Posts by Anirban Mahanti
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...
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
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 DiscretionaryArticle
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 DiscretionaryArticle
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 Software