Les meilleurs podcasts 7investing (2024)

1
Veeva Systems: An Undervalued Gem in Life Sciences 9:46

22d ago9:46

9:46

Veeva Systems (NYSE: VEEV) is helping pharmaceutical companies create and sell new drugs more efficiently. It's cloud-based software platforms Veeva CRM and Veeva Vault have become industry-standards; deeply embedded with Big Pharma's largest companies. There's an upcoming catalyst next year, as Veeva's CRM platform will migrate from being hosted b…

1
ASML: Intel is a Double-Edged Sword 14:24

28d ago14:24

14:24

The Dutch lithography juggernaut ASML (Nasdaq: ASML) has been one of the semiconductor industry's best performing stocks of the past decade. Yet its high-flying shares have sold off 33% in the past three months, perhaps due to its underwhelming forward guidance that could indicate slowing demand. ASML has looked to Intel (Nasdaq: INTC) for much of …

1
Why is Lululemon's Stock Selling in the Bargain Bin? 5:49

1M ago5:49

5:49

Lululemon (Nasdaq: LULU) has expanded from being a niche yoga retailer to an international fitness super-brand. New CEO Calvin McDonald has tripled its sales in five years and maintained its industry-leading 20% operating margin. Yet recently, perhaps due to concerns of a slowdown in consumer spending or of rising competition, the stock has been se…

1
7investing's Top Stock for October 2024! 10:10

2M ago10:10

10:10

Our newest stock recommendation is now live! On the 1st of each month, 7investing issues its newest official recommendation. This is the one stock it feels most confident in adding to its scorecard (which we also track in real-time at 7investing.com/recommendations). What led us to recommend this Large Cap, Moderate Risk, Retail company this month?…

1
Booking Holdings is Printing Cash. And Sharing it with Investors. 6:26

2M ago6:26

6:26

Booking Holdings (Nasdaq: BKNG) is one of the most efficient publicly-traded companies in the world, converting 50% of its 2024 revenue into cold, hard cash flow. Furthermore, it's using those operating cash flows in shareholder-friendly ways, such as repurchase large amounts of its stock and a newly-initiated dividend. 7investing CEO Simon Erickso…

1
2 New Watch List Additions: Besi and Novo Nordisk 12:49

2M ago12:49

12:49

7investing's Watch List of New Ideas introduces stocks that we've never formally recommended yet are worth considering as future scorecard additions. You can think of this as our pipeline of new investment opportunities. This month, 7investing CEO Simon Erickson is adding two new two European companies: BE Semiconductor (OTC: BESIY) and Novo Nordis…

1
Progyny Loses Its Largest Customer 7:41

2M ago7:41

7:41

Fertility benefits company Progyny's (Nasdaq: PGNY) stock is selling off 33% in today's trading session after announced it's losing its largest customer who accounted for 13% of the previous year's revenue. This customer was unnamed, but it's most likely Amazon. Even though Progyny has historically had nearly 100% client retention and receives exce…

1
Upstart Sees Signs of Life, But Issues Still Remain 5:43

2M ago5:43

5:43

Upstart Holdings (Nasdaq: UPST) has been one of the investing world's most volatile stocks. Since peaking at $400 per share in late 2021, its stock has fallen more than 90% and sits at just $35 today. Many believe this roller coaster ride has followed the American macroeconomy. The Zero Interest Rate policy directly following COVID was replaced by …

1
7investing Says Sayonara to Celsius 13:56

2M ago13:56

13:56

Sometimes in investing, it's important to change your mind. Such is the case for Celsius Holdings (Nasdaq: CELH). This energy drink company represented one of our highest-conviction ideas in August. Yet further diligence revealed multiple red flags, which 7investing CEO Simon Erickson considers to be deal-breakers for long-term investors. In today'…

1
Is Wolfspeed Stuck in Neutral? 11:55

2M ago11:55

11:55

Wolfspeed (NYSE: WOLF) is one of Wall Street's ultimate battleground stocks. As the world's largest provider of silicon carbide, it supplies one of the most necessary materials for next-generation Electric Vehicles. Based on the size of its potential market and the long-term supply agreements with large automakers, its stock appears to be extremely…

1
Tesla: 3 Key Takeaways from the Q2 2024 Report 11:55

2M ago11:55

11:55

Tesla always gives investors plenty to talk about! In today's show, 7investing CEO Simon Erickson describes 3 key takeaways from the company's second quarter report: - The all-time high in regulatory credits, driven by attractive financing rates and political uncertainty - The Energy business recognizing an all-time high in revenue and growing 100%…

1
TransMedics: "Organs as a Service" is Winning the Hearts of Investors 11:30

2M ago11:30

11:30

The "organ transplant as a service" market is taking the medical world by storm. How long can the accelerated growth rates continue? TransMedics (Nasdaq: TMDX) is a unique company you might have never heard of. But it’s playing an important role in saving the lives of thousands of Americans every year. As the creator of its patented Organ Care Syst…

1
United Therapeutics: Leading a Biotech Revolution 10:32

3M ago10:32

10:32

United Therapeutics (Nasdaq: UTHR) is a very smart, very innovative, and very profitable company. First it treated an untreatable disease. Now it's disrupting the entire organ transplant industry. In today's show, 7investing CEO Simon Erickson introduces United Therapeutics, describing why the company was created and its five commercially-approved …

1
Innovative Industrial Properties (IIPR): "Patience is a Virtue" 5:49

6M ago5:49

5:49

Innovative Industrial Properties is America's only publicly-traded REIT who's exclusively focused on the cannabis industries. It buys cannabis-growing facilities and then rents the spaces out to tenants through triple-net leases. Business was booming in the zero-interest rate economy, with IIP's committed capital skyrocketing 60-fold from $30 milli…

1
Tesla "The Car Company" is Worth $104 Per Share. Here's Why. 21:59

6M ago21:59

21:59

Tesla (Nasdaq: TSLA) is one of the market’s most unique battleground stocks. People either love it or they hate it, the financial media's commentary is either euphoric or miserable, and institutional price targets have ranged everywhere from $10 to $2,000. For the past two weeks, 7investing CEO Simon Erickson has been building a very detailed disco…

1
The Hidden Costs of Moving Money: A Wise Perspective 33:56

7M ago33:56

33:56

If you’ve ever travelled abroad or tried to send money across international borders, hidden fees and unfair exchange rates have no doubt been a massive and expensive headache. In this week’s episode of the 7investing podcast, Lead Advisors Luke Hallard & Krzysztof Piekarski sit down with Rina Wulfing, Senior Manager for the North American policy te…

1
Shockwave (SWAV) Receives Buyout Offer from J&J: What Investors Should Know 13:11

8M ago13:11

13:11

ShockWave Medical (Nasdaq: SWAV), the innovative pioneer of intravascular lithotripsy, has received an all-cash acquisition offer from Johnson & Johnson (NYSE: JNJ) for $335 per share. In today's episode, 7investing advisors Luke Hallard and Simon Erickson discuss why we made ShockWave a 7investing recommendation, several financial details of the o…

1
CROX | AEO | AVGO | INTC | HD | TXN | Searching for Value with John Rotonti 58:05

8M ago58:05

58:05

Investors are continually looking for a good deal in the stock market. But how exactly should we define value? Quantitatively, publicly-traded companies should serve as compounding machines for their investors. They raise capital -- either through debt or by issuing stock -- then put it to work into projects. If the after-tax profits they generate …

1
TTD | PLTR | AEO | CROX | Our Best Stocks of 2024 Contest continues! 29:27

8M ago29:27

29:27

We are on a quest to find the best stock opportunities of the year for investors. Enter for free, with a chance to win a $1,000 Amazon gift card and a free year of 7investing! To complement our contest, we'll be publishing seven head-to-head matchups between stocks; and we'll include the winners in our own 7investing Team entry. Our third head-to-h…

1
Best Stocks of 2024: CELC/NVO, UBER/RKLB 25:13

9M ago25:13

25:13

As part of our Best Stocks of 2024 Contest, we're narrowing down the picks that will be the start of 7investing's entry into our contest! Between now and March 1, 2025, we'll see which stocks will catapult one of our lucky fans to victory, free subscriptions, and a $1000 Amazon gift card. Of course, we'll analyze some great companies along way, lik…

1
3 Big Investor Takeaways from the 2024 WSJ Health Forum 25:08

9M ago25:08

25:08

The Wall Street Journal’s 2024 Health Forum in Boston recently showcased the technology, business, and policy regulations that are impacting the health care industry. With a massive disruption in the medical weight loss industry, new treatments that permanently alter patient DNA, and the ever-present COVID response and its aftermath, this year's co…

1
How to Invest in Enterprise Software in 2024 55:15

10M ago55:15

55:15

Enterprise software is so intriguing to investors. The rise of mega-platforms like Meta Platforms (Nasdaq: META), powerful SaaS forces like Salesforce (Nasdaq: CRM), and micro-computer software providers like Microsoft (Nasdaq: MSFT) have created several of the best-performing stocks of the past two decades. But things move fast in this innovative …

1
Why Falling Interest Rates are Great News for Investors in 2024 21:24

10M ago21:24

21:24

The Fed's rampant rate increases have wreaked havoc on stocks in recent years. Yet we're perhaps finally seeing a light emerge at the end of the tunnel. Projections released by the Fed suggest that America's central bank will reduce its Fed Funds target rate multiple times during 2024. The Fed ultimately wants to reach a median target rate of 4.6% …

1
Averting the SaaS Apocalypse with Simon Taylor 22:31

11M ago22:31

22:31

It's not a matter of if, it's a matter of when. If you've never been the victim of a cyberattack or a data breach, the chances are that you will be soon. Ranging from simple phishing emails to elaborate and highly-coordinated campaigns to steal government secrets, the severity of cyberattacks all across the globe is intensifying. And the need to fo…

1
Is Enovix all hype? Or something more? - with MrNotAdvice 46:28

12M ago46:28

46:28

There's been a lot of hype this year about lithium ion battery darling Enovix (Nasdaq: ENVX). The company surged to $24/share in July of this year, only to run out of juice and plunge down into the single digits by November. So was the energy behind Enovix all hype, or was there something more there? 7investing lead advisor Krzysztof Piekarski sits…

1
OpenAI's Sudden Disruption - What Investors Need to Know 19:43

12M ago19:43

19:43

Its been an eventful and an emotional week for everyone at OpenAI. The generative AI pioneer fired its co-founder Sam Altman on Friday. Within 24 hours, its Chairman and top lieutenants had all quit. By the end of the weekend, more than 90% of its employees have threatened to do the same. Now Altman's been hired by Microsoft (Nasdaq: MSFT) and he m…

1
Is it a new dawn for solar energy in America? 20:18

1y ago20:18

20:18

“The energy market is $8 trillion and solar is 1% of it today. There will be solar companies with $100 billion market capitalizations in the near future.” – Frank van Mierlo, CEO of CubicPV Innovation alert: Solar PV manufacturing is coming back to America Harnessing solar rays for power generation has the potential to be one of the world’s most im…

1
No Limit With Krzysztof & Luke: Ep. 26 37:43

1y ago37:43

37:43

In this special one-year anniversary episode, with tears in their eyes, Luke and Krzysztof reflect on the most insightful moments over the past year! These include Luke’s majestic portfolio review, what it means to be a contrarian investor while staying sane, what it means to sell your worry stocks, how to become the one person in your family to ac…

1
Reaffirming Affirm 17:42

1y ago17:42

17:42

Earlier this week, Compass Point downgraded the shares of Affirm Holdings (Nasdaq: AFRM) to sell and issued a price target of $13.00. The downgrade appears to have triggered a short-term selloff of the stock, but should long-term investors be worried? Simon Erickson says the Buy Now, Pay Later leader could still be a "Buy Now, Profit Later" for inv…

1
Investing Trick or Treat: ASML 26:02

1y ago26:02

26:02

Did the recent reaction to ASML's sudden drop in bookings create a potential treat for investors? Or is the lithography giant really about to give up the ghost? We unearth some data that could be crucial to long-term investors as they decide whether or not to add ASML to their bags this quarter. We're also putting a little something extra in your j…

1
A New Era for Next Era Energy 23:06

1y ago23:06

23:06

NextEra is North America’s largest electric utility. It generates 58 GW of power every year and distributes it to 13 million people through its Florida Power & Light (FP&L) company in Florida. At a recent stock price of $54, it has a market capitalization of $110 billion. That puts it squarely in the “boring, mega-cap utility” sector of an investor…

1
Is it time to invest in nuclear energy? 23:07

1y ago23:07

23:07

One of the technologies that got a lot of attention at ClimateTech is small modular reactors. These mini-nuclear power plants are still largely in development — but they would provide reliable, emission-free power that could be dispatched on a 24-hour basis wherever it is needed. Nuclear today accounts for around 20% of America’s overall power supp…

1
Investing Takeaways from MIT's 2023 ClimateTech Conference 24:55

1y ago24:55

24:55

Last week, Simon Erickson attended MIT’s ClimateTech 2023 conference. It was outstanding; full of positive energy from a room full of technical folk who were ready to make a global impact. In this week's podcast, Simon sits down with JT Street from the 7investing marketing team to go over the highlights of the conference, and what they mean for lon…

1
Silicon Carbide, Quantum Computing, and Investing in Software Stocks with Tiernan Ray 48:26

1y ago48:26

48:26

The tech world moves fast, and it requires companies to constantly be innovating in order to keep up. Investors, too, should always be looking forward when it comes to new trends that are re-shaping the tech landscape. Tiernan Ray is one of the technology industry’s best reporters. He’s covered the tech space for more than two decades – from the ea…

1
No Limit with Krzysztof & Luke: Ep. 25 44:03

1y ago44:03

44:03

In Episode 25, Luke and Krzysztof compare Nvidia (NVDA) to the days of the early internet and debate whether we are in a new bubble. Was Zoom as an investment during COVID an obvious bubble or is that just hindsight bias? How do the China-Taiwan geopolitics factor into Nvidia’s valuation? We elaborate on the framework behind selling SentinelOne (Ti…

1
Evaluating Moats, Management, and Price with Todd Wenning 38:11

1y ago38:11

38:11

There are thousands of publicly-traded companies for investors to choose from on any given day. What's the best way to evaluate them -- and to separate the cream from the crop? 7investing CEO Simon Erickson recently interviewed Flyover Stocks' founder Todd Wenning. Todd has spent two decades in the investing industry -- representing the buy-side wi…

1
No Limit With Krzysztof and Luke: Ep. 24 45:16

1y ago45:16

45:16

In No Limit episode 24, Luke waxes macro on the Chinese economy while Krzysztof re-enacts the invasion of Agincourt. The pair also discuss Eos Energy's latest developments as well the virtues of price to sales ratios and other common investing metrics.

1
Investing in the Music Industry with MUSQ's David Schulhof 21:44

1+ y ago21:44

21:44

The music industry is innovating, and it's making billionaires out of those who grace the global stage. Larger-than-life personalities -- from Jay-Z and Kayne to Beyonce and T-Swift -- are not only selling out shows, but are now reaching their fans in entirely new ways. Digital streaming, generative AI, and NFTs are all helping to turn the music in…

1
What the Global Macro Means for Investors with MacroVisor's Ayesha Tariq 46:19

1+ y ago46:19

46:19

There's certainly no shortage of news and headlines about the American economy these days. This morning's announcement of 3.2% inflation in July is sending stocks higher across-the-boards. Investors are excited that the Fed's aggressive rate hikes from the past eighteen months may finally be showing signs of getting inflation back in-check. If the …

1
Investing for Beginners with Dave Ahern 27:16

1+ y ago27:16

27:16

For those new to investing, the stock market might seem like a huge, complex, and intimidating place. What's the best way to get started? The Investing for Beginners podcast aims to simplify the language of money. Its mission is to better understand what's going on in the market, to help individual compound money over time. In today's podcast conve…

1
Superconductor Energy: No Limit with Krzysztof & Luke, Ep. 23 45:55

1+ y ago45:55

45:55

Episode 23 of No Limit features Luke putting on his science superconductor nerd glasses and dreaming about a magnificent future, going over the fundamentals of why the LK-99 phenomenon has gripped the world’s imagination. But he also displays the qualities that high level investors need to cultivate: a skeptical framework and a measured approach to…

1
The Investing Impact of Climate Regulations with Steven Rothstein 15:05

1+ y ago15:05

15:05

Climate change has been a hot topic for several decades (and yes, pun intended). But are companies and their investors taking it as seriously as they should be? There's a possibility that corporations, investors, banks, and insurers haven't sufficiently been addressing the climate-related risks that lurk within their balance sheets and business mod…

1
Slow, Steady, and Spicy: No Limit With Krzysztof & Luke, Ep. 22 50:15

1+ y ago50:15

50:15

Hold onto your cannolis! It's another globe-trotting episode of No Limit with Krzysztof & Luke! In this episode, we check in on Krzysztof's adventures in Sicily, discuss the value of getting rich slowly, and some of the basic principles of financial education, including what steps you need to take before becoming an investor.…

1
3 Hidden Gems in Biotechnology with Manisha Samy 39:28

1+ y ago39:28

39:28

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 w…

1
Summer Stock Challenge: Growth Vs. Income - AMT vs. LMT 23:58

1+ y ago23:58

23:58

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, Rou…

1
Is Intel's Turnaround Plan Actually Turning Things Around? 11:13

1+ y ago11:13

11:13

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.…

1
Summer Stock Challenge: Growth Vs. Income - UNH vs. CME 26:02

1+ y ago26:02

26:02

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 co…

1
Summer Stock Challenge: Growth Vs. Income - SBUX vs. DPZ 21:45

1+ y ago21:45

21:45

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 poll…

1
MELI vs. SOFI: Summer Stock Challenge Round 1 Matchup 3 33:13

1+ y ago33:13

33:13

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 r…

1
NVIDIA Vs. Snowflake: 7investing Summer Stock Challenge Growth Vs. Income, Round 1 29:52

1+ y ago29:52

29:52

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…

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