AGF’s Grosskopf: Mobileye Is a Company to Watch

The video discusses investment strategies focused on sustainability, particularly in transportation and emissions reduction. It highlights economic transitions towards sustainability, covering sectors like agriculture and energy. The video also explores investment strategies, performance metrics, and ethical investing, emphasizing environmental, social, and governance factors. Examples of companies like Mobileye are provided, and challenges in investing in farmland are discussed.

What is one of the key themes in sustainable investment discussed in the video?

• Healthcare innovation

• Digital transformation

• Renewable agriculture

• Efficient transportation

Which sectors are being transformed due to sustainability trends?

• Retail and hospitality

• Technology and finance

• Agriculture and energy

• Education and healthcare

How does the investment strategy compare its performance?

• Against the NASDAQ Composite

• Against the MCI World benchmark

• Against the S&P 500

• Against the Dow Jones Industrial Average

What is the approach to shorting industries in the discussed investment strategy?

• Investing in inverse ETFs

• Actively shorting underperforming sectors

• Not investing in certain areas

• Using derivatives to hedge

What ethical considerations are mentioned in the investment process?

• Avoiding high-risk stocks

• Considering environmental, social, and governance factors

• Focusing on high dividend yields

• Prioritizing short-term gains

Which company is highlighted for its role in autonomous driving?

• Waymo

• Tesla

• Uber

• Mobileye

What challenge is mentioned regarding investment in farmland?

• High volatility in prices

• Lack of public market vehicles

• Limited technological advancements

• Regulatory restrictions