Posts by Anirban Mahanti
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?
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.
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.
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.
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 Infrastructure
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...
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 Discretionary
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...Consumer Discretionary
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...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.
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 Discretionary
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...Enterprise Software
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 Discretionary
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 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.