Dan,
I didn’t want to come across like a huge Cathie Wood-fanboy. I also agree that her $4,000 Tesla prediction is a bit insane. But that’s just marketing. The Motley Fool basically does the same thing and still, we value their insights and analysis very much I would say.
I wouldn’t follow all of ARK’s recommendations. Nobody should. Like every other investor on the planet, I like Warren Buffett a lot, but then again, I would never touch Bank of America or Wells Fargo or Coca-Cola shares. ARK has an interesting investing philosophy, certainly not Saul-type, but nevertheless innovation focused, which is a big theme among Foolish and Saulish investing, in my view.
I think there is no harm in listening to and reading their research. I find it interesting and I’m sure many here do too. In this case, it actually related to the competitive threat of AWS to enterprise software vendors, like MongoDB and Nutanix, which could be of interest for our community. I obviously triggered some Pet Peeve of yours, so sorry for that.
Best
Niki