Podcast #29 – Our first hypergrowth stock, CuriosityStream
This week, Luke & Albert begin their search for hypergrowth stocks, smallcap and microcap companies with the potential of delivering 10X returns or higher. They set out some thoughts on the criteria that will be used in this search, and deep-dive a new player in the megatrend of streaming entertainment, CuriosityStream, as a potential hypergrowth stock
Cloudflare one-pager
Luke provides a one-page summary on Cloudflare, one of the fifteen companies in the Telescope Investing 2021 model portfolio
Podcast #28 – Cloudflare vs Fastly
With mobile devices, connected homes, connected vehicles, the internet of things, and 5G networks, our demand for data is growing rapidly year-over-year, requiring ever-increasing speed, reliability and security. In this week’s Pod, Luke & Albert put two fast-growing content delivery networks, Cloudflare and Fastly, head-to-head to decide which one is the better investment right now.
Podcast #27 – Investing in Asia
This week Luke and Albert discuss investing in Hong Kong and Asia. Albert shares his approach to finding and researching local stocks as a non-native speaker, and highlights some of the key megatrends that are driving his Asia investments. We also review a number of Hong Kong and China companies, as Luke begins to plan his own investments in the region
Magnite one-pager
Luke provides a one-page investment summary on Magnite, one of the fifteen companies in the 2021 model portfolio
Podcast #26 – The Telescope Investing Principles
This week, Albert and Luke examine how they manage their own stock portfolios, distilling out the principles that have allowed them to achieve market-beating returns over the long-term, and boiling it down to three primary skills – your ability to manage your temperament, your ability to manage your portfolio as a whole, and finally your ability to choose good quality companies
Podcast #25 – Magnite deep dive
Superbowl Sunday has some of the most coveted ad spaces in the business, with 30-second slots commanding over $5M each. But what if advertisers could target their spend, and viewers at home could see different adverts depending on their interests? In this week’s episode, Luke and Albert talk about programmatic advertising, and deep dive into a fast-growing player in this space, Magnite
Our investment plan for 2021
At Telescope Investing, we’re firm advocates of the long term buy and hold approach. We try our best to make sense of the world, and then to make forecasts about the needs and demands of the world a year or ten years from now, and then we try to find the companies that we think are best positioned right now to serve that need.
In this article, Luke describes how these principles were used to create the 2021 model portfolio
Podcast #24 – Risky investments
Short-selling and options trading have been in the news over the past few weeks, with stories of everyday investors making fortunes, but what do these terms mean, and should we be doing this ourselves? In this week’s episode, Luke and Albert talk about some alternative investments, and the potential calamitous damage they could pose to the life savings of an unprepared investor. They also have a chat about investing outside your home country, to access potential higher growth opportunities
Podcast #23 – Model portfolio 2021
This week, Luke and Albert complete their model portfolio for 2021 with the final eight stocks, announcing their picks for the megatrends of biotech, digital transformation, flexible workforce and multichannel marketing. The model portfolio contains the stocks that they will be invested in over the coming year, so it’s time to put the chips on the line!