NewDeal Invest Live Q&A - March 17th at 20:00 (8 PM) with Mads Christiansen & Jesper Bæk |
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Timestamps:
0:00 Welcome and program 1:40 Introduction of Jesper Bæk 2:49 Introduction of Mads Christiansen and presentation of NewDeal Invest 6:55 Comparing Sea Limited stock to Amazons historical journey 11:02 How to look at Sea Limited earnings 18:40 Rory Sutherland's philosophy applied to the nuances of stock analysis for tech 23:45 Graphs showing deep dive analysis predictions vs. reality 26:14 Tesla downturn and what it will take for the stock to move 29:55 Toyota's entry in the US market as an analogy for Tesla's current journey 33:38 Loose thoughts on Tesla as an EV 'foundry' like Foxconn 35:40 Thoughts on Quantum Computing and its early development 38:12 Thoughts on Lemonade stock 40:00 When to sell a stock according to NewDeal Invest 2 layer approach? 43:16 The case for Cardlytics 45:55 HelloFresh Group earnings, share price and its future 54:45 Do we still find the Semiconductor giants stocks - TSMC and Broadcom - attractive? 59:10 A semiconductor stock to possibly keep an eye on... 1:00:20 Goodbye for now 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! 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. -------------------------------------- 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. -------------------------------------- 🌐 Læs mere om NewDeal Invest her: https://newdealinvest.dk/da/hjem/ -------------------------------------- 📧 Er du interesseret i at høre nærmere om NewDeal Invest? Kontakt os her: kontakt@newdealinvest.dk -------------------------------------- 📱 Følg os på Sociale Medier her: Facebook: https://www.facebook.com/NewDealInvest Twitter: https://twitter.com/InvestNewdeal LinkedIn: https://www.linkedin.com/company/newdealinvest/ -------------------------------------- 📺 Vi har ofte webinarere hvor vi taler om investering. Tilmeld dig her: https://newdealinvest.dk/da/webinarer/ -------------------------------------- 🎧 Lyt til vor podcast her: https://newdealinvest.dk/da/vidensbase/podcast-da/ -------------------------------------- #️⃣ #investering #investeringsfond #invest #mads christiansen #aktieuniverset #aktier -------------------------------------- |