirting with bear market territory, down 18% from its all-time high. The Nasdaq Composite has fared worse and is down more than 30% from its peak. Given the state of the market and number of macro issues facing the economy, Cochrane, Mahanti, and Morris once again team up to look at seven stocks that are still down significantly from their all-time highs.

With help from our friends at Ycharts, the seven companies that the trio looks at this time around are (in the order they're discussed on the show):

• Ally Financial (NYSE:ALLY)
• Domino's Pizza (NYSE:DPZ)
• ServiceNow (NASDAQ:NOW)
• Five Below (NASDAQ:FIVE)
• Amazon.com (NASDAQ:AMZN)
• Tesla (NASDAQ:TWLO)
• Netflix (NASDAQ:NFLX)

Watch or listen now to see how these companies fared under scrutiny and whether the crew believes these companies are wrecks or rebounds.

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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…

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Twilio (NYSE: TWLO) wants to become the world’s leading customer engagement platform. Its cloud-based communications software was initially created to help businesses to embed SMS/text messaging within their Smartphone apps to communicate with customers. Businesses like Lyft (Nasdaq: LYFT), Airbnb (Nasdaq: ABNB), and eBay(Nasdaq: EBAY) -- who were constantly interacting with customers via texts -- were eager to embrace them. Today, Twilio serves more than 280,000 paying customers.

Yet the beloved communications platform-as-a-service provider has been having a terrible year. Revenues are slowing due to a challenging macro environment, losses are mounting due to heavy operating expenses from previous acquisitions, and its go-to-market strategy is struggling as it attempts to win deals with larger enterprises. Thus far in 2022, Twilio's stock has now fallen by 85%. Its co-founder and CEO Jeff Lawson has recognized many of the problems and announced a corporate restructuring, which recently included laying off 11% of its workforce.

Is this the beginning of the end for Twilio, where there will be even more pain ahead for investors? Or will Twilio succeed in its turnaround plans, meaning its inexpensive stock is actually a huge opportunity?

In this episode of the 7investing podcast, lead advisors Anirban Mahanti, Luke Hallard, and Simon Erickson check in on Twilio. The three provide an overview of Twilio's business model, discuss where it derives its profit margins, and objectively look at the challenges it faces. They also describe Twilio's four strategic priorities and its likelihood of succeeding at them.

And in the final segment, each advisor provides a "Twilio score", to quantify how bullish or bearish they are about investing in the company during the next year.

This conversation was originally recorded live on November 8, 2022. Publicly-traded companies mentioned in this podcast include Salesforce and Twilio. 7investing’s advisors and/or its guests may have positions in the companies that are mentioned.

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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.

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It's an exciting time to invest in the banking sector.

Newly-elected President Donald Trump has promised to relax regulations on banks, which could boost lending volumes. The Federal Reserve has lowered interest rates twice during the past two months, which could make companies more eager to borrow.

In response, several publicly-traded financial services companies including Upstart Holdings (Nasdaq: UPST), Affirm Holdings (Nasdaq: AFRM), and SoFi Technologies (Nasdaq: SOFI) have seen their share prices skyrocket and are generating fantastic gains for their investors.

But will this momentum continue? What impact will Trump's administration really have on banking? And what, specifically, should those of us investing in banking be watching for?

In today's podcast, 7investing CEO Simon Erickson gets the answers to those questions from banking expert John Maxfield. The two discuss why the macro is favorable for banking, yet also a few cautionary things to watch out for at SoFi.

Disclaimer: 7investing and its guests may have active positions in the companies mentioned in this podcast.

To see all of 7investing's active recommendations, sign up for a 7-day free trial of our service at 7investing.com/subscribe.

Digital transformation isn't just a buzzword, it is a reality. And cloud computing is the chief protagonist of this game. Are we still in the early innings of the cloud computing journey? What impacts are the current macroeconomic headwinds having on this sector? 7investing Lead Advisors Matthew Cochrane and Anirban Mahanti consider these and other related questions in this podcast.

Cochrane and Mahanti look at the recent results from the cloud hyperscalers: Google Cloud Computing (GCP), Microsoft Azure, and Amazon Web Services (AWS). According to Mahanti, GCP's performance was the bright spot in Alphabet's (NASDAQ: GOOG) recently reported results. Microsoft's (NASDAQ: MSFT) Azure and Amazon's (NASDAQ: AMZN) AWS have experienced some softness in recent quarters. However, their growth at scale is still phenomenal. AWS remains the crown jewel of the Amazon empire in so far as generating gobs of operating income is concerned!

In the podcast, Cochrane dives into management commentary about managing the macroeconomic environment. Both companies focus on their customers' long-term success, making these platforms sticky and incredibly powerful over the long term. In particular, Microsoft and Amazon have hinted at working with customers to optimize workloads and, thus, costs to help them through this difficult time.

Towards the end of the podcast, Cochrane and Mahanti identify a dark horse in the race for being the fourth pillar of the hyperscale revolution. Which company is it? And does it deserve your attention? Listen/watch to discover this company's name and learn what it is doing to tackle the big three of cloud computing.

Readers interested in this topic may want to pair the podcast with Anirban Mahanti's quarterly cloud computing checkin report. The November 2022 edition of this report is available here.

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This earnings season has been a terrifying time for Big Tech.  Google (NASDAQ: GOOGL), NVIDIA (NASDAQ: NVDA), and Amazon (NASDAQ: AMZN) are all facing significant organizational challenges while also facing constant pressure from the market to be more efficient.

What are these Big Tech executives to do?  Some CEO's and CFO's are making difficult decisions about which growth programs to cut, while other companies, such as Meta (NASDAQ: META), are doubling down on their commitment to growth, specifically in their focus on the metaverse.  Yet other companies, like Snap (NYSE:SNAP) that are more exposed to cyclical markets such as advertising, are completely overhauling and reorganizing.

Which method will prove to be more effective?

Join 7investing Lead Advisors Simon Erickson and Luke Hallard for a recorded Twitter Spaces conversation from November 1st as the two discuss what big tech's earnings will mean for the market.  Simon and Luke also discuss (at the time of the recording) Airbnb's (NASDAQ: ABNB) upcoming earnings, as well as Elon's official purchase of Twitter.

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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.

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In only two weeks since the last episode, Luke lost a prime minister, gained a prime minister, and found AI help writing exquisite poetry and doing research about American Depository Receipts.   

Meanwhile, Krzysztof got married (!!!!), danced the tango, and began seeing Apple Inc. in a new, villainous light with respect to the Metaverse. We also banter about Tesla’s AI day, and Luke’s reflections on whether being a good husband is harder than being a good poker player. 

There’s no limit to the wisdom we’re dishing (and tastier than the head of lettuce that makes a cameo)!

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Episode 2, in which we discuss episode 1's beaming reviews and why we changed the name from Investing with Two Honest Poker Players to No Limit with Krzystztof and Luke. Hint: polygraph tests were involved.

We also talked about how marriage might change Krzysztof’s investing framework, Luke’s self-analysis of his skills as a husband, the recent wave of cheating in poker, chess, life and in the stock market. And if that’s not enough, there’s also the Metaverse, its current limitations, and the secret driver behind technology--it’s probably not what you think.

The two end with the 'Three Conversations' game, in which Krzysztof goes all deep and dark when a simple answer would have sufficed.

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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!

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Stocks have been selling off...so it time to go buying?

The market's recent volatility has sent several institutions fleeing to safety -- replacing higher-risk equities for more defensive alternatives.

As individual investors, should we follow suit? Should we similarly look for more stable, less-volatile stocks that will provide a smoother ride in a turbulent macro? Or is now the time to buy riskier growth stocks, who have been unfairly sold off and now have quite attractive valuations?

We wanted to answer those questions by having some fun, bringing in our partners from Chit Chat Money to play the "Stockpickers' Market" game.

On today's podcast, 7investing CEO Simon Erickson spots CCM's Brett Schafer and Ryan Henderson up with three head-to-head stock matchups with the following themes:

1. "Stocks Down More than 90%": Peloton (Nasdaq: PTON) vs Upstart (Nasdaq: UPST)
2. "Fallen Pandemic Winners": Roku (Nasdaq: ROKU) vs Shopify (NYSE: SHOP)
3. "Stocks That are Actually Up During the Past Year": Lockheed Martin (NYSE: LMT) vs Costco (Nasdaq: COST)

In the game, Brett and Ryan share their thoughts about each of the companies and then give each a score from 1-10 on how bullish (or bearish) they are about investing in them today. They reveal the winner of each matchup, as well as the stock that ultimately received the highest average score in the game.

Want more content like this? 7investing and Chit Chat Money have a partnership to dive deep into companies and promote a long-term investing mindset. Any users who sign up with 7investing using promo code "MONEY" will receive a 25% discount to our annual membership.

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What happens when two poker-playing veteran investors discuss all things loosely related to the stock market?

Luke Hallard and Krzysztof Piekarski wanted to record a podcast about the most interesting ideas and happenings in the world of investing. In this introductory episode, we talk about running with our favorite podcasts, being an optimist, Zen, stoicism and the difference between the three; Artificial Intelligence and its limitations; the Turing test; an AI Elon Musk chat robot that will answer your questions and the difference between a bad beat and a sad outcome.

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The world's largest tech companies are driving forward with important new projects. And they're obsessive about designing custom chips to make them happen.

We see examples of this in products that we use every day. Amazon (Nasdaq: AMZN) has designed its own chip so that Alexa can understand the questions you're asking and then respond with accurate answers. Meta Platforms (Nasdaq: META) has designed chips for image recognition and is designing new ones to power the Metaverse. Tesla (Nasdaq: TSLA) has designed custom chips so its self-driving cars can understand their surroundings react to them autonomously.

These projects are massive in scope and can cost hundreds of millions of dollars to implement. Where's the opportunity in this for investors?

In today's 7investing podcast, 7investing lead advisors Anirban Mahanti and Simon Erickson take a closer look at the process that goes into custom chip design and manufacturing. The two look at several consumer-facing companies -- including Amazon, Meta, Tesla, Apple (Nasdaq: AAPL), and Alphabet (Nasdaq: GOOGL) -- and analyze the specific chip designers and manufacturers they work with to make these projects into a reality. There's big money up for grabs, for investors who are a step ahead in deciphering which direction the industry is heading.

Anirban and Simon recorded this episode of the 7investing Podcast in front of a live audience on Monday, September 19th. If you would like to attend future live recordings of our podcast, we invite you to sign up for free on our new 7investing Events page.

Publicly-traded companies mentioned in this interview include Alphabet, Amazon, Apple, Broadcom, Intel, Meta Platforms, Qualcomm, Samsung, and Taiwan Semiconductor. 7investing’s advisors or its guests may have positions in the companies mentioned.

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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:

1. S&P 500's P/E Ratio
2. S&P 500's cyclically-adjusted P/E Ratio
3. S&P 500's Earnings Growth
4. "Tobin's Q" Score
5. 10-2 Year Yield Spread
6. 10 Year - 3 Month Yield Spread
7. 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.

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Veeva Systems (NYSE: VEEV) is helping pharmaceutical companies create and sell new drugs more efficiently. It's cloud-based software platforms Veeva CRM and Veeva Vault have become industry-standards; deeply embedded with Big Pharma's largest companies.

There's an upcoming catalyst next year, as Veeva's CRM platform will migrate from being hosted by Salesforce to its own infrastructure. That will unlock opportunities for it to develop new software products -- perhaps even beyond life sciences -- to make the pie larger with its largest customers.

As interest rates fall, it's likely new VC funding will flow into smaller biotech companies and will unlock a new SMB revenue stream as well.

7investing CEO Simon Erickson describes both of these catalysts, as well as why he believes the stock is undervalued, in today's 7investing podcast.

To see all of our official stock recommendations and our monthly Best Buys, get started with 7investing at ⁠7investing.com/subscribe⁠. Your first week of our premium membership is entirely free!

Upstart Holdings (Nasdaq: UPST) has given investors quite a wild ride during these past two years.

The consumer loan tech platform went public in December 2020 at $20 per share and immediately skyrocketed twenty-fold to $400 per share within its very first year in the public markets! Yet concerns about how lending might be impacted by a challenging macroeconomic environment have sent shares back down to Earth. Now selling at $21, Upstart is right back to where it traded during its initial IPO.

Yet ignoring its volatile stock price, Upstart the business is making solid progress. It's ingesting more data with each new loan it approves, which it uses to continually refine its AI algorithms and improve its accuracy. Its two-sided network -- serving both borrowing consumers and lending banks -- is expanding as it signs on new partners each month.

So where does that leave things for investors? Is Upstart a short-term, unloved stock that is attached to a long-term, outperforming business? Or are there flaws with Upstart's decision-making process that could lead to even larger problems down the road?

In today's 7investing podcast, 7investing lead advisors Anirban Mahanti and Simon Erickson take a closer look at what's up with Upstart. The two dive deep into the business, how it's deriving its revenue, and why its innovative approach is gaining popularity with banking partners. They also discuss what Upstart's 41% short interest means, and what its expansion into the auto and mortgage markets could mean for investors.

Anirban and Simon recorded this episode of the 7investing Podcast in front of a live audience on Thursday, September 15th. If you would like to attend future live recordings of our podcast, we invite you to sign up for free on our new 7investing Events page.

Publicly-traded companies mentioned in this interview include Upstart Holdings. 7investing’s advisors or its guests may have positions in the companies mentioned.

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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.

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Retailers felt the pinch from myriad directions this year, from inflation taking a bite out of consumer wallets and supply chain constraints to rapidly changing consumer spending habits. Many stocks have taken a hit through this turmoil, even as they've navigated these tricky waters reasonably well.

Joining 7investing lead advisor Matthew Cochrane to discuss how some of the largest and best operators are doing in the retail space is Daniel Kline, managing editor of The Street. Cochrane and Kline discuss the state of the American consumer from a high-level view before diving deeper and taking a closer look at Walmart (NYSE:WMT), Target (NYSE:TGT), Five Below (NASDAQ:FIVE), and Dollar General (NYSE:DG).

Though all four of these retailers have a history of outperforming the S&P 500, only Dollar General has given shareholders a positive return over the past year.

Has the market left behind these former darlings, or should shareholders hold on to these companies as they attempt to right the ship? Kline gives his answers, believing these companies' management teams have made the best of a bad situation, even as they've made unforced errors along the way.

At the end of the interview, Cochrane asks Kline seven questions in lightning round-fashion that touches on ESPN, Starbucks' new CEO, a dying big box retailer, how cruises are looking to differentiate themselves in a post-COVID world, and the movie industry.

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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.

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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.

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Earlier this summer, 7investing lead advisors Anirban Mahanti and Matthew Cochrane were joined by Alex Morris, the creator of the TSOH Investment Research Service, to look at seven former market darlings that had fallen from their heights to determine whether these companies were permanently wrecked or due for a rebound.

While the market has rallied from its lows, the S&P 500 index is still in a correction, down 11% from its all-time high. The Nasdaq Composite has fared worse, and is in bear market territory, down more than 20% from its peak. Given the state of the market and number of macro issues facing the economy, Cochrane, Mahanti, and Morris once again team up to look at seven stocks that are still down significantly from their all-time highs.

With help from our friends at Ycharts, the seven companies that the trio looks at this time around are:

Airbnb (NASDAQ:ABNB)

Cloudflare (NYSE:NET)

Meta Platforms (NASDAQ:META)

Comcast (NASDAQ:CMCSA)

Shopify (NYSE:SHOP)

Twilio (NYSE:TWLO)

Walt Disney (NYSE:DIS)

Watch or listen now to see how these companies fared under scrutiny.

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For much of the past decade, digital advertising has been dominated by two companies: Google and Facebook. These two titans each had billions of users that allowed them to command the vast majority share of a market that was approaching nearly half a trillion dollars globally.

Yet these two thoroughbreds have both now changed names (now Alphabet (Nasdaq: GOOGL) and Meta Platforms (Nasdaq: META)) and are expanding into new opportunities (cloud computing and the Metaverse). As the digital ad market matures, it's giving new entrants an opportunity to introduce innovative new solutions. Perhaps these 'walled gardens' aren't as high as they used to be, and that gives an opportunity for investors to profit from the industry's changes.

In today's 7investing podcast, 7investing CEO Simon Erickson chats with Brad Freeman about the changes taking place in digital advertising. Brad is a huge fan of The Trade Desk (Nasdaq: TTD), who is capitalizing on the market's shift to a more privacy-centric and open internet. The two also discuss why changes in technology have negatively impacted Snap(NYSE: SNAP) and ROKU (Nasdaq: ROKU), and why larger publishers like Netflix (Nasdaq: NFLX) and Disney(NYSE: DIS) are suddenly becoming interested in ad-supported subscriptions.

In the second segment, Brad also shares his thoughts on Upstart Holdings (Nasdaq: UPST) and SOFI Holdings (Nasdaq: SOFI). These are two financial services companies who have been negatively impacted by the short-term macro, but are developing innovative platforms that might break late as the race marches onward.

Publicly-traded companies mentioned in this interview include Alphabet, Apple, Disney, Meta Platforms, Netflix, ROKU, Snap, SOFI Holdings, The Trade Desk, and Upstart Holdings. 7investing’s advisors or its guests may have positions in the companies mentioned.

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From floods in Kentucky to fires in California to hurricanes in Texas, there's never a shortage of natural disasters wreaking havoc on our country.

Over the past 42 years, the US government has spent $2.2 trillion in total to support the relief efforts of natural disasters. However, due to the economic toll that disasters take on the regions affected, that amount is likely far too little. And rather than just spending in response to weather-related events that have already happened, there is a more focused effort on proactive spending, to ensure power and resources are available in the case of a future disaster. In May, the White House issued a statement that it could spend an additional $25 billion to $128 billion each year on Federally-funded relief efforts that would minimize the disruption to the population and the economy.

Anyone who's been through a FEMA-declared disaster area knows how serious these problems can be. There needs to be support for the companies who are there to help.

Yet interestingly, there has never been a way to invest in a basket of these disaster-relief companies. Shouldn't there be a fund that supports these businesses?

Now, there is. In today's 7investing podcast, 7investing CEO Simon Erickson chats with Andrew Chanin, the co-founder and CEO of Procure Asset Management. Procure AM has created the Disaster Recovery Strategy ETF. With ticker "FEMA", it is the world's first disaster-relief themed ETF.

In the conversation, Andrew describes what led him to create the fund and how it is different than existing climate change funds. He looks for companies under contract with government organizations.

Publicly-traded companies mentioned in this interview include Clean Harbors, Generac Holdings, Home Depot, Lowe's, Maxar and Tetra Tech. 7investing’s advisors or its guests may have positions in the companies mentioned.

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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.

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7investing Lead Advisor, Luke Hallard, is joined on the podcast this week by Adam Mead, CEO and Chief Investment Officer for Mead Capital Management, and author of “The Complete Financial History of Berkshire Hathaway”, a chronological history of Berkshire Hathaway, from its inception as a Textile Conglomerate in the 1950s to its status today as one of the world’s largest and most respected companies.

The last eight months have been a pretty tough time for growth investors, and perhaps the best example of this is the performance of the Ark Invest fund, which is currently underperforming Berkshire Hathaway over pretty much every timeframe. In his conversation with Luke, Adam draws out five key lessons from the last seventy years of Berkshire’s history that any growth investor can apply to improve their investment returns.

In the discussion, Adam discusses why simple businesses can often make the best investments; the importance of focusing on the right variables, and tracking the business performance rather than the stock price. Luke and Adam also discuss the power of patience, and why a ‘fear of missing out’ can be a wealth-destroying trap for any investor.

Adam can be found on Twitter @BRK_Student, at his YouTube channel ‘The Oracles Classroom’, or at his investment newsletter, ‘Watchlist Investing’. The Complete Financial History of Berkshire Hathaway can be purchased at Amazon.

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The Dutch lithography juggernaut ASML (Nasdaq: ASML) has been one of the semiconductor industry's best performing stocks of the past decade. Yet its high-flying shares have sold off 33% in the past three months, perhaps due to its underwhelming forward guidance that could indicate slowing demand.

ASML has looked to Intel (Nasdaq: INTC) for much of its growth this past year. Intel has been all-in on expanding its foundry group and aggressively placed orders for six of ASML's latest-and-greatest EUV machines last year. That was a huge sign of confidence, and ASML's shares shot up 50% during the first half of 2024.

Yet now facing a cash-crunch, Intel is delaying its new $30 billion Germany fab and is pushing out many of its previously-expected orders. That caused ASML to pull back on its fiscal year forecast and to suffer the wrath of a displeased and suddenly-very-grumpy market.

With ASML regain the confidence of investors? Will Intel be an opportunity or a liability going forward? 7investing CEO Simon Erickson shares his thoughts in today's podcast.

Would you like to see all of 7investing's stock market recommendations and monthly Best Buys? Learn more about how you can take our service for a 7-day free trial at 7investing.com/subscribe.

The crypto-economy is growing quickly, but it's also constantly evolving.

Initially, brokerages like Coinbase (Nasdaq: COIN) profited simply by charging commissions for each time Bitcoin was bought or sold. They added more cryptocurrencies over time, though their fate was tied to trading volumes. Over time, more exotic profit strategies emerged -- such as staking rewards, crypto-lending, or the use of cryptoassets as collateral for loans.

Yet some of those evolutionary new strategies appear destined to go extinct. Terra LUNA, Olympus OHM, and several other protocols lure investors with extremely high returns. However, the jury remains out on whether several of these practices are sustainable .. or even legal.

In today's podcast, 7investing advisors Simon Erickson and Steve Symington chat with CryptoEQ co-founder Spence Randall about landmines to look out for when investing in cryptocurrencies. The three also discuss the opportunity for decentralized marketplaces like AAVE and why Jack Dorsey is so excited about incorporating crypto into Block's (NYSE: SQ) ecosystem.

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Watching the endless flood of financial headlines right now is like drinking from a highly-subjective firehouse.

Hindsight is always 20/20, yet there's no shortage of opinions about the events that have transpired during the past year. There are opinions about why inflation is rising so quickly, why the Fed's actions were the wrong decisions, or why the stock market is incredibly over or undervalued at this very moment.

Subjective opinions might succeed in stirring up provocative news show conversations, but they also often induce dangerous biases. Media and political biases put their spin on every story, and they aren't shy about blaming the bad news on their opponents. The social media viral spread of misinformation can lead to cognitive biases, causing irrational conclusions due to misinterpretation. Emotional biases like anchoring or loss aversion paralyze us from taking action, even when great opportunities arise. And the endless debate about whether the glass is half full or half empty will continue for eternity, with bulls dismissing bearish pessimism and bears refusing to accept blind bullish optimism.

Of course, this is all normal as part of our human nature. We're hard-wired to be triggered by the principles of influence, which is why these biases work against us. The mere recognition that they exist is the first step we can take in honing a better decision-making process.

Yet in today's special 7investing podcast, we're going to take another important step. We're going to throw the opinions and the biases out the window, and we're going to take an objective look at the data.

Now's the right time to dig into the numbers. To search for important insights about the financial bigger-picture and the current state of the economy. And from that, make informed decisions about what's in store for the stock market.

To help us accomplish this, we've brought in the help of two brilliant Panamanian brothers who share a passion and talent for looking at the global macro. In today's special 7investing podcast, 7investing CEO Simon Erickson speaks with Vishal and Rishi Daryanani, who present an in-depth presentation full of detailed information investors should know about the macroeconomy.

Vishal and Rishi share a 22 slide, comprehensive look at several different topics:

• Review of the 2008 - 2020 longest bull run in American history
• Expansionary monetary policy: Zero interest rates and QE
• Fiscal stimulus and the 'wealth effect'
• Rising inflation and why the Fed turned hawkish
• The impact of tightening Financial Conditions on Exchange Rates, Credit Spreads, Equity Valuations, and Interest Rates
• The impact of the war in Ukraine and China's Zero Covid Policy
• How to assess/measure economic strength: Income, consumption, production, and employment
• Opinions of high-profile institutional investors, including Michael Burry and Cathie Wood

Following their presentation, Simon asks the brothers several questions -- including the similarities between today and previous financial crises, what battle plan the Fed will likely follow later this year, how markets and capital raises are continually evolving, and what the most-likely expectations they have for corporate American and the stock market in 2022 and 2023.

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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.

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