Posts by Simon Erickson
Article
STAAR Surgical’s Q2 Results are Looking Sharp
Sep 18, 2024
The vision correction innovator continues to gain market share on LASIK.
Health Care TechnologyArticle
Why I Bought and then Sold Celsius This Summer
Sep 13, 2024
The temperature's rising as I've gone from bullish to bearish about Celsius this summer. The experience highlights several behavioral biases we constantly face as investors.
Consumer DiscretionaryArticle
United Therapeutics is Leading a Biotech Revolution. Here’s Why it…
Sep 4, 2024
First it treated an untreatable disease. Now it's disrupting the entire organ transplant industry. Here's why United Therapeutics needs to be a stock on your radar.
BiotechnologyArticle
Supermicro’s Selloff is an Opportunity. Here’s Why I’m Buying the…
Aug 29, 2024
Supermicro's stock is up 2,500% during the past 3 years and has now fallen 50% in August. What the heck is going on?
Internet InfrastructureArticle
TransMedics’ New “Organs as a Service” Market is Winning the…
Aug 21, 2024
The "organ transplant as a service" market is taking the medical world by storm. How long can the accelerated growth rates continue?
Health Care TechnologyArticle
What’s NVIDIA’s Stock Really Worth? Now’s the Right Time to…
Jul 22, 2024
It's a race to develop the world's highest-performance AI accelerators. Will the Computing King continue to wear the AI crown?
SemiconductorsArticle
Domino’s Pizza: On Sale, But Still Not a Bargain
Jul 18, 2024
The pizza chain's stock went on sale today, though it still doesn't look particularly appetizing.
Consumer DiscretionaryArticle
NIKE: Short-Term Pain, Long-Term Gain?
Jul 16, 2024
Is the global athletic wear king current an excellent investment opportunity?
RetailArticle
ASML is About to Have a Monster Year; Upgrading Our…
Jul 2, 2024
The Dutch lithography equipment supplier looks like it'll be very busy in the second half of 2024.
SemiconductorsArticle
Cassava Sciences: Is The Fraud Investigation Just Smoke…or an Actual…
Jul 1, 2024
This micro-cap biotech company is working on an innovative cure to Alzheimer's Disease but is surrounded by controversy. Is it worth the risk for investors?
BiotechnologyArticle
Illumina Officially Ends Its Quest for the Holy GRAIL
Jun 7, 2024
After feeling the heat from investors, customers, and regulators, Illumina has finally agreed to divest GRAIL.
Health Care TechnologyArticle
Tesla “the AI Company” is Worth $645 Per Share. Here’s…
May 21, 2024
If Tesla executes on its FSD ambitions, the rewards for investors could be massive.
TransportationArticle
Tesla “the Car Company” is Worth $104 Per Share. Here’s…
May 14, 2024
Tesla's stock has a lot riding on its FSD future. Will Elon successfully navigate the opportunity?
Consumer DiscretionaryArticle
Tesla’s Growth Will Accelerate Into 2030
May 9, 2024
Despite some near-term speedbumps, strong global demand for EVs should accelerate Tesla's vehicle sales through 2030.
TransportationArticle
5 Key Takeaways Investors Should Know About Tesla
May 7, 2024
The EV innovator is facing some near-term headwinds, but is still full-speed ahead when it comes to global expansion.
TransportationArticle
What’s Tesla Really Worth? Now’s the Right Time to Find…
May 6, 2024
How much is Tesla's stock really worth? 7investing CEO Simon Erickson will be answering one of investing's biggest questions this week.
TransportationArticle
The Trade Desk is Worth $62 Per Share. Here’s Why.
Apr 25, 2024
Is the stock of this digital advertising innovator significantly overpriced? We dug deep and let the numbers do the talking.
AdvertisingArticle
Coupang is Worth $19.25 Per Share, But With Hidden Upside.…
Apr 12, 2024
The base case of my Discounted Cash Flow predicts Coupang's stock is currently worth $19.25 per share. But like we saw this morning, it also has some excellent hidden optionality.
RetailPodcast
ShockWave Medical Receives a Buyout Offer
Apr 8, 2024
Shockwave Medical (Nasdaq: SWAV), the innovative leader in intravascular lithotripsy, has received a $335 per share all-cash acquisition offer from Johnson & Johnson (NYSE: JNJ).
By Luke Hallard
Article
Contest Matchup #6: CRISPR Therapeutics vs Seres Therapeutics
Apr 2, 2024
Two biotech companies go head-to-head in our sixth Stockpicking matchup.
BiotechnologyArticle
Contest Matchup #5: Intel vs Super Micro Computer
Mar 28, 2024
Two semiconductor companies go head-to-head in the fifth of our Stockpicking matchups.
Semiconductors