7investing Lead Advisor Anirban Mahanti’s October 2022 recommendation is the king of its arena. On the one hand, it is making incumbents worry about their future. On the other hand, this company is also the reason why many incumbents are embracing change. This business is a talent magnet because of its mission and driven leadership team. And thus, it is no wonder this company is a lot more than what appears on the surface. With an unbelievably large market opportunity, growth at scales unseen thus far, a pristine balance sheet, and ballooning free cash flow, this blue chip is set up for a bright future.

Transcript

Hello, the company I’m recommending this month is a leader in its field. What’s interesting is the company has just barely scratched the tip of the iceberg in terms of its total market opportunity. This company is growing quickly. It’s got a very strong balance sheet. It’s got a leadership position, not just in its key vertical, but it’s got a leadership position in many other aspects. And those aspects are often less understood and less appreciated. The best part is this company is growing its free cash flow at a pretty fast rate. As the market expands, and as this company gains a larger share of this expanding market, I believe the free cash flow will keep increasing. And I think just on future free cash flow potential, this company is fairly valued, maybe even undervalued. That makes this a great opportunity in a time when there’s a lot of volatility in the market. I’m Anirban Mahanti, and we are 7investing.

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