A full list of the recommendations, commentary updates, articles, and video interviews from each of our advisors can be seen by clicking on their name below.
Our 7investing lead advisors come from a variety of professional backgrounds and we see the market in different ways. Our diverse set of viewpoints helps us present subscribers with a “full buffet” of stock recommendations every month. We run the gamut across all industries and sectors ─ including artificial intelligence, cloud computing, healthcare, and financial technology.
A full list of the recommendations, commentary updates, articles, and video interviews from each of our advisors can be seen by clicking on their name below.
Simon Erickson is the founder and CEO of 7investing. He is one of the stock market’s most forward-looking investors, focused on identifying disruptive innovation and finding developing trends before others may even be aware of them.
He does this by traveling often to industry conferences and by speaking directly with business, scientific, and academic leaders ─ to learn firsthand about the cutting-edge technologies impacting the business world.
That included a conversation in 2014 with a Harvard postdoc about a new scientific breakthrough called “CRISPR”. And then a trip in 2015 to NVIDIA’s Silicon Valley headquarters to learn about a new field of “deep learning.”
But he also personally dives in to these developing trends. He’s been plugged-in to immersive virtual reality, rode in the beta-version of Waymo’s self-driving car, bought his first Bitcoin for just $247, and took a pharmacogenomic DNA test to explain how he’d react to prescription drugs.
Simon previously worked for seven years at The Motley Fool, where he most recently served as the lead advisor of Motley Fool Explorer. In this role, Simon ran an investment newsletter that profiled innovative trends, personally directed more than $1 million of funds into a real-money investment account, and managed a team of 22 people. Explorer was recognized as one of TMF’s fastest-growing and highest customer retention newsletters.
Simon has also been active in the financial media, offering his opinion of Facebook’s 10-year plan to CNN, discussing Alphabet’s “other bets” to CNBC, and sharing his thoughts about innovation and investing to podcasts and newspapers across America. He has a BS in Chemical Engineering from the University of Texas at Austin and an MBA in Entrepreneurship from Rice University in Houston. In his spare time, he enjoys traveling, listening to rock music, and spending time with his wife and daughter. He has now watched Frozen approximately 43 million times.
Simon brings a passion of digging into developing trends to uncover opportunities for 7investing. He believes personalized medicine and machine learning inference are two fields that will be extremely profitable for investors.
Anirban Mahanti is a lead advisor for 7investing. Before 7investing, Anirban spent 5-plus years at The Motley Fool’s Australian subsidiary in various roles, including as the Director of Research and the founding lead advisor of the market-beating small-cap ASX stock-picking newsletter Extreme Opportunities.
Anirban is an Information Technology expert by training. Before transitioning to becoming a full-time investor in 2015, Anirban held various roles at NICTA (now known as Data61 following the organization’s merger with CSIRO), a leading Australian Information Communications Technology research center. Before NICTA, Anirban was an Assistant Professor at the University of Calgary in Canada and then at the Indian Institute of Technology Delhi.
In his research career, Anirban has invented new technologies, co-authored over 70 peer-reviewed research papers, supervised post-doctoral fellows, Ph.D. and MSc students, and consulted for the industry. Anirban’s technical expertise is at the intersection of computer networking, data science, and machine learning.
Given Anirban’s background, it should be no surprise that his favorite investing ideas are at the bleeding edge of innovation, especially in the enterprise software space. He’s a firm believer in following top-flight research, which often is years ahead in identifying where the puck will be in the future. For context, Anirban’s doctoral dissertation was on scalable video streaming systems, back in 2003, well before the first large-scale streaming systems went online. His team was also one of the first to publish a study on Youtube traffic characteristics back in 2006. And he was applying machine learning (ML) and artificial intelligence (AI) to computer networking problems (SPAM detection, network traffic identification) in 2005, about a decade before ML and AI caught the fancy of mainstream media.
Anirban received a Ph.D. and MSc in Computer Science from the University of Saskatchewan, Canada, and a BE in Computer Science and Engineering from Birla Institute of Technology, India. He lives in Sydney, Australia, with his wife and daughter, although he considers himself a global citizen with living and work experience spanning continents.
Dana Abramovitz is a lead advisor for 7investing. She joins the team by way of South by Southwest, where she managed the Health & MedTech track of programming and was responsible for listening for the most important conversations happening around health care, identifying the those leading the conversations, and giving those thought leaders a platform from which to speak.
Dana’s interest in health spans all aspects of the industry – from fitness and wellness to hospital systems and policy and everywhere in between (she loves to geek out on personalized medicine and drug delivery and is happy to share her opinion on health equity and social determinants of health.) After her first year in the pharmacy program at Purdue University she changed her major to pharmaceutical sciences so she could go to graduate school to study biochemistry. She received her PhD in biochemistry and molecular biophysics from Columbia University and did her post-doc at The Scripps Research Institute.
She left academia to work for Ingenuity Systems, which was acquired by QIAGEN, and started her own video game company whose product was acquired by UbiSoft. After a decade in industry she received her Masters in Management from Stanford University Graduate School of Business, where she focused on health care investment and new ventures. After business school and prior to working at South by Southwest, she worked at Strand Life Sciences, a genomics and personalized medicine company based in Bangalore.
Dana is currently loving how mRNA, which she studied in grad school, is in the limelight and can potentially be used to combat other diseases in the near future.
In addition to analyzing health care companies, Dana is a Bar Method studio owner and instructor and is on the founding team of the Texas Global Health Security Innovation Ecosystem. She lives in Houston.
Luke Hallard is a lead advisor for 7investing. He primarily invests in technology and innovation, with a current bias towards health-tech and companies enabling the ‘work from anywhere’ economy. Luke invests in US equities, but he also has a handful of angel investments, with two successful exits to date.
Although Luke’s portfolio spans many industries, a key factor his personal investments have in common is that they all seek to make the world a better, less complex place. Luke invests with his head, but his heart occasionally exercises the power of veto.
Luke and Simon first met when Simon guested on the Telescope Investing podcast. Simon immediately recognised the close affinity between 7investing and the long-term growth investing strategy that Luke has successfully employed through the last eighteen years, delivering a market-beating compound growth rate in his personal portfolio of over 26% annually.
Prior to joining 7investing, Luke spent 25 years as a Programme Director leading organisational change at HSBC Bank. His knowledge of conduct, financial crime risk, data privacy, sanctions screening, anti-money laundering, and payments transparency is happily fading into a hazy memory of bureaucracy and complexity.
Luke holds trustee and grant panel roles with multiple UK charities in the social welfare sector. He’s married to Katrina, and they live in London with their Siberian cat, Sushi.
Luke has a passion for health and physical fitness. He’s completed the London Marathon, and is currently training for a 4x4x48 challenge, running four miles every four hours for 48 hours. He dedicates his winters to skiing and snowboarding, and in a final bid to successfully land a back-flip on a board he recently attended trampoline classes.
Luke is a motorcycling enthusiast and regularly tours Europe by bike, although his favourite stretches of roads are in Japan. He’s embarrassingly slow on the racetrack despite living fifteen minutes from an internationally renowned motor racing circuit, and spent his younger years volunteering as an observer with the Institute of Advanced Motorcyclists.
Matthew Cochrane is a lead advisor for 7investing. He grew up in Fort Lauderdale, Florida and, upon graduating high school, enlisted in the U.S. Navy, where he served for six years as an electronics technician. After re-entering civilian life, he married his high school sweetheart. Sixteen years later they are still together and raising their four kids in South Florida.
By day, Matthew is a detective with a local police department. By night, he writes for 7investing, looking for companies with wide economic moats that have a long runway of growth ahead. He also serves as a trustee on his police department’s pension board, a position he was elected to by his fellow officers.
After investing on his own for years, Matthew began writing articles for the Motley Fool in early 2017, where he made public stock recommendations that, collectively, easily beat the S&P 500 index. He spends most of his time today covering the fintech and payments sector, though he loves looking at interesting opportunities from every corner of the stock market. He has a BS in Interdisciplinary Studies from the University of Central Florida.
When he’s not working, writing, or shuttling kids to various practices and events … well, who are we kidding? When he’s not doing any of that, he’s probably sleeping.
Maxx Chatsko is a lead advisor for 7investing. Although his parents couldn’t spell (among other things), he managed to overcome that burden and develop a well-honed framework for analyzing companies, products, and services in living technologies. His work focuses on opportunities in biotechnology, synthetic biology, and renewable energy.
He’s published thousands of articles and reports as a writer for The Motley Fool, the first editor-in-chief of SynBioBeta, and various industry publications. He volunteers as a judge for the iGEM Competition each year, once built a DIYbio lab in his house, and is only 26 spider silk ties removed from the late Stan Lee.
Maxx brings a unique technical skill set to the 7investing team. He earned a BS in Bioprocess Engineering from SUNY-ESF, where he trained to scale-up fermentation and cell culture processes for industrial biotech products including beer, chemicals, and biologic drugs. He earned an MS in Materials Science & Engineering from Carnegie Mellon University, where he focused on tissue engineering and energy storage. Maxx has also worked as an application scientist for a hyperspectral imaging company, where he demonstrated the proof of concept of and earned a foundational patent for conformal filter technology.
These experiences have molded Maxx’s bottom-up approach to investing. First, he digs into the science to understand the ins and outs of technology platforms. Then, he works to understand the broader competitive landscape and where a specific company fits in. Finally, he pores over SEC filings to rate the financial health of a business within the context of a long-term mindset.
Speaking of long-term thinking, Maxx and Simon have a bet about the future of DNA sequencing. Maxx isn’t sure what he’ll be doing on June 8th, 2028, but he’s confident Simon will be handing over some cash.
Steve Symington is a lead advisor for 7investing. He covers a wide variety of industries and publicly traded companies, but loves finding disruptive, responsible businesses chasing massive addressable markets.
He lives with his wife and three children in Missoula, Montana, where he received a BS studying Computer Science and Mathematics at the University of Montana. Following college, he worked for seven years as a software developer and sales engineer for a machine-learning software company primarily serving military, local and federal government agencies, and defense and aerospace clients.
But he found his passion as an investor. Steve most recently worked for seven years at The Motley Fool, where he wrote nearly 8,000 articles on investing, stock picking, and personal finance topics. His work has been featured on USA Today, TIME, Fox Business, Yahoo! Finance, MSN, Newsweek, Forbes, Nasdaq, Business Insider, Money.com, and International Business Times. He also served as lead analyst for The Fool’s Artificial Intelligence portfolio, helped pick real-money investments for five years as part of its Explorer subscription services, and worked in a five-person team to build and manage what’s now a multi-million dollar real-money portfolio — after more than doubling in value with an annualized return of 15.5%, beating the S&P 500 by nearly 40 percentage points — under the Supernova Phoenix 2 service.
Steve believes it’s not just possible, but probable that individual investors can consistently beat the market and generate life-changing returns in the process.
Samantha Bailey is the Director of Marketing at 7investing and producer of 7inFoucus. An experienced leader in all aspects of marketing, Sam particularly enjoys building both a branding and marketing strategy from the ground up – perfect for her role here at 7investing.
She is responsible for every facet of our marketing strategy, including advertising campaigns, customer research, SEO, and social media management.
Originally from Virginia Beach, Virginia, Sam moved to Texas to attend the McCombs School of Business at the University of Texas in order to escape the cold and snow in Virginia. Well, her version of cold and snow. Steve might think differently. Graduating with a marketing degree magna cum laude, she then worked in marketing for AIG helping rebrand the company after the financial crisis of 2008. Sam then leveraged her education and experience to pursue an MBA from Rice University, proudly graduating from the Jones Graduate School of Business.
While she truly cherishes her role at 7investing, there is one job she loves more, and that is the role of mom and wife. As the mother of a child with cerebral palsy, Sam is extremely active with both fundraising and advocating for Easter Seals. She knows how fortunate she is to live in a major city with access to some of the best medical care in the world and is determined to bring those same benefits to children across the country.
Ashley Wilson serves as the analytics advisor for 7investing and provides a framework for the company to grow based on a data-driven approach. She has a passion for noticing trends in data and guiding companies towards their maximum potential by understanding the data around them (known by the cool kids as “growth-hacking”). In January 2020, Ashley founded JAW Analytics which helps companies incorporate meaningful analytics strategies into their businesses.
Ashley grew up in Louisiana but was no stranger to technology. With two parents employed by the public school system, she spent her adolescence helping secure education grants for rural parishes. Then, she helped setup computer labs and train faculty throughout the 90’s. She represented the interest of rural educators in Washington DC and in front of Congress while she was still in middle school.
Ashley attended undergrad at the University of Louisiana at Monroe where she graduated from the Risk Management and Insurance program with a bachelor’s degree in Business Administration. She was able to cut her teeth in insurance at Lloyd’s of London and then returned to launch a start-up in the Louisiana insurance space that entered after Hurricane Katrina devastated the state. She began as a Senior Underwriter and stayed for over a decade, where she grew the company to unheard of loss ratios (using a data driven approach) and rose to the Senior VP of Operations. She is now a distinguished Alumna of her alma matter and returns often for public speaking events to offer guidance to the students in the business school.
To hone her data skills, Ashley recently attended the Harvard Business Analytics Program where she completed as a graduate with distinction and was invited to be the conferral speaker for her graduating class. Her speech centered around the importance of ethics in artificial intelligence and how critical it is that those influencing algorithms in our world maintain a next-level of integrity. She was recently featured by Harvard on a panel of her peers speaking about Women in AI. With a true love of investing and growing companies with a data mind set, Ashley has fit right in at 7investing.
JT Street is a marketing manager for 7investing. JT’s career began in earnest during his college years at Texas Lutheran University. He had two jobs; one as a small town radio news reporter and the other as a balloon-twisting clown at restaurants and parties.
The clown gig paid better… and JT discovered that markets could be irrational.
Over the next 20 years, JT used his positions as a reporter, videographer, digital marketer, and storyteller to share the experiences and passions of thousands of worthy, inspiring, entertaining and compelling human beings. He brings that breadth of experience to 7investing to help bring the company’s story to new audiences. When he’s not doing that, you can find him running up and down the streets of small-town Texas with his corgi and his 2-year old daughter, quite possibly all in matching tutus if it makes her happy. (Dad’s a pushover.)