The podcast episode features an interview with Andreas Brock from Coeli Global, a manager of other people's money who discusses his views on the stock market and his investment strategy. He talks about the challenges of managing money during turbulent market weeks and how he and his team take hits when the stock market performs poorly. He also discusses the importance of taking a long-term view when investing, especially when it comes to companies like Nvidia that manufacture crucial components in AI models.
Brock talks about the investment in Modine, a company that makes cooling systems for data centers, and how it has performed well in recent times. He also discusses Adobe, a company that builds AI into their products, and how it has grown strong despite having different competitors in the past. He believes that the growth phase of Adobe is not over yet, and when they decide to raise their prices, their profits will grow by 15-20%. He sees six to seven more years of growth for the company.
Brock also talks about how Nvidia and Adobe's CEOs often co-develop new products, creating a cluster of companies that feed on each other, making it difficult for competitors to emerge. He sees this cluster as incredibly difficult to challenge and believes that investing in both Nvidia and Adobe is a smart move.
In conclusion, Brock emphasizes the importance of long-term thinking and taking calculated risks in order to maximize returns on investment.
1. The text discusses a few stocks, including Nvidia, Modine, Munters, and Sterling Infrastructure. [Document 1](https://www.example.com)
2. The speaker, Andreas Brock from Coeli Global, talks about the turbulent stock market weeks and how they affect the managers of other people's money. [Document 1](https://www.example.com)
3. The speaker mentions that during stock market downturns, managers feel bad and have to figure things out. [Document 1](https://www.example.com)
4. The speaker talks about the last two years being eventful and scattered, with some things going well but many not. [Document 1](https://www.example.com)
5. The speaker discusses the importance of liquidity in the stock market, and how it becomes more difficult as money is drawn to assets other than equities. [Document 1](https://www.example.com)
6. The speaker talks about the role of companies like Nvidia, which manufactures a crucial product for building AI models. [Document 1](https://www.example.com)
7. The speaker talks about the fluctuating stock of Nvidia and how active investors adjust their positions based on its performance. [Document 1](https://www.example.com)
8. The speaker discusses the stock of Modine, a company working on many different types of solutions within cooling systems, and how it has done well. [Document 1](https://www.example.com)
9. The speaker mentions that Modine has a new CEO who has addressed the company's problems and made it a profitable stock. [Document 1](https://www.example.com)
10. The speaker talks about Sterling Infrastructure, a company that builds the foundation for data centers, and how it has contributed to the fund's performance. [Document 1](https://www.example.com)
11. The speaker discusses the strategy of finding a trend, working with the entire value chain, and riding that trend. [Document 1](https://www.example.com)
12. The speaker talks about the stock of Adobe, a company that has been around for a long time and has a suite of products, including Photoshop and Premiere. [Document 1](https://www.example.com)
13. The speaker discusses the profitability of Adobe, stating that it will grow by 15-20% next year and will continue to do so until it plays the price card in 2027-2028. [Document 1](https://www.example.com)
14. The speaker talks about the relationship between Nvidia and Adobe, stating that when Nvidia releases new cards, they are often co-developed with Adobe. [Document 1](https://www.example.com)
15. The speaker discusses the difficulty of challenging the cluster of companies that feed on each other, including Adobe and Nvidia. [Document 1](https://www.example.com)