Podcast #36 – Twilio deep dive
Communication is a core function of almost every app, from ordering a pizza, hailing a ride, to booking a doctor’s appointment. This week, Luke & Albert deep dive into one of the leading providers of this core functionality, Twilio. Twilio is one of the stocks in the model portfolio for 2021 and we discuss why we think it is a strong company with room to grow. Also, Luke muses on his dreams of a space economy.
Podcast #35 – Gravity with Zippy Capital
This week, Luke & Albert are joined by Zippy Capital, to discuss Gravity, a South Korean gaming company, and publisher of games based on the Ragnarok franchise, which is extremely popular in South East Asia.
Podcast #34 – Hype cycles
It can be exciting to invest in new innovations and it’s easy to get carried away with the next big thing. In this week’s pod, Luke & Albert take a look at a few recent Gartner hype cycles and talk about some of the innovations that impact their own investments – past, present and future
Podcast #33 – Model portfolio Q1 review
In this week’s episode, Luke & Albert check in with their model portfolio and see how the stock picks have performed in the first quarter, but more importantly, how the businesses have fared and whether or not the investment theses have changed.
Nano-X Imaging one-pager
This one-pager summarises the key points as we looked at Nano-X Imaging through our ‘investing lenses’. Nano-X promise to make medical imaging more accessible and more affordable for everyone. They have developed a new type of X-ray technology that is smaller, lighter and less expensive to manufacture and operate, and an innovative pay-per-scan business model. But there are significant red flags, and if FDA approval as a Class II medical device is not granted, it’s very likely that this company goes to zero
Podcast #32 – Our wildest stock pick so far! Nano-X Imaging
This week Luke & Albert take a deep-dive into another potential hypergrowth stock-pick. Nano-X Imaging promises to make medical imaging more accessible and more affordable for everyone. They have developed a new type of X-ray technology that is smaller, lighter and less expensive to manufacture and operate, and an innovative pay-per-scan business model. However, with no earnings, no sales and as yet, no regulatory approval, is this revolutionary technology too good to be true?
Podcast #31 – Teladoc Health deep dive
This week, Albert & Luke do a deep-dive into another stock in the model portfolio for 2021, Teladoc Health, a leader in telehealth and digital therapeutics. Teladoc’s mission is to create a virtual healthcare system to improve care and cut the cost of healthcare for all. They have grown revenues rapidly over the last three years, boosted in part by the global pandemic, but do they have what it takes to fend off the increasing competition chasing them from the rear?
Podcast #30 – What we don’t invest in
When investing in individual stocks, it helps if the companies that you choose align with your interests and your values. This week, Luke and Albert talk about some of the businesses that they prefer not to invest in, and the reasons why.
Hypergrowth
Investing in hypergrowth stocks is a high-risk high-return strategy, but we believe it could make sense as part of a balanced portfolio. This week, we’re delighted to announce the start of the Telescope Investing hypergrowth portfolio. In this article we share our criteria for identifying extreme growth investment opportunities
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