The YouTuber plans to buy Sentinel One, a cybersecurity company, due to its high growth rates (40% revenue growth), strong gross margin (79%), and improving profit margin (-6% from -38%). Despite being speculative and not yet profitable, a discounted cash flow analysis suggests it could be 36% undervalued, and the company has potential to scale its business.
“Die erste Aktie heißt Sentinel One und gilt bereits heute als führendes Cyber Sicherheitsunternehmen für Endpoint Protection, das künstliche Intelligenz nutzt, um Sicherheitsvorfälle in Echtzeit zu erkennen und zu beheben.” — ▶ 3:00