The 7investing Podcast

For risk-tolerant investors who love a good thrill, there are few industries more exciting than biotechnology. He Jiankui shocked the world in 2018 by announcing he'd genetically modified twins born in China. Two years later, Jennifer Doudna and Emmanuelle Charpentier shared the Nobel prize for developing CRISPR, and a globally-coordinated effort was embracing Moderna's innovative new mRNA approach to develop a COVID vaccine and make it universally available. Gene editing found its way into the clinic, enabling a new wave of checkpoint inhibitors to help the body proactively find and detect cancer. A more comprehensive understanding of the human genome - made possible by the cost of sequencing falling bellow $500 - has unlocked a new field of diagnostics to proactively screen patients. NVIDIA's recent investment in Recursion is the latest move to introduce AI into health care. Yet there are also several challenges that face this industry's extreme pace of innovation. Patent infringements are common, as the courtroom is continually used to determine who owns the most cutting-edge IP. Payments are still largely in the hands of insurers, who are still figuring out how to reimburse for proactive treatments. Patient privacy and regulations are polarizing topics that have kept several tech companies at bay. And several of the industry's most important players are undergoing leadership changes, which could result in consequences that impact both their customers and the system at-large. How should investors approach this roller-coaster that we call the biotech industry? Are there exciting new trends and scientific breakthroughs that demand our attention? Are there larger companies who capitalize on those trends by providing the picks and shovels to enable them? Are there smaller, 'off the radar' companies who are risky but also offer enormous potential upside? To help us answer those questions, we've brought in Manisha Samy, who has spent her career in health care and seen it from several different angles. 7investing CEO Simon Erickson begins by asking Manisha what she's most excited about in health care today. Manisha explains that AI is finding its way into new opportunities and that NVIDIA's recent $50 million investment in Recursion could be a good sign that AI is becoming more prevalent in drug development. Genomic sequencing leader Illumina has unlocked quite a bit of information about the human genome. This will help not only for designing new drugs, but could also unlock new breakthroughs in computing as well. The two then dive deeper into Illumina, whose short-read sequencing approach has reduced the cost of sequencing the human genome from $3 billion to less than $500 over the past two decades. Yet Illumina's spin-off and then attempted re-acquisition of its GRAIL subsidiary is facing scrutiny from customers, investors, and regulators. The FTC is demanding Illumina divest GRAIL due to antitrust concerns, the EU is slapping Illumina with fines for violating its process, and activist Carl Icahn has gotten a seat on the Board while Francis DeSouza has resigned as CEO. Is Illumina still a good company to invest in? Simon and Manisha then turn to Invitae, who is an adopter of Illumina's sequencing technology to provide diagnostics to screen for genomic variants or even cancers. After years of aggressively making acquisitions to support its top-line growth, Invitae is now undergoing a turnaround to fix several of the financial issues it's gotten itself into. Manisha discusses her thoughts on the company and it's bigger-picture vision and strategy. In the final segment, Manisha introduces three small-cap biotechnologies companies that she believes should be on the radar of interested investors: Nanostring Technologies, Ginkgo Bioworks and Caribou Biosciences. Don't miss out on future conversations like this! Join 7investing's free email list to get our podcasts and investing insights delivered directly to your Inbox!

Welcome to our 7investing Growth vs Income Summer Stock Challenge! We are on a quest to find the best current stock opportunity for investors. All month, we’re pairing popular “growth” and “income” stocks up in head-to-head matchups — to ultimately determine which stock will provide the greatest upcoming five-year return. In this “Income Style, Round 1, Matchup 3” bracket, our #4 ranked defense contractor Lockheed Martin (NYSE: LMT) is paired up against #5-ranked tower operator American Tower (NYSE: AMT). When looking over the next five years, which will prove to be the better investment?

Intel is one of investing's "battleground stocks." Some investors love it, believing the return of Pat Gelsinger to the helm will reinvigorate the company's growth and capitalize on the datacenter and AI. Others believe Intel is too far behind other chipmakers like NVIDIA or other foundries like Taiwan Semiconductor to ever regain its former glory. One thing is for sure though: Intel finds itself in the middle of a turnaround. With revenue declining 36% year-over-year and it losing share in many of its product lines, it needs more than ever a renewed sense of focus. What will that mean for investors? 7investing CEO Simon Erickson shares his thoughts in today's update. NOTE: You can subscribe to our 7investing service to get Company Updates like this on a weekly basis! Get started for just $1 at 7investing.com/subscribe today!

Welcome to our 7investing Growth vs Income Summer Stock Challenge! We are on a quest to find the best current stock opportunity for investors. In this “Income Style, Round 1, Matchup 2” bracket, our #3 ranked mega health insurer UnitedHealth Group (NYSE: UNH) is paired up against #6-ranked exchange operator CME Group (Nasdaq: CME). Both of these companies serve hundreds of millions of people, capturing recurring revenues and extremely high margins. When looking over the next five years, which will prove to be the better investment? Follow along with us all month, as we’re pairing popular “growth” and “income” stocks up in head-to-head matchups — to ultimately determine which stock will provide the greatest upcoming five-year return.

Welcome to our 7investing Growth vs Income Summer Stock Challenge! We are on a quest to find the best current stock opportunity for investors. All month, we’re pairing popular “growth” and “income” stocks up in head-to-head matchups — to ultimately determine which stock will provide the greatest upcoming five-year return. We’ve included voting polls within this article: please help us determine which of these stocks represents the better current opportunity for investors! To have all our our analysis and the official voting results sent directly to your Inbox, click below to join our Summer Stock Challenge email list: In this “Income Style, Round 1, Matchup 1” bracket, our #2 ranked global coffeehouse Starbucks (Nasdaq: SBUX) is paired up against #7-ranked pizza chain Domino’s Pizza (NYSE: DPZ). Both of these companies serve hundreds of millions of people all across the world. Yet today’s matchup isn’t about who serves the tastier food; it’s about who will serve the greater return for investors. Starbucks owns half of its locations, while Domino’s is almost entirely franchises. These two different approaches to the business structure could be the factor that determines their ultimate returns. What do you think? When looking over the next five years, which of these two companies will prove to be the better investment?

We are on a quest to find the best current stock opportunity for investors. All month we are pairing popular stocks from both “growth” and “income” style investing up in matchups to determine which will provide the greater upcoming five-year return. We’ve included a voting poll at the bottom of this article: help us determine which of these stock represents the better opportunity for investors! In this “Growth Style, Round 1, Matchup 3” bracket, our #4-ranked Latin American e-commerce platform MercadoLibre (Nasdaq: MELI) squares up against our #5-ranked digital banking provider SoFi Technologies (Nasdaq: SOFI). Which of these two stocks will provide the better investment return over the next five years? For more details on this matchup you can follow along here.

We are on a quest to find the best current stock opportunity for investors. All month we are pairing popular stocks from both “growth” and “income” style investing up in matchups to determine which will provide the greater upcoming five-year return. If you’d like to have all our our analysis and the voting results sent directly to your Inbox, click to join our Summer Stock Challenge email list. In this “Growth Style, Round 1, Matchup 2” bracket, our #3-ranked GPU chipmaker NVIDIA (Nasdaq: NVDA) squares up against our #6-ranked data warehouse provider Snowflake (NYSE: SNOW). Which of these two stocks will provide the better investment return over the next five years?

In the northern hemisphere’s sweltering summer days, Luke and Krzysztof talk about their recent swashbuckling travels to India and Sicily and the importance of shifting perspectives to deal with the wild mood swings of the market. Luke does a deep dive into his massively helpful Twitter post about his cumulative investing returns that were so good, Krzysztof had to defend his honor from skeptical minds. What does it take to be so consistently good? Is Luke a genius? Or just lucky? For those tech and cybersecurity minded, we discuss Luke’s hands-on experiment installing Crowdstrike. And despite reading a book about Italy, Krzysztof gets schooled by Luke’s two truths and a lie game — maybe more cannolis needed? We’re beginner friendly, so if you’re looking to get started in the investing world, join us on the 7investing No Limit podcast!

Our Summer Stock Challenge is here — to discover the very best current opportunity for investors. During the next two weeks, we’ll explore 14 total companies — many of which (but not all) are active 7investing recommendations. We’ll size each of them up as investments; discussing their business models, their leadership, and how they allocate their profit streams. Then, we’ll host a daily poll for YOU to vote on which company in each matchup is the better investment for the next five years. At the end, the votes will determine which company outshines the rest and ultimately becomes our tournament’s winner. Grab an iced beverage and a pair of sunglasses. This competition is just getting warmed up! To follow along with each tournament matchup, click here: https://7investing.com/growthvsincome/

You could think of the internet as a gigantic digital Monopoly board. Those who invest in and develop the right properties can reap incredible real estate gains over time. But how should a potential investor even begin his or her search? Just as physical homes are priced based upon the neighborhood and the beauty of the kitchen counters, are there similar things to look for in a digital property? And is advertising still the primary money-maker rfor internet sites -- or has it transitioned to other income streams such as subscriptions or affiliate marketing? To help us answer those questions, we've brought in an expert. Mohit Tater is a lifelong investor in digital real estate. His private equity firm BlackBook Investments invests in undervalued websites and improves their ROI over time. His company has delivered a 27% ROI annually (after fees) for its investors for the past ten years. Simon kicks of the interview by asking Mohit how the internet has changed the most during the past decade. Mohit says there are significantly more creators today and that video has become the predominant form of content. This opens up new forms of advertising, which command much higher rates and pricing than simple programmatic display or audio ads. Even though it's made headlines in recent years, it's likely the third-party cookie will continue to be used for tracking we behavior for quite some time. Mohit then describes what BlackBook looks for when making an investment. They target stable growth in revenues and traffic, with "low hanging fruit" that is available for them to improve upon. In the final segment, Mohit describes how GPT will augment -- not displace -- Google's advertising business and how the internet is different in India than it is in America. Publicly-traded companies mentioned in this podcast include Alphabet, Meta Platforms, and Twitter. 7investing's advisors and/or its guests may have positions in the companies that are mentioned. Don't miss out on future conversations like this! 7investing will be publishing upcoming interviews with the CEOs of PubMatic, Rocket Lab, and more. Join 7investing's free email list to get our podcasts and investing insights delivered directly to your Inbox.