Tesla, Nvidia and ways to invest in AI with Hyperion's Jason Orthman

In this episode of the Jason Orthman about how Hyperion are currently positioning their portfolios.

Discussion topics (with timestamps)

• 6:40 – When taking a 10 year view, the signposts Hyperion look for to ensure a company’s strategy is on track
• 8:45 - Where Hyperion view the best opportunities in the AI/Machine Learning megatrend
• 12:05 - How they view investing in software AI/ML company’s compare to investing hardware providers like Nvidia (NASDAQ: NVDA)
• 18:03 - Why ServiceNow (NASDAQ: NOW) has been a top performer in their portfolio the last 12 months
• 21:31 - Tesla (NASDAQ: TSLA) vs BYD (NASDAQ: BYD) and why Hyperion is backing Tesla
• 24:43 – Managing volatility through the cycle
• 31:05 – Key reasons why Hyperion believes Tesla is years ahead of competitors
• 33:40 - Their recent global Research trip including Domino's (ASX: DMP) success in the European market

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The ‘Invest it Best‘ podcast is an investing podcast where you will hear from expert analysts, advisers and fund managers. The show will provide you with insight as to their views on the market, what they‘re looking at, and importantly why that matters. ‘Invest it Best‘ is proudly brought to you by WILSONS - one of Australia‘s leading financial advisory firms.