Chris Seifel of Seifel Capital Management comes on to talk free cash flow in high growth companies, shortcomings in using P/S multiples, the CANSLIM method, why he is wary of investing in small caps, CrowdStrike’s incredible growth runway and artificial intelligence. Chris’s depth and breadth of knowledge on cyber security and AI - as well as how these opportunities distill down to specific companies and free cash flow growth - made this interview an awesome learning opportunity for me. We go deep on Chris’s process and how he evaluates his holdings during quarterly earnings and drawdowns. Chris overviews his investment thesis for CRWD (including updates on the Preempt acquisition and new Zero Trust initiatives) and a range of opportunities in AI, including ASML, TSM and MU. I highly recommend listening to this whole interview, but Chris’s explanation of ASML and their use of photolithography blew me away. His Twitter and newsletter are incredible resources I keep returning to - check out https://twitter.com/SeifelCapital and https://seifelcapital.com .
Popular Podcasts
Las Culturistas with Matt Rogers and Bowen Yang
Ding dong! Join your culture consultants, Matt Rogers and Bowen Yang, on an unforgettable journey into the beating heart of CULTURE. Alongside sizzling special guests, they GET INTO the hottest pop-culture moments of the day and the formative cultural experiences that turned them into Culturistas. Produced by the Big Money Players Network and iHeartRadio.
Crime Junkie
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.