The 7investing Podcast

Can Anything Slow Tesla Down? A Look at the Rivian IPO Oct 06, 2021

Show notes

Tesla has managed to largely avoid the production problems that have impacted the rest of the automotive industry. That’s not to say it has been clear sailing -- the company has had some delivery delays -- but its vehicle delivery numbers for the quarter are impressive. Anirban Mahanti joins “7investing Now” to look at any potential problems he sees for the company as well as how it stacks up again other automakers. We’ll also look at the upcoming Rivian IPO and talk about what it means for early backer Amazon as well as its expected $80 billion valuation.

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The Role of Customer Success in Enterprise Software Oct 05, 2021

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Not too long ago, software was sold with perpetual licenses. Often, software was bundled with hardware. In some cases, an annual maintenance contract was added to the perpetual license, which provided the buyer with software updates and patches. This sales motion meant significant upfront costs for the purchaser. Every few years, a new major upgrade landed, and the whole process repeated itself.

Subscription software changed all this with the arrival of the Software as a Service (SaaS) sales model. Customers now pay for the software they use, on a monthly, quarterly, or annual basis. They always had access to the latest version of the software. And with cloud delivery, there are no upfront hardware costs. In a nutshell, companies went from spending on Capex to just budgeting software use under operating expenditure.

However, in the SaaS model, clients can terminate a software contract if they don’t get the value they expected. And that would mean a loss of revenue (unlike perpetual licensing, where almost all of the payment is upfront). The implication means that the software should solve the customers’ problems; it needs to deliver on the promises of the salespeople. And that’s where Customer Success came into play.

Today, Customer Success plays a critical role in software adoption. It plays a vital role in the SaaS land-and-expand model. In this interview, 7investing Lead Advisor Anirban Mahanti chats with Customer Success Manager Kyle Holden. Kyle is a senior customer success manager at Okta (NASDAQ: OKTA), where he works with enterprise customers ranging from 5000 to 25,000 employees. In this chat, we cover various topics, including:

The origin of customer success
How customer success has evolved
How customer success works with sales & marketing and product development teams
The importance of Dollar-based net retention (DBNR) and how investors should think about DBNR for large vs. smaller enterprise software businesses

This is a fascinating conversation that enterprise software investors shouldn’t miss.

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What Does Success Look Like for Apple TV+? Sep 29, 2021

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Apple has spent billions of dollars on its streaming TV service but its goals for that product may not be the same as its rivals. For the technology giant, it’s not all about subscriber counts. In fact, it’s not entirely easy for people to judge whether Apple is on the right track with Apple TV+ or if the company has fallen behind its goals (partially because Apple does not share much information on its streaming service. Anirban Mahanti, however, knows what the company wants to achieve and he joins Dan Kline on “7investing Now” to explain what success looks like for the expensive, and relatively lightly-watched streaming service.

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How to Invest Successfully with Author Danielle Ecuyer Sep 23, 2021

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Danielle Ecuyer has decades of equities experience that spans the globe. She completed a Commerce degree at the UNSW in the early 1980’s and then trained in Australian equities. In the 1990s, Danielle moved to the UK and worked in senior positions at some of the world’s pre-eminent financial firms, where she specialized in emerging markets. She retired when she had her son and transitioned to becoming a private, full-time, investor.

Anirban Mahanti sat down with Danielle Ecuyer to chat about her career, her investing and how it has changed over the decades, the most important skills to investing successfully over the long-term, and her books. Yes, Danielle is the author of two wonderful books on investing: “Shareplicity: A simple approach to share investing” and “Shareplicity2: A guide to investing in US stock markets”. Both books are available via Amazon as well as other book stores.

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.

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Should you Buy the Dip? Evergrande & Disney’s Drop Sep 22, 2021

Show notes

We don’t advocate waiting for the stock market to fall to buy shares in good companies, but when it does that creates buying opportunities. It’s always great to be able to add shares or even start a position when the market gives you a favorable entry point. We’ll also look at what’s next for China’s Evergrande, which could begin defaulting on its debt as soon as Thursday. And, we’ll explain why slowing Disney+ growth should not panic inve

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7investing Team Podcast: Identifying Red Flags Sep 21, 2021

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We've written quite extensively about what to look for when buying a new stock. Great management, a vast market opportunity, and scalable margins are all accolades to consider when evaluating a company's future upside potential.

But something we discuss less frequently is when it might be time to sell.

Just as there are indicators that suggest when it's time to buy a stock, there are also red flags that suggest when there might be choppy waters on the horizon.

So what exactly should investors watch out for? And does it depend on your investing style? Should biotech investors look for different things than tech investors?

In our September Team Podcast, our lead advisors share the red flags that we watch out for as investors. We describe several warning signs -- and several of them aren't immediately obvious -- that could indicate there is upcoming pain for a company and its shareholders.

We also hold our own recommendations to the same high standard! In an upcoming premium update, we'll be taking a look at a few very specific red flags that we've noticed on several of our previous recommendations. If you'd like to see that report (which will publish on Wednesday, September 22), sign up for 7investing today.

Publicly-traded companies mentioned in this interview include Altria and GoPro. 7investing's advisors or its guests may have positions in the companies mentioned.

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Why We're Probably Getting Boosters Anyway & Debt Ceiling Drama Sep 20, 2021

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We’ve heard a lot about COVID boosters and the latest FDA ruling saying that only the elderly and people with certain underlying conditions should get them. That’s almost certainly not the last word and Maxx Chatsko joins 7investing Now to explain what’s happening and what might happen. We’ll also discuss the debt ceiling -- something you’re likely going to hear about a lot over the next few weeks. Maxx will join Dan Kline to take a look at what the debt ceiling actually is and how what may or may not happen in Congress will impact the economy.

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.

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Intuit Buying Mailchimp, Plus a Look at the New iPhones Sep 17, 2021

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Intuit plans to buy Mailchimp for $12 billion in order to enhance its services for small businesses. Do we like the deal? Does it make sense? We’ll have most of the 7investing Team on Friday’s “7investing Now” to break down this surprise purchase. We’ll also discuss Apple’s new iPhones and whether we’re excited by them or find them a tad underwhelming live on Sept. 17 at 1 p.m.

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.

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Artificial Intelligence in Sports Betting with Kelly Brooks, CEO of Quarter4 Sep 16, 2021

Show notes

Sports betting has been a bit of a holy grail for investors. It’s an area that clearly presents a lot of opportunities, but it’s also a crowded space where many of the top players have struggled to have a differentiated product.

Quarter4 CEO Kelly Brooks brings a different perspective to the space. She’s a technology leader who has driven the development of hundreds of innovative software applications across North America. A self-professed outsider in the sports world, Brooks saw an opportunity to deploy artificial intelligence (AI) to sports betting producing not just predictive analytics, but content, and data for bettors, gambling sites, and even sports broadcasting.

Brooks brought a wealth of technology experience and an outsider’s perspective to a world that still has a lot of roots in smokey backrooms where mysterious old men serve as bookmakers. Quarter4 has used AI to create actionable intelligence across the entire sports world. Yes, this data can be used in the gambling world, but it also has value to scouting departments looking for an edge. This is AI as an evolution of “Moneyball,” and, while it’s still the very early days for Brooks and her company, it’s clear that she sits on the edge of a new frontier in sports and gambling.

Sports betting and the potential for AI in the space was the core topic Brooks discussed when she joined Dan Kline on the 7investing podcast.

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.

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