Posts by Anirban Mahanti

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.

Article

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?

Article

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...

Podcast

Tesla’s Past, Present and Future With Farzad Mesbahi

Aug 11, 2022

Article

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...

Article

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...

Article

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.

Article

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 ...

Article

Is There More to Target’s Recent Profit Downgrade?

Jul 5, 2022

Is there more to Target's recent profit downgrade?

Article

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.

Article

One Enterprise Software Stock For Your Watchlist

Jun 22, 2022

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

Article

Is Enterprise Software Immune to Macro Challenges?

Jun 16, 2022

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

Article

Is Cybersecurity Recession Proof?

Jun 10, 2022

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

Podcast

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

Jun 2, 2022

In this episode of the 7investing podcast, lead advisors Anirban Mahanti and Matthew Cochrane are joined by Alex Morris to look at seven former market darlings to determine whether or not they will...

Article

Anirban’s Top Stock for June 2022

Jun 1, 2022

7investing Lead Advisor Anirban Mahanti’s top stock to buy in June 2022 is a leader in the software as a service industry, with strong operating and free cash flow margin, robust growth, and a long...

Article

Disney is the New Disruptor

May 13, 2022

Disney+ is just getting it done. What does it mean for Disney and Netflix?

Article

What Amazon’s Earnings Tell Us About Inflation

May 10, 2022

Does Amazon's first-quarter 2022 suggest that inflation is about to ease later in 2022/2023?

Article

Is the Future Of Cloud Computing Cloudy?

May 7, 2022

We dive into the latest results of Amazon's Web Services, Microsoft Azure, and Google Cloud Computing to understand the state-of-the-cloud...

Article

Anirban’s Top Stock for May 2022

May 1, 2022

7investing Lead Advisor Anirban Mahanti's top stock to buy in May 2022 is transforming a trillion dollar industry using machine learning.

Podcast

Netflix’s Past, Present, and Future

Apr 28, 2022

7investing lead advisors Anirban Mahanti and Simon Erickson teamed up with TheStreet's Managing Editor (and former 7investing advisor) Dan Kline in a special "Netflix's Past, Present, and Future"...

Article

What Next For Netflix?

Apr 20, 2022

Netflix's stock is down 35% today due to fewer subscribers and rising competition. But the story is actually much more complex than that.

Article

7investing Update: AI’s Embracing Synthetic Data

Mar 29, 2022

7investing advisors Anirban Mahanti and Simon Erickson discuss the progress being made using synthetic data in AI.

Advisor Update

Are Software Stocks in Deep Value Territory?

Mar 15, 2022

Anirban digs into the valuation of 5 popular software stocks -- CrowdStrike, MongoDB, Okta, Twilio, and Zscaler -- and evaluates whether or not they are worth buying today.

Video

Anirban’s Top Stock for March 2022

Mar 1, 2022

7investing Lead Advisor Anirban Mahanti's top stock to buy in March 2022 is the leader in a transitioning market, and my company has barely scratched the tip of the iceberg.