headshot for podcast

$SE, $GRVY and Digital Transformation w/ Mads Christiansen

Mads Christiansen is a private investor specializing in digital transformation, e-gaming and technology. He freely shares his thoughts and ideas on Twitter and also runs a YouTube channel (both you can find in links below). Mads got his investing capital from his job as a medical practitioner. While working, he parked his money in passive index funds.

As his itch for investing grew, he found himself drawn to e-sports, gaming and digital transformation companies,. These are companies with long secular tailwinds at their backs. To Mads, if you start your fishing trip in the best ponds, you’ll end up catching a few big winners. And that’s exactly what he’s done. A couple of Mads’ big winners include Sea, Ltd. (SE) and Gravity (GRVY).

Mads and I chat about poker, investing, bet size, portfolio management and specific investment ideas. Check out the time-stamp below:

  • [0:00] Who is Mads Christiansen?
  • [4:30] Specialization vs Generalization
  • [8:00] How to develop the specialization skill?
  • [11:00] How to not suffer from FOMO?
  • [13:00] Poker and Investing: $MELI Case
  • [20:00] Gaming and eSports
  • [24:30] Challenges in Analyzing the Gaming Industry
  • [27:30] eSports
  • [30:30] Mads’ Portfolio Picks: $SE and $GRVY
  • [35:00] Valuing $SE
  • [41:00] $GRVY
  • [47:00] Portfolio Construction
  • [49:50] Customer Attention and the importance of it for a Value Investor.
  • [56:00] New Opportunities
  • [57:00] Closing Thoughts
  • [1:00:40] Closing Questions

If you liked our conversation, consider following more of Mads’ thoughts:

Thanks again to Mads for coming on the podcast! I look forward to reading more of his ideas and watching his portfolio reviews.

***Disclaimer: Nothing you hear on this podcast is in any way, shape or form to be construed as investment advice. The guest on this podcast may hold positions in any/all names mentioned during the podcast. This is not investment advice and investors should always conduct personal due diligence before investing in any security. Past performance of any funds mentioned are not indicative of future returns.***
All content on our website, emails, social media posts, comments on other websites or other material generated by Macro Ops is intended for general information purposes only. None of our content should be considered to be an invitation to buy or sell securities. No content from Macro Ops should be considered individual investment advice. Macro Ops cannot guarantee accuracy of information on the site. Contributors to Macro Ops may have trading or investing positions in the securities mentioned. You should assume that we are likely to take trading positions in the stocks, options, futures or other securities we write about. Macro Ops does not have an obligation to inform readers of a change of opinion on securities mentioned or on a change in our trading positions on securities mentioned. Macro Ops assumes no liability for losses incurred from readers trading securities that are mentioned in any of our content. None of the media brands in the “Featured In” section have directly endorsed our products or services. For full disclaimer, please visit: https://macro-ops.com/terms-of-service/ Copyright © 2020 Foundation Alpha LLC. All rights reserved. - powered by Enfold WordPress Theme