Posts by Anirban Mahanti
Article
Is Alphabet’s Advertising Business Ex-Growth?
Feb 6, 2023
Google's ad business faced a rare year-over-year decline. Timing couldn't be worse given the hype around language models like OpenAI's ChatGPT and the thought that these new tools could disrupt...
AdvertisingArticle
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
Are Meta Bears Dead?
Feb 1, 2023
Meta's Q4 2022 report got the market excited and the stock went soaring in after hours trading. There sure were some pleasing sights in the report, notably the decision to reign in both operating and...
AdvertisingArticle
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 DiscretionaryArticle
Macro Musings: The State of the US Labor Market and…
Jan 12, 2023
The labor market is strong but consumer sentiment is waning. Is a recession on the horizon?
GeneralArticle
Tweet Trouble: Is There A Happy Ending For Twitter?
Jan 6, 2023
Twitter is a powerful idea but the business itself was never outstanding. It was poorly run and its serviceable market seems to be relatively small compared to services such as Facebook or Instagram...
AdvertisingArticle
Enterprise Software: Time To Be Fearful Or Greedy?
Dec 2, 2022
Enterprise software stocks have experienced quite the battering. And it appears there is no end to this shellacking with many earnings reports driving the stocks further down. Is enterprise software...
Enterprise SoftwareArticle
What Alexa Can Tell Us About The Metaverse
Nov 18, 2022
With the massive layoffs at Amazon, are there some lessons here regarding the latest craze in the metaverse? Anirban weighs in.
Consumer DiscretionaryArticle
dLocal: A Young Payments Business For The Watchlist
Nov 16, 2022
Anirban dove into dLocal's recent Q3 2022 report and explains why the company deserves a spot on your watchlist.
Financial ServicesPodcast
The Road Ahead For Cloud Computing
Nov 10, 2022
7investing Lead Advisors Matthew Cochrane and Anirban Mahanti discuss the future of several cloud computing stocks.
Enterprise SoftwareArticle
Why Apple’s Stock Is Beating Microsoft, Alphabet, and Amazon
Nov 4, 2022
Apple generated over $110 billion in free cash flow during its fiscal 2022, up 20% year-over-year. Anirban reviews the company's recently reported Q4 2022 earnings and discusses the road ahead...
Consumer DiscretionaryPodcast
What’s the Meta with Facebook and Alphabet?
Nov 3, 2022
7investing lead advisors Anirban Mahanti and Matthew Cochrane look over both Meta and Alphabet's results, looking at the highs and lows and examining whether the buy theses are still intact.
AdvertisingArticle
Cloud Computing Checkin: The November 2022 Edition
Oct 31, 2022
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...
Enterprise SoftwareArticle
One Idea For Your Watchlist: Confluent
Oct 24, 2022
Anirban discusses why Confluent is worthy of a position in your watch list ...
Enterprise SoftwareArticle
Are The iPhone Scuttlebutts Giving You A Migraine?
Oct 19, 2022
Ever since Apple's fall event announced the arrival of the new iPhone 14 and iPhone 14 Pro models, there's constant speculation about the demand or lack thereof for these smartphones. How should we...
Consumer DiscretionaryArticle
Anirban’s Top Stock for October 2022
Oct 1, 2022
7investing Lead Advisor Anirban Mahanti’s top stock to buy in October 2022 is an innovation powerhouse that is growing exponentially at a scale previously unseen.
Consumer DiscretionaryPodcast
Big Tech’s Obsession With Custom Chips
Sep 29, 2022
7investing lead advisors Anirban Mahanti and Simon Erickson take a closer look at the process that goes into custom chip design and manufacturing.
Consumer ElectronicsPodcast
What’s Up With Upstart?
Sep 22, 2022
Upstart's stock has been all over the map this past year. Now at $25/share, is it an opportunity for investors?
Financial ServicesArticle
The Incrementally Innovative Apple
Sep 21, 2022
Incremental innovation is a necessity for success and there's no better proof than Apple's recent "far out" event. Read on for Anirban's take on Apple's recently release iPhones and what this might...
Consumer DiscretionaryPodcast
SNAP and the Fragile State of Digital Advertising
Sep 20, 2022
Snapchat's stock has been silenced by the market this year. Is the company an opportunity or a landmine for investors?
AdvertisingArticle
Is Fastly Primed For a Rebound?
Sep 14, 2022
We look into Fastly's Q2 2022 report and try to decipher whether or not now is the time to invest for a rebound.
Internet InfrastructureArticle
Is Macro Finally Catching Up With Enterprise Software?
Sep 10, 2022
Anirban checks in on enterprise software behemoths Microsoft & Salesforce to see how they are managing macroeconomic headwinds...
Enterprise SoftwareArticle
Is a Leaner and Focused Snap Set to Win?
Sep 8, 2022
Anirban looks into Snap's 20% headcount reduction and recent investor presentation...
AdvertisingArticle
Anirban’s Top Stock for September 2022
Sep 1, 2022
7investing Lead Advisor Anirban Mahanti’s top stock to buy in September 2022 is the leader in its field with its applications and services among the most popular in the world.
AdvertisingArticle
Apple Is The Emperor Of Cash Generation
Aug 22, 2022
Did Apple's June quarter earnings set the cash register on fire? We dive into the Cupertino giant's results to see what records were shattered and where the company was found lacking.
Consumer DiscretionaryArticle
Paycom: A Boring Compounder For The Watchlist
Aug 17, 2022
Payroll processing might be boring but for Paycom shareholders returns have been anything but boring. What does the future look like for Paycom?
Enterprise SoftwareArticle
Did Apple Upend Snap’s Advertising Growth?
Aug 15, 2022
Did Apple upend digital advertising with its App Transparency changes? Or were macroeconomic factors post Covid reopening the main culprit? We try to answer these questions by looking at Snap's...
AdvertisingArticle
Cloud Computing Checkin: The August 2022 Edition
Aug 8, 2022
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...
Enterprise SoftwareArticle
Will Consumers Remain Resilient?
Aug 6, 2022
We check in on the pulse of consumer spending via the earnings reports from Starbucks, Apple, and Netflix...
Consumer DiscretionaryArticle
Is Meta Platforms Trying To Win By Outspending Its Competitors?
Jul 6, 2022
Is Meta overspending to win in the "meta verse"? Anirban takes a look at how Meta Platforms stacks up against Apple & Alphabet ...
AdvertisingArticle
Is There More to Target’s Recent Profit Downgrade?
Jul 5, 2022
Is there more to Target's recent profit downgrade?
RetailArticle
On The Hidden Profitability Of Software Companies
Jun 25, 2022
Many early stage enterprise software companies aren’t profitable. Anirban discusses one approach to understanding the underlying profitability of these businesses.
Enterprise SoftwareArticle
Is Enterprise Software Immune to Macro Challenges?
Jun 16, 2022
A look at how enterprise software is navigating the macro economic turmoil.
Enterprise SoftwareArticle
Is Cybersecurity Recession Proof?
Jun 10, 2022
The cybersecurity state-of-the-union ...
Enterprise Software