447 episodes
The 7investing Podcast 7investing
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- Business
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4.1 • 85 Ratings
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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.
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The Hidden Costs of Moving Money: A Wise Perspective
If you’ve ever travelled abroad or tried to send money across international borders, hidden fees and unfair exchange rates have no doubt been a massive and expensive headache.
In this week’s episode of the 7investing podcast, Lead Advisors Luke Hallard & Krzysztof Piekarski sit down with Rina Wulfing, Senior Manager for the North American policy team at Wise ($WIZEY) to discuss the company’s original founding story and mission: to empower its users with a transparent system that sends money cost effectively and instantly across borders.
We discuss junk fees — what they are and how Wise is working with regulatory agencies to limit their adverse impact on customers.
We also discuss why direct access to US banking systems is limited to certain types of financial institution, and why this hits US consumers and businesses (and visitors!) in the pocket.If you ever travel internationally, or are looking to upgrade your legacy banking arrangements, today’s episode is a must listen conversation that will give you better insight into the finance industry, and will save you money!
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Shockwave (SWAV) Receives Buyout Offer from J&J: What Investors Should Know
ShockWave Medical (Nasdaq: SWAV), the innovative pioneer of intravascular lithotripsy, has received an all-cash acquisition offer from Johnson & Johnson (NYSE: JNJ) for $335 per share. In today's episode, 7investing advisors Luke Hallard and Simon Erickson discuss why we made ShockWave a 7investing recommendation, several financial details of the offer, and what investors should expect going forward.
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CROX | AEO | AVGO | INTC | HD | TXN | Searching for Value with John Rotonti
Investors are continually looking for a good deal in the stock market. But how exactly should we define value?
Quantitatively, publicly-traded companies should serve as compounding machines for their investors. They raise capital -- either through debt or by issuing stock -- then put it to work into projects. If the after-tax profits they generate are greater than their associated costs, they're creating value for us as the owners of the business (i.e. as the investors).
But the investing world is also extremely complex. Markets are changing and being disrupted by new technologies every year. CEOs and leadership teams are continually trying to balance between their desire to be visionary and their need to be efficient. Underinvesting in growth could put a company several steps behind its competitors. Yet going "all-in" on an acquisition that turns out badly could very quickly light their shareholders' capital on fire.
So what are we as the investors to do?
Are there specific metrics we should look at, to determine if a company is using our money responsibly? How should we figure out what the right price is to pay for a stock? And are their any specific stocks out there right now, which might be significantly undervalued and could represent a great bargain for us as investors?
investing CEO Simon Erickson recently spoke with John Rotonti, who is the host of the JRo Show podcast (and available on both Spotify and Apple Podcasts).
John previously worked for nine years at The Motley Fool, where he was an analyst on several newsletters and most recently served as their Head of Investor Training and Development. Simon and John have been friends for a decade, and we recently exclusively published his interview with legendary Fidelity fund manager Joel Tillinghast on our own 7investing site.
Tune in for an in-depth and fascinating look at how to find value in today's stock market.
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TTD | PLTR | AEO | CROX | Our Best Stocks of 2024 Contest continues!
We are on a quest to find the best stock opportunities of the year for investors. Enter for free, with a chance to win a $1,000 Amazon gift card and a free year of 7investing!
To complement our contest, we'll be publishing seven head-to-head matchups between stocks; and we'll include the winners in our own 7investing Team entry.
Our third head-to-head matchup is two companies who are embracing artificial intelligence to make their platforms even better, between The Trade Desk (Nasdaq: TTD) and Palantir Technologies (NYSE: PLTR).
After that, it's the battle of the animals as Crocs (Nasdaq: CROX) takes on American Eagle Outfitters (NYSE: AEO) in a battle for retail dominance!
Listen to hear the cases for these companies and then head to the 7investing X account to vote for your favorites!
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Best Stocks of 2024: CELC/NVO, UBER/RKLB
As part of our Best Stocks of 2024 Contest, we're narrowing down the picks that will be the start of 7investing's entry into our contest! Between now and March 1, 2025, we'll see which stocks will catapult one of our lucky fans to victory, free subscriptions, and a $1000 Amazon gift card.
Of course, we'll analyze some great companies along way, like Celsius (CELH), Novo Nordisk (NVO), Uber (UBER), and Rocket Lab (RKLB).
Tune in to hear our breakdowns of these companies and to learn more about how you ca win our Best Stocks of 2024 Contest!
To enter, go to www.7investing.com/contest/
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3 Big Investor Takeaways from the 2024 WSJ Health Forum
The Wall Street Journal’s 2024 Health Forum in Boston recently showcased the technology, business, and policy regulations that are impacting the health care industry. With a massive disruption in the medical weight loss industry, new treatments that permanently alter patient DNA, and the ever-present COVID response and its aftermath, this year's conference had plenty of intrigue.
For investors, there were several publicly-traded companies who took the stage — including CRISPR Therapeutics (Nasdaq: CRSP), Vertex Pharmaceuticals (Nasdaq: VRTX), Alphabet (Nasdaq: GOOGL) and Moderna (Nasdaq: MRNA).
7investing CEO Simon Erickson joins JT Street to break down the conference and review the key storylines investors should be following if they want to capitalize on the current disruptions in the medical investing landscape.
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Customer Reviews
Good deep dives but Dan digresses too much
I really wanted to give this podcast 5 stars. I love the deep dives into specific topics with guests, particularly on harder to understand topics in tech, cloud, advertising, bio, space, etc. as well as high level discussions on portfolio management and investing style. And the regular daily podcasts led by Dan generally cover interesting topics of the day which are useful for someone like me who is not following stock market news closely beyond the Twitter headlines.
But Dan goes off on personal tangents too often. I know he’s trying to bring levity and down-to-earth relatable experiences, but it’s become too frequent and long such that it detracts from the value of the podcast. I know way too much about his condo in Florida, his planned trips to Vegas, his experience selling 20 houses, etc. This is something even my mother has independently brought up to me after I introduced the podcast to her.
So Dan, I know this can come off as personal criticism but please try to stick more to the topics and avoid bringing up your personal experience, something that none of the other 7investing advisors do on the podcast. Otherwise, I really feel like I have to start skipping episodes that you’re a primary speaker in.
You’re a smooth podcast host in transitioning between topics and guests and I know you spend a lot of time hosting these podcasts, so if you can iron out the issues I mention, I think you can become an all-star podcast host.
So glad you asked that’s a great question
I hate people who say that’s a great question, so glad you asked. It’s posed, it’s fake, artificial. Condescending. Hate it.
Excellent service
7 Investing does an excellent job of presenting stock investors with ideas. I personally am not a believer of electric cars, green energy or many of the themes they cover. But it’s certainly fair to say they do a nice job of presenting the bull cases and a descent job of the bear case and actual risks to the power grid from Solar and Wind. They don’t just do growth only, although it’s the main thesis they provide excellent coverage of more stable and traditional stock ideas as well. Highly recommend the service.