Cathie Wood Goes Long Form On Inflation, Valuations, and Bubbles
"I went through the bubble in the late 90's, I know exactly what a bubble feels like. I was there when I saw analyst and portfolio managers valuing companies by the number of potential eyeballs that would view a specific site at some point over the next 10 years...."
ARK Buys RBLX Stock After Lower User Metrics Sparked a Selloff
The most important outcome of slowing engagement trends is how it impacts user monetization, since the more time spent on the platform is supposed to correlate to higher sales of Robux
Vertical Integration, Sports Data, and Streaming Distribution Lure ARK to Buy EDR Stock
Here's what most people will skip over when looking at EDR..."We are one of the largest independent global distributors of sports video programming and data..."
ARK's Yassine Elmandjra On Jack Dorsey, SQ Stock, and Bitcoin
"I do think that the focus will end up being a huge positive for Bitcoin and Square in the long run, especially if we do end up entering a prolonged bear market like we've seen in previous market cycles"
Cathie Wood on Z, OPEN stock, and iBuying During November's Webinar
"I think what we've learned is maybe they did not bring in the AI expertise that they needed. And this market became very unstable. They looked like heroes in the second quarter and fools in the third quarter."
ARK Buys SE Stock On Selloff, HedgeEye Lists SE as Best Short Idea
Here we have a richly valued, unprofitable company in the wrong place at the wrong time. So much so that HedgEye just released SE as it's Best Idea Short...
ARK cost averages down into SQ stock after name change to Block
It was a big week for SQ: Name change, Dorsey steps down, stock price drops 10%
ARK buys DOCU stock, now trading at pre-pandemic valuation
After falling 40% in one trading sessions DOCU is now trading below it's pre-pandemic price-to-sales level and it's lowest P/S in over three years.
XPEV stock added to ARKQ on accelerating electric vehicle deliveries
Calling Xpeng the Tesla of China wouldn't be too far off. XPEV is not as far along as TSLA but the mission and focus on vertical integration is the same.