Tesla, Nvidia and ways to invest in AI with Jason Orthman (Hyperion)
Description
In this episode of the Invest it Best podcast, host Ted Richards speaks with Hyperion's Lead Portfolio Manager, Deputy CIO & Executive Director, Jason Orthman who shares his expert analysis on portfolio success.
They discuss the following;
- What Hyperion looks to exploit when they invest
- Where Hyperion views the best opportunities in the AI/Machine Learning megatrend
- How AI/ML opportunities compare to investing hardware providers like Nvidia (ASX:NVDA)
- Why ServiceNow (ASX:NOW) has been a top performer in their portfolio the last 12 months
- Tesla (ASX:TSLA) vs BYD (ASX: BYDDF) and why they prefer Tesla
- Their recent global research trip including Domino's (ASX:DMP) success in the European market
Jason is currently lead portfolio manager at Hyperion across all three of their equity strategies, Australian equities, small caps and global equities. Jason gained 6 years industry experience as a Senior Research Analyst with Wilsons, prior to joining Hyperion.
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