285 episodes

Welcome to 7investing.com. Our mission is to empower you to invest in your future. This podcast brings our market-based experts together to discuss our investing process and important news. Once a month, we will also feature interviews with some of the best minds in business and investing. Check out 7investing.com to find more of our free content and premium monthly stock recommendations. Support this podcast: https://anchor.fm/7investing/support

The 7investing Podcast 7investing

    • Business
    • 4.3 • 6 Ratings

Welcome to 7investing.com. Our mission is to empower you to invest in your future. This podcast brings our market-based experts together to discuss our investing process and important news. Once a month, we will also feature interviews with some of the best minds in business and investing. Check out 7investing.com to find more of our free content and premium monthly stock recommendations. Support this podcast: https://anchor.fm/7investing/support

    What's Next for Synthetic Biology?

    What's Next for Synthetic Biology?

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

    Unfortunately, all efforts to manufacture cost-competitive microbial fuels crashed and burned. The technical obstacles were too great. The economics simply weren't there. Although a few companies pivoted, many closed their doors for good. But that was hardly the end of synthetic biology.

    Advances in the last decade have set the stage for a second wave of companies to launch onto the public markets. Better funded, more specialized, and equipped with a deeper understanding of biology, many of these companies appear better positioned to navigate the road ahead. For example, DNA synthesis leader Twist Bioscience (NASDAQ: TWST) went public a few years ago, whereas the vertically-integrated industrial biotech Zymergen (NASDAQ: ZY) went public months ago. Ginkgo Bioworks, seeking to become the Amazon Web Services of biology, is expected to go public in the coming months through a record-setting SPAC. The company will grab $2.5 billion in cash, a $15 billion valuation, and the highly-coveted stock ticker $DNA -- last wielded by Genentech -- in the process.

    Investors shouldn't expect a smooth ride ahead. Similar obstacles that stunted the first wave, namely economics and manufacturing scale-up, remain unresolved. It appears many Wall Street analysts have absolutely no idea how to think about this emerging space. Then again, many investors are probably wondering, what the heck is synthetic biology anyway?

    Considering synthetic biology will slowly creep into industries not typically associated with biology -- from digital data storage using DNA to manufacturing metallic nanoparticles for next-generation batteries -- investors will need new frameworks to understand the challenges and opportunities ahead. To introduce investors to the space and discuss some of the leading publicly-traded companies in it, 7investing Lead Advisor Maxx Chatsko nerded out with one of the godfathers of synthetic biology, Stanford University bioengineering professor Drew Endy.

    Professor Endy's goals are to enable civilization-scale flourishing and a renewal of liberal democracy. He helped launch new undergraduate majors in bioengineering at both MIT and Stanford, and also the iGEM competition, a global genetic-engineering “Olympics” enabling thousands of students annually. His past students now lead companies like Ginkgo Bioworks and Octant. He is married to Christina Smolke, CEO of Antheia, the essential medicine company. Endy served on the US National Science Advisory Board for Biosecurity (NSABB), the Committee on Science, Technology, & Law (CSTL), and the Pentagon’s Defense Innovation Board (DIB). He currently serves on the World Health Organization’s (WHO) Smallpox Advisory Committee and the International Union for the Conservation of Nature’s (IUCN) Synthetic Biology Task Force. Esquire magazine recognized Drew as one of the 75 most influential people of the 21st century.



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    • 1 hr 16 min
    Digital Advertising's New Future with PubMatic CEO Rajeev Goel

    Digital Advertising's New Future with PubMatic CEO Rajeev Goel

    The digital ad industry is one that moves pretty damn fast.

    In just a decade's time, we've seen direct advertisement sales transition to real-time online bidding auctions. We've seen ads served on desktops transition to ads served on mobile devices. We've seen linear television ad budgets shift to internet-connected TVs. We've seen walled gardens built up to massive heights...and then consumer privacy concerns threaten to topple them back down.

    To compete in this pedal-to-the-metal industry, you'd better be an innovative company who's willing to drive fast.

    Yet several of these changes are likely here to stay, and they are beginning to impact even the largest companies of the world's $370 billion digital ad market. Alphabet (Nasdaq: GOOGL) and the company formerly known as Facebook (Nasdaq: FB) are getting pushback for the ways they have tracked or mined user behavior and information. Consumer privacy is a topic that's instigating some rather heated debates, prompting Apple (Nasdaq: APPL) to transition away from its Identifier for Advertisers (IDFA) and allow its users to opt out of seeing personalized ads on its iPhone devices.

    We're also seeing some changing consumer behaviors. Cord-cutting becomes more pronounced every year, and content creators are hustling to create new over-the-top streaming channels. The advertisements placed on these channels can target individuals rather than broader audiences, meaning the conversion effectiveness and pricing can be significantly higher. The video ad rates associated with reaching this captive TV audience can be 50 times greater than the display ads placed on websites accessed by desktop computers.

    So how should investors make sense of these important developments in this fast-changing industry? Are the walled gardens like Alphabet and Facebook now toast? What impact will privacy actually have on AdTech companies? And will Connected TV eventually disrupt this entire industry?

    To help us answer those questions, we've brought in an expert opinion. Rajeev Goel is the co-founder and CEO of PubMatic (Nasdaq: PUBM). PubMatic is a publicly-traded company who serves as a sell-side platform for programmatic advertising. It helps publishers -- who create websites, podcasts, mobile apps, or streaming TV stations -- to monetize their content by placing targeted advertisements. Rajeev has been at the helm of PubMatic for 15 years, and he is very excited about the digital ad industry's upcoming changes.

    In this exclusive interview, Rajeev spoke with 7investing CEO Simon Erickson about what's in store for the digital ad industry's future. He describes the potential approaches that might replace the third-party cookie as a way of identifying users and placing ads, and also what Apple's iOS 14.5 important update means for the industry.

    Rajeev also describes what was driving his company's (rather incredible) third quarter results and how PubMatic has been able to achieve 157% a net dollar-based retention rate with its existing customers. He also shares his thoughts about upcoming industry consolidation, how he is approaching the Connected TV opportunity, and a few things investors should specifically be keeping a closer eye on.



    Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year.

    Start your journey toward's financial independence: https://www.7investing.com/subscribe

    Stop by our website to level-up your investing education:  https://www.7investing.com




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    • 30 min
    Tesla and Technical Analysis with O'Neil Advisors' Irusha Peiris

    Tesla and Technical Analysis with O'Neil Advisors' Irusha Peiris

    As individual investors, there are several things we tend to focus our time on. We're familiar with identifying competitive advantages. We know how to recognize visionary leadership. And we're getting pretty good at doing fundamental analysis based upon a company's sales, earnings, or cash flows.

    But there's another aspect to investing that we don't discuss quite as often, and that is technical analysis. The stock market is a giant online auction, and the buying and selling is done by human beings. There are behavioral patterns that people tend to follow, and the institutional funds they work for have tens of billions of dollars at their discretion. Understanding how these larger institutions think about investing can be a huge advantage to us as individuals.

    So how exactly do those institutional firms operate? Do they think differently than retail investors, or look for specific things when buying a stock? And speaking of technical analysis...what the heck is going on this year with Tesla?!

    To help us answer those questions, we've brought in a technical analysis expert. Irusha Peiris is a Chartered Market Technician and a portfolio manager at O'Neil Global Advisors. He's spent his professional career in the investing industry, covering the buy-side, sell-side, and directly representing retail investors. As a portfolio manager at O'Neil, he helps institutional clients determine when is the right time to buy or sell a position.

    In this exclusive interview, Irusha spoke with 7investing CEO Simon Erickson about how institutional investors use technical analysis to help inform their portfolio decisions. Irusha reveals specific metrics that institutions look to identify -- such as patterns of accumulation or relative strength index -- and the frameworks they tend to look for.

    Irusha and Simon also refer to Tesla (Nasdaq: TSLA) throughout the conversation. Tesla's stock price has been a rollercoaster this year, hitting lows of less than $600 and highs of more than $1,200. Irusha describes what makes Tesla so appealing to institutions, as well as what he thinks about its current stock price and valuation. He also shares three other companies that he believes are "perfect waves" of opportunity for investors today.



    Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year.

    Start your journey toward's financial independence: https://www.7investing.com/subscribe

    Stop by our website to level-up your investing education:  https://www.7investing.com

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    • 1 hr 24 min
    A CEO's Perspective of Investing in Biotechs with Al Altomari, CEO of Agile Therapeutics

    A CEO's Perspective of Investing in Biotechs with Al Altomari, CEO of Agile Therapeutics

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

    Agile Therapeutics is a commercialization stage biotech focused on women’s health. Listening to women and targeting unmet needs, the company is developing contraceptives using its patch technology. It is focusing on commercialization of products rather than drug research and development, utilizing its core competencies to work with OB/GYNs and their patients to get women the therapeutics they need and want. Altomari discusses the importance of listening to users to meet the needs of the market and surrounding himself with a diverse team and board.

    Describing the biotech industry, Altomari sees many partnerships and lots of collaboration. He suggests that everyone can learn from each other and share their knowledge with others. This follows the mindset of the scientific community, which publishes and reports at conferences, pushing scientific knowledge forward.

    Altomari points out that investing in biotech companies is comparable to long term investing. Many biotech companies are still in the early stages of business development and it takes a long time to get to market and then for drugs to be prescribed by physicians. He also points out that there are not many milestones or catalysts to report on that might move the market in any one direction, especially for a small biotech company like Agile Therapeutics. As the CEO of a company in a volatile market, Altomari has to be comfortable with what his company is doing and how they are doing it and can’t let the swings of the market influence him.



    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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    • 28 min
    Is Peloton a Good Investment?

    Is Peloton a Good Investment?

    Shares of the connected fitness company dropped by roughly a third last week after the company reported a larger-than-expected loss as well as issuing disappointing future guidance. The question for the company going forward, however, isn’t whether it can get through a bad quarter (or even a few). Instead, there’s a real question as to whether a large enough market exists for its products to make Peloton a good investment. And, even if the potential exists, can the company claim enough market share to be more than a niche player given how many competitors (including Apple after a fashion) compete for those same customers.



    Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year.

    Start your journey toward's financial independence: https://www.7investing.com/subscribe

    Stop by our website to level-up your investing education:  https://www.7investing.com

    Follow us:

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    • 28 min
    Zillow Drops iBuying; What’s a Metaverse?

    Zillow Drops iBuying; What’s a Metaverse?

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



    Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year.

    Start your journey toward's financial independence: https://www.7investing.com/subscribe

    Stop by our website to level-up your investing education:  https://www.7investing.com

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    • 32 min

Customer Reviews

4.3 out of 5
6 Ratings

6 Ratings

Crazi dogy ,

Soooo much great content!

Absolutely love all the podcasts created by you guys. A great listen to keep up to date with everything that is happening in the stock market!

sambumhole ,

??

Did Anirban leave Motley fool because his stock picks were so poor? Seems like a rat jumping off a sinking ship.

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