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Posts by Anirban Mahanti

Premium Advisor Update

Anirban’s April 2024 Conviction Rating Review

Apr 12, 2024

Premium Advisor Update

Anirban’s March 2024 Conviction Rating Review

Mar 14, 2024

Premium Advisor Update

Anirban’s February 2024 Conviction Rating Review

Feb 13, 2024


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.


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.

Premium Advisor Update

Anirban’s January 2024 Conviction Rating Review

Jan 11, 2024


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.


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.


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?


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: 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.


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.


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.


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...


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...


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...