Chris Seifel, manager of Seifel Capital, invests with a unique approach by combining top-down analysis and bottom-up stock picking. He identifies high growth sectors and finds the stocks best positioned to take advantage of the sector's secular growth. In our discussion, Chris does a masterful job of walking through the investment thesis around three monster stocks that exemplify this style: CrowdStrike ($CRWD), Unity Software ($U) and Sea Limited ($SE).

Overview and background
Background in private equity and first-principles approach to investing (0:00 - 11:53)

Using Koyfin, we discuss:
CrowdStrike ($CRWD) - Protecting company data through AI and novel sales strategy (11:53 - 22:20)
Unity Software ($U) - Allows companies to build 3D and virtual reality engines application for gaming and enterprise (22:21 - 31:27)
Sea Limited ($SE) - Digital conglomerate focused on entertainment, eCommerce and financial services (31:28 - 46:40)
Favorite TV show: Band of Brothers (46:41 - 48:04)

You can follow Chris on Twitter @SeifelCapital and subscribe to his substack: https://seifelcapital.substack.com/

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About Koyfin
Koyfin is a leading financial data and analytics platform for researching stocks and understanding market trends. Our data coverage includes stocks, ETFs, mutual funds, FX, bonds, economics, news, and Twitter so you can have a god-like view of the markets. All of our charting and dashboard tools were built from scratch to give our users the ultimate functionality to turn data into information.

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