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NEW ODD LOTS
Perfect timing... @tracyalloway and I talked to @wintonARK, the Director of Research at ARK Invest to discuss the firm's internal process for identifying the next huge winners.
https://www.bloomberg.com/news/articles/2021-02-11/ark-s-head-of-research-on-how-they-find-the-next-winner?sref=vuYGislZ $ARKK
Perfect timing... @tracyalloway and I talked to @wintonARK, the Director of Research at ARK Invest to discuss the firm's internal process for identifying the next huge winners.
https://www.bloomberg.com/news/articles/2021-02-11/ark-s-head-of-research-on-how-they-find-the-next-winner?sref=vuYGislZ $ARKK
In case there's any doubt about how much power Cathie Wood and ARK have right now.
Here's two headlines on the Bloomberg terminal from the last 24 hours
*CAREDX JUMPS 10% POSTMARKET AS ARK DISCLOSES STAKE IN 13G
*PING AN HEALTHCARE JUMPS AS MUCH AS 20% AFTER ARK DISCLOSURE
Here's two headlines on the Bloomberg terminal from the last 24 hours
*CAREDX JUMPS 10% POSTMARKET AS ARK DISCLOSES STAKE IN 13G
*PING AN HEALTHCARE JUMPS AS MUCH AS 20% AFTER ARK DISCLOSURE
Among the things we discussed in the episode. Why they're so bullish on $TSLA but also why they're skeptical of the boom in fuel cell stocks lately.
Good thread here on the episode, and yes, apart from any sector views, this was actually the most interesting aspect of the discussion. Brett's criticism of traditional institutional research departments and the blindspots it creates https://twitter.com/cavellcap/status/1359870171867979785
