Investing in Secular Trends and Fundamentals With Dillon Valdez

The stock market is filled with noise these days. Whether it is the obsession with meme-stocks, the focus on momentum-based swing trading, or the hype cycle driving valuations up to ridiculous levels, there are a lot of speculative (and potentially problematic) factors that are influencing investment decisions.
Our podcast guest today is someone who's helping to cut through that noise and help investors focus on the more important signals. Dillon Valdez (@BluSuitDillon on Twitter) in an individual investor who's searching for the business world's most important developing trends, then digging into fundamentals to uncover the companies who will most profitably benefit from them.
In this exclusive interview, Dillon chats with 7investing CEO Simon Erickson about the specific things on a company's financial statements he looks for in his investing process. He describes why full-stack monitoring and international e-commerce are two secular trends that investors should be aware of, and why Datadog (Nasdaq: DDOG), DLocal(Nasdaq: DLO), and Global-e (Nasdaq: GLBE) are three companies of particular interest to him.
Publicly-traded companies mentioned in this interview include Datadog, DLocal, Ford, Global-e, MercadoLibre, SentinelOne, and Snowflake. 7investing's advisors or its guests may have positions in the companies mentioned.

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