$CRWD, CANSLIM and High Growth Stocks w/ Christopher Seifel (Episode 49)

<p>This episode is brought to you by TIKR. Join the free beta today at <a href="https://tikr.com/hive" rel="ugc noopener noreferrer" target="_blank">TIKR.com/hive</a><a href="https://tikr.com/hive" rel="ugc noopener noreferrer" target="_blank">.</a> They're constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn't be more excited to partner with TIKR.</p> <p>Christopher Seifel is an equity research analyst and runs the newsletter Seifel Capital (link <a href="https://seifelcapital.substack.com/">here</a>). Chris is one of the sharpest investors/analysts on Twitter, and it shows. He's quickly grown his Twitter following to over 13K. Chris focuses on high growth companies, portfolio construction and general market commentary.&nbsp;His newsletter articles feature deep dives on new and interesting companies while distilling the thesis down into the 1-3 most important drivers. It's a tremendous skill and something I'm constantly working on.&nbsp;</p> <p>We spend over an hour discussing Crowdstrike $CRWD (Chris' largest holding), Unity Technology $U (disc: I am a shareholder), the CANSLIM method and how to do deep work analysis on an investment. This is one of those episodes you'll have to hear twice.&nbsp;</p> <p>Here's the time-stamp for the conversation:&nbsp;</p> <ul> <li>[0:00] Who is Chris Seifel?</li> <li>[3:00] Life’s Inflection Points</li> <li>[6:40]&nbsp; Growth Investing</li> <li>[10:30] Technicals and Value Investing</li> <li>[14:00] Risk and Portfolio Management</li> <li>[22:00] The Five Rules</li> <li>[36:00] Deep Diving into a Stock</li> <li>[40:00] Generalist vs Specialist</li> <li>[43:00] Crowdstrike ($CRWD)</li> <li>[58:40] BAIT Framework</li> <li>[1:04:00] Crowdstrike’s Risks</li> <li>[1:12:00] DCF: What discount rate to use?</li> <li>[1:14:00]&nbsp; Chris’ Newsletter</li> <li>[1:31:00] Closing Questions</li> </ul> <p>If you want to learn more about Chris and his newsle