The 7investing Podcast

7investing
The 7investing Podcast

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.

  1. Is Crocs the Ultimate Value Investment Opportunity?

    JAN 22

    Is Crocs the Ultimate Value Investment Opportunity?

    Crocs is a very inexpensive stock right now, which could represent an excellent value investment opportunity. Crocs is a global shoe retailer whose comfortable and inexpensive footwear generates $4 billion in annual sales. Its core Crocs brand is growing 17% internationally and 8% direct-to-consumer. Q3 sales got a boost from "Mini-Crocs" being included in McDonald's $MCD Happy Meals and "Batman Crocs" being sold through a recent partnership with DC Comics (both of which are quite adorable). But its recently-acquired HEYDUDE brand has been struggling. HEYDUDE's sales fell 17% this year, as it's not yet resonating with the younger consumer demographic. Crocs is doubling-down on HEYDUDE's brand by hiring Sydney Sweeney to be the long-term ambassador of its marketing. She's encouraging others to be comfortable in their own shoes, and this feels like a good first step to getting sales back on track. As an investment, Crocs looks very inexpensive. The stock is trading at just 7x earnings and 6.5x free cash flow, but it's generating a 70% return on equity and a 25% return on invested capital. There's a pretty clear disconnect there. Crocs' core business is solid and profitable. Yet the market is pricing it as a fad that's in a permanent decline. If the company's new marketing efforts pay off, this inexpensive stock might be worth snapping your jaws on as one of the stock market's most compelling opportunities. See our complete 7investing coverage on Crocs -- including how well it performs based on the legendary value investor Joel Tillinghast's framework -- at: https://7investing.com/company_name/crocs/…

    9 min
  2. Taiwan Semi's Upbeat Forecast Boosts Chip Stocks

    JAN 16

    Taiwan Semi's Upbeat Forecast Boosts Chip Stocks

    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/

    7 min
  3. 12/05/2024

    Banking, Crypto, and an Upcoming Regulatory Overhaul with Caitlin Long and John Maxfield

    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.

    48 min
4.1
out of 5
87 Ratings

About

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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