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The 7investing Podcast

The 7investing Podcast

By: 7investing
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Welcome to 7investing.com. Our mission is to empower you to invest in your future. This podcast brings our market-based experts together to discuss our investing process and important news. Once a month, we will also feature interviews with some of the best minds in business and investing. Check out 7investing.com to find more of our free content and premium monthly stock recommendations.7investing Economics Personal Finance
Episodes
  • 7investing Exclusive: Deep Dive into Lemonade
    May 28 2025

    Lemonade (NYSE: LMND) is a new player who's really adding zest to the insurance industry. Its AI-powered underwriting enables it to write new policies much more efficiently than its less-tech-savvy traditional competitors.And in addition to its agent-related costs being a fraction of others, its unique Synthetic Agents marketing approach is providing a very lucrative LTV/CAC of 3X (which is very good).In this 7investing exclusive livestream event, I shared a formal presentation that included insights about Lemonade's fundamental results, key metrics, competitive differentiation, current valuation, and technical trading factors that might make this stock particularly intriguing.It was also an interactive event, with a real-time chat and questions in the Q&A. I enjoyed this refreshing event, where we found out whether Lemonade is worth the squeeze as an investment.


    Thank you to all who attended live!

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    42 mins
  • What's Next for Digital Advertising? 7investing interviews PubMatic CEO Rajeev Goel
    May 16 2025

    The digital advertising industry is, in many ways, a bellwether of the American economy. It's a direct look at how and where companies are acquiring new customers, as well as how things are going in the business world.

    PubMatic (Nasdaq: PUBM) is one of the digital advertising industry's earliest trailblazers. Founded in 2006, its mission has always been to provide a platform for PUBlishers to autoMATICally monetize their websites, podcasts, and streaming TV channels with programmatic ads. In the future, that might expand to new formats like VR headsets or even self-driving cars.

    7investing recently sat down with PubMatic founder & CEO Rajeev Goel to discuss how he sees the digital ad industry evolving.

    Here's a look at the topics we discussed:

    1) Industry overview (0:00): Where does digital advertising stand in 2025?

    2) Competitive advantage (4:45): What are PubMatic's structural sources of competitive advantage, especially compared to your peers?

    3) The Next Big Thing (13:32) : Header bidding for CTV in 2020, then Connect in 2022, then Activate in 2023. What's your next major growth format?

    4) Connected TV (18:26) : Streaming ads seem more interactive now. How is CTV evolving?

    5) Supply Path Optimization (22:32) : SPO is still 55% of total activity yet DBRR fell during Q1. Have the large publishers now fully consolidated their inventory?

    6) The Trade Desk (26:02): The Trade Desk continues to promote OpenPath and says it will disrupt the industry. How do you believe OpenPath will most likely impact PubMatic?

    7) The Macro (33:24): Several forecasts are reducing expectations for ad budgets in 2025. What are you seeing on the near-term horizon?

    8) Capital Allocation (37:46): Just announced a $100m buyback expansion. How are you prioritizing capital allocation to maximize shareholder value?


    Are you ready to begin investing in your future? Join 7investing today at 7investing.com/subscribe and get your first 7 days absolutely free!

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    45 mins
  • 7investing Exclusive: A Deep Dive into Rocket Lab (Spotify)
    May 15 2025

    Today's 7investing podcast is all about Rocket Lab!

    The space economy is hitting an inflection point. And that will be good news for its earliest investors.

    Eastern European conflicts, standoffs between China and Taiwan, and new commercial interests are creating a trillion-dollar industry in Earth’s orbit.

    And this is much more than just glorified media hype. An unprecedented number of applications is forcing the FCC to streamline its review process, as the number of active satellites is growing incredibly quickly.

    Rocket Lab (NASDAQ: RKLB) is in the perfect position to benefit. This small-cap, small-launch provider’s revenues will skyrocket during the next decade, while also dramatically reducing its costs due to the reusability of its rockets.

    Its rocket scientist CEO Peter Beck is a New Zealand gem, not afraid to get his hands dirty and don the hard hat to build bigger rockets and serve more demanding customers. Credibility and long-term relationships are vitally important in the launch industry. Rocket Lab is gaining both…at an accelerating pace.

    The Solar System is the limit for this disruptor. Rocket Lab is a very high risk investment who faces a myriad of challenges, but is also growing quickly in a massive and mostly unexplored new market. It’s time to place another bet on the Final Frontier.

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    45 mins
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