Cathie Wood (Ark Invest)

[winston]

Cathie Wood just called this technology the 'next big frontier' with a market opportunity of $80 trillion — here are 3 easy ways to invest in it

by Jing Pan

“We were assuming that in the next 10 years, artificial intelligence would deliver, in the enterprise software space, a market cap opportunity of $80 trillion” .

NVDA, GOOGL, AI

Source: Yahoo Finance

https://finance.yahoo.com/news/cathie-w ... 00074.html

[winston]

Cathie Wood just called this technology the 'next big frontier' with a market opportunity of $80 trillion — here are 3 easy ways to invest in it

by Jing Pan

“We were assuming that in the next 10 years, artificial intelligence would deliver, in the enterprise software space, a market cap opportunity of $80 trillion” .

NVDA, GOOGL, AI

Source: Yahoo Finance

https://finance.yahoo.com/news/cathie-w ... 00074.html

[behappyalways]

Cathie Wood Is Playing With Fire

In other words, in 48 hours, Wood has gone from an expectation of 40% from her “flagship” fund to a 30-40% expectation of her “strategies broadly”.

Did something profound happen in markets? Or, are you just throwing shit to the wall and checking to see what sticks?

Source: Zero Hedge

https://www.zerohedge.com/markets/cathi ... aying-fire

[behappyalways]

It Sure Is Odd": Investment Professionals Sound Off About Cathie Wood's Annual 40% Return Target
https://www.zerohedge.com/markets/it-su ... urn-target

Cathie Wood Is Playing With Fire

In other words, in 48 hours, Wood has gone from an expectation of 40% from her “flagship” fund to a 30-40% expectation of her “strategies broadly”.

Did something profound happen in markets? Or, are you just throwing shit to the wall and checking to see what sticks?

Source: Zero Hedge

https://www.zerohedge.com/markets/cathi ... aying-fire

[behappyalways]

Cathie Wood's ARKK Sinks With Record 45% Drawdown
https://www.zerohedge.com/markets/arkk- ... 5-drawdown

[behappyalways]

ARK Changes How Its Innovation Fund's Returns Show Up On Its Website
https://www.zerohedge.com/markets/ark-c ... ts-website

[behappyalways]

Morning Wood: Hours After ARK Founder Says Innovation Stocks Are "Deep Value", Two Major Holdings Plunge
https://www.zerohedge.com/markets/morni ... -two-major

[behappyalways]

Cathie Wood Admits Defeat On $12 Bearish Oil Target As Prices Top $120
https://www.zerohedge.com/commodities/c ... es-top-120

[behappyalways]

The Anti-ARK ETF's Share Price Has Just Blown Past ARKK For The First Time Ever
https://www.zerohedge.com/markets/anti- ... -time-ever

[winston]

Ark's Cathie Wood Disagrees With a Major Pandemic Stock Narrative

Just because a stock price goes down, even a lot, doesn't mean it's not worth holding.

by DANIEL KLINE

Now, with the pandemic moving toward the endemic stage and life returning somewhat to normal shares in companies like Peloton (PTON), Netflix, and the pandemic granddaddy of them all, Zoom (ZM) have fallen hard.

The challenge for Wood (and anyone holding shares in these companies) is deciding what the real value of these companies is going forward.

Do you believe the narrative that people stopped buying Peloton's, watching Netflix, and using Zoom because the pandemic has mostly (sort of) ended?

Or, do you think these are valuable companies with huge growth ahead being caught up in a false narrative?

"At 28, Zoom Video $ZM now has a lower price to earnings multiple than Hormel (spam), Hershey (chocolate), Clorox (bleach), McCormick (spices), and Church & Dwight (baking soda)," Bespoke Investing shared.

Source: TheStreet

https://www.thestreet.com/investing/ark ... BNarrative