Is Cathie Wood's portfolio really extremely undervalued?
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- čas přidán 17. 02. 2022
- Discussing yesterday's interview with ARK's Cathie Wood and her contention that her company's portfolio is extremely undervalued. With CNBC's Scott Wapner and the 'Halftime Report' traders, Stephanie Link, Jason Snipe, Josh Brown and Shannon Saccocia.
"I don't even have a 5 year timeline. I don't think that's a prudent way of investing."
You can't be serious...
I heard that too and I couldnt believe it. I'd be fearful with her investing anyone's money.
Seriously, I choked when I heard that. Why is she on this program.
All they mean is, they may believe in EVs for the next 5 years but they’ll switch the betting horses every now and then be it TSLA vs it’s many competitors.
I guess it depends on the time horizon of the individual investor. Consider an investor who bought ARKK last year with a 2 year horizon. Let's say said investor is accumulating capital for a major purchase within a 2 year timeframe. That investment in ARKK could be dead money for the foreseeable future. A large percentage of the start-ups from the internet bubble of 2000 no longer exist. Consider what happens if a large portion of her positions go bankrupt over the next 5 years.
I have followed her ascent over the past 18 months. I don't recall her talking about a 5 year horizon when discussing her team's strategy. IMO: Her standoffish demeanor indicates to me that the ARKK team is in panic mode. She's starting to get a bit reckless.
@@fredm.2699 The passive investor like a Buffett have outperformed active ones so my thing is either get out completely or do not look to go in and out. Those who invested in Spy have outperformed hedge funds. To me these guys should do something useful like trade options properly to maximize gains.
Josh is great. He has great points and actually has value add to conversations and can see both sides of things.
Stephanie saying that having a 5 year investing window is not prudent is frankly ridiculous. Does she think the CNBC audience are all day traders????
Ask the successful Warren Buffet if he thinks agrees with this or not. I cannot take anything she has to say seriously from now on.
Warren buffet reallocates on a yearly basis or more.
Fast money and cnbc caters to traders. If you set it and forget it, you wouldn't watch
I think her point is many investors potentially cannot afford to be down 50% for extended period of time.
Yes that was the dumbest thing I heard today. Having a long term time horizon is key for most investments.
Okay let’s be real here, arkk investment works when the interest rate goes down, their cost of borrowing is low, so more growth!! With inflation, the fed will increase rates and stop buying bonds so these so call amazing growth goes out the window, increasing rates slow the growth down, so in this kind of environment, you need to adapt your companies that pay dividends and make money and have a strong balance sheet!!
WHAT? Having a 5 year time horizon is not a prudent way to invest??? Seriously, cnbc should be fined by the FTC and SEC for a statement like that!
maybe she misspoke?
@@mr.v3061 no, she was pretty clear with her words.
I believe Warren Buffett may have once said if you are not prepared to own a stock for 10 years you should not invest in it. Five year horizons are prudent. However, to me it depends in the stocks you invest in and looking at economic conditions you are investing in. I think Cathie is missing that with the stocks she invests in.
@@lsrasr158 Which stocks she’s choosing is a way better point they could be making, with such a long term approach the gains may take time. Amazon was in the red forever and people were waiting and predicting for them to fail. Never happened 🤷🏾♂️
@@ArturoHoyte agreed. Cathie hit it big with Tesla. I don't know of any others she has been successful with. Her long term gains over the past 7 years had exceeded the S&P over the same time span. However, the TQQQ, the leveraged QQQ has far exceeded the gains ARKK had over the past 7 years. If we are in for sideways slow growth markets for the next number of years, ARKK investors will be very disappointed with ARKK performance.
Everybody loves a winner until the winners lose. Then it's front page news.
Stephanie talking about someone else’s performance, when she bought Facebook at the top 😭. I bet they all underperform the market.
Exactly. She should be the last person to say anything. I would take Cathie investment advice all day over her
Actually she sold Amazon before earning and got into FB before it’s earnings.
Amzn went on a a tear and gained over 10% after report and we all know what happened to FB.
@@icelandic_mughal2223 def no insider trading there
I give props to Stephanie admitting she made a mistake. Has Cathy ever said she messed up?
@@kdspland * Cathie
How can her investors have a 5 year horizon when she constantly sells position after they collapse ?
Exactly. Imagine all those fees that get taken from the investor's portion of the fund. Actively managed funds do worse over the long run than passively managed funds like the DOW total stock market index.
Did she just say that it isn't prudent to invest with a 5-year time horizon?
Yeah I don’t understand how these money managers want people to invest with them for life, but don’t actually have a long term strategy.
She did. Completely ridiculous. Look, you may disagree with ARK's strategy. But there's NO WAY anyone sane will disagree with a 5 year time horizon - unless if it's too say that 5 years is not enough.
Did she come straight out of WallStreetBets?
Yes, having a long term horizon is key but only for those companies that make money, not those companies that might have amazing growth in a few years!!
It`s been a loooonnngggg 5 years.
Yep, basically showing her ignorance to everyone, there is reason CNBC is called CNBS...
As JIm Cramer clan, there is no surprise Link took a cheap shot at
Cathie Wood. Just 10 days ago she was saying she was a long term investor and has 10 year’s time horizon for META, now five year was too long for her… I haven’t owned any ARK funds yet, but I root for Cathie Wood to win. Truly hope she can go through this difficult time.
This kinda video is an indication that it’s time to get in.
Also: how is a 5 year time horizon not prudent? What is a good timeframe? 1 year? Now you’re just swing trading. Companies don’t come to fruition in that short of a time frame. Y’all really do sounds like you’re just jabbing at Cathy because she’s down.
i was also surprised over that comment, of course 5 years horizon is fair, remember you are investing in a business. She sounded like it was unheard of to invest long term :P
@Josh exactly....I wish folks would leave her alone at this point lol.
I absolutely agree with your say. So honest
Not necessarily swing trading. Stocks like WFC and BAC did well last year and probably will continue to rally this year.
Valuations matter in the long run, even in innovative industries. I watched many innovative stocks lose 80-90% of their value in the 2000 crash.
And did you watch some of them 100x after the 2000 crash too?
@@JackobJackob32 no, never did except amazon, but that was after thousands went down the tubes
@@JackobJackob32 the thing is 99% of them fail.
@@cogen651 100's went bankrupt and for Amazon, it took 7 years to return to it all-time high. Companies like KLAC, QCOM etc took 20 years and Cisco still never returned to it all-time high.
Yep, me to. I learned a great investing lesson during the internet bubble burst: do your own homework. Even in late 1999, with tech stocks hitting PE's of over 100, others not even having an "E", analysts like Mary Meeker said "buy,buy,buy" until the stocks lost 80 - 90% of their market cap. Then it was "bye".
The thing with her picks is that a majority of them irrationally and euphorically hit 5 year targets back in Feb 2021...meaning if all of Cathie's 5 year growth projections for her picks come true, they would be valued at the prices they saw in Feb 2021. e.g. TDOC 300+, SPOT 300+, ROKU ~500, TWLO 400+, SPOT 300+. The problem is she continued to buy instead of sell when those 5 year price targets hit last year
@@RosscoAW I don't think he knows anything about reducing cost basis lol
Disgusting 🤮 bullying.
A year ago Jim was saying that energy is "uninvestable". He's just guessing like the rest of us. Just buy the market right.
#dropcramer
CNBS and Scott, please have Charlie Munger on and equally interrogate him on why he doubling down on BABA and not selling.
Or is that different. Why is it different?
Exactly
@@Anonymous-ld7je So what P/E multiple should one buy and sell at?
Baba has great fundamentals, it actual makes money. cathie wood stocks dont, they are bleeding money left and right. Also the way Cathie ignores macro is laughable, straight out of a cognitive dissonance book. She is still talking about deflation...
Because her entire portfolio is down close to 60%. lol One pick (Alibaba) being down is way different from pick after pick after pick being down. And not just correction territory but doomsday 60%!! I mean that's ridiculous. I'm not that good of a trader and I've NEVER had that bad of a loss over a year. NEVER.
@@randomark9161 Owning rights to BABA through an offshore shell company is kind of important. I don't own ARK but they do hold profitable companies as well, although that's not the point of their fund.
I will not buy shares to rights to own a company under the thumb of the CCP. Didn't they recently feel pressured to donate 6 billion of said profit under the watchful eye of Xi-Bear?
Bottom line, context matters.
Lol oh now that we’re at these levels everyone all of the sudden says “we can’t value these stocks.” No one said this during the momentum rally.
Josh, for every retail investor dollar that followed Cathy's published trading, there have been $1,000 in shorts that bet against it.
i really like josh insights. his interview with cathy was spot on. this analogy of playing poker with your cards faceup is superb. she really does have a tough hand. even if i ll find some of the companies in buying the dip territory i ll hand pick them and not go with the arkk fund, dont trust their trading methodology.
They love talking about ARK on CNBC. It makes me think that a lot of folks really want to see her fail. I bought 40 shares to support Cathie.
There are people more worthy and in need of your charity than Cathie Wood!
That’s the stupidest reason to invest in anything, you put money to work to make money , who cares about supporting someone really??
@@MinhVu-in9iz Support her thesis. I didn't mean I'm throwing money around willy nilly
@@Enohzeee agreed. See my follow up above
Ill support cathie as well ,she deserves more credit when its due and to all the doosbags that say that u can support people more than cathie i have to say in this world today ill rather support wild life than humans
Cathie Wood is deluded. An ETF that’s down 60% is unforgivable. The main reason we’d invest in a managed fund is having an expert manage risk. ARK has poor risk management. The comments are right, this is not a prudent way to invest. Cathie Wood has been in the finance industry many years and as far as my research shows she has not had an amazing track record.
She is worth $250,000,000 and beat all etf prior 5 years
The time value of money means today $10,000 is worth more than it will be in the future. Investing in the stock market is the surest way of protecting your money from inflation and the best way to build wealth. The U.S stock market is the world's biggest wealth creator which always outperforms most economic realities in the long term.
Don't attempt to time the market. Focus on every use case behind a token. Consult with a knowledgeable Investment-Adviser (Mine is Stephanie Priscilla Bonillo, look her up) who knows the intricacies of the market most especially if you are a newbie to avoid getting burnt. Continuous ROI is better than 40% pump in one day and 90% dump the next week. I still think cryptocurrency is a tool that hedges over inflation.
@@dustinbowie3616 Found her webpage & left a message. Thanks alot. I'm interested.
use this as guide
That’s only true in a bull market where rising tide lifts all boats and tech stocks have excess inflow. In a inflation driven bear market now we’re in, you’re better off investing in commodities than holding out hopes in stocks.
You have never been in a bear market. Have you? In a few months you will talk differently.
I bought Amazon at 6 bux and sold it at 30 and it stayed for 100-200 for years. It is now 3000. She picked Tesla. I am betting she has a new Tesla or two in her portfolio.
Well said! May Technology and innovation prevail
When liquity gets tight even the BEST stocks can fall deeply.
Liquidity has fallen off the charts! Hang on to your shorts! ;)
In 2016, she said this stock would get to $5000 when the stock was $350. There was this similar video where CNBC laughed at her. The stock continued to fall to 180, a 45% haircut. In 2022, the stock ran to $6000. She should laugh at them now. This has bought her some credibility for at least another 3 years.
that doesnt mean anything. past performance doesnt indicate future one. She got lucky on tesla, she has flunked everything else
@@randomark9161 got lucky? Yeah maybe but if YOU are the ONLY person going on national TV and saying something so ridiculous at the time, then you must be seeing something that 99.99% of people are not.
Roku
@@randomark9161 then why would we ever care about old famous investors? of course past performance matters
She got lucky and rode the pandemic hump.
The new generation can't go 5 days without looking at their phone you think they can go 5 years and wait for a stock to double?
"...not a prudent way of investing..." But all this time we have cherished Warren Buffet and his 100 years horizon as proof that investing works as genius...
Buffet investment makes money, and has a good balance sheet, arkk invest in a possible future, which is fine when the interest rate goes down!! Have fun losing money!!
LOL .... so true.....
@@MinhVu-in9iz obviously interest rates will rise until Putin is in DC?? Buy more gold and oil and enjoy not making money 🤑
Woods is the greatest investor of all time. She buys high and sells low, I love this strategy.
@@t500010000 I agree with buffet, you think gold can be a safe investment against inflation, but gold doesn’t do anything!! Gold doesn’t increase more value than money or inflation.
Josh is easily the best guest on CNBC.
Tom Lee would like a word.
I think these channels just make stuff up every day to keep us watching
Since 10/31/2014 ARKK is up 268%, the S&P 500 148%. You will get a skewed result if you look at short periods of time. Portfolio's which can go up the way ARKK did can come down the same way. It's inherent in the investment. As long as the investors understand this then I don't see what the big deal is with ARKK. I don't ask for chocolate ice cream and then complain it's not vanilla. Silliness. Oh and by the way (heh), Stephanie is out of her mind when she states, "I do not have a 5 year time horizon. I don't think that's a prudent way of investing quite frankly." Ugh. did she just say that on TV?
if you want to go growth stocks, why waste your time with ARKK. The TQQQ, leveraged version of the QQQ is up over 1200% since 10/31/2014.
they are probably going to delete your comment, they dont want viewers knowing how they just manipulate the data for their argument
Stephanie is just an index hugger like the rest of them. Who actually takes her seriously? She is a joke. At least Cathie Wood has conviction and sticks to it.
The majority of investors entered at or near the top. Most are sitting on losses and don't care about the past performance.
Good wait one more month and you will loose all your 💰.
Josh has a 5 Year Christmas Decor display horizon.
So on the one hand to be a good investor you need to look long term, but CNBC says long term does not equal 5 yrs. Can you clarify if you are just not “long term” on ARK associated funds or if you and in the body of your work wish to restate your definition of “long term” and definition of “investor”. Thank you in advance.
wow!!~ link begins the show saying she is a 'long term investor" and then responding to cathie woods 5 year investment horizon she then says "however, i dont even have a 5 year time horizon, and i dont think thats a proven way of investing, quite frankly" wow!
Remember the dotcom bubble popped how long did it take those companies to recover. The question is, is the bottom in? The feds haven't start rates hike yet, stop treasury bonds buying and also off loading balances sheet. Remember in 2000 market didn't bottom till 2003. Also in 2008 market didn't bottom till 2009. How long will it take us to find bottom?..
Absolutely excellent point.
Didn't she know that we are already in the 3rd year so called 5 yr horizon.
Did anyone just notice that ARK's doesn't show performance year to date? they cap it off at 12/31 where the losses begin to balloon. No transparency.
Exactly from which date does this Five Year horizon of her begins?
Josh, did you buy the dip on Matterport this week?
Amazing how much Cathie triggers CNBC and Jim Cramer lolol
these reports know nothing. Same story when Tesla was $50 a share. I'm in with Cathie, the top 10 holdings ARE DEEP VALUE.
I just don’t understand the roku holding though, what is so innovative about this company?
@@sjoerdrozendaal3416 after Google and Facebook, it's the best place for returns for advertising and customers get to use streaming for free in exchange for seeing ads. it's brilliant with tons of growth ahead.
CZcams doing same? Just asking though. It doesn't seem a unique model though.
@@yangyu441 kind of but not really. ROKU is like netflix/Amazon prime/Apple TV etc but free in exchange for commercials.
Is roku authorizing the ads or the actual streaming services? I always though you click on Hulu and Hulu is the one with the ads. Maybe Roku can collect viewers watch data and send to ad agencies? Not sure how it works
You really have to love the media particularly CNBS. They've always been critical of her. Even when her funds were the best performing funds in the market. Now that the market has shifted away from growth because of rates/Russia everyone has an opinion on why Cathie is nuts. ARK literally tells the world everyday what they buy and sell. Stephanie here was patting herself on the back for selling Google to buy FB before earnings. Now what?
She sold Amazon if I recall and bought Meta. You look at past videos of these guys and they would make the reddit crowd look like geniuses.
Wood was LUCKY one year thanks to Tesla. That’s all.
This is called the 'reversion to the mean' principle. I saw this coming last year and sold out of her fund. Does anyone every read Jack Bogle's advice? It's in his book. He (and others) have said this, and is a proven principle. It's clear as day.... Sure her fund(s) could go up again, and probably will at some point, but they will probably circle the drain until the end of this year...I do like a lot of the funds she invests in but they are volatile (case in point). Here is some advice... when you see a fund like this that goes way up and then more investors pill in... sell it. When it crashes, then buy back in. Yes, you can sometimes somewhat 'time' the market in these situations if you know the reversion to the mean principle...
Well yes unless they are Amazon, Microsoft, Google etc. If its a great Company just keep hold of it as it's been proven that if you sell a share in a Company you are less likely to buy it again.....sellers remorse. It is strange times ... the market is absolutely bonkers ... it simply should not be possible for loads if stocks to be witnessing 10% swings every day. Shorting is not helping matters.
“I don’t even have 5 years time horizon. I don’t think that’s a prudent way of investing…” 🤦
Jim Cramer has been a proponent of PayPal and look at that
Brilliant case study on why Jack Bogle hates ETFs
Did i just hear long term investing doesn't work??? So is CNBC promoting day/swing trading?
Short answer: No
Cathie Wood is going down the same way she went up. This is a lesson for all or us to be nimble and ready to adjust if conditions change. She is tied to this idea of "innovation" which is great but free money isn't going to be around anymore so if the private investors lose interest or capital and the future can't deliver on expectations then the risks increase substantially.
@Ross I feel like I see this as risky and uncertain and you see this as not risky or at least a pretty for sure play. I think the last 20 years have skewed everyone's perspectives of what is normal growth. I just hope you don't expect explosive growth over the next 5 years cause honestly winter is here. I see interest rates bottoming here and going up to try and reverse the 40 year downward trend we've been on while inflation had been gone. Now that global supply chains are remaining uncertain, it's back and the game has changed.
"deep value" She should take her que from Zuck and rename her fund "Deep Value".. It's so deep... you can't even see it.
Consider the successful shorts at the expense of ARK; what research have they published or even opinions on research that ARK published have been shared to support their position? I have found her position to make sense and would love to learn how the shorts' position would make more sense...but have learned jack.
Same here. Plenty of examples of stocks trading wildly under companies value for some time while business just keeps humming along...until some of Arks holdings get bought anywhere near the current market caps at these stock prices I don't see any evidence Ark isn't correct and we are just in a crazy time of panic where fear and emotion are in charge with little liquidity because all the would be big buyers are scared off with all the uncertainty floating about. If we can be wildy over valued in 2021 we can go wildly undervalued in 2022 too.
josh makes great points
We're in a blip. Too much stimulus, too much uncertainty, interest rates, global instability (which is only going to get worse over the next two years) all play factors. For the woman that said, "A five-year time horizon isn't a prudent way to invest" is a fool. You shouldn't be investing in equities if your time horizon is that short. Invest in mutual funds if you have that horizon or just stack cash. People underestimate the value of having 18 months of living expenses in cash on hand at all times.
That was a very foolish statement by that reporter. If you can’t hold your position for at least 3-5 years it’s hard to see your investment strategy even play out.
But while Cathie Wood certainly tells a good story, how are we supposed to know that the stocks she’s in actually are the great companies she’s claiming they are? Investing in innovation is great only if it translates into a highly profitable business model. There’s a lot of innovative tech out there that isn’t easy to to sell. She’s a much better sales person than investor.
Also she’s acting like irrationality and fear have suddenly taken over the market. No the fact that people actually care about earnings again shows that the market is moving towards rationality not away from it. Blip? Yeah I don’t know about that. There will be some big winners in the tech space like in the dot com bubble but that will be amongst a wasteland of failed companies. I work in biotech btw and I highly disagree with some of her ARKG positions given my personal knowledge of the industry.
If you don’t have an X year time horizon, you aren’t investing, you are trading!
5 years horizon is total non-sense, she bought the same company several months ago and then dumped them all in the same year.
After all, her company can still earn the management fees, while investors are the ones who took the suffering. Shame on her.
I believe you’re referring to Palantir? Hopefully, she lives to regret it immensely!
@@persianprince91 right, that's one of them lol
The problem is no one really defines "value"...what's it's worth now, what it will be worth, what people THINK it will be worth, etc. The disconnect between "book value" and stock price has been fully documented.
It’s demand and supply. People want to own the latest and shiniest stock. Like Apple in the past and Tesla today.
SaaS will do extremely well next 5yrs . At 18% annual growth , healthy capitalized companies like Amazon, msft, google , crm will outperform .
I really wonder if it's actually over valued. Ever since this COVID thing happened, valuations of most companies are sky high now and is it really justifiable is the question everyone must ask themselves 😎😎😎
SHOP is a good example, down 55% in 3 months, was way over valued for 1600$ but tons of peope were chasing it. now its in the high 600$ range and nobody wants to buy it. This is the case for most stocks, but everybody just glances at the S&P500 thinking "oh the market hasn't crashed yet" but really everything else has except the 10 stocks that account for 60% of the index.
How does "not having patience" go hand-in-hand with being an "Investor" Scott?
It’s very easy to see that they’re rooting against Cathie by the way they even start the conversation! Look at most all growth companies over the past 6 months and let’s look back at this moment 6 months from now!
I really like Josh's comment. He is brilliant.
There is so much under valued holdings in ARKK, much like the rest of the market. Not all are speculative, there's same beaten down large caps. There's going to be a rebound well with 5 years.
And there are some that will never reach those fluffed up valuations from August 2021.
@@jwa7378 good thing etfs are diversified. Innovation + Time = Moon
You clearly don’t remember the dot com bubble and crash, as Arkk loses money and people pull their money out, Cathie have to sell low, it’ll make things worst!
@@MinhVu-in9iz shell take profit and dollar cost average. Some companies wont make it but that why she's diversified. Would you rather get in apple at the top or the bottom?
@@t500010000 of course I rather buy apple at the bottom, but have you ever try to catch a stock that’s always falling, doesn’t feel good!! There’s only so much money to go around!! Cathie got a problem,, being an etf fund, if people pulls out, she has to sell, it’s their money, so she might not have 5 years to wait it out!!
Not many people had such logic to convey for the past few years. Ultra short term sentiment and viewpoint.
I really agree with her thesis long term… but her trades are really confusing. She’s been adding ROKU and reducing PLTR? That makes no sense.
Well I don't understand why she bought sklz at 25 and sold at 5.....
At least ROKU is below before COVID price, so that one is undervalued....
@@assetfuture5590 But why is it undervalued? Her theory on ROKU is literally that apple and google are blocking spying on people and ROKU doesn’t so ad dollars will flow to them.
That guy basically said that ARK is suffering from malicious shorting because they're transparent. Now with all the Fed probe data coming out, I think its likely that ARK is hovering near its bottom and will see a relief rise to where it should be without the targeting. Then move in whatever direction the general growth market goes in. Then the growth recovery kicks in (couple years or sooner?)
Part of anyone's portfolio should be focused on innovation. Most, if not all of her picks were over 50 P/E at their peak a few moths ago. That does not make any sense. Even with the current downtrend, most of them are still grossly over priced. As is most of the stock market still...
What this conversation about ARK is missing that 80 percent of stocks especially small and mid-cap companies across the board are down significantly from their all time highs whether they are owned by ARK or not. It is a bear market for small and mid-caps and now is extending to big caps and we see examples with the likes of Facebook, Netflex, Disney and Paypal.
True. Big returns are generally associated with greater risk. In the long run the greater volatility should reward the investor with greater returns.
Patience is the key. Let’s see where she is in two years, then we can talk. It’s been just a few months since her portfolios crashed, along with the rest of the market.
We are in the 1st inning in a bear mkt. I can’t imagine where her fund will be in 1-2 years, being that it’s already down like 57% from ATH
Best comment so true
The definition of an investor is to be long term minded. These guys are just here to put on a show. There are amazing deals from REALLY strong companies that should be taken advantage of right now. Buy them up.
Look at the numbers people! They don’t lie!! Five year return S&P 500 82% as of today. ARKK Five-year return 177% as of today. Not to mention this is after a major correction from the fund. This group will continue to get my support and my hard-earned dollars not only for the next five years but the five years after that and after that and after that. Don’t forget, this is also the same group of analysts that loved IBM, GM and GE lol.
Have these guys ever had high conviction in emerging markets and innovative technology? I have owned 80% of my stocks for 5+ years at this point, some 10+. I went through plenty of dips, stayed patient, and have been rewarded greatly. I don't love all Cathie's holdings, but the strategy works. EVEN if she may not believe in some of the macro points she makes, she has to deliver the message of patience and longer time horizons, which I totally understand.
Then why the hell are you trading Palantir instead of holding it
"I don't mean to pile on"..."I don't have a 5yr time horizon"..."I don't think it's a prudent way of INVESTING". Are people supposed to take such comments seriously & would Bill Miller, who perhaps took similar grief back in the day with AMZN, agree?
I agree with Cathy you need a five year time line but my question to her is when does the 5 year timeline clock begin because she was uses the 5 year time line for two years now!!!
BRKA was cut in half at its low in Mar 2000, and everyone called it The End of Buffett. BRKA up over 731% since then, QQQ up 221%.
When she’s up 300% they will sing a different song
Josh Brown is spot on! Insightful.
tulips....i think.
The hardest thing in investing is sitting on your hands and waiting. These so called investors are so emotionally driven it’s shocking.
The closing price of October 24, 2014, ARKK (20.38) with a high Feb 15, 2021, (159.05) closing price
Feb 18,2022 close at ( 68.18) from $ 20.38 from 159.09 is UP 680.62% from 159.05 to 68.18 is DN133.34% from 20.38 to 68.18 234.54% UP She still ahead of the game , but her YTD -31.46% Take care and God bless
@ Michael b The problem is most people didn’t buy ARKK in 2014. Have a nice weekend
@@soulmate805 That isn't the problem, the problem is that some people didn't have the stomach to play the market or didn't have a plan of action against the adversity of the market long term investor are still ahead of game Take care and God bless
John needs his own show
Just looked up what her performance has been over the past 5 years... Oh! Would you look at that, she has been beating the S&P 500... Even after the massive correction!!
this is true, by 115%.
Innovation may be the only way the US avoids a recession. So not too forward looking to be shorting those stocks or an ETF that concentrates on innovation. "Don't count your money while you are sitting at the table."
I think it is a good stock to invest in for a short time after March 15-16 fed meeting. I don't know about holding this stock for a long time. Zoom and other at-home stock are going to get hit even more once all the mask rule is gone. Tesla stock is great but I wonder how long it can trade at very high multiples when competition increases.
Bad idea. That trash at $39 right now
I don’t own ARKK but these useless talking heads on CNBC miss one important fact. ARKK has doubled the returns of the broader S&P Index since its inception 8 years ago. And yes that’s despite the 59% crash it’s had over the past year
Less than 10 years in the market is noise, statistically speaking.
@@harrisonwintergreen1147 exactly
I feel like when they have four people on to talk they should blur three out and just let Josh break it down. It’s the only time I listen.
I heard this 5 year thing since last year. When it will ever become 4 year?
Did that woman say a 5 year time horizon is not a prudent way of investing? I mean if anything, 5 years is too short time horizon for investing.
It’s nice for you to have 5 year window. But I don’t have 5 years while ARKK is down 60% already
Easy. Go else where. Day trade for all we care.
I did thanks for the advice
The headline needs to point out pe debt/equity and dividends
After falling so much, some of ark stocks are better deal than most overvalued "value" stocks. Like for example currently ZM is trading at 25 PE. With its PEG ratio/growth rate it is a value play at current price and may get even more attractive after next ER.
Very few paying customers uses Zoom
What are y’all talking about? Stephanie is right. I wonder if Kathy said, five year plan back in 2016? It’s dumb to put a number on the years you plan to hold something. You hold it, until you have a reason not to. That’s smart investing.
If you don't have 5 years minimum of patience, then don't invest in the stock market or you are going to lose your shirt. No one have the crystal ball. But if history is any guide, the stock market is going up for the long haul. With ALL the crashes (big and small) in history, the stock market recovered and then some big time, there is no exception on this whatsoever. The key here is keep investing in good companies or index especially when the stock market has a big pull back like this one currently.
Still don’t get why Teladoc is one of the top earnings in a Genomics fund… not sure how a telemedicine service is associated with genomic innovation. This would be more at York in the innovation fund.
With all the millions going to research from commissions to experts running funds, it’s unbelievably that they can’t catch wind that the sh!ts going to hit the fan.
To be fair Cathy's innovation ETF has gone up 3 fold since its founding in 2014, so be grateful for that
Up 7 % Week.. FFIE.. Faraday Future FF 91 Artificial Intelligence Luxury Zero Gravity Seats 1,050 hp EV. July 2022.
I kinda see her point, given the fact that she mentioned over 70% of their holdings are in big tech such as Microsoft, Tesla Alphabet and others .
And from an optimistic side.. there’s no war as the Russians realise how bad that is for them as well.. but they will keep acting the bad guy to force the NATO to accept negotiations and agrees on some terms.
For the long term .. I totally agree with Wood predictions. However, although, these companies are inevitable and will exist in the future… all these storms will hurt their growth quite badly and in other 5 years , there is a potential for new competitors to compete in the market .
I agree with you and the issue is also WHEN someone buys into ARK. Buy now, maybe it's great. At highs? Could take years to get to even.
If 70% of her holdings were in big tech including tesla as well, ark wouldn't be down by 60%.
I remember Janus Worldwide. LOL.
she absolutely needs to stop publishing her daily trades.
on the way up, people would copy her trades and profit greatly. now people are just shorting everything she's buying.
Last year, Wood said 5 years. This year, it’s still 5 years. Lol….
And next year 5 years and the year after the same. Fortunately for Cathie her management fees dont have a "five year time horizon".
Ark Innovation 58% down! With 50 Billion AUM …..Wow!
Valuating companies that do not make profit is not possible.