Steven Gorelik, Lead Portfolio Manager at Firebird U.S. Value Fund, joins the podcast to share his thesis on Akamai Technologies, Inc. (NASDAQ: AKAM), the cloud company that powers and protects life online.
Chapters:
[0:00] Introduction + Episode sponsor: YCharts
[1:54] Overview of Akamai Technologies and why its so interesting to Steven
[13:09] $AKAM valuation
[15:39] Cloud computing and delivery segments
[29:10] Why $AKAM now and is $AKAM being run for stockholders or being run for the employees?
[34:12] CEO insider transactions
[36:44] As a generalist investor, who isn't solely focused on cloud/security companies, why isn't $AKAM just some growthy business competing with major players? What does Steven know that specialists aren't seeing with $AKAM
[44:52] Ways $AKAM could benefit from AI, or as an AI play
[51:32] Does cloud computing, delivery and security businesses belong together?
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