Founder & CEO @7investing. I find the stock market's best opportunities. @UTaustin ChE @Rice_Biz MBA @themotleyfool Advisor @chevron VC Go @Saints!

Houston, TX
Joined January 2015
Sometimes the most complex things can appear very simple. Starbucks $SBUX is putting a global supply chain to work for every cup of coffee it serves. Alphabet $GOOGL has a massive computing infrastructure powering every one of its search queries. And don’t get me started on the emotional complexity of each of the characters in Winnie the Pooh (NYSE: HNNY). That is, of course, purposeful by design. Users and customers wants simplicity. But competitive advantages stem from complexity. This sets the scene for the company I am recommending in November. It's a very high risk investment opportunity, for those intrigued by how it’s transforming the industry it competes in. 7investing.com/picks/novembe…
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Simon Erickson retweeted
While it's no comfort to short-term investors, when our business is amazingly strong yet the market/stock is weak, I sleep very well at night. We are building something extraordinary - and those who stay will be champions. 🏆
Things are about to get really interesting for Novo Nordisk here in 2026. For one, Novo $NVO and Eli Lilly $LLY have both agreed to offer a lower-priced version of their GLP-1 drugs and to make them available to the public on TrumpRX. That could impact profit margins. But it might also vastly expand the addressable market. Secondly, Medicare will now cover the cost of Novo's drug Wegovy certain individuals. Ozempic has been covered by government insurance plans for several years. But 2026 will be the first time Wegovy is covered for weight loss. Thirdly, all of the independent directors on Novo's board will be stepping down this month. There's a great deal of frustration related to the company's recent pace of commercial execution. Novo's parent company Novo Holdings decided now is the time for a change. And lastly, Novo is tied up in a bidding war with Pfizer $PFE to acquire Metsera. Metsera has a Phase 3 GLP-1 asset that would serve as an oral pill for weight loss. If approved, it would be very complementary to Wegovy. And also a clear sign that the future of weight loss drugs will be as pills rather than as injections. Novo's new CEO Mike Doustdar is less than three months into the job and he is already facing several important strategic decisions. Many of those turn out to be very good news for investors. See our full research coverage of Novo Nordisk at: 7investing.com/NVO
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Drew Brees @drewbrees wasn't just a football player. He's the epitome of a champion with a relentless work ethic. And someone who inspires everyone around him to do even greater things. In my opinion, that represents everything that competitive sports should be.
The #Browns have not one, not two, not three...but EIGHT quarterbacks counting against their salary cap this year. Active: 1) Dillon Gabriel: $1 million 2) Shedeur Sanders: $1 million Inactive: 3) Deshaun Watson: $36 million (Youch!) Traded/Dead Cap: 4) Jameis Winston: $2 million 5) Joe Flacco: $1 million 6) Dorian Thompson-Robinson: $200k 7) Bailey Zappe: $61k 8) Kenny Pickett: $8k This team has historically underinvested in QBs and ends up sending a lot of talent out the door (sometimes even to its divisional rivals). It's hard for me to believe they'll add yet another QB to the roster in the upcoming 2026. Yet then again, this is what the Browns do.
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Duolingo $DUOL beat Q3 expectations but its stock is down (25%) this morning due to underwhelming Q3 guidance. Founder & CEO Luis von Ahn explains that's purposeful and is due to prioritizing growth in the future over profits today: "We decided to shift the balance towards longer-term initiatives. We're investing proportionally more in teaching better and we're prioritizing user growth over monetization in the A/B tests. This shift is reflected in our full-year guidance." Investors should interpret this as a strategic move that pays off over time. And don't forget as well: - Duolingo now has 135 million monthly users. - Duolingo Chess just added a million more in its first 30 days. Which was its fastest new growth rate in its history. - Its subscriber penetration rate (Paying Subs/MAUs) has increased each of the past five years. This selloff is very clearly a result of short-term thinking and impatience. It's a transfer of equity capital to those who can better recognize the long-term growth implications. 7investing.com/DUOL
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Which of these four CEOs is THE MOST VITAL to continue to stay at the helm in order for their company to succeed in the future?
1% Tim Cook @ $AAPL
11% Mark Zuckerberg @ $META
33% Jensen Huang @ $NVDA
55% Elon Musk @ $TSLA
126 votes • Final results
1% Tim Cook @ $AAPL
11% Mark Zuckerberg @ $META
33% Jensen Huang @ $NVDA
55% Elon Musk @ $TSLA
126 votes • Final results
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Yessss! Go Drew! 🙌
FOX has signed Drew Brees to a multi-year deal as a full-time NFL game analyst, where he’ll partner with Adam Amin, per @AndrewMarchand. FOX now has a lineup that includes Tom Brady, Greg Olsen, and Drew Brees. The move also likely signals the end for Mark Sanchez. Full story: nytimes.com/athletic/6778645…
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It's time for a check-in on 7investing's Best Buys. October was the 10th month of the year, meaning @7investing has now officially published 50 Best Buys in 2025 (November's will come out next week). Of those 50 stock recommendations: - 18 stocks (36% of the total) have generated a negative overall return, from the price where they were recommended to today. Our three worst Best Buy performers in this "negative return" list are down (33%), (36%), and (39%). - 15 stocks (30%) have generated a positive return of between +1% and +20%. - 11 stocks (22%) have generated a return of between +20% and +100%. - 6 stocks (12%) have generated a return of 100% or more. Our high-water marks thus far are +189% and +190%, from February and March's cohort. Overall, our average return across all 50 Best Buy recommendations in 2025 is 26%. Are you ready to search our Best Buy scorecards to find you next investment idea? 7investing.com/portfolio/
I gave a presentation last night for several University of Houston MBA students about Financial Statement Analysis and career opportunities in the investing industry. We talked quite a bit about valuation methods, such as how to evaluate earnings multiples and how to construct a discounted cash flow model (with $RKLB and $DUOL being specific examples). I also encouraged them to think of investing as a marathon rather than a sprint. Compounding wealth takes time and you'll get better in every year of the journey. Some years like 2025 will be very good. Others like 2022 will be very challenging. But stay the course. Your future self will thank you if you're diligently adding new money and are methodically improving your process. To demonstrate this, I even shared my professional investment newsletter performance results. The newsletters I have run - Motley Fool Explorer and then 7investing - both followed a very simple process: Invest in one new stock every single month. I've essentially done this in each month of the past decade. (In last night's example, we assumed adding a fixed amount of $1,000 per month.) Even this simple strategy has done a great job of compounding capital over time: An average return of 64% for the Explorer picks and 96% for the 7investing ones. And just imagine if we'd let the Explorer picks ride and to participate in this fantastic recent bull market? Or if you'd taken larger stakes in your favorite and highest-conviction companies, where you put $3k or $5k upfront into $NVDA or $PLTR? Or if you'd added more frequently to your biggest winners? The stock market is here to empower your financial future. It will open doors for you to buy a new home, to take some fun vacations, to make a career change, or to retire early. Take advantage of it being available to you! 7investing.com
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The WORLD's 50 most valuable companies. Credit to @VisualCap for the graphic.
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Holy cow...the #Jets are cleaning house! I applaud their willingness to undertake a complete rebuild from the ground up. Which of course requires making big moves and trading good players. The sheer number of upcoming Day 1 draft picks they now have is incredible.
Jets future draft picks after today’s trades: 2026 🏈1st-round pick (NYJ) 🏈1st-round pick (IND) 🏈2nd-round pick (NYJ) 🏈2nd-round pick (DAL) 2027 🏈1st-round pick (NYJ) 🏈1st-round pick (DAL) 🏈1st-round pick (IND)
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Simon Erickson retweeted
ESPN sources: Colts are trading two first-round picks to the Jets for CB Sauce Gardner.
To see all of our official recommendations, our updated conviction ratings, and our monthly Best Buys, get started with @7investing today. Your first seven days are completely free and will give you full access to all of our premium content! 7investing.com/subscribe
Krystal Biotech just announced third quarter 2025 results and its stock is up 6% this morning. The revenue from its flagship drug Vyjuvek was up a modest 17% to $98 million. But the more exciting news was with regard to the gene therapy company's international expansion. During this quarter, Vyjuvek was approved for DEB and was formally launched in Germany in August, in France in September, and in Japan and Italy in October (!!). Krystal is further preparing regulatory filings for the UK and Switzerland and is laying the groundwork for distribution across the Middle East and Eastern Europe. Outside of Vyjuvek, Krystal is also evaluating new gene therapies for the treatment of cystic fibrosis (KB407, Phase 3) and for AATD lung disease (KB408, P1/2). The pipeline is strong and it is expecting readouts for both by early 2026. In my opinion, this is fantastic execution from a leadership team who is refreshingly focused on profitability (which is much appreciated in biotech). This international expansion could take some time to ramp up. But this could also move the bar significantly within a few years. Krystal is a fantastic company which I've given the nod as a 7investing "Best Buy" multiple times here in 2025. Yet even with $KRYS' stock up 34% YTD, you haven't missed the boat on this one. There's still plenty more growth on the horizon. @MSamy_7 @DanaAbramovitz7 @7investing See all of our investing research and our updated Conviction Rating on Krystal Biotech at: 7investing.com/KRYS
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Here are five Players-for-Picks NFL trades I could totally see happening before the 4 PM deadline tomorrow: 1) Bengals trade EDGE Trey Hendrickson to Patriots for 2nd round pick. The Pats have the most available cap space in the league. They can afford to pay him + give him a lucrative extension. 2) Giants trade EDGE Kayvon Thibodeaux to 49ers for 2nd round pick. Poor SF has suffered a litany of injuries this year. Meanwhile NY has too many EDGE rushers...and they're getting expensive. 3) Saints trade LB Demario Davis to Cowboys for a Day 3 pick. Dallas' D looks clueless & needs a veteran leader. The asking price won't be high. 4) Saints trade WR Rashid Shaheed to Bills for a 3rd round pick. The Big Easy's second trade sends their speedster as a deep field threat for Josh Allen. 5) Jets trade RB Breece Hall to Bears for a 3rd round pick. Ben Johnson has been looking for a 2nd reliable rusher. Breece would be a perfect fit. #NFL #Saints #Cowboys #Bills #Bengals #Patriots #Giants #49ers #Jets #Bears
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#firstdraft @Espngreeny @FieldYates @MelKiperESPN Guys I love your show and listen to every one of your episodes! I wondered if you all could talk not just about positional needs, but also about organizational fits? Are there any players in this 2026 class that are a perfect fit for what certain teams tend to look for? (Like how the @Jaguars were willing to trade up for a franchise player for their new GM & HC to build around. Or how the @dallascowboys always seem to draft OL in the first round). Thank you for everything you do! -Simon Diehard Saints fan (who is struggling this year)
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My Top Stock for November brings simplicity out of complexity. Its fun and user-friendly interface masks a beautifully-designed AI platform that's getting smarter every day. I'm looking forward to revealing the stock for you first-thing tomorrow morning. 7investing.com/subscribe