Podcast #22 – Model portfolio first half
In this week’s episode, Luke and Albert reveal the first half of their model portfolio for 2021, covering the megatrends of e-commerce, fintech, medtech and entertainment. They also answer a listener question about one of the best problems to have as an investor – what to do when one of your stocks grows to become an oversized position within your portfolio
Podcast #21 – Model portfolio kick-off
In today’s podcast, Luke and Albert begin the design of a new model portfolio for 2021, containing the companies that they believe will achieve market-beating returns this year and beyond. In this kick-off episode, they consider the megatrends that are likely to shape the world around us for the years ahead, and decide what proportion of the portfolio they would like to devote to each of them.
Podcast #20 – 2020 model portfolio review
In the first episode of the new year, Albert and Luke review the Telescope Investing 2020 model portfolio in-depth, and try to understand how it’s outperformed the market by such a substantial margin. They walk through the stocks included, explain why they were chosen, but more importantly discuss the principles that guided the design the portfolio, to inform planning for the new 2021 model portfolio that’s due to launch in January
Podcast #19 – Our biggest investing mistakes
We all make mistakes, and some mistakes hit your wallet as well as your pride. For the last episode of the year on the Telescope Podcast, Luke and Albert invite you to chuckle at their expense as they talk about some of their biggest financial mistakes, not only in investing but also in life
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