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Posts by Anirban Mahanti


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...


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...


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...


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...


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?


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...


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...


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.


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.


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


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.


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...


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. 


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...


One Idea For Your Watchlist: Confluent

Oct 24, 2022

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


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...


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.


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.


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?


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...


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?


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.


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...


Is a Leaner and Focused Snap Set to Win?

Sep 8, 2022

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


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.


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.


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.


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?


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...


Tesla’s Past, Present and Future With Farzad Mesbahi

Aug 11, 2022


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...


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...


Anirban’s Top Stock for August 2022

Aug 1, 2022

7investing Lead Advisor Anirban Mahanti’s top stock to buy in August 2022 is a founder-run, fast-growing, enterprise software company that has been beaten down to almost value territory.


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 ...


Is There More to Target’s Recent Profit Downgrade?

Jul 5, 2022

Is there more to Target's recent profit downgrade?


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.


One Enterprise Software Stock For Your Watchlist

Jun 22, 2022

The granddaddy of software as a service -- -- is on sale. Anirban explains why you should consider putting it on your watch list ...


Is Enterprise Software Immune to Macro Challenges?

Jun 16, 2022

A look at how enterprise software is navigating the macro economic turmoil.


Is Cybersecurity Recession Proof?

Jun 10, 2022

The cybersecurity state-of-the-union ...