Seifel Capital Newsletter

Investing – General

SCM Investment Research Process
How to Identify and Invest in Different Markets

Company Overviews and Analysis

Company Analysis Potpourri, Part I
Kulicke & Soffa Investment Pitch – CY Q1 2021
CrowdStrike Company Overview
CrowdStrike Company Overview and Analysis – CY Q2 2020
Link to Newsletter
Datadog Company Overview and Analysis – Q2 2020
Fastly Company Overview and Analysis – Q2 2020
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Snowflake Company IPO Overview and Analysis – Q3 2020
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MercadoLibre Company Overview and Analysis – Q2 2020
Sea Limited Company Overview and Analysis – Q2 2020
Unity Software Company Overview and Analysis – Q2 2020 (IPO)

Primers and Thematic Research

Semiconductor Industry Update (April 2021)
Artificial Intelligence Primer, Part I: An Overview of Artificial Intelligence
Artificial Intelligence Primer, Part II: Machine Learning and Supervised Learning
Artificial Intelligence Primer, Part II: Machine Learning and Supervised Learning
Artificial Intelligence Primer, Part III: Neural Networks
Artificial Intelligence Primer, Part IV: A Framework for Analyzing AI/ML
Semiconductors Enabling AI

Earnings Reviews

TSMC Q4 2020 Earnings Review
KLIC Q2 2021 Earnings Review

Market Commentary

Market Overview and Commentary – End of September 2020

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