Posts by Anirban Mahanti
Podcast
How to Invest in Enterprise Software in 2024
Feb 6, 2024
In episode #2 of their new podcast series, Anirban and Simon dig deeper into the enterprise software industry.
Enterprise SoftwarePodcast
Why Falling Interest Rates are Great News for Investors in…
Jan 22, 2024
7investing advisors Anirban Mahanti and Simon Erickson discuss what the Fed cutting rates in 2024 would mean for stock market investors.
Financial ServicesArticle
TaskUs is “Dirt Cheap”; My Review of its Q3 2023…
Dec 11, 2023
7investing advisor Anirban Mahanti shares his thoughts about TaskUs' most recent quarterly results.
Enterprise SoftwareArticle
My 7-Point Recap of Zscaler’s First-Quarter Results
Dec 6, 2023
7investing advisor Anirban Mahanti breaks down the cybersecurity leader's recent results.
Enterprise SoftwareArticle
Is Confluent’s Sell-Off A Buying Opportunity for Investors?
Nov 6, 2023
The "data in motion" innovator got punished by the market for weak guidance. Is this a buying opportunity for investors?
Enterprise SoftwareArticle
Market Madness Round 1: Apple (5) vs Meta Platforms (12)
Mar 13, 2023
In this first-round matchup, the i-Everything maker pairs up against the social media giant.
Consumer ElectronicsArticle
Charging Up: A Look into Tesla’s Annual Report
Feb 15, 2023
7investing Lead Advisor plugs into Tesla's annual filing to supercharge on the company's state of affairs.
Consumer DiscretionaryArticle
Cloud Computing Check-in: The February 2023 Edition
Feb 10, 2023
Anirban's quarterly cloud computing checkin looks at how Amazon Web Services, Microsoft Azure, and Google Cloud Computing are growing ... and what we can learn about the broader Cloud Computing space...
Internet InfrastructureArticle
An Admirable Performance By Apple In A Difficult Environment
Feb 3, 2023
Apple's Q1 2023 report may not seem impressive at first glance, but a closer look reveals a company that performed exceptionally well considering the challenges it faced, such as supply disruptions...
Consumer DiscretionaryArticle
Beyond Hastings: The Road Ahead For Netflix
Jan 23, 2023
Netflix reported "so-so" results in Q4 2022, yet the big news was the company's CEO transition. How does the road ahead look for Netflix with new co-CEOs in-charge of the ship? And is the stock a...
Consumer Discretionary