Podcast #18 – Our most significant trades of 2020
The stock market in 2020 has been one of extremes, with a market crash triggered by a pandemic at the start of the year, followed by one of the fastest market recoveries in history. Many stock markets around the world are seeing all-time highs, most notably in the US. In this week’s episode, Luke and Albert take a look back at a few of the trades they made in 2020 that, for whatever reason, have been the most significant for them.
Is the pandemic fever breaking?
As 2020 draws to a close and I consider what next year may hold, it thankfully seems likely that we’ll put the Coronaconomy behind us. A number of strong vaccine candidates are starting to roll-out, and although it’ll take at least a quarter or two, I’m optimistic that by mid-year normal service will largely be restored. In this article, I consider what this could means for my investment portfolio, and why it might be time to trim a few of my ‘work from home’ stocks
Podcast #17 – Our favourite investing resources
Luke and Albert use this week’s episode to share some of the books, websites, podcasts, and other resources they use to find new investment trends and opportunities, and track and manage their investments
Podcast #16 – Plant-based meat
Advances in food technology are allowing us to feed a growing population more efficiently and sustainably, and one innovation that has appeared in recent years is plant-based meat. In this week’s episode, Luke & Albert talk about the tailwinds behind the growth in the plant-based meat industry, and look at two companies leading the movement: Beyond Meat and Green Monday
Podcast #15 – Is Kahoot! a 100 bagger?
Last week, we invited listeners to suggest a company that could be a 100-bagger of the future for us to discuss on the podcast. Out of all the suggestions, one stood out with its vision, scope, and growth potential, and that company is Kahoot! On this week’s episode, we take a deep-dive into Kahoot!, looking at what they do, how they began, and where the company could go from here – is Kahoot! a potential 100-bagger of the future?
Podcast #14 – 100 baggers
If you’d invested $1,000 in Amazon at its IPO in 1997, your shares would now be worth over $2,000,000. Investing in the right companies can result in life-changing returns, but how do you find those companies? In this week’s episode, Luke & Albert take a look at Christopher Mayer’s book, ‘100 Baggers’, and discuss some of the core principles of finding extreme growth companies
Is Zoom doomed and are they shutting up shop at Shopify?”
The Coronavirus pandemic has accelerated the take-up of e-commerce and remote working across a broad range of society, as many people have been forced to shop, and to work, online. Luke looks ahead to what a post-Covid world could look like for his Coronaconomy investments
Podcast #13 – Investing in biomedicine
In this week’s episode, Luke & Albert review how recent advances in COVID vaccines could affect markets, and follow up with a discussion on the megatrend of biomedicine. Recent advances in genetics such as CRISPR have the potential to deliver amazing new treatments for many incurable conditions, and the guys discuss some of the companies working on these life-changing therapies and consider whether they’re worth investment
Podcast #12 – Investing for your children
Luke & Albert discuss the important topic of investing for your children, and teaching them about money from an early age. They’re joined on the podcast by a special guest, Ramesh, to hear how he’s building a financial foundation for his three boys, taking advantage of tax-efficient savings options that will hopefully avoid them needing to depend on the ‘bank of mum and dad’ when they fly the nest
MercadoLibre earnings review
Luke reviews MercadoLibre’s blowout Q3 2020 earnings, and provides his own rationale for adding to his current position