Posts by Anirban Mahanti

Article

MongoDB is Boldly Disrupting the Database Market

Sep 8, 2023

MongoDB's 40% revenue growth and 19% operating margin were both excellent, even in a difficult macro. But what will the company's recent change in its sales strategy mean for investors?

Article

Okta’s Second Quarter is Showing Signs of a Turnaround

Sep 7, 2023

Okta's 23% revenue growth, 9% free cash flow margin, and increased full-year guidance are showing promising signs of a turnaround. See what that might mean for investors.

Article

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.

Article

Market Madness Round 1: Moderna (4) vs Tesla (13)

Mar 9, 2023

In this first-round matchup, the COVID vaccine maker matches up with the electric vehicle innovator.

Article

Market Madness Round 1: Exxon Mobil (1) vs Upstart (16)

Mar 6, 2023

In this first-round matchup, the integrated energy juggernaut matches up with the consumer lending disruptor.

Article

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.

Article

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...

Article

Is Alphabet’s Advertising Business Ex-Growth?

Feb 8, 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...

Article

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...

Article

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...

Article

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...

Article

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?

Article

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...

Article

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...

Podcast

Wreck or Rebound – Part 3! With Anirban Mahanti, Matt…

Dec 1, 2022

Anirban and Matthew were joined by Alex Morris, creator of the TSOH Investment Research Service, to look at seven former market darlings that have taken severe dives from their former heights.

Article

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.

Article

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.

Premium Advisor Update

This Too Shall Pass

Nov 10, 2022

Podcast

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.

Article

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...

Podcast

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. 

Article

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...

Article

One Idea For Your Watchlist: Confluent

Oct 24, 2022

Anirban discusses why Confluent is worthy of a position in your watch list ...

Article

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...

Article

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.

Podcast

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.

Podcast

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?

Article

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...

Podcast

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?

Article

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.

Article

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...

Article

Is a Leaner and Focused Snap Set to Win?

Sep 8, 2022

Anirban looks into Snap's 20% headcount reduction and recent investor presentation...

Article

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.

Podcast

Wreck or Rebound with Anirban Mahanti, Matthew Cochrane, and Alex…

Aug 23, 2022

7investing lead advisors Anirban Mahanti and Matthew Cochrane are joined his week on the podcast by Alex Morris to discuss 7 former market darlings that have fallen significantly.

Article

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.