Posts by Simon Erickson

Article

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.

By Simon Erickson

Consumer Discretionary

Article

NIKE: Short-Term Pain, Long-Term Gain?

Jul 16, 2024

Is the global athletic wear king current an excellent investment opportunity?

By Simon Erickson

Retail

Premium Advisor Update

Simon’s July 2024 Conviction Rating Review

Jul 14, 2024

By Simon Erickson

Article

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.

By Simon Erickson

Semiconductors

Article

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?

By Simon Erickson

Biotechnology

Premium Advisor Update

Simon’s June 2024 Conviction Rating Review

Jun 15, 2024

By Simon Erickson

Article

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.

By Simon Erickson

Health Care Technology

Article

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.

By Simon Erickson

Transportation

Premium Advisor Update

Simon’s May 2024 Conviction Rating Review

May 15, 2024

By Simon Erickson

Article

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?

By Simon Erickson

Consumer Discretionary

Article

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.

By Simon Erickson

Transportation

Article

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.

By Simon Erickson

Transportation

Article

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.

By Simon Erickson

Transportation

Article

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.

By Simon Erickson

Advertising

Premium Advisor Update

Simon’s April 2024 Conviction Rating Review

Apr 15, 2024

By Simon Erickson

Article

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.

By Simon Erickson

Retail

Podcast

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

Health Care Technology

Article

Contest Matchup #6: CRISPR Therapeutics vs Seres Therapeutics

Apr 2, 2024

Two biotech companies go head-to-head in our sixth Stockpicking matchup.

By Simon Erickson

Biotechnology

Article

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.

By Simon Erickson

Semiconductors

Article

Rocket Lab’s Stock is Worth $22 and has 453% Upside.…

Mar 21, 2024

My Discounted Cash Flow analysis calculates that Rocket Lab's stock is worth $22.35 per share. That represents 453% upside from today's current price, making it one of the stock market's most...

By Simon Erickson

Space Economy