Wall Street Wildlife Investing Podcast
137 episodes - English - Latest episode: 7 days ago -Fed up with the stock market giving you a hard time?
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Episodes
E24: The Hidden Costs of Moving Money: A Wise Perspective
April 23, 2024 06:19 - 33 minutes - 31.1 MBThis week's podcast is a repost from the 7investing podcast feed, where Luke & Krzysztof are Lead Advisors. --- If you’ve ever travelled abroad or tried to send money across international borders, hidden fees and unfair exchange rates have no doubt been a massive and expensive headache. In this week's episode of the 7investing podcast, Lead Advisors Luke Hallard & Krzysztof Piekarski sit down with Rina Wulfing, Senior Manager for the North American policy team at Wise ($WIZEY) to discuss ...
E23: How to Invest in Trends, How Will AI Impact Society, & Tesla's Pricing Strategy for FSD
April 16, 2024 07:00 - 37 minutes - 34.7 MBThe wildlife are getting restless - Badger’s motorcycle has been stolen! He's making up the cost by ensuring he's invested in the world's greatest companies, and in today's episode, we discuss the first of his investing desirables: does the company align with powerful trends that are shaping the future? Are ethics and doing good for the world part of that requirement? How does a company like Nvidia $NVDA compare with Celsius $CELH or Lululemon $LULU? Monkey meanwhile urges caution about in...
E22: Is Fear Your Financial Foe?
April 09, 2024 12:00 - 37 minutes - 34.4 MBIs fear stopping you from investing and building your wealth? Investing is risky and fear-inducing, but is also one of the most direct paths to living the life you want. There are many obstacles, one of the biggest of which is fear. On today’s special Owl’s Nest episode, we define fear and suggest ways to become more intimate with it. Badger and Monkey discuss the merits and drawbacks of paper trading: is it a useful tool or does it offer false security? How do poker players and moto...
E21: Austin Adventures - Apple Vision Pro, Wise HQ, and Tesla Troubles
April 03, 2024 10:40 - 33 minutes - 30.3 MBBefore returning to the UK, Badger paid his pal Monkey a visit in Austin. Shenanigans ensued, including, but not limited to: A trip to the Apple $AAPL store to try the Vision Pro headset. Was the demo experience enough to convince Luke to drop Android and buy into Apple’s metaverse aspirations? Since the Wise $WIZEY Austin headquarters were nearby, we were graciously able to take a tour of the company’s new digs. You’ll hear more about Wise in an upcoming episode, but we do examine a tried...
E20: Cyborgs, Casino Investing, & Badger's Portfolio Review Lessons
March 26, 2024 14:00 - 44 minutes - 40.3 MBMonkey badgers Badger about his portfolio review and the insights he's gained thus far. Why did he invest in Sea Limited $SE? What metrics about Cloudflare $NET are giving him pause? Would he buy more now if he didn't own any already? How did knowing Wise as a customer influence his confidence in being a shareholder? $WIZEY “Money won is ten times sweeter than money earned.” Is investing successfully like winning money from the casino that is “the market”? Monkey claims we're already cybor...
E19: Don't Be Roadkill: 5 Must-Know Stock Market Laws (and Our Biggest Fails)
March 19, 2024 14:51 - 45 minutes - 41.4 MBInvesting that will make you wealthy is as much about your own psychology as it is about the companies you invest in. If you skip the “know thyself” step, you will make terrible mistakes that could have been avoided. Do you think you’re smarter than everyone else? Do you invest for the short or long term? Is your portfolio resilient? Are you susceptible to FOMO? Krzysztof “Monkey” Piekarski and Luke “The Badger” Hallard have not only had great success as investors over 40+ years,...
E18: Nvidia's Gamble, Cybersecurity Shields, & Your 50-Day Portfolio Power-Up
March 12, 2024 13:00 - 38 minutes - 35.2 MBIs AI a sustainable investing trend? Should AI ethics matter for investors? The newly crowned Best Picture, Oppenheimer, alerts us about how humanity's obsession with science made blowing up the world a non-zero reality. Nvidia $NVDA is a company enabling the next great revolution in technology, but is it too much too quickly? We discuss whether it has gotten too far ahead of itself in terms of capacities, ethics, and market cap, and why Krzysztof sold his position. What’s an essential proc...
E17: Google - Bull, Bear, or Dodo? + Diversification Dilemma
March 05, 2024 15:00 - 33 minutes - 30.5 MBIs Google $GOOGL a bear, a bull or a dodo? Badger buys more, Monkey screeches Be Careful! Meta $META was in a similar position not too long ago, but it has an impenetrable social network moat. Can the same thing be said of Google’s data in a time of AI with companies building language models from the ground up and redefining search? Monkey explains this quandary is what the “too hard bucket” is for, whereas Badger remains confident in his fundamental understanding of the business. We also...
E16: NVIDIA Dominates, Enovix Disrupts - Earnings Analysis & Market Moves
February 27, 2024 14:00 - 35 minutes - 32.1 MBNVIDIA ($NVDA) just dropped a bombshell earnings report, sending the stock market into a frenzy! The results were off the charts, defying expectations and adding billions to the company's market value. But are things truly as rosy as they look? We'll dissect the numbers and get to the bottom of it. Monkey and Badger locked horns before earnings. Both were bullish, but only one will be sipping victory's sweet banana-flavored whiskey tonight! Who called it right? Find out in this episode. An...
E15: Bubble Trouble - Are Semiconductors Set to Burst?
February 20, 2024 14:00 - 38 minutes - 35.3 MBDo you smell a bubble brewing? Join Badger and Monkey in a lively market breakdown where we crack open the wild world of market bubbles. We'll teach you how to spot these dangerous inflations and protect your portfolio from a devastating pop. Are we in a semiconductor bubble? Is Nvidia riding toward a burst? Will Super Micro Computer share Cisco's fate? These are the burning questions we'll be tackling! We also talk about the difference between GPUs and tulip mania, while turning a discern...
E14 (Bonus): Lyft's earnings & what the heck are basis points anyway?
February 14, 2024 16:46 - 9 minutes - 8.33 MBLast night’s Lyft $LYFT earnings included an extra zero where there wasn’t one and the market reaction was wild! Turns out there’s a big difference between 500 basis points and 50! What are basis points? How do they differ from percentage points? We help you understand margins, and why thinking in basis points is an upgrade over percentages. (Shares of Lyft $LYFT soared more than 60 per cent on Tuesday before falling back sharply, after an error in the ride-hailing company’s quarterly earn...
E14 - Touchdowns to Tech Stocks: Super Bowl Revelations and Crafting a Winning Investment Strategy
February 13, 2024 14:00 - 42 minutes - 38.9 MBPost Super Bowl Sunday, Badger is hung over like a banshee but rolling in the dough nonetheless after making some choice bets. He also reports from the field about the most interesting things he saw and didn’t see in the commercials — Hint: where was crypto? (Monkey’s answer: nearing 50,000 per $BTC!) Monkey wonders about the similarities and differences between gambling and investing. One difference: understanding the fundamentals is what all successful thinkers and investors need to do. S...
E13: Investors' Quandary: Navigating High Valuations and Market Fundamentals
February 06, 2024 14:54 - 42 minutes - 39 MBExplicit content warning: Badger doesn’t restrain from telling Monkey how he really feels! Monkey is getting his market ass whooped so hard, Badger calls for an official intervention! “This is what you get for timing the market!” he scolds. Does Monkey listen? Is he too far gone in his “fundamentals matter" myopia? Amidst his counterarguments, he weaves tales of tulip crazes, rampant consumerism, soaring debts, and the pitfalls of "buy now, pay later" schemes, all underpinned by a staunch ...
E12: Mastering Market Timing - Avoiding Missteps and Unveiling Congressional Trading Secrets
January 30, 2024 18:42 - 40 minutes - 37.2 MBAre you tired of getting trampled in the stock market stampede? Join us for a wild ride in this episode as Monkey bares all about his market-timing blunders and the hefty price tag they came with. Dive into his thought process to sidestep these common investing pitfalls yourself. Meanwhile, Badger is snoozing soundly, his cave brimming with dollars, thanks to his steadfast belief in the "market-timing-is-impossible" mantra. Pay close attention to his philosophy for a stress-free investmen...
E11: Aliens and Armaments: Bracing for Investment Upheaval in a World at War
January 23, 2024 18:05 - 39 minutes - 35.8 MB"I think that there's a whole swath of current people investing that are going to get wiped out. They will get wiped out because they have never experienced emotionally, psychologically down markets. It is absolutely brutal to wake up, look at your screen and see red day after day after day after week. I don't think most investors today have any idea what that feels like." ~MrNotAdvice We do not want to scare our listeners, but being a savvy investor requires being aware of the risks and n...
E10: Bitcoin Manipulation, Corporate Real-Estate Collapse, and Japan goes full Kaizan!
January 16, 2024 15:38 - 1 hour - 69.3 MBBitcoin #BTC — aka digital gold — was approved last week to be traded as ETFs, causing much celebration from investors who now have an easier time owning it. But all that glitters might not be gold, says our guest Vulture, aka @MrNotAdvice. If you care about free markets, their manipulation, and are concerned about Bitcoin losing some of its purity and philosophical principles, this episode is for you. Life in the investing jungle can be red in tooth and claw! So we also asked Mr. Not Advi...
E9 (bonus) - Why is the Bitcoin ETF approval such a big deal?
January 13, 2024 15:59 - 15 minutes - 14.1 MB#BTC Why is the #bitcoinETF approval such a big deal? Do you worry about inflation? Does it matter to you that the biggest barriers to investing in bitcoin are now removed? And that it does gold’s job, but better? Badger and Monkey discuss the BIG DEAL that is Bitcoin + ETF. --- You can find more episodes of the podcast at wallstreetwildlife.com, and you can follow us at: X.com/7lukehallard X.com/7flyingplatypus Wall Street Wildlife is also on Instagram and Tiktok @wallstreetwildlife....
E9 (bonus) - Rocket Lab
January 12, 2024 18:27 - 7 minutes - 7.24 MB$RKLB Monkey loves @RocketLab as the best alternative to investing in SpaceX .So for the King of the Jungle Investing Challenge he bought some Feb '24 $7 call options. Was this a reckless bet? Can Luke maintain his composure in the face of Monkey's shenanigans, like the Badger ninja he is? There's also an extremely important lesson here about ODTE options. Hint: DON'T.
E9: New Year Investing Resolutions
January 09, 2024 14:00 - 47 minutes - 43.7 MBThe new year is an opportunity to weed out old habits that prevent us from being the best beastly versions of ourselves and the best investors we can be — the two are often intertwined! Badger starts his resolutions by committing himself to increasing the concentration of his portfolio while Monkey aims to undertake fewer projects and to go deeper into the ones he’s most excited about. Slowing down, and doing less is often more, both in life and in investing, so we both commit to being mor...
E9 bonus - Apple Vision Pro
January 09, 2024 02:42 - 10 minutes - 9.58 MB$AAPL Not every great company makes a great investment. What are the reasons to think #Apple will provide market-beating returns from its current market cap of nearly 3 TRILLION? Monkey -- a life-long Apple believer, and Badger, a life-long Apple naysayer, duke it out. 1) #VisionPro: Apple can create new categories 2) #ArtificialInteligence: Apple won't sit on the sidelines BUT: 3) How many people with a new iPhone -- that works stupendously well -- will keep upgrading at $1,500 a po...
E8: Bold Stock Market Investing 2024 Predictions, Jungle Style
January 02, 2024 10:16 - 51 minutes - 47.4 MBJungle investing life is unpredictable, but your hosts Luke “The Badger” Hallard and Krzysztof “Monkey” Piekarski, Lead Advisors at www.7investing.com are feeling especially clairvoyant this year. 🔮 Gather ‘round, wallstreetwildlife friends and furry critters, pour some warm libations— perhaps a banana flavored brandy?— and hear about all the things that have yet come to pass. We predict the future regarding interest rates, black swans, tech booms and busts, Bitcoin price at year-end, the ...
E7: $AXON + $CHRS + Theta Decay + Dangerous Scams and how to avoid them! 😥
December 26, 2023 12:13 - 50 minutes - 46.7 MBBadger puts a cool $100 to good use by investing in shares of Axon Enterprise $AXON. It’s a great company with a seriously good ethical backbone — Monkey supports the cause but questions whether it’s the right time to buy given the gnarly macro backdrop. Monkey meanwhile adds even more to his Coherus Biosciences $CHRS position, but this time using the 5/17/24 Call options. He explains why, despite 90% of options expiring worthless, he chose this vehicle instead of buying more shares outri...
E6: Santa Claus Rally 🎅: Monkey has been Naughty 👿 + Badger has been Nice 😊
December 18, 2023 20:29 - 35 minutes - 32.4 MBWith Santa Claus about to make his annual chimney stops, Badger and Monkey look at their portfolios to determine whether they’ve been naughty or nice. Spoiler alert: Monkey’s ass is red for good reason! Playing the role of the Bear 🐻 for the first time in his investing career, the Santa Claus rally in the markets is making noble Monkey feel more like a baboon than a seasoned investor. Badger, meanwhile, is sleeping well at night, with gold coins coming out of his ears. Will his confidence ...
E5 (bonus): EOS Energy - investing opportunity of a lifetime or "Good Story, Bro?"
December 12, 2023 21:17 - 40 minutes - 36.6 MBListen to Wall Street professional @MrNotAdvice break down the EOSE Energy Strategic Update presentation. The biggest concern for investors: "It's important to make the demarcation between a great company story and a stock". Is EOS still a story stock? $EOSE $ENVX $TSLA #CleanEnergy You can find more episodes of the podcast at wallstreetwildlife.com, and you can follow us at: https://twitter.com/7LukeHallard https://twitter.com/7FlyingPlatypus https://twitter.com/MrNotAdvice Wall Str...
E5: Monkey makes bank with Chainlink 🍌📈
December 11, 2023 17:45 - 33 minutes - 30.4 MBEpisode 5 features the Badger explaining why his portfolio is chock full of strange ticker symbols that Monkey’s small brain had a hard time making sense of, something called ADRs — turns out they’re not as scary as you think (Badger's research resource mentioned in the episode is here: https://www.adr.db.com) Monkey meanwhile throws some rotten bananas at Badger’s snout for engaging in a serious investing fallacy — an insidious desire to earn medals for the amount of time he’s held his inv...
E4: Are We Dumb Money?! 🤪📈
December 04, 2023 16:54 - 36 minutes - 33.7 MBIn episode 4 of Wall Street Wildlife, Badger and Monkey, having just watched Dumb Money, debate whether the market is rigged against retail investors, and what strategies you can use to outperform the market regardless. Badger of course can’t help himself from squeezing poor humble Monkey’s shoes for wanting to have a little bit more fun by increasing the monthly portfolio contribution to $200 instead of $100, calling him out as a degenerate gambler. But Monkey’s wise retort leaves Badger ...
E3: Bad Macro 🐦⬛ + Long-Term Buy and Hold 🦡 vs Short-term Asymmetric Bets 🍌
November 27, 2023 19:04 - 38 minutes - 35.2 MBVulture talks about the market rally and how it’s ignoring data that is quite worrisome, using the -34% drop in insurance health premiums as a clear example of data manipulation. Monkey makes a case for his top holding, Coherus Biosciences, and why he had a hard time resisting buying way more shares than planned. Badger, meanwhile, badgers poor humble Monkey about investing in underperforming businesses, suggesting that businesses that go up tend to go up, and those that go down tend to go...
E2: Dumpster Diving
November 17, 2023 14:40 - 39 minutes - 35.9 MBEpisode 2 of Wall Street Wildlife finds Badger in Hong Kong, a perfect location from which to teach Monkey about the nuances of portfolio risk management, and the dangers of feasting on too many rotten stock bananas, like, say, $EOSE Eos Energy, Monkey's fatal obsession. In Phoenix or Dodo, we examine Luke’s own junk stock, $NNOX Nanox Imaging and debate whether they are making the x-ray machines of the future, or turning investors into clowns working for the circus. In the King of the Jun...
E2 (bonus episode): A Fragile Market
November 15, 2023 01:45 - 13 minutes - 12.6 MBWall Street Wildlife’s first bonus episode introduces a Vulture circling above the tree canopy! That’s because the market jungle is not just bulls and bears and monkeys and badgers - there are also birds of prey who take advantage of any meat left on the bone, no matter the source. Do you want to better understand why current market conditions are fragile? What Japan has to do with the fate of your stocks? What currency wars have to do with your stocks? Why the bulls might be rushing into ...
E1: Welcome to the Jungle
November 10, 2023 01:38 - 22 minutes - 20.5 MBJoin Luke "the badger" Hallard and Krzysztof "the monkey" Piekarski as they dig through the jungle of Wall Street on their podcast, "Wall Street Wildlife." Whether you're a fresh-faced fawn in the stock market or a grizzled old bear with seasoned portfolios, this podcast has the nuts and berries to enrich your financial diet. Every week, our hosts, with their beastly instincts for business and economics, share market insights and investment strategies with a roar of humor and a touch of clas...
Welcome to Wall Street Wildlife
October 29, 2023 18:01 - 2 minutes - 1.86 MBWall Street Wildlife: where the worlds of technology, business, stock markets, and animal spirits collide. 7investing lead analysts Luke ‘The Badger’ Hallard and Krzysztof ‘Monkey’ Piekarski bring you a curated digest of investing insights and principles to help you better understand how to make money in the stock market. Perfect for those who know there’s an intelligent and principled way to become wealthy but haven’t yet had a good jungle guide, Wall Street Wildlife is a gateway to deep,...
Podcast #72 - A big announcement
January 19, 2022 16:47 - 13 minutes - 12.6 MBAt the start of December, we began the research for the 2022 Telescope Investing model portfolio. Our apologies to long-term listeners of the show, but we’re afraid to say that this will not be launching. As we enter 2022, we have something rather important to announce. Last year, we had the pleasure of having Simon Erickson, Founder and CEO of 7investing, join us on the podcast. We have both been paid members of 7investing since early 2021, and we quickly noticed the similarities in Simon’...
Podcast #71 - Model portfolio year-end review
December 29, 2021 09:53 - 46 minutes - 42.6 MBThe time has come for the year-end review of our model portfolio, a collection of 15 stocks that we selected in January as our core investments for 2021. The last quarter of the year has been a torrid time for growth stocks and our model portfolio. As growth investors, you get somewhat accustomed to volatility but this year has been especially turbulent as investor sentiment swung back and forth due to a series of world events. This was the year to be an index investor as the S&P steadily cl...
Episode #71 - Model portfolio year-end review
December 29, 2021 09:53 - 46 minutes - 42.6 MBThe time has come for the year-end review of our model portfolio, a collection of 15 stocks that we selected in January as our core investments for 2021. The last quarter of the year has been a torrid time for growth stocks and our model portfolio. As growth investors, you get somewhat accustomed to volatility but this year has been especially turbulent as investor sentiment swung back and forth due to a series of world events. This was the year to be an index investor as the S&P steadily cl...
Podcast #70 - Year-end fun
December 21, 2021 19:51 - 39 minutes - 35.7 MBHappy holiday wishes to all of our listeners and subscribers! This week, we're kicking back from the serious stock analysis and just having a bit of Christmas fun as we look back at some of the highs and lows of 2021. We reflect on our favourite moments on the pod, some of the smartest (and daftest!) things we've said, and chat about our favourite episodes and guest interviews. We also hazard making a couple of wild predictions for 2022! It's been a great year for Telescope Investing, in no...
Podcast #69 - Airbnb deep dive
December 15, 2021 05:29 - 40 minutes - 37.8 MBThis week we’re taking a look at Airbnb, a well-known travel company that’s strongly positioned to benefit from the potential surge in international travel as the pandemic begins to ease and the world reopens. Companies mentioned in the discussion include ABNB, BKNG, EXPE, MAR, HLT. ----- If you enjoy this episode, please consider subscribing at https://telescopeinvesting.com/subscribe and following the hosts: @LukeTelescope @AlbertTelescope
Episode #69 - Airbnb deep dive
December 15, 2021 05:29 - 40 minutes - 37.8 MBThis week we’re taking a look at Airbnb, a well-known travel company that’s strongly positioned to benefit from the potential surge in international travel as the pandemic begins to ease and the world reopens. Companies mentioned in the discussion include ABNB, BKNG, EXPE, MAR, HLT. ----- If you enjoy this episode, please consider subscribing at https://telescopeinvesting.com/subscribe and following the hosts: @LukeTelescope @AlbertTelescope
Podcast #68 - structuring the 2022 model portfolio
December 07, 2021 08:00 - 43 minutes - 39.6 MBIf you enjoy this episode, please consider subscribing at https://telescopeinvesting.com/subscribe and following the hosts: @LukeTelescope @AlbertTelescope ----- This week we give consideration to the structure of our model portfolio for next year. These are the companies we believe will achieve market-beating returns in 2022 and beyond. In this portfolio structure episode, we consider the megatrends that are likely to shape the world around us for the years ahead and decide what proporti...
Podcast #68 - Structuring the 2022 model portfolio
December 07, 2021 08:00 - 43 minutes - 39.6 MBThis week we give consideration to the structure of our model portfolio for next year. These are the companies we believe will achieve market-beating returns in 2022 and beyond. In this portfolio structure episode, we consider the megatrends that are likely to shape the world around us for the years ahead and decide what proportion of the portfolio to devote to each of them. We're on track for a woeful performance in 2021, along with the recent declines in all growth stocks, but we remain c...
Podcast #67 - Disney deep dive
November 30, 2021 10:24 - 40 minutes - 37.2 MBDisney, a powerhouse in the entertainment industry, is known the world over. However, the coronavirus pandemic over the last two years has proven to be a difficult time for the company, with most theme parks and cruise lines shut down or running at reduced capacity, and theatrical releases hobbled by national lockdowns. The reduction in live sports has also impacted Disney's ESPN service. The silver lining has been the success of their Disney+ streaming service, driven by the increased deman...
Podcast #66 - Healthtech with Richard Chu
November 23, 2021 08:20 - 42 minutes - 39.3 MBThis week we had the pleasure of connecting with healthtech expert investor Richard Chu (@richard_chu97). Richard shares his thoughts on the healthtech sector, his key investments in this area including GoodRx, Doximity, and OptimizeRx, and also how he saw the writing on the wall for Teladoc Health and exited early, avoiding the share price slump that has hurt our own returns this year! You can read more about Richard at his substack (https://richardchu97.substack.com/), and through Luca C...
Podcast #65 - Listener questions
November 16, 2021 10:30 - 30 minutes - 28.1 MBIn the pod this week, we field some of the fantastic questions we’ve received recently from our listeners. We give our take on panic selling, investing during high inflation, using leverage, choosing between investment options and having diversification within your investment portfolio. And one of us takes the next step in their investing journey! Even God Couldn't Beat Dollar-Cost Averaging by Nick Magguilli ----- If you enjoyed this episode, please consider subscribing at https://telesc...
Podcast #64 - Marqeta deep dive
November 09, 2021 14:00 - 37 minutes - 34.1 MBMarqeta's mission is to be the global standard for modern card issuing. They enable other companies to develop, launch and operate card products, by providing the underlying technology that powers many of the new innovations in the payment space, including digital payments, buy-now-pay-later (BNPL), digital wallets, and just-in-time (JIT) funding (automatically funding an account in real-time during the transaction process). Their platform gives their customers full control to build a card t...
Podcast #63 - Digital Turbine deep dive
November 02, 2021 13:01 - 39 minutes - 36.4 MBOn this week's pod, we deep dive Digital Turbine, a mobile ad-tech innovator specialising in targeted app installation and programmatic advertising to mobile devices. Digital Turbine invented the market for app installation and have a patent on 'single-tap' app installation to Android devices, but the business model is controversial, and the company have been accused of pushing 'bloatware'. Revenues are multiplying at triple-digit rates year over year as the company rides the wave of the 5G...
Podcast #62 - Company culture with Renee Conklin
October 26, 2021 06:57 - 45 minutes - 41.8 MBIt’s not something that's usually covered in quarterly earnings reports, but company culture can have a big impact on employees, customers, business performance, and the company’s stock price. This week on the pod, we're joined by Renee Conklin, founder of RCHR Consulting, to talk about company culture - how to assess it, its impacts on business results, and what companies can do to attract and retain talent. Also, we chat about famous CEOs, the Great Resignation and driving tractors! Websi...
Podcast #62 - Company Culture with Renee Conklin
October 26, 2021 06:57 - 45 minutes - 41.8 MBIt’s not something that's usually covered in quarterly earnings reports, but company culture can have a big impact on employees, customers, business performance, and the company’s stock price. This week on the pod, we're joined by Renee Conklin, founder of RCHR Consulting, to talk about company culture - how to assess it, its impacts on business results, and what companies can do to attract and retain talent. Also, we chat about famous CEOs, the Great Resignation and driving tractors! Websi...
Podcast #61 - Investing in Disruptive Innovation with Simon Erickson
October 19, 2021 07:18 - 47 minutes - 44.3 MBThis week we were delighted to connect with Simon Erickson, founder and CEO of 7investing, to chat about a topic that underpins both the 7investing and Telescope Investing strategy - investing in disruptive innovation. Simon shares his thoughts on finding and evaluating disruptive companies, why larger companies find disruptive innovation difficult, playing offence and defence in your portfolio, plus we chat about hype vs fundamentals, craft beer, and being neighbours with Morgan Housel! I...
Podcast #61 - Investing in disruptive innovation with Simon Erickson
October 19, 2021 07:18 - 47 minutes - 44.3 MBThis week we were delighted to connect with Simon Erickson, founder and CEO of 7investing, to chat about a topic that underpins both the 7investing and Telescope Investing strategy - investing in disruptive innovation. Simon shares his thoughts on finding and evaluating disruptive companies, why larger companies find disruptive innovation difficult, playing offence and defence in your portfolio, plus we chat about hype vs fundamentals, craft beer, and being neighbours with Morgan Housel! I...
Podcast #60 - Venture Capital with Prantik Mazumdar
October 12, 2021 15:06 - 51 minutes - 47.6 MBAt Telescope Investing we focus on publicly-listed stocks, but investing in private companies is another option for investors seeking higher returns, and this is becoming increasingly accessible to retail investors through crowdfunding services. On this week’s pod, we're joined by award-winning entrepreneur and founder Prantik Mazumdar, to get his insights on private equity and venture capital investing. Prantik brings his extensive experience working with local enterprises in Singapore and...