Live Q&A:
Din chance for at stille spørgsmål til os direkte!
Livestream på YouTube
Gratis live Q&A
Det sker hver anden uge og næste gang er søndag den 16. juni kl. 17:00.
Hvis du ikke kan nå at se med på den pågældende aften, optager vi livesessionen så du kan se den på et senere tidspunkt.
Hvad skal der ske?
Q&A står for Question & Answer. Eller spørgsmål og svar.
Det er altså bare en måde fortælle på at du nu får chancen for at stille os alle de spørgsmål du skulle have lyst til! Derudover gennemgår vi relevante nyheder, seneste regnskaber mm., eller inviterer spændende gæster forbi.
PROGRAM FOR SØNDAG D. 16 JUNI
Mads Christiansen og Jesper Bæk sidder endnu engang klar til en live Q&A. Der vil være plads til en masse gode spørgsmål og dyk ned i de enkelte aktier! Vi svarer ligeledes på nogle af de spørgsmål, som vi ikke nåede forbi sidste gang. Denne gang med særlig gæst, Simon He, fra Convequity.
Bemærk at tidspunktet er allerede kl. 17:00 denne gang!
Du er selvfølgelig også velkommen til at stille spørgsmål i kommentarsporet allerede.
Arkiv over tidligere livestreams
SE OPTAGELSEN FRA SØNDAG D. 2 JUNI
00:00 Welcome and introduction
02:07 Dell earnings, Salesforce earnings, SaaS downturn
09:17 Intel and ASML and the building of new fabs
12:02 Explaining Gravity stock – do we still like this investment?
15:14 The high-risk nature of the games industry – Embracer Group’s failure
17:16 Thoughts on smaller Danish IT-companies: CBrain, Netcompany…
19:08 Hims & Hers adding GLP1 to its inventory as a marketing scheme
25:14 The state of Broadcom prior to earnings June 12th
29:00 Why datacenters will keep buying chips, even as the next gen nearing
32:05 Will Tesla Robotaxis disrupt Uber’s business?
37:10 Our thoughts on AppLovin and AXON 2.0, Unity outcompeted
42:12 Performance of PMINDI and future expectations
46:38 The importance of keeping cash on the side with high volatility and variance
52:00 Follow-up question on SAP from last session – SAP as an AI play?
59:05 Will NDI invest in the biotech industry?
SE OPTAGELSEN FRA SØNDAG D. 19 MAJ 2024:
- 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
- 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
SE OPTAGELSEN FRA SØNDAG D. 5. MAJ 2024:
- 0:00 Introduction & Welcome
- 2:16 Mads presents why tech stocks are underrated
- 10:10 dLocal as an example of a potentially overlooked tech stock
- 14:56 Top weighted stocks across the NewDeal Invest investment portfolio:
- 15:30 Carvana
- 15:46 Cardlytics
- 18:01 Sea Limited
- 20:42 HelloFresh Group
- 23:42 Expanding on Carvana
- 26:38 Investing in South East Asia as a region
- 29:29 Thoughts on Grab + differences with Sea Limited
- 32:05 Sea gaming DNA and Shopee – Shoppertainment
- 34:17 Thoughts on FuboTV and competitive challenges
- 37:50 Tech and arms/military – a theme being in the know is a key advantage
- 41:15 Jesper on the new Unity CEO
- 44:25 What problems Unity needs to solve
- 49:27 Interest rates impacting tech stocks
- 54:10 How we value stocks in our portfolio
- 56:40 EV sales, EVs in China and Tesla layoffs
- 1:06:20 Signing off
SE OPTAGELSEN FRA SØNDAG D. 21. APRIL 2024:
- 0:00 Welcome, concept and introductions
- 1:15 Mads Christiansen explains this week’s drawdown
- 6:45 Technological driving secular trends – What to expect in the coming period
- 10:55 The big take
- 12:35 Why the AI wave is different from the dot.com bubble
- 14:45 What did we learn from recent ASML and TSM earnings?
- 16:49 Mads on the semiconductor sector dropping friday
- 18:45 Overview of the NDI-FutureTech eToro portfolio Q1 rebalancing
- 23:17 The case for Arm Holdings
- 31:35 The case for MercadoLibre, Grab (Also Sea Limited and others)
- 34:40 Qualcomm over the next 5 years
- 39:00 Nvidia dropping 10% friday – what it could mean
- 43:35 Auto1 Group as a European Carvana, European tech and HelloFresh
- 49:30 Jesper explains he eToro platform, fee structure & Copytrading
- 51:25 FinTech’s scaling over time, competitive advantage or becoming riskier?
- 55:54 The role of car dealerships in the EV world
- 1:01:01 Wrapping up
SE OPTAGELSEN FRA SØNDAG D. 17 MARTS 2024:
- 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…
SE OPTAGELSEN FRA SØNDAG D. 3 MARTS 2024 LIGE HER
Denne første gang, vi gik live blev det til en kort introduktion af konceptet og af nye mand hos NewDeal Invest, Jesper Bæk. Dertil gennemgik Mads Christiansen forklaringen på hvorfor vores fonde egenligt klarer sig så forskelligt.
Derudover forløb aftenen således:
- En forklaring om OpenAI’s nye tekst-til-video model – og hvorvidt det kan være en trussel til virksomheder med fokus på simulering.
- Digitale Tvillinger – Unitys frasalg af Digital Twin Pro Services til Capgemini og lidt om AppLovin.
- Matterport – Der nu kommer med intelligente digitale tvillinger og Procores potentiale i byggebranchen.
- Apple Vision Pro – Et af de områder, hvor der er vilde muligheder for enterprise-løsninger i sammenspil med Unity.
