The 7investing Podcast

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Latest Episodes:

Is it a new dawn for solar energy in America? Nov 02, 2023

Show notes

“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 important breakthroughs. The sun hits Earth’s atmosphere at 1,366 Watts per square meter, which provides more than enough to power the entire world’s energy needs.

70 years ago, scientists at Bell Labs figured out how to convert that energy from the sun into electricity through the invention of the solar photovoltaic cell (“PV”). Their silicon-based solar cell inventions initially had a 4% efficiency, meaning only 4% of the total energy from the sunlight exposed to the cell was converted into useful electricity.

In this podcast, we break down the rise of solar manufacturing in China, and how U.S.-based companies are reacting to the opportunity to grow into the $8T energy market.

No Limit With Krzysztof & Luke: Ep. 26 Oct 31, 2023

Show notes

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 achieve wealth via investing, and how to develop a consistent, methodical and deep research process. And of course, Luke’s peak No-Limit experience, the cold shower experiment for which he remains eternally grateful!

As 2023 comes to a close, Luke and Krzysztof are refreshing the podcast brand, and launching a new show -- Wall Street Wildlife! They'll be publishing weekly to remain closer to real-world events, and are adding a real-money portfolio challenge so they can finally see who's really the 'King of the Jungle'! So raise a glass and celebrate the greatest hits of 7investing’s No-Limit over the past 26 episodes and get ready for some fierce competition that will help empower you to become a beast of an investor!

Reaffirming Affirm Oct 26, 2023

Show notes

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 investors. In today's podcast, he breaks down why we think Affirm is still a buy even after the recent downgrade.

To learn more about Affirm and to read our recommendation reports on the companies we think are Best Buys this month, subscribe to 7investing today.

Investing Trick or Treat: ASML Oct 25, 2023

Show notes

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 jack-o-lanterns this week. Subscribers who join right now can receive their first week for just $1 AND get our 7investing Buy Guide as part of their service. The Buy Guide gives you 7 solid strategies for determine when a company is in the sweet spot to add to your portfolio. Get yours today!

A New Era for Next Era Energy Oct 20, 2023

Show notes

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’s portfolio allocation bucket.

Yet there’s an interesting catalyst that’s powering future growth. NextEra has committed to expanding its renewable presence, aggressively building wind farms, solar plants, and battery storage facilities. In 2021, it closed down its last remaining coal power plant in Florida and also installed the world’s largest solar-powered battery storage system.

JT Street and Simon Erickson break down what's powering the next era of NextEra Energy.

Is it time to invest in nuclear energy? Oct 17, 2023

Show notes

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 supply. There are 54 total nuclear power plants in 28 states, and on average they are quite large and are 42 years old.

Small Modular Reactors are a new development in the nuclear engineering world. SMRs would be about one-third of the size and cost of traditional nuclear power plants and would also produce around one-third as much power. Their lower costs and faster construction times could make them a viable solution in America’s energy future, which is heavily geared toward deploying new renewable energy technologies.

In this podcast, Simon Erickson and JT Street discuss the future of SMRs, the potential investing opportunities, and how "nuclear" could become a part of the puzzle of moving past fossil fuels.

For more insights on nuclear energy as well as our monthly stock recommendations, join 7investing today for just $1 for your first week.

www.7investing.com/subscribe/

Investing Takeaways from MIT's 2023 ClimateTech Conference Oct 12, 2023

Show notes

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 long-term investors.

7investing subscribers can read Simon's full breakdown of the conference here.

Silicon Carbide, Quantum Computing, and Investing in Software Stocks with Tiernan Ray Oct 03, 2023

Show notes

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 early days of the internet and the dotcom boom to the rise of cloud computing and artificial intelligence. Tiernan puts tech progress through a much-needed objective lens, helping investors separate hype from true innovation. He offers daily insights in his Technology Letter publication: www.thetechnologyletter.com.

Publicly-traded companies mentioned in this podcast include AMD, Apple, Applied Materials, ARM Holdings, Axcelis Technologies, CheckPoint Software, Cisco Systems, D-Wave Systems, Dynatrace, Fortinet, Global Foundries, Infineon, Intel, Lucid Motors, New Relic, ON Semiconductor, Palo Alto Networks, Rigetti, Rivian, Samsung, Softbank, Splunk, ST Microelectronics, Taiwan Semiconductor, Texas Instruments, Tesla, Wolfspeed, and ZScaler. 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 has recently published 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.

This episode of our 7investing podcast is supported by our affiliate partner Koyfin. Koyfin's financial dashboards are empowering individual investors to make better-informed decisions. Through our partner program with Koyfin, they have prepared a special pricing offer exclusively for 7investing's podcast listeners.

No Limit with Krzysztof & Luke: Ep. 25 Sep 05, 2023

Show notes

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 (Ticker: S) and encourage investors to reflect on their own selling criteria without short-term biases based on near-term price action.

Luke meanwhile takes us deep into the world of computer-brain interfaces and the possibilities of mind-reading! And since Krzysztof can’t go two weeks without commenting on the Eos Energy saga (EOSE) we discuss whether CEOs of public companies engaging with retail investors on X is a wise strategy or whether that’s just something Elon Musk can do without consequence — have we really have entered a new era in investing where access to the a company’s top management is just a click away and ought to be taken advantage of by retail investors? The knife cuts both ways.

And in the Trivia game, Luke attempts to find out just how well Krzysztof knows his market caps. Enjoy this beginner friendly look into the wild adventures of investing in the stock market where there are no limits.

Evaluating Moats, Management, and Price with Todd Wenning Aug 31, 2023

Show notes

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 with Ensemble Capital, the sell-side with Morningstar, and the retail side with The Motley Fool. He's now launched his own Flyover Stocks newsletter to help investors find overlooked, quality companies.

In the first part of the conversation, Simon asks Todd about his investing methodology. Todd describes that "Strong Buy" opportunities are often found at the collision of Moats, Management, and Price.

A moat refers to a company's competitive advantage. Easy to comprehend but more challenging to quantify, moats represent an "unfair advantage that makes a business sustainable." Todd explains that there are different types of moats -- such as legacy or reinvestment moats -- which should be considered as management plans out their capital allocation strategy.

The two then discussed management, which they framed as capital allocation decisions. Dividends are still a popular allocation strategy, as they show a discipline and commitment to returning cash directly to investors. Management teams can also pursue acquisitions or execute strategic buybacks with their company's profit stream.

In the final part of the conversation, Simon and Todd discuss why Costco (Nasdaq: COST), Old Dominion Freight Line (Nasdaq: ODFL) and Worthington Industries (NYSE: WOR) might be intriguing opportunities for investors to add to their watch list.

Publicly-traded companies mentioned in this podcast include Costco, Old Dominion Freight Line, Procter & Gamble, Starbucks, Uber, and Worthington Industries. 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.

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