The 7investing Podcast

We’re really excited to introduce the seventh member of the 7investing lead advisor team. Once we make the big reveal we’ll be talking about three key trends in healthcare. We’re heading toward some major disruptions in a space that impacts all Americans. We’ll look at what this might mean for investors and how the market may change. 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 on Social Media ► https://www.facebook.com/7investing/ ► https://twitter.com/7investing ► https://instagram.com/7investing

Whether we've fought our battles or helped family or friends with their own, cancer has likely impacted all of us. Malignancies are the leading cause of death among individuals under the age of 85 and are responsible for 9.5 million deaths globally each year, including an estimated 600,000 in the United States. But there are many reasons for optimism. Our deepening understanding of biology and the genetic root causes of disease are leading to better, earlier, and safer treatment options. The burgeoning field of liquid biopsies and other next-generation diagnostics allow us to detect cancers earlier and monitor recurrence in survivors, which promises to greatly improve survival rates. New therapeutic modalities ranging from genetic medicines to cell therapies to bispecific antibodies create opportunities for personalized treatments that are highly effective. It can be difficult for investors to keep track of the rapidly advancing scientific frontier, but there won't be an excuse this week. The American Association for Cancer Research (AACR) Annual Meeting 2021 is being held virtually from April 10 through April 15. As a scientific meeting, many companies will be presenting updates on key preclinical and clinical assets -- for the first time publicly, in some cases -- with a bias towards earlier-stage assets. Scientists across academic institutions, non-profit research centers, and industry will also gather to discuss challenges and opportunities for specific technologies ranging from the use of natural killer (NK) cells in cancer treatment, choosing biomarkers for liquid biopsy diagnostics, the role of artificial intelligence and machine learning in drug discovery and disease monitoring, and many more. Given the focus on early-stage assets, investors might not expect too many market-moving announcements. However, AACR will be a great time to check in on your investment thesis for a specific company or technology, get a better glimpse of the competitive landscape, and put new technologies on your radar for the next few years. For example, investors who kept pace with similar scientific meetings in recent years would have seen the massive market opportunities for liquid biopsies and potentially made life-changing investments in the pioneers. Topics discussed in this episode include next-generation diagnostics for tracking minimal residual disease (MRD), next-generation bispecific antibodies, and precision oncology. To view the full program, abstracts, and more, please visit the AACR Annual Meeting 2021 website. Publicly-traded companies mentioned in this podcast include Adaptive Biotechnologies, Agenus, Eli Lilly, Exact Sciences, Guardant Health, Illumina (via proposed acquisition of Grail), Invitae, Merus, NeoGenomics, and Xencor. 7investing Lead Advisors may have positions in the companies that are mentioned. This interview was originally recorded on April 5th, 2021 and was first published on April 8th, 2021.

7investing Lead Advisor Matthew Cochrane was happy to welcome back The Science of Hitting to the podcast for another conversation covering a wide gamut of companies and financial news.      After writing more than 800 articles on GuruFocus over the last nine years, The Science of Hitting is moving to Substack, where he will post new research ideas, personal portfolio updates, and higher-level thoughts on investment philosophy. He says, "I essentially view this as an opportunity to take the work I've done on Gurufocus over the past decade a step further, to really open up everything about my thoughts and actions as an investor with subscribers."    When discussing whether he uses complex discount cash flow analyses when valuing stocks, Science of Hitting says he hopes he has found a happy medium between using back of envelope math or financial modeling that employs dozens of unknowable variables. While he uses models to see what earnings and free cash flow might be five years down the road, the bigger rationale for doing it is discovering the business's most significant drivers. For instance, it can help when studying retailers to determine if store expansion or same-store sales growth is more critical to the company's future.   The two look at the market, discussing whether re-opening economy plays are already getting ahead of themselves. Matthew notes that the U.S. Global Jets ETF (NYSE:JETS) is only slightly off its pre-pandemic highs and the Invesco Dynamic Leisure and Entertainment ETF (NYSE:PEJ) is slightly above its pre-pandemic price. Science of Hitting shares that he sold longtime position Booking Holdings (NASDAQ:BKNG) based on valuation concerns. He noted Booking's stock price was about $2,000 heading into the pandemic before getting cut in half, but that it had now recovered to about $2,400. That's 20% above where it traded pre-pandemic despite management cautioning it might take years before its business fully recovers from COVID's impact.    While discussing economic re-opening plays, the discussion turns to Vail Resorts (NYSE:MTN), the owner-operator of the majority of the most popular ski resorts in the U.S. and around the world. Vail recently cut its season pass prices by 20%. With the number of active skiers seemingly in secular decline, many wonder if this is a desperate attempt to lure new skiers to its resorts or leverage its scale and competitive positioning to kick its competitors while down.   Science of Hitting also gave his take on Spotify's (NYSE:SPOT) recent acquisition of Locker Room, a live audio app used for fans and insiders to talk about sports. Overall, it was a relatively small sum Spotify spent to secure the deal while it has the potential to now participate in a massive step of audio's evolution.

The FDA has cleared the single-source Nano.ARC machine, which will be used in tomosynthesis applications (checking for breast cancer). It’s a big step for the company which takes away some risk for investors in the company. This is a major milestone for Nano-X but much work remains and there are still manufacturing and distribution hurdles to be cleared. We’ll also be talking Nike and its efforts to go direct-to-consumer which has shut out some major retailers. 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 on Social Media ► https://www.facebook.com/7investing/ ► https://twitter.com/7investing ► https://instagram.com/7investing

Every month, our team of Lead Advisors is each asked the same question, which is, "what is your very best idea in the stock market right now?"If you are a 7investing subscriber who has seen our reports answering that question, you know we look at metrics beyond just the reported earnings per share and the company's revenue.  We love to dig into the profitability ratios, operating margins, and other metrics that will drive that business over time.But how exactly do we learn about those metrics and transparently relay our findings to our subscribers? To help, we partnered with YCharts, a full-service fundamental research platform for investors. While we use YCharts here at 7investing almost every day, we thought it would be fun to bring our partnership to the listeners of our Livestream! We dug into several companies, including Alnylam Pharmaceuticals, Criteo, CVS, Facebook, NVIDIA, Rocket, Square, 2U, and Veeva - and greatly appreciated having the exceptional team from YCharts on hand to spin up graphics on the spot. Our mission at 7investing is to empower individual investors, and our friends at YCharts are a great resource to supplement your 7investing subscription. For a limited time, YCharts is offering a discount on their service to all 7investors! Use code "7investing" at checkout for a 20% discount. 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 on Social Media ► https://www.facebook.com/7investing/ ► https://twitter.com/7investing ► https://instagram.com/7investing

Robots have already found their way onto the factory floor. Now they're finding their way into the operating room.   We're seeing a prominent rise in the adoption of surgical robots, and it's driving a wave of acquisitions from larger medical device companies. Smaller, independent robotics companies are being bought-up at a significant premium to their current market capitalizations. And that spells opportunity for investors.   But how can we find these smaller acquisition targets? And if they stay independent, will they be able to hold their own against much larger competitors in this space?   To help us answers these questions, we've brought in a few experts. Brian Gahsman is the Chief Investment Officer of the Contego Capital Groups and the Portfolio Manager of the AlphaCentric Robotics and Automation Fund (GNXIX). He has first-hand experience with medical robotics (literally!) and is on the hunt for small and micro-cap robotics companies.   In this exclusive interview, Brian and his analyst Jin Kwon are joined by 7investing CEO Simon Erickson and lead advisor Steve Symington. The group talk about about how COVID has positivity impacted the robotics industry this past year and how 5G could be a sneaky way to play the robotics trend. They also discuss several smaller robotics companies such as Stereotaxis and Accuray, and what makes them so appealing as acquisition targets for larger players. Finally, they discuss the competitive position of Intuitive Surgical (Nasdaq: ISRG) and what factors are driving the adoption of medical robotics.   Publicly-traded companies mentioned in this interview include Accuray, Intuitive Surgical, Medtronic, and Stereotaxis. 7investing's advisors or its guests may have positions in the companies mentioned.    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 on Social Media ► https://www.facebook.com/7investing/ ► https://twitter.com/7investing ► https://instagram.com/7investing

We’ve got a huge announcement to kick off the show. Simon Erickson will be joining Dan Kline to introduce our newest lead advisor. After that, our new advisor, Simon, and Dan will be talking about why the current stock market situation isn’t comparable to the 90s stock bubble. Yes, there are a lot of highly-valued tech stocks, but that does not tell the whole story. And, to close the show, we’ll be sharing some of the best investment advice we have ever received. 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 on Social Media ► https://www.facebook.com/7investing/ ► https://twitter.com/7investing ► https://instagram.com/7investing

Our 7investing team podcast for March is all about asset allocation! Our team describes how they buy new companies, establish position sizing, and define a diversified portfolio. They also offer important advice for new investors who are just getting started. 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 on Social Media ► https://www.facebook.com/7investing/ ► https://twitter.com/7investing ► https://instagram.com/7investing

The housing market has been on fire and that can make it a very confusing time for anyone looking to enter it. You might be buying during an overinflated market or waiting too long in one that’s going to continue to rise. That creates a dilemma for millennials might be buying their first homes (and really for anyone deciding to buy or sell.   Francesca Ortegren, a data scientist for Clever joins 7investing lead advisor Dan Kline to talk about some research her company has conducted that gives it some special insight. Ortegren co-authored her company’s 2021 Millennial Homebuyers Report. In that study, Clever learned that many younger buyers were more open to fixer-uppers and that their saving habits have changed.   The study showed that millennials are more willing to buy sub-optimal houses that need major work. They’re also more willing to buy home sight unseen where they have only seen pictures or taken an online tour. Ortegren also shares her thoughts on long-term changes being brought on by work-from-home flexibility and her thoughts on FOMO.    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 on Social Media ► https://www.facebook.com/7investing/ ► https://twitter.com/7investing ► https://instagram.com/7investing

In celebration of our one year anniversary, the 7investing team will all be on 7investing Now to share our top investing advice and take your questions. Each of us brings a different perspective to investing and we’ll talk about some of the principles that guide us on our investing journey. We will also take your questions and throw in a few surprises. 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 on Social Media ► https://www.facebook.com/7investing/ ► https://twitter.com/7investing ► https://instagram.com/7investing