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Christopher Seifel
SeifelCapital
$TSM: Fueling the Future of ComputingTaiwan Semiconductor Mfg. Co. (TSMC) has become the leading manufacturer (fab) of semiconductor chips by capitalizing on a series of egregious missteps at $INTCThis is
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1/ Investment Decision ProcessEvery investor needs to have a process.Pitching yourself a stock is a great habit to ensure you have conviction in an idea.My process was developed through research
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Data Bird: A Monster Growing in South Asia ("SA")Data Bird ("DB") is building the Internet ecosystem in Asia’s fastest growing economyDB will become the dominant Internet company in the country;
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$ASML is one of the most impressive companies I've come across - its tech may be mankind's greatest achievementIt seems to have an impenetrable moat$ASML is the ONLY company in
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$SE: A Monster Born in SE Asia ("SEA")Sea Ltd. ($SE) is the leading internet company in SEA. It dominates the region’s gaming, e-commerce, and digital payments markets.Its effective management team
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Why "Growth" stocks have, and will continue to, outperform "Value":Three structural market dynamics will continue to cause Growth stocks to outperform Value:1) ZIRP (low rates)2) Fed Put3) Business CyclesMy take
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After a couple of false starts with other companies, I settled on $U for the most recent version of the Seifel Capital Newsletter.Two big things struck me:1) Inherent moat2) Potential
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$SNOW: Pioneering the Data CloudSnowflake Inc. (NYSE: SNOW) helps companies consolidate data in order to drive meaningful business insights, build data-driven applications, and share data.Its growth rates and metrics would
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$MELI: The Digital Infrastructure of LatAmMercadoLibre, Inc. ($MELI) is the largest e-commerce ecosystem in LatAmIt can also bring LatAm into the digital ageIts platform consists of 6 integrated verticals that
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$FSLY: An Edge Over the CompetitionFastly, Inc. ($FSLY) is a leading developer-focused edge cloud platform (“Infrastructure-as-a-Service” or “IaaS”).It's programmable edge network optimizes secure content delivery.The stock fell
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