Investing in Secular Trends and Fundamentals With Dillon Valdez

<p>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.</p> <p>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 (<a href="https://twitter.com/BluSuitDillon">@BluSuitDillon</a> 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.</p> <p>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 <strong>Datadog</strong> (Nasdaq: DDOG), <strong>DLocal</strong>(Nasdaq: DLO), and <strong>Global-e</strong> (Nasdaq: GLBE) are three companies of particular interest to him.</p> <p><em>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.</em></p> <p><br></p> <p>Welcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year.</p> <p>Start your journey toward's financial independence: <a href="https://www.7investing.com/subscribe">https://www.7investing.com/subscribe</a></p> <p>Stop by our website to level-up your investing education: <a href="https://www.7investing.com/">https://www.7investing.com</a></p> <p>Join the 7investing Community Forum: <a href="https://discord.gg/6YvazDf9sw">https