The 7investing Podcast

Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) might simultaneously have the easiest and most difficult bull case theses for prospective shareholders. Easy: Warren Buffett allocates capital more intelligently than any other investor of the last 100 years. Under his leadership, Berkshire Hathaway shareholders have enjoyed nearly unparalleled success over the last 50 years. With the greatest investor of all-time at the helm, shareholders can sit back and trust him to guide the ship. Difficult: Berkshire Hathaway is an American conglomerate that owns large insurance businesses, railroads, and utilities outright, along with large stakes in American banks, Apple Inc (NASDAQ:AAPL), and Coca-Cola (NYSE:KO). Here to help us cut through the noise and wrap our heads around the incredibly complex business model of the world's largest holding company is Kyler Hasson, a portfolio manager at Delta Investment Management.  Hasson can be found at his blog, Concentrated Compounding, and on Twitter with takes that I always find both entertaining and thoughtful. Hasson discovered Buffett's annual shareholder letters early in his investment journey and has been a shareholder for years. Of Berkshire Hathaway, he says the best way to think of it might be as "a collection of generally high-quality businesses financed in a quite conservative manner … with the common theme sort of being that conservative structure and intelligent capital allocation." As for valuing such a large and intricate business, Hasson admits to keeping a large spreadsheet summing up the value of all its parts, but that many shareholders seem to be able to get just as good of a sense of knowing when shares are particularly expensive or cheap by tracking the company's price-to-book ratio. We also discuss why Buffett missed out on the tech sector's incredible gains of the last decade and what the future might hold for Berkshire Hathaway shareholders after Buffett and Munger are no longer leading the company.

Johnson & Johnson has a new, single-dose vaccine that has proven effective in preventing and limiting the severity of the coronavirus. The new vaccine, which could be approved in the next week or two can be stored in regular refrigerators and should make vaccination a large part of the population easier. In addition, we’ll be discussing how to invest in biotech and how to avoid buying bad companies due to fear of missing out (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

It has been a wild week in the stock market with a handful of stocks making huge moves due to large groups of individual investors driving up prices of companies that many hedge funds had shorted. We’ll cover what shorting a stock means and what exactly has been going on with GameStop, AMC, and a few other companies. In addition, we’ll look at Apple, Tesla, and Facebook earnings. 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

It has been a very long ten months with the coronavirus pandemic changing pretty much everything about how we live. Maxx Chatsko joins the show to talk about where we stand when it comes to beating back the virus and getting back to some for of normal. He’ll also cover all the investing angles. 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

There are a lot of headlines flying around in the media right now.  There are opinions about Joe Biden's performance in his first week as the incoming American president.  There are others about what you should think about Bitcoin's recent price surge. Twitter's top news story this morning alerted me that Arnold Schwarzenegger has now received his COVID vaccine. And I hope you've gotten a chance to see the memes of Bernie Sanders at the inauguration.   While these headlines may give us a chuckle, they don't offer a lot of substantial material for investors. Important investing stories often just don't provide enough of a dopamine rush to warrant including on the front page.   But as 7investing advisors, part of our mission is to find and call attention to those important stories. And then explain the impact they will have for long-term, buy-and-hold investors.   In our January 7investing Team Podcast, our advisors discuss underappreciated stories that aren't making the headlines, but that long-term investors should be paying more attention to. We also discuss the companies who could be the most likely winners from these developing trends.   As an added bonus, this episode includes a rare collection of Dad jokes and bad banking puns (please send any complaints to info@7investing.com).   Publicly-traded companies mentioned in this podcast include AMD, Five Below, Guardant Health, HDFC Bank, iRobot, and New Providence Acquisition Corp. 7investing's advisors may have positions in the companies that were 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

Every month, our team of advisors each choose what is their very best idea in the stock market, and then presents that recommendation to their fellow Lead Advisors.  We then, as a team, have the chance to ask questions about the opportunities, as well as the risks, of that particular stock.  On the eighth of every month, the recording of those conversations are released to our subscribers!   Our subscribers agree - this is one of the highlights of a 7investing subscription.  While our actual Deep Dives are only accessible to our premium members, we wanted to give those who haven't joined us yet a glimpse into how our marketing beating recommendations are selected.  In December, the team presented a mock Deep Dive on Tesla to showcase our extensive research process.  For January, we decided to switch things up and present two companies, with a vote at the end as to which one is the better investment opportunity.   We asked on Twitter for you to choose which two companies to dive deep into: Mercado Libre, Okta, DocuSign, or Sea Limited.    With Sea Limited and DocuSign as the winners, we dove head first into both companies as if they were official 7investing recommendations.  Dan Kline took the bull case for DocuSign while Steve Symington played devil's advocate and presented the bear case. Austin Lieberman discussed why he believes Sea Limited is an excellent investment opportunity, with Simon Erickson following up with the bear case.     In the end, with a vote of 4-2, the team decided which company poses the greatest benefits to long term investors.  Did we sign off on DocuSign?  Or are we all in on Sea Limited?  Tune into this episode of the 7investing Podcast to hear our thoughts!     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

It’s a slow news day so we turn the show over to the 7Investing audience. We answer your questions -- ones you sent in via Twitter and ones asked live during the show. We also touch on which heavily-hyped segment we think has the biggest chance for growth and, we’re going to look into why GameStop shares have been making major moves. 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

Netflix posted stellar earnings that showed the company has topped 200 million paying subscribers. Those are stellar numbers - but how much room does the company have to grow? Can it just keep raising prices? Simon Erickson and Steve Symington join Dan Kline to talk about whether it’s too late to invest. They’ll also look into what mistakes the company has made and its path to consistent profitability. 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 this exclusive interview, 7investing founder Simon Erickson chats with individual investor Dhaval Kotecha about the changes underway in programmatic advertising. Dhaval is an expert in this space and has personally built several real-time bidding platforms. He presents a (rather incredible) presentation giving an overview of what's taking place in the market. The two then discuss what's driving the industry, who are the most important players, and why investors should expect future consolidation. 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

Maxx Chatsko and Manisha Samy answered your biotech and healthcare questions on a special early inauguration day edition of 7Investing Now. They talk about how they feel about investing in areas outside your circle of competence and offer some warnings on the dangers of investing in speculative penny stocks. In addition, Maxx and Manisha talk about their criteria for investing in a biotech company and they take a question from our CEO SImon Erickson on opportunities for biotech companies outside the medical/pharmaceutical space. 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