
Tesla, Nvidia and ways to invest in AI with Jason Orthman (Hyperion)
stacy n. clarke
Description
<p>In this episode of the Invest it Best podcast, host Ted Richards speaks with <a href='https://www.hyperion.com.au/'>Hyperion's</a> Lead Portfolio Manager, Deputy CIO & Executive Director, <a href='https://www.hyperion.com.au/our-people/'>Jason Orthman </a>who shares his expert analysis on portfolio success. </p> <p>They discuss the following;</p> <ul><li>What Hyperion looks to exploit when they invest</li> <li>Where Hyperion views the best opportunities in the AI/Machine Learning megatrend</li> <li>How AI/ML opportunities compare to investing hardware providers like Nvidia (ASX:NVDA)</li> <li>Why ServiceNow (ASX:NOW) has been a top performer in their portfolio the last 12 months</li> <li>Tesla (ASX:TSLA) vs BYD (ASX: BYDDF) and why they prefer Tesla</li> <li>Their recent global research trip including Domino's (ASX:DMP) success in the European market</li> </ul> <p>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.</p> <p>Links</p> <p>To request a <a href='https://www.wilsonsadvisory.com.au/contact-us'>Wilsons advisor</a> to contact you click <a href='https://www.wilsonsadvisory.com.au/contact-us'>here</a> </p> <p>To stay up to date with WILSONS on <a href='https://www.linkedin.com/company/wilsonsadvisory/'>LinkedIn</a></p> <p>The Invest it Best podcast is proudly brought to you by <a href='https://www.wilsonsadvisory.com.au/'>WILSONS</a>, one of Australia's leading financial advisory firms.</p> <p>WILSONS Financial Services Guide (FSG) can be found <a href='https://login.wilsonsadvisory.com.au/public/Wilsons_FSG.pdf'>here</a></p> <p>To visit Hyperion's website, click <a href='https://www.hyperion.com.au/'>here </a></p>
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Tesla, Nvidia and ways to invest in AI with Jason Orthman (Hyperion)
stacy n. clarke