Скачать или смотреть NewDeal Invest Live Q&A - May 19th at

00:00 Introduction of concept and hosts
02:11 Introduction of special guest Jordan Lambert, CFA
04:42 Q1 and long-term perspective on Uber
08:07 Our thoughts on PayPal and its (lacking) competitive advantage
14:25 Explaining why a stock like SAP remains outside of scope
16:53 Jordan shares his view on Palantir and its Gen-AI opportunity
21:09 Quick intersection: Explaining the concept of ontology
22:10 Analogy for Palantir's ontology advantage in LLMs
25:40 Does Palantir face any competition? Databricks and more
29:07 Why Palantir is not currently part of the NDI-FutureTech portfolio
30:40 Showcasing our Discounted Cash-flow model exemplifying Palantir
35:35 Exemplifying Carvana in the DCF valuation sheet
37:36 Monday.com as a stock favorite of Jordan, valuation-wise
39:30 Some "technical" difficulties...
40:51 Resuming Monday.com and explaining the rule of X
44:28 Our top Cybersecurity picks right now (Fortinet, Palo Alto Networks)
51:45 Our thoughts on Rubrik - a different kind of Cybersecurity company
1:00:49 Thoughts on Oracle and its entrenchment in the industry
1:03:50 Signing off

Ask all the questions you'd like in the chat. We will answer as many as we possibly can! If you have questions about the positions we follow, our portfolio or topics from Aktieuniverset now is the time! This time with guest Jordan Lambert of Convequity!

NewDeal Invest is an investment fund that specialises in innovation, digitalization and future trends. We embrace the fact that the world is rapidly changing, and this is where we see opportunities. We spend lot of our time endeavouring to understand the future.

We are investors. We buy and hold innovative companies, especially within digital transformation. We invest globally, predominantly in companies that use digitalisation to create new solutions to old problems. The companies that are of interest to us are often disrupters of other companies that fail to focus on innovation.

NewDeal Invest was founded by fund manager Mads Christiansen and is run by his handpicked team of experts, who all share his investment philosophy and vision of the future.

The members of our team each have different skill sets, but we all embrace the same investment philosophy. We are investors and our strategy is compounding. We look for the best companies to buy and hold for years. We like founder-led companies with innovative cultures.
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Stil alle de relevante spørgsmål i har lyst til i chatten. Vi svarer på alt hvad vi kan nå!
Har du spørgsmål til NewDeal Invests fonde, de positioner vi følger eller emner fra Aktieuniverset, så er det nu du har chancen!

NewDeal Invest er en investeringsfond specialiseret i innovation, digitalisering og fremtid. Vi omfavner det faktum, at verden ændrer sig i et hastigt tempo, og det er her, vi ser de bedste muligheder. Vi bruger rigtig meget tid på at prøve at forstå fremtiden.

Vi investerer globalt, fortrinsvist i selskaber, der bruger digitalisering til at skabe nye løsninger på gamle problemer. De selskaber, der er interessante for os, er ofte disruptere af andre virksomheder, som ikke fokuserer på innovation.

NewDeal Invest er stiftet af fondschef Mads Christiansen og drives af Mads Christiansen og hans hold, der deler hans syn på, hvor verden bevæger sig hen.

Vi har hver især forskellige kompetencer, men vi deler den samme investeringsfilosofi. Vi er investorer, og vores strategi er compounding.

Compounding betyder, at vi investerer i virksomheder, som har en høj sandsynlighed for en god fremtid og derfor vil generere et god afkast. Vi er særligt interesseret i virksomheder, der ledes af virksomhedens grundlægger, og hvor kulturen i virksomheden er innovativ og fremadskuende.
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Læs mere om NewDeal Invest her:
https://newdealinvest.dk/da/hjem/
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Kontakt os her: [email protected]
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Vi har ofte webinarere hvor vi taler om investering. Tilmeld dig her:
https://newdealinvest.dk/da/webinarer/
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Lyt til vor podcast her:
https://newdealinvest.dk/da/vidensbas...
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#investering #investeringsfond #invest #mads christiansen #aktieuniverset #aktier #spørgsmål #questionsandanswers
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