Podcast #13: Our Team's Investing Process | 7investing

Podcast #13: Our Team’s Investing Process

Advisor: 7investing Team

The number of individual investments accounts being opened on online brokerages like Robinhood, TD Ameritrade, and Fidelity is skyrocketing. In response to the growing number of individual investors, our team wants to take an opportunity to share how we think about finding the most promising stock market opportunities.

In our thirteenth official podcast, our 7investing advisor team discusses how we search for our recommendations every month. We describe where we go to find information, what we do to size up companies (which is different for each of us), how we assess a competitive moat, and how we think about allocating money in a portfolio.

We also share our thoughts about the market’s recent rally and what factors are impacting Berkshire Hathaway’s long-term performance.

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We hope you enjoy our 7investing podcast! Please send your ideas and questions to info@7investing.com or submit them here!

Companies mentioned in this podcast include: $BRK.B, $FB, $MKL, $OKTA, $PAYC, $SHOP, $SPLK, and $TSLA. The 7investing team may have active positions in one of more of these companies.

This podcast was originally recorded on June 12, 2020 and was first published on June 18, 2020.