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 .
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