Cathie explains their investment thesis here at 1:08:40
https://ark-invest.com/webinars/november-20-market-update-we…
RoNerd, I really appreciate the link. Indeed Teladoc is not based on Wright’s Law but on gathering more information for AI. While that sounds like an advantage it’s not as time tested as Wright’s Law. A bit earlier she describes Teladoc as professional oriented with lots of competition and Livongo as patient oriented, pretty much like I saw them myself.
While ARK has five ETFs they share a lot of the stocks. Does Tesla really fit all four categories it’s in?
I bought a tiny position in Nano Dimension (NNDM). I like 3DP but only for specialized applications, not commodity plastic printers. Cathie mentioned the new management. This is another case where “founder led” is not the best practice. Don’t get enamoured by concepts, they have to fit the whole corporate story.
Again, thanks a bundle! Very informative.
Denny Schlesinger