The 7investing Podcast

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! 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 Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing

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. 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 Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing

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. 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 Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing

 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. 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 Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing

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! 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 Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing

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. 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 Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw Start a free YCharts trial: https://ycharts.com/store/start_trial_register?utm_source=7Investing&utm_medium=blog&utm_campaign=2022+7Investing Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing

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. 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 Join the 7investing Community Forum: https://discord.gg/6YvazDf9sw Follow us: ► https://www.facebook.com/7investing ► https://twitter.com/7investing ► https://instagram.com/7investing

Sustainability is overlooked by the market. Sustainable companies are undervalued most of the time. 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?